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11 seconds ago
First, what is the exact reject code from Arizona?
Second, are you saying that on AZ Schedule A, line 1 is greater than or equal to line 2, so there is an entry on line 3? But that line 3 is no...
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First, what is the exact reject code from Arizona?
Second, are you saying that on AZ Schedule A, line 1 is greater than or equal to line 2, so there is an entry on line 3? But that line 3 is not equal to line 1 minus line 2?
Where in the AZ Schedule A Instructions do you see that line 3 does not have to equal line 1 minus line 3?
P.S. It does happen that the software provided by the state to accept an e-file has stricter tests than the actual tax return, thus a legal return might be rejected through no fault of TurboTax.
13 seconds ago
But if you used your Online account then did your return or another return in it, the next return will overwrite the first return and it is gone. Online is only for 1 return per account. If you ...
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But if you used your Online account then did your return or another return in it, the next return will overwrite the first return and it is gone. Online is only for 1 return per account. If you can't find her online account, How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/
2m ago
Thank you! Changing the asset class to 20 was the game changer. It now gives the correct answer of $124.00. This is the second year. TT did not put in $15.00 prior depreciation taken so I can inpu...
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Thank you! Changing the asset class to 20 was the game changer. It now gives the correct answer of $124.00. This is the second year. TT did not put in $15.00 prior depreciation taken so I can input it. Thank you so much.
2m ago
The property tax on your adjoining property is considered tax on your residence, so you should enter $0.
2m ago
If your federal return was already accepted, follow these steps to re-enter the state section:
Sign in to your TurboTax account.
Go to the "Your tax returns & documents" section and selec...
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If your federal return was already accepted, follow these steps to re-enter the state section:
Sign in to your TurboTax account.
Go to the "Your tax returns & documents" section and select the current tax year.
Select the Add a State box (you aren't adding a state. This is what you have to do to "reopen" your return interview.)
Click the State Taxes tab to pick up where you left off.
Follow the instructions to update the information you need to and then proceed to the File section to e-file or print your state return.
Keep in mind that the federal return usually has to be accepted first before the state return can be sent.
3m ago
The Life Learning credit is a non-refundable credit, but it should be matched against your tax liability and not your refund. As an example, your tax due of $300 could be the result of a tax liabilit...
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The Life Learning credit is a non-refundable credit, but it should be matched against your tax liability and not your refund. As an example, your tax due of $300 could be the result of a tax liability of $3,500 and a tax withholding of $3,200. The Lifetime learning credit of $2,000 would result in a refund of $1,700.
3m ago
How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access...
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How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf
5m ago
I worked for a company that offered early retirement at 55 with 10 years of service. I left when i was 40 with 18 years of service. I started collecting after age 55. So I met the 55 early retirement...
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I worked for a company that offered early retirement at 55 with 10 years of service. I left when i was 40 with 18 years of service. I started collecting after age 55. So I met the 55 early retirement obligation. The code shows "2". which is correct. But do I still owe PA tax on a pension that I qualified for the early retirement requirements, or am i exempt from PA tax, as they do not tax pensions?
5m ago
You might need to contact Turbo Tax Customer Service.
5m ago
I am not aware of any such ongoing issue. If you want to check your return before you file, you can print your return without filing. The sale of your inherited home should be reported on Form 8949...
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I am not aware of any such ongoing issue. If you want to check your return before you file, you can print your return without filing. The sale of your inherited home should be reported on Form 8949 page 2, with Box F checked for "Long-term transaction, other than digital asset transaction, not reported to you on Form 1099-B or 1099-DA. I see no reason to wait for an update.
To Print or create a pdf of your return follow these instructions:
If you are using TurboTax Online, you can complete your tax returns without filing. If you want to review your return you will need to pay for TurboTax and then you will be able to print your entire return or specific forms/schedules prior to filing. You will still be able to make changes prior to filing. Follow these steps to print a preliminary copy of our return in TuboTax Online:
While logged in and working on your return, click on Tax Tools
From the drop down menu click on Print Center
Click on Print, save or preview this year's return
On the next screen click on "Pay Now"
You may be prompted to "Go to My Info" if you need to add additional information
Submit your payment information and you will be able to print your tax returns
Note, you must pay by credit card in order print or preview your preliminary return. You will not be able to pay using your federal tax return.
6m ago
@Rick168 wrote:
I have a Dr prescription and a letter from Chiropracter as well so I would think that qualifies as legit. My question back to you is "can I use the schedule A itemized deduction"...
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@Rick168 wrote:
I have a Dr prescription and a letter from Chiropracter as well so I would think that qualifies as legit. My question back to you is "can I use the schedule A itemized deduction" even though im using the standard deduction that is higher? thanks
There is no way to deduct medical expenses while using the standard deduction. The point of the "standard" deduction is to allow a simplified blanket deduction for all of life's little quirks. You can use the standard amount and then add additional expenses. All your deductible expenses are assumed to be rolled into the standard deduction.
A portable hot tub would probably be deductible under the situation you describe. If this is a built-in permanent improvement to the home, it may not be deductible. The rules for medical expenses that are also home improvements are different. If you decide to itemize your deductions, you can ask here for more details about home improvements.
7m ago
obviously this is not a one off issue. I am having the same exact issue. first time using the web based software. big mistake. never had this issue with the desktop installed version.
7m ago
I don't think this will get me the desired result. I should not qualify for the TPA or any marketplace incentive given the HRA. This would only reduce the amount of TPA, I could inflate the column C ...
