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9 hours ago
is there an option to add live agent help if I've already paid for turbo tax online
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9 hours ago
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Try entering zeroes. Some states need you to enter additional information. What state is your ID from?
9 hours ago
Please explain "ERP" in the context of using TurboTax. If you are referring to the fees for e-filing, you can print and mail your return instead.
9 hours ago
You do not need to upload or enter your 1095-C into TurboTax. The Form 1095-C is an informational form provided by your employer to show that you had health insurance. The IRS already has this infor...
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You do not need to upload or enter your 1095-C into TurboTax. The Form 1095-C is an informational form provided by your employer to show that you had health insurance. The IRS already has this information and does not require you to report it on your tax return.
9 hours ago
The "Trump Account" (IRS Form 4547)
In the Online version it is found in the File section of TurboTax.
On the desktop you may need to check the "Forms" mode for Form 4547 and delete it to f...
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The "Trump Account" (IRS Form 4547)
In the Online version it is found in the File section of TurboTax.
On the desktop you may need to check the "Forms" mode for Form 4547 and delete it to force the questionnaire to reappear.
9 hours ago
Thanks Nicolle. I had deleted the state return on Friday and then just added it and it worked. Thank you!!!!! Hate these silly glitches. I called Turbo tax and they had no clue and told me to call ...
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Thanks Nicolle. I had deleted the state return on Friday and then just added it and it worked. Thank you!!!!! Hate these silly glitches. I called Turbo tax and they had no clue and told me to call the IRS. Uggh.
9 hours ago
It sounds like a Form 8915-F may have incorrectly populated a FEMA code for 2020 COVID-19 disaster distributions, even if you select "No" to disasters. To fix it, you must temporarily select a random...
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It sounds like a Form 8915-F may have incorrectly populated a FEMA code for 2020 COVID-19 disaster distributions, even if you select "No" to disasters. To fix it, you must temporarily select a random FEMA code, then go back to set it to blank, or delete and re-enter your Form 1099-R.
To delete your Form 1099-R and re-enter it you can use the steps listed below.
If you are using TurboTax Online, you can:
Go to "Tax Tools" in your left panel of your TurboTax screen, then
Select "Tools" and
under "Other Helpful Links"
select "Delete a Form."
This will bring up all of your forms and you can click on "Delete" next to the Form "1099-R" that you want to delete.
If you are using TurboTax Desktop:
Click on "Forms" on the top right of your TurboTax screen to bring up "Forms Mode"
Choose your "Form 1099-R"from the list of forms in the left panel of your TurboTax screen
Use the "Delete Form" option at the bottom of your Form 1099-R that is displayed in your right panel of your TurboTax screen
Select "Yes" to confirm the deletion of this form
You can then re-enter your Form 1099-R using the instructions listed below.
Click on Search at the top right of your TurboTax screen
Type Form 1099-R in your search box
Click on the link Jump to Form 1099-R
You will be able to re-enter your Form 1099-R and answer the follow-up questions. Make sure to say no to the question about disaster distributions.
You may also need to delete Form 8915-F or Form 4684 if there is one in your return. To do this you can use the steps listed below.
If you are using TurboTax Online, you can:
Go to "Tax Tools" in your left panel of your TurboTax screen, then
Select "Tools" and
Under "Other Helpful Links"
Select "Delete a Form."
This will bring up all of your forms and you can click on "Delete" next to Form 8915-F (or Form 4684, whichever applies).
If you are using TurboTax Desktop, you can try:
Click on the "Forms" on the top right of your screen to bring up "Forms Mode"
Choose "Form 8915-F" (or Form 4684, whichever applies) from the list of forms in the left panel of your TurboTax screen
Use the "Delete Form" option at the bottom of the form to delete the form
Select "Yes" to confirm deletion of the form
You can also go back through your TurboTax entries to make sure you did not enter anything that triggered this form.
Please return to Community if you have any additional information or questions and we would be happy to help.
9 hours ago
If it's not presented under Tax Returns and docs or Print Center, the only other thing I could think of is to get an IRS Transcript which will take time. You may need to wait and keep an eye on it du...
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If it's not presented under Tax Returns and docs or Print Center, the only other thing I could think of is to get an IRS Transcript which will take time. You may need to wait and keep an eye on it due to the deadline being so close, volume will be high right now. If Debit was selected No on your amendment, the IRS will most likely honor that. Log into the IRS site or your state site to manage future payment if needed.
9 hours ago
Which line or lines do you see as incorrect? Please provide as much detail as possible.
The tax math is correct on the difference.
Your total difference is $31,381.
Long Term Capital G...
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Which line or lines do you see as incorrect? Please provide as much detail as possible.
The tax math is correct on the difference.
Your total difference is $31,381.
Long Term Capital Gains at 15% would be $4,707
Net Investment Tax @3.8% would be $1,195.
The increase bumped you up to the next income tax bracket so that increased your ordinary income tax by $280.
Total is $6,182 As for the reset to $0, I am unable to see this error on your return or reproduce this error on any mock return I have created.
9 hours ago
....an it could be that your AL taxes owed is dropping, not your refund.
9 hours ago
@sutherlandws wrote:
Thanks for the response. Each donation consists of dozens of items. And i have at least 15 different donation dates. I am documenting them and the value in an Excel spreadsh...
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@sutherlandws wrote:
Thanks for the response. Each donation consists of dozens of items. And i have at least 15 different donation dates. I am documenting them and the value in an Excel spreadsheet. I know that I cannot import the spreadsheet, but can I copy/paste the item descriptions to save time? Are there any other tricks that could make this process go faster?
You will have to enter each of the 15 donation dates individually, but you can include all items as a group on that day with a generic description and a value you assign. You do not need more specific details for your tax return unless the total claimed value is more than $5000.
9 hours ago
Thank you @MarilynG1 . >> Under 'Assets' I edited, said 'Yes, go to my Asset Summary, and the page displayed the Asset Summary Right, my problem is that I'm not getting this option, but alw...
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Thank you @MarilynG1 . >> Under 'Assets' I edited, said 'Yes, go to my Asset Summary, and the page displayed the Asset Summary Right, my problem is that I'm not getting this option, but always getting the asset creation screen instead. BTW could you please delete the screenshots since they do still contain certain personal info? Thanks.
9 hours ago
not up loading
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9 hours ago
Can you clarify your question, what kind of insurance is it? How is it reported on your W2? Thanks. @cgfarber
9 hours ago
@bsegal Forms 1099-DIV and 1099-INT entries can be done manually in less than 5 minutes each ..look for the text links lower on the pages to "Enter another way" and "Type it in myself". (and D...
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@bsegal Forms 1099-DIV and 1099-INT entries can be done manually in less than 5 minutes each ..look for the text links lower on the pages to "Enter another way" and "Type it in myself". (and Do Not attempt to upload a picture or PDF) Form 1099-B/8949 entries can also be done manually....if you don't have too many sales transactions to enter.
9 hours ago
If you have indicated that you "Materially Participated" in the company that provided Schedule K-1, the income should be reported as nonpassive. However, if changing this answer doesn't resolve the i...
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If you have indicated that you "Materially Participated" in the company that provided Schedule K-1, the income should be reported as nonpassive. However, if changing this answer doesn't resolve the issue, you have another option.
All income reported in Box 1 is nonpassive. Therefore, you can create another K-1 with the same information for Part 1. Then enter the Section 1231 gain in Box 1 on that Schedule K-1 only. This should add the gain to your nonpassive income.
Be sure to remove the 1231 gain from the original K-1 entry so you don't report the income twice.
9 hours ago
Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?...
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Helpful TurboTax Articles:
What if I can't import my 1099?
How can I fix my 1099 import issue?
How do I import my 1099s?
How do I enter a large number of stock transactions in TurboTax?
If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.
To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:
Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.
What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?
If permissions aren't the issue, one of the following factors may be at play:
Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.
9 hours ago
In TurboTax, Form 1095-A is always entered under the Taxpayer or Spouse name, even if the policy only covers your children. This is because the IRS tracks the Tax Household responsible for the premi...
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In TurboTax, Form 1095-A is always entered under the Taxpayer or Spouse name, even if the policy only covers your children. This is because the IRS tracks the Tax Household responsible for the premium tax credit, not the individual patients. How to enter it correctly: When TurboTax asks whose name is on the form, select your name (or your spouse's). Use the name exactly as it appears in Part I, Box 1 of the 1095-A. Usually, a parent is listed as the "Recipient" even if they aren't covered by the plan. Type in the Marketplace identifier and policy number from the form. Later in the interview, TurboTax will ask who was covered by this policy. This is where you will check the boxes for your dependent sons.
9 hours ago
I was finally able to talk to a very helpful Support person at the IRS. After checking and verifying several areas of the return she was finally able to access the actual Return I had filed. On For...
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I was finally able to talk to a very helpful Support person at the IRS. After checking and verifying several areas of the return she was finally able to access the actual Return I had filed. On Form 5695, Line 29a (which is where the QMID is entered), we found the problem. Even though clearly showing I7Q6 on the printed copy I saved when I filed electronically, the copy there at the IRS has BLANK SPACES!! No wonder the Notice CP12 states "the Qualified Manufacturer Identification Numbers didn't match our records" I have been a faithful TurboTax user for over 20 years now and never had a problem until now, but this is the kind of software programming error that will have me using at other products next year. Bill