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yesterday
when uploading w2 documents to your tax form it doesn't have a scroll bar to navigate down through the document for proofreading
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yesterday
Even if you are using the amount from your IRS account, there are still some situations that could affect what AGI number you use. Some of those situations are:
If you amended your return y...
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Even if you are using the amount from your IRS account, there are still some situations that could affect what AGI number you use. Some of those situations are:
If you amended your return you must use the AGI from your original 2024 tax return.
Make sure that you entered the number was entered correctly without rounding.
If you filed your return after November 10, 2025 enter $0 as your prior-year AGI.
For more ideas that could help you find out what your AGI is, refer to the following TurboTax help article:
How do I find last year's AGI?
yesterday
Form 1099-DIV reports dividend income and distributions, but it does not specifically break out the portion of dividends and distributions that come from foreign countries directly on the form itself...
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Form 1099-DIV reports dividend income and distributions, but it does not specifically break out the portion of dividends and distributions that come from foreign countries directly on the form itself. However, foreign source dividends and related foreign taxes paid are typically reported separately to the taxpayer on other statements or forms, such as Schedule B (Interest and Ordinary Dividends) and Form 1116 (Foreign Tax Credit), which your broker or payer may provide. Box 6 on Form 1099-DIV reports the amount of foreign tax paid that may be creditable or deductible, but the actual portion of dividends from foreign sources is generally shown in supplementary statements rather than on the 1099-DIV form alone.
yesterday
Are you seeing a Review at the screen Let's finish pulling in your investment income? Or are you getting a Review after running Federal Review?
Was the form 1099-B imported from a provider? T...
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Are you seeing a Review at the screen Let's finish pulling in your investment income? Or are you getting a Review after running Federal Review?
Was the form 1099-B imported from a provider? There may have been a character imported that is disrupting the software.
Consider deleting the entry and importing the form 1099-B a second time or entering the form 1099-B by hand.
In TurboTax Online Premium, you may enter the IRS form 1099-B by following these steps:
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Scroll down to Investments and Savings and click the down arrow to the right.
Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Click Add investments.
At the screen Let’s find your account, click Enter a different way.
At the screen How do you want to add your docs?, click Type it in myself.
At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds. Continue.
At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
Do these sales include any employee stock, click No.
Do you have more than three sales on your 1099-B, click No.
Do these sales include any other types of investments, click No.
Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
At the screen Now, choose how to enter your sales, select One by one. Click Continue.
At the screen Look for your sales on your 1099-B, click Continue.
At the screen Now enter one sale on this 1099-B, enter information. Click Continue.
Repeat as necessary by clicking Add another sale. Click Continue.
At the screen Now, choose how to enter your sales, you may also select Sales section totals and import a .jpg of the IRS form 1099-B.
yesterday
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yesterday
There might be a bug. TT is checking too many boxes. Here is what I am trying. Delete forms 8889. Go back to the Q&A. Even if you had the same coverage all year, select No. Then for each month ...
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There might be a bug. TT is checking too many boxes. Here is what I am trying. Delete forms 8889. Go back to the Q&A. Even if you had the same coverage all year, select No. Then for each month check off the coverage you had. At least that's what another user said to do. Skip the final review as that will just rebreak it. I resubmitted 1 hr ago and so far, no rejection email/Text. Yesterday was getting the rejection after 15 mins. So hopefully this is it.
yesterday
1 Cheer
There might be a bug. TT is checking too many boxes. Here is what I am trying. Delete forms 8889. Go back to the Q&A. Even if you had the same coverage all year, select No. Then for each month ...
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There might be a bug. TT is checking too many boxes. Here is what I am trying. Delete forms 8889. Go back to the Q&A. Even if you had the same coverage all year, select No. Then for each month check off the coverage you had. At least that's what another user said to do. Skip the final review as that will just rebreak it. I resubmitted 1 hr ago and so far, no rejection email/Text. Yesterday was getting the rejection after 15 mins. So hopefully this is it.
yesterday
If the number in Box 1 does not include tips, you shouldn't check the box. If boxes 7 & 14 do not have entries labeled Tips, you can post the W-2 and disregard the tip section.
yesterday
1 Cheer
To calculate your total contributions prior to 2025, you should include both your $6,000 direct IRA contribution and the contribution portion of your rollover. They both represent principal that you ...
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To calculate your total contributions prior to 2025, you should include both your $6,000 direct IRA contribution and the contribution portion of your rollover. They both represent principal that you can withdraw tax-free.
However, be careful not to include any earnings that were part of that rollover. Just use the contribution amount listed in Box 5 of the 1099-R from your rollover.
yesterday
@CzarSosa TTX just uses the term 14a, 15a, 16a to describe the first state line in your 1099-R form....because some people move to a different state during the year, and end up with two state li...
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@CzarSosa TTX just uses the term 14a, 15a, 16a to describe the first state line in your 1099-R form....because some people move to a different state during the year, and end up with two state lines. So the question is......did you have state taxes withheld, and was that amount $480 ?? If so, put $480 in box 14. (and don't worry about TTX calling it 14a) Now, some states complain (particularly NY) if there is a value in box 14, but box 16 is empty. Even though box 16 is empty on your 1099-R...the fix is to enter the box 2a value in box 16, as long as 2a has a nonzero value in it...otherwise just use the box 1 value, and put it into box 16.
yesterday
If you are using TurboTax Online, you could try using a different browser.
