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Thanks.  That works.  I'm just annoyed TurboTax makes you wade thru page after page to get where you want to be, instead of providing a simple index lookup.
 You can apply for a payment plan from the IRS directly on their website. 
No, there is no override for Smart Check errors. Did you import or scan Form 1099-R? If so, you may need to delete that entry and manually enter the 1099-R information.   Other issues that may ca... See more...
No, there is no override for Smart Check errors. Did you import or scan Form 1099-R? If so, you may need to delete that entry and manually enter the 1099-R information.   Other issues that may cause this message:   Check the 2-letter state code for the zip code on the form. Make sure the city and state match up to the zip code. This error happens when the state code doesn't match what is on file with the IRS. TurboTax follows the IRS for acceptable zip codes. If the state code does not match the correct state, you will get an e-filing error. Correcting the state code is usually the fix.     Check that the 2 letter state abbreviation is correct here USPS Two–Letter State and Possession Abbreviations   (most common error) Make sure you've entered the ZIP code in either 5-digit or 9-digit format, for example, 12345 or 12345-6789. Look up the correct ZIP code for the street address in question. Finally, if you're using TurboTax Online, it may be browser-related. Log out of TurboTax, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again. Or try a different browser.   For more help, please see: How do I delete cookies? How to clear your cache
To find form 6781, go to tax tools then tools,  Select topic.  Type in the form 6781 and it should take you directly there. 
I am going to take out a mortgage out on a primary residence to purchase an investment property.  Can the mortgage interest be an expense on the investment property even though the mortgage isn’t sec... See more...
I am going to take out a mortgage out on a primary residence to purchase an investment property.  Can the mortgage interest be an expense on the investment property even though the mortgage isn’t secured by the investment property?
I do not see a spot like the IRS has, however, you can contact the NY Department of Revenue and Taxation to see if they can provide you with the correct information. 
I owe IR
Here is an update to the 2D barcode for Missouri state tax returns.  This situation was submitted to the development team for a resolution.  The result was that Missouri does not mandate that the 2D ... See more...
Here is an update to the 2D barcode for Missouri state tax returns.  This situation was submitted to the development team for a resolution.  The result was that Missouri does not mandate that the 2D barcode be printed on the tax return and for tax season 2024, the business chose not to support the 2D barcode on the Missouri state tax return.  It is unknown whether that will change in the future.   @BEL27  @jcgbus  @Someone-Else  @Parallax314 
First, figure out how many days total that you worked as a contractor.  Then how many days in Georgia.  Get the Georgia percentage and multiply it by the total amount earned.     You aren't requi... See more...
First, figure out how many days total that you worked as a contractor.  Then how many days in Georgia.  Get the Georgia percentage and multiply it by the total amount earned.     You aren't required to file a Georgia return if your total income received from Georgia sources is not greater than the lesser of 5% of your total income or $5000.     @tsxs2326 
Are you able to see your transactions for your credit union bank account? Do your credit card transactions typically appear on the list of bank transactions? It's possible the credit union is blockin... See more...
Are you able to see your transactions for your credit union bank account? Do your credit card transactions typically appear on the list of bank transactions? It's possible the credit union is blocking access for TurboTax to link to the credit card transactions.   You can check your linked accounts by logging into your TurboTax account, go to Documents in the left column and choose Linked Accounts.
Your return was not e-filed due to a timing issue or a processing error. Your tax return does not need to be modified, it just needs to be e-filed again. Re-open your tax file, review it for errors, ... See more...
Your return was not e-filed due to a timing issue or a processing error. Your tax return does not need to be modified, it just needs to be e-filed again. Re-open your tax file, review it for errors, and resubmit the return for electronic filing. If the reject continues you will need to print and file your return by mail.   Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.
Thanks Vanessa. Do you know if there is a way to look up what NYS has for this W2 so I can see if I'm able to match it up?
Sorry - correction - Turbo Tax Premier - Desktop
Hi. My CPA told me that he encountered an error when filing my Solo 401(k) contributions on my tax return. We planned to report $26,000 in voluntary after‑tax contributions and $8,000 in employer Rot... See more...
Hi. My CPA told me that he encountered an error when filing my Solo 401(k) contributions on my tax return. We planned to report $26,000 in voluntary after‑tax contributions and $8,000 in employer Roth contributions, but the $8,000 employer contribution wasn’t reported in Box 5b of Form 1040 due to the error.    I’ve attached a screenshot of our initial report and form 1099R. Does anyone see what might have caused the error? Thanks for your help!
Answers to your questions  below:   -  Did you go through the "Foreign Earned Income and Exclusion" topic in TurboTax after you completed the Schedule C?  <Answer>  Yes, I did   You have to go th... See more...
Answers to your questions  below:   -  Did you go through the "Foreign Earned Income and Exclusion" topic in TurboTax after you completed the Schedule C?  <Answer>  Yes, I did   You have to go through that topic in order to exclude the foreign earned income. The exclusion will appear on Schedule 1 line 8d. Did you look at Schedule 1 to see if the exclusion is there? <Answer> I did not.  I will look at it again.  What was clear is that the exclusion did NOT bring down the taxes after I entered it. Are you using TurboTax Online or the desktop TurboTax software? Which edition are you using (Basic, Deluxe, etc.)?  <Answer>  TurboTax Basic Desktop - Mac version   Note: I have been using TurboTax for 20+ years.  The past few, as I moved out of the US, I've been filing exactly the same way.  This year, the software is NOT reducing the tax I owe.  For some reason, it is forcing me to pay taxes as if I was living in the US.   Thank you
@MaryK4     You may be resting from recently ended tax season,  but if not, can you take a look at my questions and advise before I submit the amended?
Thank you so much for your valuable advice! Yes- the ENTIRE balance of the Roth IRA at Brokerage B was transferred to a previously empty Roth IRA at brokerage A. That $7,000 contribution in Janu... See more...
Thank you so much for your valuable advice! Yes- the ENTIRE balance of the Roth IRA at Brokerage B was transferred to a previously empty Roth IRA at brokerage A. That $7,000 contribution in January 2024 was for 2024 and meant for recharacterization now. I did file extension for 2024 tax return.    I contributed $7000 in Jan 2024 for that needs to be recharacterized now, and I also contributed $7000 in Jan 2025 that is meant for 2025 and do not wish to recharacterize this.   Question: I wonder if the AOB is $12,000 + $7,000 + $7,000 = $26,000 is fair because the contribution $7000 in Jan 2025 were not part of the balance when the 2024 contribution started growing. Should we exclude the 2025 contribution's impact?    My account now has 2 contributions (2024, 2025) and I just want to recharacterize the 2024 contribution, is the following correct?   NIA=C×[(A−B)/B]   Where: C = Amount of the contribution I want to recharacterize ($7,000 for 2024) A = Current value of the entire Roth IRA at recharacterization time B = Value of the Roth IRA when the 2024 contribution was made, including that contribution Since I don't want to recharacterize the 2025 contribution, should I adjust both A and B to exclude: The 2025 contribution amount ($7,000) Any earnings or losses associated with that 2025 contribution So my adjusted values would be: Adjusted A = $26,604 - $7,000 - (any earnings on 2025 contribution) Adjusted B = $12,000 + $7,000 = $19,000      
This credit card is linked to my ENT credit union account, but doesn't show up after I login to ENT.
You're welcome.