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April 7, 2025
6:27 PM
form is not letting me update and edit
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April 7, 2025
6:27 PM
SInce my return was rejected for no PIN, I need to change to with draw date. It would have been nice if this was flagged on the Review tab that it was missing. What a headache!!
April 7, 2025
6:27 PM
Leave all columns A-C on the Sept - Dec lines completely blank; delete any zeros there. You should only have entries in columns A-C on lines Jan - Aug.
For any month you have an amount in ...
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Leave all columns A-C on the Sept - Dec lines completely blank; delete any zeros there. You should only have entries in columns A-C on lines Jan - Aug.
For any month you have an amount in column A, you have to have a positive amount in column B, and any amount (including $0) in column C. If there is no amount (or $0) in column A, leave all columns blank for that line.
April 7, 2025
6:26 PM
Have you tried clearing your cache and cookies?
A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).
...
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Have you tried clearing your cache and cookies?
A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).
Here are the official instructions for the most popular browsers:
Google Chrome
Mozilla Firefox
Microsoft Edge
Each browser has a slightly different method for deleting cookies. Choose the browser you're using:
Microsoft Edge
Mozilla Firefox
Google Chrome
Safari
TurboTax FAQ: How to clear your cache
TurboTax FAQ: How do I delete cookies?
You may have inadvertently indicated that you have a foreign account while proceeding through the program.
Add/Delete Foreign Income:
Open your return (if not already open).
Enter "foreign income" in the Search box.
Click on "jump to foreign income" link.
On the "Did You Make Any Money Outside the United States?" landing page, Answer "Yes" if you did or "No" if you did not.
Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:
Open or continue your return.
On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form, schedule, and worksheet in the list and follow the instructions
TurboTax FAQ: How do I view and delete forms in TurboTax Online?
April 7, 2025
6:25 PM
1 Cheer
That does explain it. You didn't previously mention that you had split the rollover between two destinations, so I had assumed that you did not since just rolling over the $6.37 to the Roth IRA (alo...
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That does explain it. You didn't previously mention that you had split the rollover between two destinations, so I had assumed that you did not since just rolling over the $6.37 to the Roth IRA (along with the other $90.88 of pre-tax funds that you rolled over to the Roth IRA) would have been far simpler without any significant tax consequence. To accommodated TurboTax's limitations on dealing with a code-G From 1099-R that reports rollovers to the two different types of IRAs, you must split the Form 1099-R into two for entry into TurboTax. The one for the rollover to the Roth IRA will have $8,316.77 in box 1, $90.88 in box 2a and $8,225.89 in box 5. The one for the rollover to the traditional IRA will have $6.37 in box 1, $0 in box 2a and a blank box 5.
April 7, 2025
6:23 PM
Yes, you can file using your transcript. The transcript doesn't have your state information and the federal identification number for your employer.
I would recommend that you try to get you...
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Yes, you can file using your transcript. The transcript doesn't have your state information and the federal identification number for your employer.
I would recommend that you try to get your W2 form from your employer. This way you would have the complete form and use the transcript as a final resort.
@nijeldavidson464
April 7, 2025
6:23 PM
@ Joe209 wrote: I use the step-by-step method to progress through my data entry process. If I finish my return and want to see what I entered again, or add another K-1 , I have to answer the same...
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@ Joe209 wrote: I use the step-by-step method to progress through my data entry process. If I finish my return and want to see what I entered again, or add another K-1 , I have to answer the same questions to get to the same spot. Sometimes I made a guess choice to get toe the next step. I would like to see a cookie trail to let me know which button that I clicked on. This is not really what you wanted, but it might help you to return to specific areas. I assume you are using desktop TurboTax. If it's the version for Windows, at the top TurboTax menu bar you can click on Tools, then in the dropdown menu select Topic List. That shows shortcuts to various topics in the program. There's probably something similar in the Mac version, but I don't know the steps for Mac.
April 7, 2025
6:23 PM
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April 7, 2025
6:23 PM
1 Cheer
See this TurboTax tips article for more information about the Alternative Minimum Tax and the different income items that can require TurboTax to calculate a separate AMT amount. You may need to pay ...
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See this TurboTax tips article for more information about the Alternative Minimum Tax and the different income items that can require TurboTax to calculate a separate AMT amount. You may need to pay the AMT if your Tentative Minimum Tax exceeds your regular tax.
Certain deductions, like state and local taxes, aren't allowed for AMT calculation purposes.
April 7, 2025
6:23 PM
Hello Catina, Nothing worked including what you recommended. I have printed out the forms to send it to the IRS since I cannot file electronically. Annoying to say the least
April 7, 2025
6:23 PM
Help with New York Firefighters Length of Service Awards Program
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April 7, 2025
6:22 PM
No, you don’t include it on your return. Report as other income on his return making sure you check the box saying that someone can claim him. His unearned income is subject to Kiddie Tax. TurboTax w...
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No, you don’t include it on your return. Report as other income on his return making sure you check the box saying that someone can claim him. His unearned income is subject to Kiddie Tax. TurboTax will take you through that.
April 7, 2025
6:21 PM
The 760NPR is the Kentucky nonresident/part year resident return. Since Ohio and Kentucky have tax reciprocity, you don't need to file a KY 740NPR. You can remove the Kentucky return on the state tax...
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The 760NPR is the Kentucky nonresident/part year resident return. Since Ohio and Kentucky have tax reciprocity, you don't need to file a KY 740NPR. You can remove the Kentucky return on the state taxes tab where you see the list of states. You should see a trash can icon to delete the state.
