All Posts

It depends. What BillM223 is suggesting that you put a note to keep with your tax return for your own records. Documenting something in your tax archive typically means keeping a record of your tax-related decisions, calculations, and supporting documents in case of future inquiries or audits.     

I've had the same issue for the past 2 days on a MAC OS 14.6.1.  I spoke with tech support twice. They couldn't tell me anything the first time. The second time they suggested updating my payment information on the Intuit site. I updated it and it still didn't work. I changed the method and it still didn't work.  I have 3 returns to file and none of them would be considered complicated so I feel like I'm out of options.

My 1040, on lines 13 and 23 have zero amounts. The 8995 has 61,807 on line 11, 13. Line 14 has 12,361. Line 17 has zero. The system put those amounts in, I did not. The most i made years ago was 500.00. There needs to be an action made for this issue of automatically putting amounts on wages other than the 1040. It auto populated. Thanks.

No, Each return needs its own account and user ID.  If you use the same account and user ID for a second return, you overwrite the first one and lose it forever.  How many tax returns can I file with TurboTax?

You might be able to claim the person as a qualifying relative dependent and get the $500 credit for other dependents, but since they are not related to you, they cannot be your qualifying dependent for Head of Household filing status.   There is a big difference in who can help you qualify for HOH filing status.     Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5050 in 2024 (not counting Social Security) You provided more than half of their financial support. When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent. Related Information: What does "financially support another person" mean? What is a "qualifying person" for Head of Household?  

No, you will enter them one by one.   Log into TurboTax Under Federal Select Wages & Income Scroll to Retirement Plans and Social Security Select IRA, 401(k), Pension Plan Withdrawals (1099-R) On the screen Let's import your tax info Change how I enter my form On screen How would you like to upload your 1099-R? Type it myself Enter your Broker or plan administrator information. Follow the interview. Where do I enter my 1099-R?

It would be helpful to have a TurboTax ".tax2024" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online:    From the left menu select Tax Tools.  Then select Tools below Tax Tools.  A window will pop up which says Tools Center.   On this screen, select Share my file with Agent.  You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.  Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     The instructions for TurboTax Download:    On your menu bar at the very top, click "Online" Select "Send Tax File to Agent"   Click "Send" The pop-up will have a token number Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

It depends. TurboTax would automatically change the depreciation method to straight line (SL) if the business use dropped to 50% or less because it is required under the tax law.  Review the vehicle entry screens to double check the selections and mileage. Please update here to confirm your business  use percentage in 2024 (business miles divided by total miles).

How many children do you have in childcare?   For one child, the max amount of work-related expenses you can claim for the credit is $3,000 and this amount has to be reduced by any tax free dependent care benefits that you received. Since you had $5,000 in benefits, you wouldn't qualify for the credit for just one child.   For more than one child, the max amount of work-related expenses you can clam is $6,000 and this also has to be reduced by tax free dependent care benefits. In this case, you should qualify for a credit based on $1,000 of qualified expenses.   If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.   If you're using TurboTax Online: Once you're logged in to your account and have your amended return open, - on the left hand panel, click on Tax Tools and then choose Tools - on the pop up window, select Share my file with Agent - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information. - click okay and you'll get another message with a token   If you're using TurboTax Desktop: Click on Online in the top menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent' Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution   Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.

@tomokonakajima3    The $$ from Tax exempt dividends, is shown in box 12 of your 1099-DIV.   You break out just the $$ that came from your own state (and any US Territories), on one off the follow-up pages after the main form....as shown below for an NC resident.   (Except for some Special restrictions for residents of CA, MN, IL and UT) _______________________________________ _____________________________________ _________________________________  

If you lived and worked in CA for the entire year of 2024 and your spouse lived and worked in NJ for all of 2024, then you would file separately for the states which each of you filing as a resident of the state.  You would not file a non-resident return if you lived in the state for the entire year.  You can file a joint federal and separate states, or you can file separate federal and state returns.    How do I prepare a joint federal return and separate state returns?

TurboTax Free Edition is indeed free for both federal and state returns, but only about 37% of taxpayers qualify. Here's a bit more detail:   TurboTax Free Edition: Cost: $0 for federal, $0 for state, and $0 to file. Eligibility: Available for those filing simple Form 1040 returns only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, and student loan interest) How to Verify Eligibility: Continue through the program: As you enter your information in TurboTax, it will automatically verify if you qualify for the Free Edition Check your tax situation: Ensure your return is simple enough to meet the criteria for the Free Edition   Important Links TurboTax Free Edition TurboTax Free Edition Eligibility