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yesterday
If you use an Online version of TurboTax, you have the option to start your return without paying for it (even if a paid edition). As long as the product is not paid for or registered, you have the o...
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If you use an Online version of TurboTax, you have the option to start your return without paying for it (even if a paid edition). As long as the product is not paid for or registered, you have the option to clear the return and start over.
TurboTax Online saves your progress as you go. TurboTax Desktop asks you if you want to save your file before you exit a session.
See this article for help finding a missing tax file in TurboTax Desktop.
If you open TurboTax Online and don't see the information you entered, check to see if it's possible that you are logging in with a different User ID and therefore, you are not finding the tax return that you started. Usually, this is the case if you log in a do not find your already started or complete tax returns and instead are being asked to start from the beginning.
To get a list of your User ID's and recover accounts, you can use the tool at this link. If you have more than one email address, you can run the tool on each one.
@irishbymarriage
yesterday
My customer had this issue, do not enter the entire doc # just the first 3 letter.
yesterday
Is turbo tax desktop 2025 able to be run on a Windows 10 22H2 computer?
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yesterday
do you men "passive"? what's your question?
yesterday
I worked in the restaurant and I received the paystubs. But when I look at my paystub, there is no federal income tax withheld? I wanna know know why. Because I work in another restaurant, there is ...
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I worked in the restaurant and I received the paystubs. But when I look at my paystub, there is no federal income tax withheld? I wanna know know why. Because I work in another restaurant, there is federal income tax withheld.
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yesterday
If you cannot obtain your spouse’s Social Security Number and do not have access to prior joint tax returns to find it, you will likely be unable to e-file and must instead file a paper return by mai...
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If you cannot obtain your spouse’s Social Security Number and do not have access to prior joint tax returns to find it, you will likely be unable to e-file and must instead file a paper return by mail.
In your tax software, enter a placeholder sequence of zeros and nines to bypass the error messages, then print the final return and manually strike through the placeholder, writing "Unknown" or "Refused" in the spouse's SSN box. Since you do not have children and are not legally separated by a final court decree, you must use the Married Filing Separately status, however, be aware that if your spouse chooses to itemize deductions on her return, the IRS will require you to itemize as well, even if your personal deductions are $0.
To prevent future processing delays, you should also attach a brief, signed cover letter to your mailed return explaining that you are in the midst of a divorce and your spouse is unreachable or unwilling to provide her information.
yesterday
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yesterday
perhaps the basic version does not include the form, you may need premium.
yesterday
1 Cheer
To fix the 401(k) rollover error in TurboTax, you must ensure the 1099-R is marked as a non-taxable rollover, which prevents it from inflating your AGI and triggering an incorrect SALT deduction cap....
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To fix the 401(k) rollover error in TurboTax, you must ensure the 1099-R is marked as a non-taxable rollover, which prevents it from inflating your AGI and triggering an incorrect SALT deduction cap. Navigate to the 1099-R entry, select "I rolled over this money to an IRA or other retirement account," and confirm code 'G' is in box 7.
A rollover is not taxable income, but if it is not properly marked as a rollover, TurboTax includes the entire amount in your Adjusted Gross Income (AGI). Review your Form 1040 to confirm that the total rollover amount appears on line 5a (Gross Distribution), but that $0 (or only the taxable portion, if any) is listed on line 5b (Taxable Amount).
yesterday
TT states the software is not compatible with Windows 10. So, to buy it and try it on W10 is pointless and waste of time - except as an object lesson, I guess.
yesterday
it is best to do 2024 first in case any items would be carried forward to 2025. However, for 2025, for your prior year's AGI, use $0.
yesterday
I received my RDM by 12/31.
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yesterday
If you must report income from Puerto Rican sources on your U.S. income tax return, then you can claim a foreign tax credit for income taxes paid to Puerto Rico on that income. To calculate your fore...
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If you must report income from Puerto Rican sources on your U.S. income tax return, then you can claim a foreign tax credit for income taxes paid to Puerto Rico on that income. To calculate your foreign tax credit, you must reduce the income taxes paid to Puerto Rico by the amount of income taxes allocable to excluded Puerto Rican source income. When claiming a foreign tax credit, you must complete Form 1116, Foreign Tax Credit. See Topic no. 856 for more information about the foreign tax credit.
