All Posts
April 14, 2025
8:43 PM
No one can call you. You need your 2023 AGI to e-file 2024.
Where do I find my AGI?
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947
Your 2023 tax ...
See more...
No one can call you. You need your 2023 AGI to e-file 2024.
Where do I find my AGI?
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947
Your 2023 tax return shows your 2022 Adjusted Gross Income (AGI) If you filed a joint return then the AGI is the same for each of you.
Form 1040 line 11
If entering the amount from your 2023 tax return does not work, then try entering “0” instead. If that does not work and you still cannot e-file, then print, sign, and mail your tax return.
You can get a free transcript of your past return from the IRS:
https://www.irs.gov/individuals/get-transcript
Note: If you filed late or amended your return, your correct 2023 AGI may not be in the system.
April 14, 2025
8:43 PM
You will have to go back to the "About me" section of the program and go through the interview again. You will need to answer the questions in a way that indicate you are eligible for head of househ...
See more...
You will have to go back to the "About me" section of the program and go through the interview again. You will need to answer the questions in a way that indicate you are eligible for head of household filing status.
April 14, 2025
8:43 PM
I need my annual gross income from 2023
April 14, 2025
8:41 PM
Did you claim a qualified dependent? (A GF or BF cannot be a qualified dependent for HOH filing status).
Am I Head of Household?
https://ttlc.intuit.com/turbotax-support/en-us/help-arti...
See more...
Did you claim a qualified dependent? (A GF or BF cannot be a qualified dependent for HOH filing status).
Am I Head of Household?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx
What is a "qualifying person" for Head of Household?
If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.
April 14, 2025
8:41 PM
The federal tax system is a pay as you go system. As you make money, you have to pay taxes on that money. You may have an underpayment penalty if you didn't have enough taxes withheld from your inco...
See more...
The federal tax system is a pay as you go system. As you make money, you have to pay taxes on that money. You may have an underpayment penalty if you didn't have enough taxes withheld from your income throughout the year on your W-2 or if you're self-employed and you didn't pay enough estimated taxes.
To try to reduce or eliminate it, review the TurboTax article Why am I getting an underpayment penalty?
For more information, refer to the TurboTax help article Guide to IRS Tax Penalties: How to Avoid or Reduce Them for tips to use in the future.
You can contact the IRS to request a one-time abatement of your underpayment penalty. For individual tax returns, call 1-800-829-1040, 7 AM - 7 PM Monday through Friday local time.
April 14, 2025
8:41 PM
When I looked for contributions, now it says they're part of the standard deduction. They weren't in previous years.
April 14, 2025
8:40 PM
Under review, I am being asked this question but I don't think I entered a mortgage lender anywhere on my return. Please help.
April 14, 2025
8:40 PM
You can do that directly at the IRS website - IRS Payments, click that link. If you pay using the IRS website, you can tell TurboTax that you are mailing a check so you are not requested to pay tw...
See more...
You can do that directly at the IRS website - IRS Payments, click that link. If you pay using the IRS website, you can tell TurboTax that you are mailing a check so you are not requested to pay twice.
April 14, 2025
8:40 PM
My fed and state tax return was rejected. After correcting the error I changed my payment from credit card to check for fed tax due and refiled. I then received notice from the credit card company th...
See more...
My fed and state tax return was rejected. After correcting the error I changed my payment from credit card to check for fed tax due and refiled. I then received notice from the credit card company that I was being charged for the tax payment and processing fee. How do I cancel this?
April 14, 2025
8:40 PM
Did anyone ever figure this out? I have similar questions about tracking passive losses for states.
April 14, 2025
8:39 PM
When filling out the NJ State Return form with Turbotax, it's counting my capital gains from stocks as sales of property. Is this defect in the software/website? It gives me the option to omit those ...
See more...
When filling out the NJ State Return form with Turbotax, it's counting my capital gains from stocks as sales of property. Is this defect in the software/website? It gives me the option to omit those out in the next page, but I just want to double check before omitting them just in case there's some weird law where NJ counts capital gains from stocks as sales from property.
Topics:
April 14, 2025
8:39 PM
Yes, you can use a debit card to pay for TurboTax.
April 14, 2025
8:39 PM
For billing issues, you will need to contact TurboTax customer support. Please see How do I contact TurboTax?
April 14, 2025
8:39 PM
Edit my filing status on Turbo Tax before it's sent in?
Topics:
April 14, 2025
8:39 PM
I moved earlier this year and only received a CRP from my current residence and not my previous as they said they had switched management. MN Dept. of Revenue has not sent me a RPA. How can I enter in...
See more...
I moved earlier this year and only received a CRP from my current residence and not my previous as they said they had switched management. MN Dept. of Revenue has not sent me a RPA. How can I enter in the information to receive credit?
Topics:
April 14, 2025
8:38 PM
call back please [PII Removed]
Topics:
April 14, 2025
8:38 PM
Hi @Opus 17 , revisiting your answer while finalizing NY state tax return for 2024. The most confusing part to me is that, on IT-196 instruction for 2024: Lines 5 through 7 If, on your federal inc...
See more...
Hi @Opus 17 , revisiting your answer while finalizing NY state tax return for 2024. The most confusing part to me is that, on IT-196 instruction for 2024: Lines 5 through 7 If, on your federal income tax return, you claimed an itemized deduction for state and local taxes you paid, enter the applicable amounts from federal Schedule A, lines 5a, 5b, and 5c. -> But this should NOT include NY state and local taxes included in 5a, 5b or 5c, is this correct? I'd appreciate it if you could answer this question.
April 14, 2025
8:38 PM
It sounds like you sold stock you received from a Restricted Stock Unit (RSU) award. If that is the case, then you have to adjust your cost basis to account for the fact that the value of your RSUs ...
See more...
It sounds like you sold stock you received from a Restricted Stock Unit (RSU) award. If that is the case, then you have to adjust your cost basis to account for the fact that the value of your RSUs was included in your taxable income. You also could have acquired the stock from Non-Qualified Stock Options (NQSO). You need to determine exactly what kind of company stock award you got the stock from to determine how to report the 1099-B.
See the following TurboTax article: What are restricted stock units (RSUs) and how do I report them?
April 14, 2025
8:38 PM
I'm supposed to be able to enter my income and expenses, as I have done for the past several years. Why won't TurboTax allow that?! They have calculated their own number, based on absolutely no input...
See more...
I'm supposed to be able to enter my income and expenses, as I have done for the past several years. Why won't TurboTax allow that?! They have calculated their own number, based on absolutely no input from me!!!
Topics: