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April 7, 2025
5:14 PM
The desktop version can be used as "signed in" or "signed out". Are you signed into your desktop product using your Intuit Account ID? I wonder if there is credit card information saved in your In...
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The desktop version can be used as "signed in" or "signed out". Are you signed into your desktop product using your Intuit Account ID? I wonder if there is credit card information saved in your Intuit Account, and it's trying to access that? Maybe there's old payment information there. I don't know if that would be a reason; I'm just thinking out loud. I'll tell you how to check below. I realize you don't have a Federal refund, but if you did, it would charge you an extra $40 to pay any fees out of the Federal refund ($45 for California filers). So you are saving money by having no refund and paying with card. Are you using the Windows or Mac version? In the Windows version to have your desktop product sign into your Intuit Account you can go to top TurboTax bar and click FILE menu, and in dropdown "Sign In." I'm not sure where the "Sign in" is on the Mac version. You can see there if you are "signed in" or "signed out." Signing in only connects you to the Account, but does not reach the Account Settings dashboard, however. To do that, you also need to look as below: To look to see if your payment info is saved in the Intuit Account, you'd have to log into your Intuit Account through a browser, and in left menu column scroll down to click Intuit Account. Then look at the payment settings to see if anything is stored there.
April 7, 2025
5:14 PM
use the home sale worksheet and the adjusted basis of home sold worksheet. This will allow entering details.
if this was not your primary residence for any 2 out of 5 years before the date ...
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use the home sale worksheet and the adjusted basis of home sold worksheet. This will allow entering details.
if this was not your primary residence for any 2 out of 5 years before the date of sale, it does not qualify for the home sale exclusion.
April 7, 2025
5:14 PM
Turbo Tax seems to use an amount between the estimated taxes and the lower actual taxes for 2024 - is there a bug?). Note actual local taxes = (state income - deduction of local taxes) (because that ...
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Turbo Tax seems to use an amount between the estimated taxes and the lower actual taxes for 2024 - is there a bug?). Note actual local taxes = (state income - deduction of local taxes) (because that is the line on state taxes it uses) x tax rate, sort of circular
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April 7, 2025
5:13 PM
You can get a replacement form SSA-1099 or SSA-1042S Benefit Statement for any of the past 6 years for which benefits were paid by:
Signing in to your personal my Social Security account and sel...
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You can get a replacement form SSA-1099 or SSA-1042S Benefit Statement for any of the past 6 years for which benefits were paid by:
Signing in to your personal my Social Security account and selecting the "Replace Your Tax Form SSA-1099/SSA-1042S" link. Go to the "Choose a year" dropdown menu. Choose the desired year and select the "Download" link. The most recent tax year's SSA-1099/SSA-1042S will be available beginning every February 1. You can instantly view, print, or save your Benefit Statement. If you don't have an account, you can create one at ssa.gov/myaccount.
Calling us at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday, 8:00 am - 7:00 pm.
Contacting your local Social Security office.
If you live outside of the United States and you need a replacement form SSA-1099 or SSA-1042S, you can create a my Social Security account with an ID.me credential. If you cannot create an account, please contact your nearest Federal Benefits Unit.
April 7, 2025
5:13 PM
"Or" the max.? Did you mean to say "and that is limited to the max" instead. As written, it can also be interpreted as meaning you can still contribute the maximum amount from previous years of earne...
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"Or" the max.? Did you mean to say "and that is limited to the max" instead. As written, it can also be interpreted as meaning you can still contribute the maximum amount from previous years of earned income as long as you do not include the interest gained from it.
April 7, 2025
5:13 PM
Same issue here, I ended up just entering SSN numbers in EIN field and it submitted, I sure hope Feds don’t flag it. Very frustrating!
April 7, 2025
5:13 PM
My understanding is that you can still contribute to a traditional IRA with a high MAGI as long as your employer does not offer a plan. When I enter the contribution the system states that I am above ...
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My understanding is that you can still contribute to a traditional IRA with a high MAGI as long as your employer does not offer a plan. When I enter the contribution the system states that I am above the MAGI limit.
April 7, 2025
5:12 PM
Same thing happened to me. When I told the rep that it didnt give me a price before I paid, they didn't believe me. I won't use the product again. That is poor customer service after 15 years of u...
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Same thing happened to me. When I told the rep that it didnt give me a price before I paid, they didn't believe me. I won't use the product again. That is poor customer service after 15 years of using the product.
April 7, 2025
5:12 PM
Report both the 2023 2nd installment and the 2024 1st installment of property taxes paid in 2024 on your 2024 tax return. The IRS allows you to deduct property taxes in the year they are paid, r...