For more information about how to allocate deductions and credits with respect to excluded income as well as how to determine if you're a bona fide resident, refer to Topic no. 901, Publication 570, and Publication 1321 PD
there is no place to enter foreign taxes paid on either a 1099-R or the 4852. You must enter them through form 1116, which is under deduction and credits, not the income section. the basic version of online doesn't allow for the FTC.
yesterday
It looks like the calculation for Line 40 is not pulling the correct information from my federal form. In Worksheet 1 - Wisconsin Itemized Deduction Credit, Line 3 does not including the medical ins...
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It looks like the calculation for Line 40 is not pulling the correct information from my federal form. In Worksheet 1 - Wisconsin Itemized Deduction Credit, Line 3 does not including the medical insurance reported on Form 1095A so the total medical care insurance (MCI) is incorrect. Because of this error, the amount calculated for Line 40 is incorrect.
yesterday
Wow. You are really down on Google, aren't you. I myself have used Google since inception and have very rarely encountered wrong info. Just wanted to say so.
yesterday
I am using TurboTax for my granddaughter’s taxes. She is 22 and a full-time graduate student, living independently of both parents. She is working part-time, and using grants, loans and scholarship...
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I am using TurboTax for my granddaughter’s taxes. She is 22 and a full-time graduate student, living independently of both parents. She is working part-time, and using grants, loans and scholarships to finance her education. Her mother works full time and is also a graduate student. The mother received a 2025 “head of household” credit for a younger child and a continuing education credit for herself. She did not claim her daughter in any way, but TurboTax is calculating a tax increase for the daughter, based on her mother’s credits (Form 8615). The younger sibling had no income in 2025, so he has not filed a return. How can I get around this penalty imposed on my granddaughter? Thanks for any help. Weary Taxee
yesterday
Hello - I feel exactly the same way. I am incandescently angry with TT. Their loyalty quotient is down in the sub-sub-sub-multiplesubs-basement. No excuse for TT to design like it has. I am exactly...
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Hello - I feel exactly the same way. I am incandescently angry with TT. Their loyalty quotient is down in the sub-sub-sub-multiplesubs-basement. No excuse for TT to design like it has. I am exactly(!) like you except I've been using TT for at least 28 years. No way will a software company dictate to me what OS I will have on my computer - when it is not necessary. I mean, I"m sorry we can't run Windows 7 anymore but I had to change for wide ranging reasons, not just due to one company dictating to me. And there is no bloody way I would trust anyone's server but my own for unhackability relative to my important files. That would be nuts. So, I'm going to use H&R Block this year. I hope it is fairly easy. I do know it will run on my Win 10 machine. Good luck with yours!
yesterday
I have an s-corp in NC. I used form CD429 to pay PTET on behalf of my one and only shareholder (myself). This continues to be a TurboTax blind spot where there is no obvious place to have this amount...
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I have an s-corp in NC. I used form CD429 to pay PTET on behalf of my one and only shareholder (myself). This continues to be a TurboTax blind spot where there is no obvious place to have this amount paid ($506) flow through to my personal taxes on the NC state return. In there desktop version, there is even a place on the NC K-1 for CD-401S that states "Part 4: NC tax payments will flow to D-400, Other tax payments".... BUT when you scroll down to part 4 Line 11 on the form, you can not select and enter an amount in that field. HELP!!! I am sooo frustrated that TT has not fixed this after all these years!!! I have asked ChatGPT and can't get anywhere either.
yesterday
For Schedule K-1 box 20 code, I have two questions. I have three codes on my K-1: AJ, N, and Z. For AJ, my K-1 form shows the following: Code AJ: Aggregate Business Activity Gross Income $76...
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For Schedule K-1 box 20 code, I have two questions. I have three codes on my K-1: AJ, N, and Z. For AJ, my K-1 form shows the following: Code AJ: Aggregate Business Activity Gross Income $76,743 Code AJ: Aggregate Business Activity Total Deduction $124,367 TurboTax labels code AJ as “Excess Business Loss Limitation”. Do I enter both figures, separately from Box 20 code AJ into TurboTax? Or do I enter just one figure, with the loss? I am able to locate an amount for N, but do not see any amounts with code Z (or anything labeled statement 199A). Can I just leave it blank if there is no Amount for Z? Thanks in advanced! Any assistance is greatly appreciated.
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yesterday
OTHER INCOME TAXES includes estimated previous year tax payments , various types of taxes withheld, etc. At top of screen click on VIEW then click on FORMS then on the left scroll down and click on T...
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OTHER INCOME TAXES includes estimated previous year tax payments , various types of taxes withheld, etc. At top of screen click on VIEW then click on FORMS then on the left scroll down and click on TAX PAYMENTS. The next screen Tax Payments Worksheet displays all taxes paid and the TOTAL appears in OTHER TAXES.