All Posts
4 weeks ago
This is exactly what happened to me, I inadvertently clicked yes in the box “are you a us citizen living overseas?” Cause the ssa to be non taxable! thanks so much for the help
4 weeks ago
It depends. California's health care law says that people must have health insurance that meets the requirements for each month of the year. If they don't, they will be penalized. However, there...
See more...
It depends. California's health care law says that people must have health insurance that meets the requirements for each month of the year. If they don't, they will be penalized. However, there are exemptions available that might apply to your situation:
Short Coverage Gap: If you had a gap in coverage of three consecutive months or less, you may qualify for this exemption.
New Resident: Since you moved to California in December 2023, you might qualify for an exemption as a new resident for the months before you established residency.
Affordability: If health coverage was considered unaffordable (exceeding 7.97% of your household income for 2024), you could claim this exemption.
To avoid the penalty, you should select the exemption that best matches your circumstances when filing your state tax return.
4 weeks ago
1 Cheer
@noftsierb Five federal e-files is an IRS limit---not a TurboTax limit. If you have desktop software and have to file more than five federal returns, the additional ones can be mailed. Or you migh...
See more...
@noftsierb Five federal e-files is an IRS limit---not a TurboTax limit. If you have desktop software and have to file more than five federal returns, the additional ones can be mailed. Or you might be able to use the online Free Edition if they are very simple returns.
4 weeks ago
1 Cheer
Q. Which number is wanted?
A. Total for the year.
"Qualified" means something else.
4 weeks ago
Do I need to explain that it is 181? I don't see a way to add a form explaining this.
4 weeks ago
No. This has been a known IRS issue since September. The IRS had set an expected fix date of late March, which it appears they may have fixed as it is no longer listed. Now, it takes a little time...
See more...
No. This has been a known IRS issue since September. The IRS had set an expected fix date of late March, which it appears they may have fixed as it is no longer listed. Now, it takes a little time for TurboTax to update the forms to go with the IRS solution to the error that has been occurring. If you are given the date of April 4th, this is when the update is expected to occur.
In the meantime, you can print and mail your return if you want to file before then.
4 weeks ago
I'm using TT Desktop Premier, and the MA State (Non Res) walk-through will not allow you to make adjustments for Non-MA sourced gains, losses and K-1 income, gains, losses.
It is importing 100...
See more...
I'm using TT Desktop Premier, and the MA State (Non Res) walk-through will not allow you to make adjustments for Non-MA sourced gains, losses and K-1 income, gains, losses.
It is importing 100% of my K-1 (income, gains, losses) to MA, but in my case only a portion of that is attributable to MA and there's no way to adjust the figures. In the past there's been screens for Non-MA source adjustments to these figures, but now the only thing I can do is "exclude" those items, which is not the case for me since a portion is attributable to MA state.
There is a vague screen (with little guidance) that asks for "MA Differences" but this is meant for differences between Fed & MA, not for adjusting for Non-MA sources.
EVERY year I have similar issues with this for MA State with my K-1, and every year the problem is different, but still there. SO frustrating! Please help/fix! TOKEN 1164705775-10391447
4 weeks ago
See this TurboTax support FAQ for filing jointly on a federal return but separately on state tax returns - https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/prepare...
See more...
See this TurboTax support FAQ for filing jointly on a federal return but separately on state tax returns - https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/prepare-joint-federal-return-separate-state/L7I53364c_US_en_US
4 weeks ago
Please be aware, code P will say in the drop-down menu "Return of contribution taxable in 2023" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 202...
See more...
Please be aware, code P will say in the drop-down menu "Return of contribution taxable in 2023" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 2024.
4 weeks ago
Many users have multiple accounts; the "old" accounts can trigger marketing emails that remind you to file--even if you already filed. Disregard those marketing emails the same way you disregard oth...
See more...
Many users have multiple accounts; the "old" accounts can trigger marketing emails that remind you to file--even if you already filed. Disregard those marketing emails the same way you disregard other spam emails.
4 weeks ago
I know it doesn’t have to be reported but on my California State filling asks if I had insurance for all months last year or not, and depending on that there is a penalty to pay. Im a foreigner who ...
See more...
I know it doesn’t have to be reported but on my California State filling asks if I had insurance for all months last year or not, and depending on that there is a penalty to pay. Im a foreigner who moved to USA because I was offered a job in California with new employer on Dec2023 with 3 month probatory period (not offered employer sponsored insurance ) and started insurance through employer in Mar2024, what should be the correct reason to select to avoid the tax penalty? Or do I have to pay the penalty?
4 weeks ago
How to delete form 2441 for child care? I have followed the instructions, deleted the form. It still keeps flagging on my final review.
4 weeks ago
I am working and living in CA, while my wife is working and living in MA. My wife tried to file the joint tax return last year, but noticed that we were taxed from CA and MA using our combined income...
See more...
I am working and living in CA, while my wife is working and living in MA. My wife tried to file the joint tax return last year, but noticed that we were taxed from CA and MA using our combined income. That costs more than filing separately, so we filed separately the previous year. We would like to try to file jointly this year, but are not sure how to prevent the same issue.
4 weeks ago
I can't fix my taxes due to Form 5695 Joint Occupancy reject code. It keeps tell me to come back and now it says it will be April 4. Is there a way to fix this before then?
4 weeks ago
After you choose "None of these apply" at the bottom of the uncommon situations page, you should see this screen. Answer "No, it didn't involve work like your main job."
You should the...
See more...
After you choose "None of these apply" at the bottom of the uncommon situations page, you should see this screen. Answer "No, it didn't involve work like your main job."
You should then be asked how often you get this income (generally you got it this year only).
The next page asks if it was an intent to earn money.
4 weeks ago
I am struggling with the same problem. I go to Wages and Income, scroll down to Social Security and click on Edit and the screen does a little circle and comes right back to the Wages and Income page...
See more...
I am struggling with the same problem. I go to Wages and Income, scroll down to Social Security and click on Edit and the screen does a little circle and comes right back to the Wages and Income page. A blank SSA-1099 form never appears in order for me to make my entry. Originally, I went carefully through Step by Step filling in at least eight 1099-Rs but it never asked me if I had received social security benefits and provided a blank form even though I have filled in a social security form for the last five years. thank you.🙏🏽
4 weeks ago
where can i find the home improvement screen on my home & business turbo tax desktop?
Topics:
4 weeks ago
@jburatti If your son did not say on his own return that he could be claimed as someone else's dependent, when you try to e-file a return that does claim him, your e-file will be rejected for duplica...
See more...
@jburatti If your son did not say on his own return that he could be claimed as someone else's dependent, when you try to e-file a return that does claim him, your e-file will be rejected for duplicate use of his SSN. Then the only way you will be able to file and claim him as a dependent will be to file by mail. You will have to print, sign and date your return in ink, and mail it in. Your son will need to amend his return to change the way he answered the question in MY INFO regarding whether he could be claimed.