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I live in one state, but have non-resident income in a second.  I entered all information, completed the non-resident state return, and tried to buy my home state return.  Prompted to enter address f... See more...
I live in one state, but have non-resident income in a second.  I entered all information, completed the non-resident state return, and tried to buy my home state return.  Prompted to enter address for payment, but never permitted to move from that screen to actual payment screen.  Tried to back up and file Federal and non-resident returns (e-file), but software said I could not do that until I purchased the home state service.  This is ridiculous!  I wanted to purchase this service, but the software would not permit this.  What is the trick?  
Yes, been carrying forward since before 2010. No, only 8582-CR which lacks the information needed for form 3800 this year. So, I just put it in on Part IV as zz (Other) from 2009.
Normally you just file and wait.  If the IRS wants to know more they will mail you a letter.   
You don't need to do anything.   The IRS will automatically mail you a check to the address on your tax return once the bank notifies them the bank account is inactive/closed.   See IRS Refund Inquir... See more...
You don't need to do anything.   The IRS will automatically mail you a check to the address on your tax return once the bank notifies them the bank account is inactive/closed.   See IRS Refund Inquiries 
On your return?  No.  If you need to explain something then you would need to print and mail your return.   What comments do you want to insert?  
As you walk through the retirement section and tell TurboTax that you did not take the RMD, it will ask you additional questions and generate form 5329.
Is there a way to insert comments?
Hi CatinaT1, thank you for your message! Here is the 'previously reported' figures for boxes 18-20 and the 'correct' info: I have tried filing with just the information in the second colu... See more...
Hi CatinaT1, thank you for your message! Here is the 'previously reported' figures for boxes 18-20 and the 'correct' info: I have tried filing with just the information in the second column (since all numbers have been consolidated into here), but this did not work, so I tried filing with two rows but with the second row just filled with 0s (as shown in the fourth column above). This did not work either. Each time it was rejected due to a data mismatch, according to TurboTax. This is not my only W2, but the others only had single numbers in these boxes so I believe this particular W2 is where the problem lies. Any help would be grately appreciated!
If you look at your form 1040, you will see next to Standard deduction a check mark in the box for someone can claim you as a dependent if you marked it that someone can claim you. If you did not,... See more...
If you look at your form 1040, you will see next to Standard deduction a check mark in the box for someone can claim you as a dependent if you marked it that someone can claim you. If you did not, then you will need to Amend Your Return to say that they can claim you. 
Which yes/no box are you asking about? Form 8958 has only one checkbox for allocation of community property amounts.
I didn't take my wife's rmd before April1st,2025
You will need to print and sign your Colorado return.  Go to Tax Tools in the left column, then choose Print Center. TurboTax will give you the option to print the forms you need to file your state... See more...
You will need to print and sign your Colorado return.  Go to Tax Tools in the left column, then choose Print Center. TurboTax will give you the option to print the forms you need to file your state return.    Follow the instructions to sign the main form, then include all pages with your payment check. We recommend sending your return by a method that provides tracking and/or confirmation of receipt. The state return filing instructions should have the address where the return should be mailed.   For more help, see How do I file my return by mail?
Unfortunately, Pillar 2 and Pillar 3 are not "qualified plans" for US tax purposes.  So the rules that would benefit you for withdrawals and contributions don't do you a lot of good here.   Here ... See more...
Unfortunately, Pillar 2 and Pillar 3 are not "qualified plans" for US tax purposes.  So the rules that would benefit you for withdrawals and contributions don't do you a lot of good here.   Here is a whole thing on Swiss retirement plans and US citizens.   @akarpilow 
If it is your child, there is not an income limit.  They remain a qualifying child.  They just cannot pay over half of their own support. If it is not your child, then the income limit is $5,050 f... See more...
If it is your child, there is not an income limit.  They remain a qualifying child.  They just cannot pay over half of their own support. If it is not your child, then the income limit is $5,050 for 2024.  To claim someone as a Qualifying Relative, they must be: Your child ( including step children, adoptive children and foster children) or a descendent of them Your sibling (including half siblings) or a child of your sibling or a sibling-in-law Your parent or grandparents, including step parents and in laws Any other person that lived with you for the entire tax year Not a qualifying child of another taxpayer Someone that you provided over half of their support for during the tax year Has less than $5,050 in income (not counting social security) The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student or totally and permanently disabled. Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund Have a social security number that is valid for employment
Thanks for your response, Vanessa   I apologize for not mentioning that I'm currently working on my 2023 Income Tax 1040 Form, and I have not filed my 2023 Tax Return as of April of 2025 since it t... See more...
Thanks for your response, Vanessa   I apologize for not mentioning that I'm currently working on my 2023 Income Tax 1040 Form, and I have not filed my 2023 Tax Return as of April of 2025 since it took about 2 years to clear this fraudulent sale, get my property back, and persuade the title company to issue a Corrected 1099-S (the Title company just got it done in March of 2025 and the corrected 1099-S is now shown in the IRS 2023 Wage & Income Transcript.)   Fortunately, I'm due a Tax Refund for 2023 and even though I had to wait 2 long years, I got my property back...   Hope this clarification helps a bit  
Hi: There are a lot of issues when making a change in the OS including learning curve, cost, time, security, investing in new apps. and hardware and the list goes on.  I suggest that Intuit let the ... See more...
Hi: There are a lot of issues when making a change in the OS including learning curve, cost, time, security, investing in new apps. and hardware and the list goes on.  I suggest that Intuit let the customer make the call about continuing to use TurboTax 2025 and beyond on the Windows 10 platform. Thanks Edsd
I knew about the $50.00 to file the VA and NJ State returns.....had no idea what the $45.00 was for.   Net year I will use the tax man down the road .. he charges $ 150. to file returns like mine. ... See more...
I knew about the $50.00 to file the VA and NJ State returns.....had no idea what the $45.00 was for.   Net year I will use the tax man down the road .. he charges $ 150. to file returns like mine.  I thought I was saving money and instead, I spent more and had to do all the work.  Been with Turbo tax forever, but if they want to nickel and dime me, I will not deal with them in the future.   I also use the quickbooks program with intuit....I'm about over with them as well.   Thanks for the help!!     Linda
No. The stepped up basis is only based on the death of the spouse.  There is not an income component to it so the interest would not affect this.    If you had no gain on the sale, you would stil... See more...
No. The stepped up basis is only based on the death of the spouse.  There is not an income component to it so the interest would not affect this.    If you had no gain on the sale, you would still need to report the sale to show you don't have a gain. 
Yes, the passive loss carryover question appears during the interview for your Rental Property.   Open your TurboTax Online return and search for "schedule e" then click the "jump to" link. ... See more...
Yes, the passive loss carryover question appears during the interview for your Rental Property.   Open your TurboTax Online return and search for "schedule e" then click the "jump to" link. Select the rental property you need to work on. Scroll down to Less Common Situations and click the pencil icon beside "Carryovers, limitations..." Click on "Make Changes" to enter/edit any carryovers that appear on the page. Continue back to the property summary page. If you're using TurboTax Desktop, update the Property Profile for your Rental Property. Continue to the page "Do any of these situations apply to this property?" Check the box under Carryovers that applies. Enter your carryover amount(s) on the screens that follow. Continue back to the property summary page.