April 7, 2025
6:21 PM
1 Cheer
@barb-stage wrote: It says it should be in Other Reportable Income under Misc Income. If it is "rent", that is where it belongs. He is your son, he lives with you and is paying much...
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@barb-stage wrote: It says it should be in Other Reportable Income under Misc Income. If it is "rent", that is where it belongs. He is your son, he lives with you and is paying much less then market-rent. It is common to view money from your son (or daughter) as merely non-taxable contributing to household expenses, rather than taxable rent.
April 7, 2025
6:20 PM
He should file his own tax return for this income. Be sure he indicates on his tax return that he can and is claimed as a dependent by someone else (his parents).
If you use TurboTax Onlin...
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He should file his own tax return for this income. Be sure he indicates on his tax return that he can and is claimed as a dependent by someone else (his parents).
If you use TurboTax Online, you can file one federal return with up to five state returns per Intuit Account.
If you use TurboTax Desktop, you can file five federal returns with up to three state returns each.
No more than five Intuit accounts and five corresponding federal returns (for example, for a family of five) may be created, purchased, and filed using any one email address.
Per IRS rules, you can only e-file up to five federal returns using the same email address or phone number with personal tax return preparation products.
To report a 4-H Project in TurboTax follow these steps:
Open your return.
Select the Wages & Income tab.
Scroll down to Less common income click Start.
On the page Let's Work on Any Miscellaneous Income, click on Other reportable income.
On the page Any Other Taxable Income? Select Yes.
On the page, Other Taxable Income enter 4-H Project Livestock Sold for the description and the amount.
Select continue and Select Done if you have no other items.
This will show up on Schedule 1, Line 8z as "Other taxable income:" and include the description and amount of what it was for.
"If an individual participates in a 4-H Club or National FFA Organization (FFA) project, any net income received from sales or prizes related to the project may be subject to income tax. Report the net income as “Other income” on Schedule 1 (Form 1040), line 8z. If necessary, attach a statement showing the gross income and expenses. The net income may not be subject to SE tax if the project is primarily for educational purposes and not for profit, and is completed by the individual under the rules and economic restrictions of the sponsoring 4-H or FFA organization. Such a project is generally not considered a trade or business. For information on the filing requirements and other tax information for dependents, see Pub. 929."
IRS Pub. 255 - Farmer's Tax Guide (page 77)
April 7, 2025
6:20 PM
You may have a duplicate Form 1098 mortgage interest in your tax return. You can see about that and if so delete it by following these steps:
Follow these instructions:
1. Choose the Tax ...
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You may have a duplicate Form 1098 mortgage interest in your tax return. You can see about that and if so delete it by following these steps:
Follow these instructions:
1. Choose the Tax Tools option on your left menu bar while working on your return
2. Choose Tools
3. Choose the Delete a form option under Other Helpful links
4. Look for the duplicate Form 1098 in your list of forms and delete it
April 7, 2025
6:19 PM
I've never paid attention to alternative minimum tax. Under what circumstances would I choose AMT, if that's how it works. Right now the AMT page looks like this (not the real numbers) Alternative ...
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I've never paid attention to alternative minimum tax. Under what circumstances would I choose AMT, if that's how it works. Right now the AMT page looks like this (not the real numbers) Alternative Minimum Taxable Income 250,000 Tentative Minimum Tax 30,000 Regular Tax 40,000 Alternative Minimum Tax 0.00 From what I've read, if the AMT is greater than the normally calc'd tax amount, I would be required to pay the AMT amount. Is that a correct understanding? If so it means it's irrelevant for this return.
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April 7, 2025
6:19 PM
April 7, 2025
6:19 PM
Yo didn't mention which state and local tax jurisdictions are involved, but in general, your estimated taxes are what you pay in during the tax year based on your prediction of your income and deduct...
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Yo didn't mention which state and local tax jurisdictions are involved, but in general, your estimated taxes are what you pay in during the tax year based on your prediction of your income and deductions for the year. Depending on what actually happened during the year, your estimated taxes may or may not have been enough to cover your tax liability.
You can deduct both city and state taxes on your federal return. Each local jurisdiction may have its own rules.
TurboTax calculations are guaranteed and are based on the actual federal and state tax rates and any special rates that apply, such as self-employment tax and capital gains tax.
To calculate estimated taxes and prepare Forms 1040-ES:
With your tax return open, search for 1040-es (be sure to include the dash) and select the Jump to link
Answer No to the question Do you want to change your W-4 withholdings for 2025?
Answer the questions about things like your 2025 filing status, income, and deductions
Eventually, you'll come to the Print Vouchers? screen. Answer Yes and we'll include your 2025 1040-ES payment vouchers when you print a copy of your return later
In addition, TurboTax's TaxCaster is available without opening your return and will estimate your total taxes for 2023.
You can also use the IRS Withholding Estimator to calculate amounts to be withheld from wages.
Please also see this TurboTax tips article for more information about estimated taxes.
April 7, 2025
6:18 PM
I had Covered California for January through August - so all months have zero in all fields for the months I did not receive the tax credit or have insurance. Turbo Tax will not allow me to continue ...
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I had Covered California for January through August - so all months have zero in all fields for the months I did not receive the tax credit or have insurance. Turbo Tax will not allow me to continue filing with either a zero in those fields or with it left blank. What can I use to solve this problem? I have already tried uploading a photo and a PDF of the form - but turbo tax can not recognize it or import it. My return was rejected because of this one form - please help so I can re-submit! Thanks Folks.
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