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I don't think this will get me the desired result. I should not qualify for the TPA or any marketplace incentive given the HRA. This would only reduce the amount of TPA, I could inflate the column C entry to force a TPA of 0, but that would confuse the IRS thinking that I did receive a monthly premium tax credit that I am not entitled to when in fact I did not receive any tax credit during the year. This should be a fairly simple case with a workaround that complicates the tax return further.
8m ago
If you efiled the amendment and they were accepted, there is nothing to mail in.
8m ago
If you used TurboTac Online to file the 2021 tax return,
Log into the 2025 software using the same Email and user ID
Go to Tax Home, and
Look under Your tax returns & documents to
...
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If you used TurboTac Online to file the 2021 tax return,
Log into the 2025 software using the same Email and user ID
Go to Tax Home, and
Look under Your tax returns & documents to
Download the 2021 PDF.
If you used the TurboTax CD/Download software, search your computer for files ending in .tax2021 or search your personal files for a saved PDF.
9m ago
Sometimes employers pay a portion of the PFML premiums, and you pay a portion from your pay. If your W-2 from the plan administrator has an amount in Box 1, and Box 13 for 'third party sick pay' is...
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Sometimes employers pay a portion of the PFML premiums, and you pay a portion from your pay. If your W-2 from the plan administrator has an amount in Box 1, and Box 13 for 'third party sick pay' is checked, enter that W-2 in TurboTax in addition to your employer W-2. If there is no amount in Box 1, save the W-2 for your records.
Here's more detailed info on Is Short Term Disability Taxable?
@TestAdmin
9m ago
Have you double checked the date of birth entered in the My Information section? There must be a typo.
9m ago
I owe 300 for Fed taxes. When I put in my 1098T tax form. I should get a credit of 2000 (20%). When i put it in it says I get a refund of 1700. It should bring my taxes to 0, not give me a refund of ...
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I owe 300 for Fed taxes. When I put in my 1098T tax form. I should get a credit of 2000 (20%). When i put it in it says I get a refund of 1700. It should bring my taxes to 0, not give me a refund of 1700 from what I read for the LLC credit. What am i inputting wrong in Turbotax?
10m ago
@debanncohen , while I cannot see your exact situation, I took your general details and created a return ( I am using Windows desktop Home and Business with the lates update as of this morning ) wi...
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@debanncohen , while I cannot see your exact situation, I took your general details and created a return ( I am using Windows desktop Home and Business with the lates update as of this morning ) with the following details:
(a) Single filer, wages of US$150,000, no dependents, standard deduction
(b) Dividend income as follows :
------------- Box 1 --US$12,000, Country Japan, Foreign Tax (Box 7 ) -- US$800
--------------Box 1 --US$ 10,000, Country Korea(South) , Foreign Tax ( Box 7) -- US$500
--------------Box 1 --US$ 6000, Country Philippines, Foreign Tax (Box 7 ) --US$200
--------------Box 1 --US$2000, Country Australia , Foreign Tax ( Box 7) -- US$100
(c) The dividend detail entry was usual, tedious and requires careful follow through. Just make sure that the "other" and then country is properly entered i.e. NOT RIC
(d) With income entries completed, Turbo took me to "Deductions and Credits", I selected "I will choose what I work on" and then from the "Estimated and Other Taxes paid " group selected "Foreign Tax Credit"
(e) Turbo then allowed me to select that "I want Foreign Tax Credit" and NOT Deduction.
(f) Turbo then present me with a tabular entry of the countries involved -- note here that Turbo presented only three countries filled in --- made sure that all four countries were listed.
(g) Now you have to go through and answer questions to make sure that each foreign country has the correct amount of foreign income and then the Foreign Taxes paid ---- this is duplicate information but it must be entered . It is filling out the form 1116.
(h) Thereafter Turbo goes through the AMT computation / method selection etc.
(i) At this point Turbo confirms that it has created two form 1116 ( Copy1 and Copy2 ).
(j) Changed to forms mode to inspect Turbo work --- noted that for both the Comp 116 wks ( Copy1 and Copy 2 ) were flagged red ---- need to select/ mark "paid/Accrued" Box and also paid date --- I selected "Paid" and paid date of 12/31/2025 for each country.
(k) Next confirmed that Schedule-3 does show the total FTC allowable ( all of US$1600 in this case ) for the year and also that this FTC flowed to form 1040-SR.
The point of this exercise is to prove that, at least for my scenario TurboTax performed exactly as expected. But yes it needs a lot of patience, careful entry and sometimes the questions are a bit abstruse/ unclear.
Is there more I can do for you ?
12m ago
Hi, We maxed out our ROTH IRA contribution in 2025. Now as we are about to file our tax we found out that the MAGI is slightly more than 236,000. We are married filing jointly. Question 1, sin...
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Hi, We maxed out our ROTH IRA contribution in 2025. Now as we are about to file our tax we found out that the MAGI is slightly more than 236,000. We are married filing jointly. Question 1, since we exceeded the MAGI, we have to reduce our ROTH IRA contribution for 2025 by withdrawing the excess plus the NIA, is it correct that the NIA(net loss/earnings) has to be added to our income section(turbo tax) on our tax filing? If yes, is that in the IRA early withdrawals section, anywhere else? However, we believe we need a 1099-R from our custodian but won't receive it until later. Would we just have to add the NIA regardless without the 1099-R form? Question 2, is there a penalty for withdrawing the excess since we are under 59 yrs old? Do we have to worry about this number on our tax filing for 2025 tax year? Question 3, since we already exceeded the 236,000 MAGI, by withdrawing the excess contribution plus NIA, it would mean our MAGI will increase slightly again, do you have a formula how to calculate the final excess contribution plus NIA?