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April 14, 2025
6:56 PM
1 Cheer
Good luck asking for a return. I paid $270 for all the services, got to the point of actually submitting the forms and found out I didn’t have the proper forms. They did not allow me to file. Had to ...
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Good luck asking for a return. I paid $270 for all the services, got to the point of actually submitting the forms and found out I didn’t have the proper forms. They did not allow me to file. Had to go in person elsewhere. Spoke with a supervisor named Madison after a half hour of being told they couldn’t refund me. Madison told me to wait for the charge to no longer be pending and call back and speak with a supervisor. This was Friday. Called back this morning and they made me fill out a form for refund that kept crashing. Had them send me another link, which worked. And then this evening was notified that the refund was declined. Madison (supervisor) assured me that once the charge was no longer pending, I could call back and be refunded very quickly and easily.
April 14, 2025
6:56 PM
Thank you, David. This is very helpful. It makes sense that I should add the renovation costs to the cost basis for the house as of 2025 when we put it into service, and just absorb the expenses we i...
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Thank you, David. This is very helpful. It makes sense that I should add the renovation costs to the cost basis for the house as of 2025 when we put it into service, and just absorb the expenses we incurred during 2024. Many thanks! Laurie
April 14, 2025
6:56 PM
Based on the information listed in the Bulletin, you should qualify for the exemption. You may need to request documentation from your employer to prove that you worked in the state for fewer than 30...
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Based on the information listed in the Bulletin, you should qualify for the exemption. You may need to request documentation from your employer to prove that you worked in the state for fewer than 30 days and provide that information to the state.
April 14, 2025
6:55 PM
filing returns for kids? visit https://www.irs.gov/file-your-taxes-for-free @Walt44
April 14, 2025
6:55 PM
We have a complicated scenario. My son has a lot of scholarship money and also made 529 withdrawals in 2024. The rough numbers from his 1098-T are box 1 $14,000 and box 5 $36,000. For some reason,...
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We have a complicated scenario. My son has a lot of scholarship money and also made 529 withdrawals in 2024. The rough numbers from his 1098-T are box 1 $14,000 and box 5 $36,000. For some reason, he was led to believe that he could take 529 money out equivalent to his scholarship amounts without penalty, so he also took about $36,000 out of his 529. He knew he would pay taxes on the $36,000 529 money but thought there would be no penalty. (He does not need this extra 529 money for his education due to all of his scholarships and thought it would be wise to take it out while he is not making much money vs. when he is in a higher tax bracket in a few years). Now, it appears he is paying taxes on both the scholarship money, plus the 529 money, plus the 10% penalty from the 529, plus another penalty for not paying estimated taxes all year. In addition, it appears he will be taxed in my tax bracket because they are asking him for my 1040 information. Because of his scholarship money, it looks like we won't be able to get the education credit on our tax return either. It's a mess! Is there anything we can do to minimize his taxes owed?
April 14, 2025
6:55 PM
thanks. my wife is self-employed by her own LLC and is she also qualified?
April 14, 2025
6:55 PM
You can try contacting TurboTax Customer service using this link: Turbo Tax Customer Service.
April 14, 2025
6:54 PM
So if box 5 is blank but box 6 has the State with no number, and 7 has the state income, would this mean that I should get my 1099-NEC amended?
April 14, 2025
6:54 PM
What could this be from? My wife and I are filing jointly, both W-2 employees. Neither of us have passive income from rental properties in the tax year 2024 or in prior years. Is this an error?
Of ...
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What could this be from? My wife and I are filing jointly, both W-2 employees. Neither of us have passive income from rental properties in the tax year 2024 or in prior years. Is this an error?
Of course I am about to file and TurboTax tries to hold me hostage for $79 more dollars via upgrading to Deluxe edition...
April 14, 2025
6:54 PM
I am receiving this notification myself. I followed the link that was provided in the response and it stated that the issue had been cleared and the link was no longer valid. I have followed t...
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I am receiving this notification myself. I followed the link that was provided in the response and it stated that the issue had been cleared and the link was no longer valid. I have followed the suggestion of clearing my browser's cache, but it had not helped with the issue.
April 14, 2025
6:54 PM
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April 14, 2025
6:54 PM
Married filing jointly, with AGI *several times* the federal limit for IRA contributions. Turbotax '24 desktop for Windows. I noticed I had not made IRA contributions and wizard encouraged me to do...
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Married filing jointly, with AGI *several times* the federal limit for IRA contributions. Turbotax '24 desktop for Windows. I noticed I had not made IRA contributions and wizard encouraged me to do so. So I did. $14k worth. Turbotax applied the $14000 amount on Schedule 1 and 1040 line 10, then checked (100% Accurate!) and then filed the form, to state, and federal, saving me about $7k in owed taxes. The forms were rejected by IRS for other reasons (Son had claimed himself). So I had a chance to fix this and re-file. I'm still out the $14k I sent over to the IRA's. I have copies of the original and updated and can proivde to Intuit personnell if they'd like to look.