If you are using a desktop version of TurboTax, be sure that you have installed the latest update by going to Online >...
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If you are using TurboTax Online, you could try using a different browser.
If you are using a desktop version of TurboTax, be sure that you have installed the latest update by going to Online > Check for Updates.
@jennyhallmsw
yesterday
That does seem like a long time. Unfortunately, TurboTax does not have any additional information once the return has been filed, you should contact the state. Here is their contact info: Michigan (...
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That does seem like a long time. Unfortunately, TurboTax does not have any additional information once the return has been filed, you should contact the state. Here is their contact info: Michigan (MI)
yesterday
Can you clarify your question?
yesterday
Yes, you can file after April 15th, but you will have to file an extension. This will extend the time you have to file your taxes until October 15th, 2026.
On the left rail menu in Turbo...
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Yes, you can file after April 15th, but you will have to file an extension. This will extend the time you have to file your taxes until October 15th, 2026.
On the left rail menu in TurboTax Online Select Tax Tools (You may have to scroll down on the left rail menu.)
On the drop-down select Tools
On the Pop-up menu titled “Tools Center,” select File an extension
Follow the instructions to start the extension process
Also, you may have to file your state taxes:
Do I need to file an extension for my personal state taxes?
yesterday
@jacobsen-alan On reading the PDF itself on your computer screen...or only the print pages? IF its just reading the PDF on-screen, you might try a different PDF reader. The Adobe Acrobat Re...
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@jacobsen-alan On reading the PDF itself on your computer screen...or only the print pages? IF its just reading the PDF on-screen, you might try a different PDF reader. The Adobe Acrobat Reader works perfectly for me.
yesterday
Yes, the 10K of 16K SS tax total is the portion paid as a part-year Alabama resident. The $5082(refunded on Fed tax) is the excess SS tax paid on the full 16K (as resident out-of-state and part-year...
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Yes, the 10K of 16K SS tax total is the portion paid as a part-year Alabama resident. The $5082(refunded on Fed tax) is the excess SS tax paid on the full 16K (as resident out-of-state and part-year AL resident). The question is, can the excess, that gets subtracted from AL FICA SS deduction, be apportioned? …like the total SS paid is?…ie allocate only 0.625 (10/16) of the excess, or 3176 (vs the full 5082) to the AL FICA deduction, resulting in a 6824 part-year AL resident FICA deduction for the SS tax paid component (gets added to the apportioned amount of medicare tax for full FICA deduction). So is apportioning the excess, in same manner as the SS tax is apportioned, valid for the part-year AL residency condition? Otherwise it (the excess) is treated differently, as if one was a full year resident, and the full $5082 excess is subtracted from the $10k, resulting in the smaller $4918 deduction (SS portion). What if, in the above example, the out-of-state (moved from) state had the same FICA deduction as Alabama (and same lack of clarity on how to handle the excess SS tax for part-year filers, who moved to AL). Then the portioned $6000 SS tax deduction from the out-of-state tax would also get reduced by the full $5082 excess (effectively doubling the excess). The full year $16000 SS tax is reduced by double the excess (5082 x 2 = 10164), leaving only 5836 deductible between the two states. Wrong/Not logical, and strongly suggests that the excess should be apportioned the same as the SS tax is, and in line with portioning both all income and expenses for each state. An added nit, is that the $5082 excess federal refund is not refunded, received, or realized in 2025, but later in 2026 when fed tax refund occurs.
yesterday
I suggest you run the Federal, State and Final Reviews again. They seem to be able to find hidden issues that you may not see. Be sure that you correct all of the issues.
yesterday
The refund on here was for $1096.00, I know they’ve had a lot of delays but 8 weeks seems like a long time.
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yesterday
Was the Wells Fargo 1099-B imported from the provider? Something could have been imported that interferes with the software.
Consider deleting the 1099-B and importing it again from the provid...
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Was the Wells Fargo 1099-B imported from the provider? Something could have been imported that interferes with the software.
Consider deleting the 1099-B and importing it again from the provider. Or you may enter the 1099-B by hand.
In TurboTax Online Premium, you may enter the IRS form 1099-B by following these steps:
Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Scroll down to Investments and Savings and click the down arrow to the right.
Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Click Add investments.
At the screen Let’s find your account, click Enter a different way.
At the screen How do you want to add your docs?, click Type it in myself.
At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds. Continue.
At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
Do these sales include any employee stock, click No.
Do you have more than three sales on your 1099-B, click No.
Do these sales include any other types of investments, click No.
Did you buy every investment listed on your 1099-B, click Yes. Click Continue.
At the screen Now, choose how to enter your sales, select One by one. Click Continue.
At the screen Look for your sales on your 1099-B, click Continue.
At the screen Now enter one sale on this 1099-B, enter information. Click Continue.
Repeat as necessary by clicking Add another sale. Click Continue.
At the screen Now, choose how to enter your sales, you may also select Sales section totals and import a .jpg of the IRS form 1099-B.
yesterday
Thank you for the feedback that you were able to correct the issue by using Forms. As mentioned earlier, this particular situation has been reported and is hopefully in the process of being correcte...
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Thank you for the feedback that you were able to correct the issue by using Forms. As mentioned earlier, this particular situation has been reported and is hopefully in the process of being corrected.
If you need information about how to file an amended return for 2024 to get the full benefit of your home office deduction, take a look at the following TurboTax help article:
How do I amend my federal tax return for a prior year?
@bvz