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Report both the 2023 2nd installment and the 2024 1st installment of property taxes paid in 2024 on your 2024 tax return. The IRS allows you to deduct property taxes in the year they are paid, regardless of the tax year they apply to. For more details, visit: Claiming Property Taxes
April 7, 2025
5:12 PM
Taxes filed! Thanks Dana you're the best!
April 7, 2025
5:12 PM
I received a 1099-O. Where do I report this income on the 1040?
April 7, 2025
5:11 PM
Linda, Thank you for the reply but that does not solve the problem. All the W2s are entered into the Federal Section - they were imported The W2s from MA show up in the PA return. The TX W2 do...
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Linda, Thank you for the reply but that does not solve the problem. All the W2s are entered into the Federal Section - they were imported The W2s from MA show up in the PA return. The TX W2 does not and you cannot select TX as a state for nonresident income. TX along with AK, NV, SD, TN and WY are not in that list. I've completed the MA return and I do get the credit for the MA taxes on the PA return. There were no state taxes taken out for TX since they do not have a state income tax. That income should still flow to the PA return but it does not. The MA return shows the federal AGI that includes the TX income but the PA return only has the income totals for MA. Thank you
April 7, 2025
5:11 PM
The math justifying this is extraordinarily simple, and I'm shocked at how uncommon FSA continuation is especially if you are planning to use the FSA balance during a short period of time. I expect ...
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The math justifying this is extraordinarily simple, and I'm shocked at how uncommon FSA continuation is especially if you are planning to use the FSA balance during a short period of time. I expect the underutilization of extended FSA benefits under COBRA has a lot more to do with people not understanding how the rules work for it. I personally experienced the following: I left my job in January of a plan year to take a break for a few months before starting another role May 1. I had enrolled in a $2000 FSA plan and made one payroll payment of $167 as I knew I would likely be needing some pricey dental work in the early part of the year. I continued my benefits, including FSA, through COBRA for the months February, March, and April. Including the admin 2% I paid an additional post tax contribution of $170/month during which I accumulated more $2000 of expenses which I was reimbursed for fully. I paid a total of $677 of mixed pre and post tax contributions and received $2000 in reimbursements during my 3 months of COBRA. If anyone doubts the math works for extending FSA during COBRA with post tax contributions they're not trying very hard and are probably providing very poor advice on the subject.
April 7, 2025
5:11 PM
Please see this help article which has links for a list of reject codes with instructions on how to fix them. If you now have the correct last name and SSN for everyone listed on your return, you...
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Please see this help article which has links for a list of reject codes with instructions on how to fix them. If you now have the correct last name and SSN for everyone listed on your return, you should still be able to e-file.
If your return continues to be rejected when attempting to e-file, you can print your return and file by mail.
If you need to fix a rejected return for a previous tax year (2023 and earlier), you must use TurboTax Desktop and mail your fixed return.
April 7, 2025
5:10 PM
1 Cheer
The issue I was having was it wouldn't allow me to enter just one number, even though I had checked the radio button in front of the employer's SSN. It kept giving me an error message to fill in the ...
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The issue I was having was it wouldn't allow me to enter just one number, even though I had checked the radio button in front of the employer's SSN. It kept giving me an error message to fill in the EIN field as well. I was able to get around it by deleting the employer name and re-entering it. Thanks for the response,
April 7, 2025
5:09 PM
How do I get an online copy?
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April 7, 2025
5:09 PM
I need federal address and NYS address
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April 7, 2025
5:09 PM
Thank you@ThomasM125. I am using TurboTax desktop but was able to access the 1040 but there is not a Schedule 3 (only Schedule 1 and 2). Couple other specifics: --The supplemental information...
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Thank you@ThomasM125. I am using TurboTax desktop but was able to access the 1040 but there is not a Schedule 3 (only Schedule 1 and 2). Couple other specifics: --The supplemental information provided by Fidelity for the 1099-DIV has foreign income of $2,608 for non qualified dividends and $5,528 for qualified dividends for a total of $8136 of total foreign income (and foreign tax paid of $887). I did not report this foreign income on the foreign tax screens as I interpreted the instructions as saying do not report amounts that have already been included in 1099-DIV amounts. Should this be included somewhere? (Other than in the totals when I input the 1099-DIV information for Schedule B"? --I have the following carryovers from 2023 related for Form 1116: (a) General Limitation Income Excess Limit; (b) Passive Income Excess Limit" and (c) "Foreign Branch Income Excess Limit". Each of these carryovers is over $1000 (higher than the foreign tax), but a credit is still not being generated. Thanks again.
April 7, 2025
5:08 PM