April 14, 2025
6:54 PM
1 Cheer
Yes, since you can't use the expenses for a credit, there is no reason for you to enter Form 1098-T into your TurboTax Program.
The only other point to make is that it may be possible for the ...
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Yes, since you can't use the expenses for a credit, there is no reason for you to enter Form 1098-T into your TurboTax Program.
The only other point to make is that it may be possible for the student to claim the non-refundable portion of the American Opportunity Tax Credit.
If claiming the student has no advantage for you, you can elect to not claim him.
The student then files and selects
"Another taxpayer can claim me on their tax return"
but on the drop-down they select
"Another taxpayer will not claim me in 2024"
The "not-claimed dependent student" enters Form 1098-T into their TurboTax program.
Please make sure he indicates that the scholarship was restricted to room and board. He will be taxed on the scholarship.
However, since there is excess education expenses, he should be eligible for the "non-refundable" portion of the American Opportunity Tax Credit which will be applied to his tax liability.
IRS Pub 970
April 14, 2025
6:54 PM
MY DEPENDENT HAD A JOB
If your dependent has a W-2 for his after-school job, summer job, etc. you do not include the information on your own return. You can still claim your child as a dependen...
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MY DEPENDENT HAD A JOB
If your dependent has a W-2 for his after-school job, summer job, etc. you do not include the information on your own return. You can still claim your child as a dependent on your own return. He/she can file his own return for a refund of some of his withheld wages from boxes 2 or 17 (he won’t get back anything for Social Security or Medicare), but MUST indicate on it that he can be claimed as a dependent on someone else’s return. (Supervise this closely or prepare it for him!)
If your dependent’s earnings were over $400 and were reported on a 1099Misc or 1099NEC then he must file a return and pay self-employment tax for Social Security and Medicare.
You might also want to use free software from the IRS Free File versions:
https://apps.irs.gov/app/freeFile/
April 14, 2025
6:53 PM
If you started in the Free Edition of TurboTax, you may have entered something that triggered an upgrade to a paid version. The final fees are determined by the forms that are required to complete yo...
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If you started in the Free Edition of TurboTax, you may have entered something that triggered an upgrade to a paid version. The final fees are determined by the forms that are required to complete your individual return. States are also extra and there are some add-ons that you can agree to buy
You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?
You can review your fees in TurboTax online as follows:
Go to the left side of your screen under "Tax Home"
Go to "Tax Tools" then "Tools"
The "Tools Center" Box will pop up
Click on "My Fees" to see a summary of your Turbo Tax Fees.
Your screens will look something like this:
Click here for "How do I review my fees in TurboTax Online?"
April 14, 2025
6:53 PM
Need this for my affordable healthcare
Topics:
April 14, 2025
6:53 PM
I'm having this same issue and am getting no help. I have seen on Reddit and on this community that this has happened to a lot of people. Were they able to help you print off all of the information...
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I'm having this same issue and am getting no help. I have seen on Reddit and on this community that this has happened to a lot of people. Were they able to help you print off all of the information you had already put in for 2023? I have the receipt showing that I filed with TurboTax for my 2023 filing.
April 14, 2025
6:53 PM
Linda55247 and BrittanyS the so called "expert", please look here: https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869/page/3 1.) The bug is well est...
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Linda55247 and BrittanyS the so called "expert", please look here: https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869/page/3 1.) The bug is well established and has not been fixed. Even I did what is recommended on above link by "nosadciw" to get around your buggy TT directing me consistently to schedule A rather than schedule B 2.) Secondly, I printed out the tax return and added a cover letter to state of NY. Stating that your buggy software was incompetent to let me file my NY NR return electronically. I think you should atleast give 50% or more refund to people filing state of NY NR on 203F and 203B. Because; - 203B was not even generated for me. THIS IS SUPER FRUSTRATING AND EXHAUSTING AS WELL AS MAKING US PAY FOR GAS (OR CHARGE on EV CAR) AND POSTAL SERVICES + TIME!!
April 14, 2025
6:53 PM
I just need to know how to return to the field to toggle the business to her name instead of mine
April 14, 2025
6:52 PM
1 Cheer
No. TurboTax does not mail tax returns for you. When you mail a tax return, you have to sign and date it yourself in ink, and attach copies of your W-2's and/or any 1099's that show tax withheld.
...
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No. TurboTax does not mail tax returns for you. When you mail a tax return, you have to sign and date it yourself in ink, and attach copies of your W-2's and/or any 1099's that show tax withheld.
If you are getting a refund, it will be okay to mail it after the filing deadline. Or...if you owe tax due--request an extension and pay your tax by April 15, 2025 and mail the Form 1040 when you get home to print it.
https://turbotax.intuit.com/irs-tax-extensions/
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808