turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

All Posts

TurboTax shows files and that it was accepted in February but the IRS website shows the discrepancy
To enter or delete the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Es... See more...
To enter or delete the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid
did you get a state k-1?  and those should be appearing on it. specify the state and someone may be able to help you further. 
here's a link to its 2024 tax booklet and i don't see what you mention anywhere. file:///C:/Users/MIKE/Downloads/Cedar%20Fair%20L.P.%202024%20Tax%20Instruction%20Booklet.pdf      CF is a Publ... See more...
here's a link to its 2024 tax booklet and i don't see what you mention anywhere. file:///C:/Users/MIKE/Downloads/Cedar%20Fair%20L.P.%202024%20Tax%20Instruction%20Booklet.pdf      CF is a Publicly traded partnership and PTPs don't report income/losses on form 8582.   
I contributed various amounts to employer sponsored post-tax 401k plan and converted those to Roth instantly at contribution. However, I realized that I have not filed 1099-R for years 2020, 2021, 20... See more...
I contributed various amounts to employer sponsored post-tax 401k plan and converted those to Roth instantly at contribution. However, I realized that I have not filed 1099-R for years 2020, 2021, 2022, 2023. I have now those downloaded from Fidelity website. How do I file amendments?   Since these were post-tax contributions, I dont expect any tax liabilities. But I want to ensure IRS has this info now, so at withdrawal time, I don't have a contention on taxes. All my filings were via TT.   How do I file 1099-R amendment for 2020, 2021, 2022, 2023 for post-tax 401k rollover to Roth?
I don't think you're going to see much implementation of the 25 new tax laws in the 24 program - what if section for 25, other than known changes like the old standard deduction. most of the change a... See more...
I don't think you're going to see much implementation of the 25 new tax laws in the 24 program - what if section for 25, other than known changes like the old standard deduction. most of the change affect tax credits and itemized deductions /standard deduction which have no effect on MGI. the items affecting magi the the tip deduction - will that affect MAGI or just taxable income. the same with overtime . there will be a charitable deduction for non-itemizers and bonus depreciation will be 100% subject to certain restrictions Before these changes can be implemented for Turbotax 2025, IRS has to write the regulations of how these changes are to be implemented/work.  
DO NOT check the box saying that you got it in 2022. Just leave the one box checked that says "I got it in 2024." Do not check any of the other boxes. If you check "I got it in 2022" or "I intend to ... See more...
DO NOT check the box saying that you got it in 2022. Just leave the one box checked that says "I got it in 2024." Do not check any of the other boxes. If you check "I got it in 2022" or "I intend to get it in 2025" TurboTax will report the income as business income on Schedule C and you will have to pay self-employment tax on it. And on the next screen, that asks if it involved an intent to earn money, select No.  
Only the IRS knows what all it is doing with your return.   Here are some things to check:   First, you need to be sure the return was successfully filed. It depends on how you chose to file the re... See more...
Only the IRS knows what all it is doing with your return.   Here are some things to check:   First, you need to be sure the return was successfully filed. It depends on how you chose to file the return.   If you filed a paper return by mail, TurboTax does not mail it for you.  If you chose that method, you would have had to print it, sign it, date it, and mail it yourself.  It takes at least 4 weeks for a mailed return to show up in the IRS WMR tool.     If you efiled, double-check to be sure the return was efiled successfully and accepted.  If you used Online TurboTax, you can sign into your Online Account and check the efile status at the Tax Home.   What word is used there for the status:  accepted, rejected, printed, started, ready to mail, or something else? If that showed it was accepted, (or if you mailed a paper return), you can use the "Where's My Refund" tool at the IRS website below to monitor the status of your Federal refund.   Is there any message there? https://www.irs.gov/wheres-my-refund   Here are some tips when using that IRS tool:   Be sure you enter the correct tax year, SSN, and filing status. Be sure you are using only the Federal refund amount.   Do not include any state refund or any total refund or net refund (Fed and State) that TurboTax may have provided on a summary screen.   Look at your actual Federal return to get the Federal refund amount to use in the tool, i.e., your Form 1040, Line 35a.
Yes.   You can have both installed at the same time.  To amend a return you did somewhere else or you don't have the original.tax file,  you would first have to fill out Turbo Tax like you are doing ... See more...
Yes.   You can have both installed at the same time.  To amend a return you did somewhere else or you don't have the original.tax file,  you would first have to fill out Turbo Tax like you are doing the original return.    You have to recreate the actual wrong original return.  Then when it matches each line that you really filed you have to tell Turbo Tax you will mail it so it thinks it was filed.  Then you can amend it.  You will have to mail the amended returns.   Mail them in separate envelopes.      You can buy the Desktop Download program directly from Turbo Tax here, https://turbotax.intuit.com/personal-taxes/cd-download/   You can buy the Window's Business DIY program here….. TurboTax® Business Desktop 2023-2024 | Tax Software Download
My now ex-tax preparer made a mistake that I didn't catch on the 1065 which raised my personal taxes significantly for 2024. She now wants $$$ to file an amendment for the 1065 and 1040. Can I use De... See more...
My now ex-tax preparer made a mistake that I didn't catch on the 1065 which raised my personal taxes significantly for 2024. She now wants $$$ to file an amendment for the 1065 and 1040. Can I use Deluxe and Business to file an amendment for 2024? I understand I will have to enter all the data from scratch.
Oh, what code is in the 1099R box 7?  That usually tells you why you got it.
Did you get a 1099R?   That is if you took a IRA or 401K or retirement withdrawal.   Or did a rollover.  Or got a pension or other reasons.    If you don’t know why you got one then ask the plan why.... See more...
Did you get a 1099R?   That is if you took a IRA or 401K or retirement withdrawal.   Or did a rollover.  Or got a pension or other reasons.    If you don’t know why you got one then ask the plan why.   Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
It just wants to know if you got it before.  Not if you reported it or not.  So say yes.   Are you doing a 2024 return?   So you didn’t get that income in 2023?   I wonder why it asked about 2022?   
I need help with accessing my Amended return
what does 1099 R mean?
Just saw your last post.   My husband died in March 2023 and when I filed in 2024 it let me efile with him as primary with date of death.   Wonder why mine wasn’t rejected and locked.  I haven’t seen... See more...
Just saw your last post.   My husband died in March 2023 and when I filed in 2024 it let me efile with him as primary with date of death.   Wonder why mine wasn’t rejected and locked.  I haven’t seen any other posts about that.   I’m in California too.   
hmmm,   I guess you will have to mail the return then.   
Who died and when?  If it was in 2024 just leave the names as before.  You can’t change the order of names.    My husband died in 2023.   He was the primary on our Joint return.   I filed 2023 a... See more...
Who died and when?  If it was in 2024 just leave the names as before.  You can’t change the order of names.    My husband died in 2023.   He was the primary on our Joint return.   I filed 2023 as normal Joint. For 2024 i filed as Single on a new return and did not transfer from 2023.  If you are using the Online version you need to set up a new account for yourself and not transfer from 2023.   You can file a Joint return the year your spouse died.  For the next two years following a husband's or wife's death, the surviving spouse can file as a QSS Qualifying Surviving Spouse if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns.  After the year of death if you don't have a child you file as Single.   TurboTax will not allow you to remove the primary taxpayer on the return. And you should not try to change the order of names.  If you were listed as the spouse and want to be the primary taxpayer now or delete the primary person, you will need to start a new return by logging out and starting over with a new account and new user name and password.  You will not be able to transfer from the prior year.