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When e-filing a tax return, you cannot attach a  PDF or other file to it. There is no way to upload documents to transmit with your tax return, unless they are generated by the TurboTax program.   ... See more...
When e-filing a tax return, you cannot attach a  PDF or other file to it. There is no way to upload documents to transmit with your tax return, unless they are generated by the TurboTax program.   If you need to include a document that is not included in the TurboTax program, then you will have to print and mail the tax return.  When you print your state tax return, mailing instructions will be included on the first page.   Click this link for How do I file my return by mail?      
I followed the series of steps you outlined and it sounds like you did everything correctly.  The questions that were triggered were the right questions to ask because the program will determine eith... See more...
I followed the series of steps you outlined and it sounds like you did everything correctly.  The questions that were triggered were the right questions to ask because the program will determine either taxable income or a refund.    With the small increase of a refund, the likelihood of an examination is slim or none. It appears that this was done correctly based on your steps listed above.
In TurboTax for tax year 2024, I left the space blank and hit continue.  The next screen had a table of all my previously entered 529 contributions.  
Unfortunately, I know taxes, but not computers. I appreciate your suggestions but I don't quite understand those things and I could really mess this up. Is there no other solution? If not, for me, ... See more...
Unfortunately, I know taxes, but not computers. I appreciate your suggestions but I don't quite understand those things and I could really mess this up. Is there no other solution? If not, for me, it almost seems that if I want TurboTax to do its review, I may have to start the return from scratch. In fact, now I see that I have the same issue with all the returns I have (partially) prepared. And it may be the same situation with the federal review.
It depends. It  is likely asking if your income is from farming to reduce any underpayment penalty which would be for the federal return. Check to see if you have a balance due on your tax return.  Y... See more...
It depends. It  is likely asking if your income is from farming to reduce any underpayment penalty which would be for the federal return. Check to see if you have a balance due on your tax return.  You can review your tax return following the information below.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms    The state return will be visible as well.                      
Click the hyperlink in the software What if I didn't keep track of my mileage?  It says:   What if I didn't document my miles? The IRS requires keeping a mileage log, which tracks the date, sta... See more...
Click the hyperlink in the software What if I didn't keep track of my mileage?  It says:   What if I didn't document my miles? The IRS requires keeping a mileage log, which tracks the date, start/stop location, business purpose, and total mileage of each drive. If you didn't track your mileage this year, consider creating a log for your records using your calendar or work schedule, vehicle service records, and/or bank statements. Keep one of these logs for the future. The IRS has a sample log on Table 5-2 in Publication 463 (page 39 of 61), or there are mileage tracker apps that can help you.   Be as exact as possible with your mileage. Because of stricter rules for recording vehicle expenses, numbers that seem like estimates may make you more likely to be audited. 
Fuel Cell Property, is not treated the same as solar panels, or wind energy. so the batteries are limited to $1,667.   Your solar panels would not have a limit other than 30% of the cost.    If t... See more...
Fuel Cell Property, is not treated the same as solar panels, or wind energy. so the batteries are limited to $1,667.   Your solar panels would not have a limit other than 30% of the cost.    If there is a carryover credit, this will be found on line 16 of form 5695.   If you had certain other taxes such as self-employment taxes, the residential energy credit will not reduce this tax so depending on what type of tax liability you have, this may be the reason you are not seeing the full credit.  If this does not resolve your question, if you could provide more details on all of your numbers on page 2 of your 1040 along with the line number, we may be able to better assist you. 
that's how I enter the tax withheld on part V 3c, other numbers are 0 for me.
Here is a FAQ: How do I install and activate my TurboTax Desktop product?
A few issues with Eventbrite's 1099-K for proceeds from ticket sales to my high school reunion:   1. The 1099-K lists 2024 sales; sales in 2023 did not reach the reporting threshhold. 2. Proceeds ... See more...
A few issues with Eventbrite's 1099-K for proceeds from ticket sales to my high school reunion:   1. The 1099-K lists 2024 sales; sales in 2023 did not reach the reporting threshhold. 2. Proceeds were used to pay vendors, and the surplus was donated to the school's Alumni Association which is a 501(c)(3) resulting in a to-the-penny wash.   So the 1099-K figure is entered, but I also want to enter the expenses and donations. Where and how? And since 2023 sales aren't listed on this 1099-K, will the resulting "deficit" be a red flag?   Thanks.
Good decision.
I have finished the return yet it keeps going around asking the same questions which have been answered.
No, it is reported on Line 28.
yes, my apologies, i phrased it incorrectly.  I filed correctly, as i get a credit for tax paid to the state of NY.  I have verified that TurboTax forms look like the ones filed by the CPA i used the... See more...
yes, my apologies, i phrased it incorrectly.  I filed correctly, as i get a credit for tax paid to the state of NY.  I have verified that TurboTax forms look like the ones filed by the CPA i used the past couple of years.
Entered SN as suggested and still receive Check This Entry, Form 1099-NEC Worksheet(....): Payer's federal EIN - Federal withholding is present. A tax identification number is required.   I had ent... See more...
Entered SN as suggested and still receive Check This Entry, Form 1099-NEC Worksheet(....): Payer's federal EIN - Federal withholding is present. A tax identification number is required.   I had entered 0.00 for Federal withholding. Went back and checked and shows $0 for Box 4.   Is there something else I'm not doing correctly?    
The questions are in TurboTax Online for your vehicle choices. First you must establish the business use percentage of the vehicle.  A vehicle is called 'Listed Property'. Generally, a vehicle is not... See more...
The questions are in TurboTax Online for your vehicle choices. First you must establish the business use percentage of the vehicle.  A vehicle is called 'Listed Property'. Generally, a vehicle is not exclusively used for your business, but would also have personal mileage which would not be allowed to be deducted. A record of your business miles divided by the total miles driven in a year would provide your business use percentage.   If that business use percentage is greater than 50% (51% or higher) then you can choose to use special depreciation if you like.  This is simply a law that allows you to take a large depreciation expense in the first year an asset is placed in service and, yes, there would be little or no deduction in future years if you choose special bonus depreciation and/or Section 179.   More than 50% business use requirement. See IRS Publication 463  -- You must use the property more than 50% for business to claim any section 179 deduction. If you used the property more than 50% for business, multiply the cost of the property by the percentage of business use. The result is the cost of the property that can qualify for the section 179 deduction. More-than-50%-use test.  Generally, you must use your car more than 50% for qualified business use (defined next) during the year to use MACRS. You must meet this more-than-50%-use test each year of the recovery period (6 years under MACRS) for your car. If your business use is 50% or less, you must use the straight line method to depreciate your car. This is explained later under Car Used 50% or Less for Business   @joecallinan 
So, is that form simply an election out of any Special Depreciation Allowance because I am taking 100% of the 179 deduction?
Thanks, Vanessa.
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