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April 17, 2025
6:20 AM
You say it was accepted ---and now you say it is "pending." Is that your word----or a word you are actually seeing?
Where is the word "pending" appearing? Is that a word you are actually se...
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You say it was accepted ---and now you say it is "pending." Is that your word----or a word you are actually seeing?
Where is the word "pending" appearing? Is that a word you are actually seeing on the TurboTax site?
Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will say that your return was submitted. The second email will tell you if your federal return was accepted or rejected. If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
If the IRS accepted it, what does it say here?
https://www.irs.gov/refunds
Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”
April 17, 2025
6:19 AM
You could call your State Dept of Revenue and ask them.
April 17, 2025
6:18 AM
Please make sure you do not enter more than $3,000 on the "Enter Health Insurance Amount" screen. Do you have more than one Form 1099-R entered?
April 17, 2025
6:17 AM
You cannot change the tax year. The current online program is for 2024 only. Only a 2024 return can be prepared online and only a 2024 return can be e-filed.
Online preparation and e-filing...
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You cannot change the tax year. The current online program is for 2024 only. Only a 2024 return can be prepared online and only a 2024 return can be e-filed.
Online preparation and e-filing for 2021, 2022, and 2023 is permanently closed.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
To file a return for a prior tax year
If you need to prepare a return for 2021, 2022, or 2023 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
April 17, 2025
6:17 AM
1 Cheer
Unfortunately, I think they closed the loophole with the file modification steps posted earlier. I also get "there is an error in the log" "access denied" when trying to save module. If anyone has a ...
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Unfortunately, I think they closed the loophole with the file modification steps posted earlier. I also get "there is an error in the log" "access denied" when trying to save module. If anyone has a work around for this, please post it.
April 17, 2025
6:16 AM
Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will sa...
See more...
Did you e-file? Did you click a big orange button that said “Transmit my returns now?”
When you e-file your federal return you will receive two emails from TurboTax. The first one will say that your return was submitted. The second email will tell you if your federal return was accepted or rejected. If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
If the IRS accepted it, what does it say here?
https://www.irs.gov/refunds
Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”
April 17, 2025
6:16 AM
A replacement is NOT a repair, it is a replacement. If you purchased a new unit, then it is an asset. You would write it off or list it as an asset in the year you put it in service. Since you did ...
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A replacement is NOT a repair, it is a replacement. If you purchased a new unit, then it is an asset. You would write it off or list it as an asset in the year you put it in service. Since you did this 3 years ago, you would need to amend your return for that year. If you do not want to amend the return, you can just leave it go. It would result in a refund, so there is no tax penalty for not taking your refund.
April 17, 2025
6:16 AM
when will Missouri debit my checking account???
Topics:
April 17, 2025
6:15 AM
Did you e-file your tax return and was it accepted?
You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large butt...
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Did you e-file your tax return and was it accepted?
You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.
Did you do this?
April 17, 2025
6:14 AM
I was added to the deed in 2019 - market value of property was $97,000. Grandfather passed away in 2025 - home is being sold for $120,000. I'm trying to determine how much I will be required to pay fo...
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I was added to the deed in 2019 - market value of property was $97,000. Grandfather passed away in 2025 - home is being sold for $120,000. I'm trying to determine how much I will be required to pay for Capital Gains Tax. I will fall into the 15% bracket for capital Gains.
April 17, 2025
6:14 AM
Sorry, this was resolved about two days later when Schwab fixed the glitch on their end
April 17, 2025
6:10 AM
1 Cheer
See the screenshot below for guidance to find the place to start an amended return using TurboTax Home and Business desktop version:
@revtom1
April 17, 2025
6:09 AM
Hi Dana - Thank you for the reply. I had my 1099-R imported from my brokerage and these questions seem to have skipped. I do remember these popping up generally when I had inputted in years past. Is ...
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Hi Dana - Thank you for the reply. I had my 1099-R imported from my brokerage and these questions seem to have skipped. I do remember these popping up generally when I had inputted in years past. Is there any way to manually populate these questions or should I remove my 1099R and enter it in manually?
April 17, 2025
6:07 AM
Hi. I’ve been with TURBO TAX for years and years. Unfortunately, I can’t find my answer anywhere. I’m 67 and retired 2025. Trying to understand how to avoid a huge capital gain tax (CGT) hit this yea...
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Hi. I’ve been with TURBO TAX for years and years. Unfortunately, I can’t find my answer anywhere. I’m 67 and retired 2025. Trying to understand how to avoid a huge capital gain tax (CGT) hit this year if I sell my SECOND home, and don’t want to wait until the end of the year to file with you and get the shock of my life. 🙂 Approximate/simple numbers: For 2025, Social Security income $35,000, plus adjusted SSI from 2024 but paid in 2025, $15,000: TOTAL SSI $50,000 Final job pay for January: $6,000. I plan to sell my house (owned 25 years). It’s a second home, paid $200k. let’s say profit after all deductions is, $500,000. Here are my questions: 1) Is SSI counted toward total income when IRS determines income? It appears this would be a difference in paying 0% CGT or 20%*. If SSI isn’t counted, does that really mean I don’t have to pay ANY CGT AT ALL since my non SSI income under $48,350? 2) Can you confirm that a second home does not have the wonderful $250k deduction/exclusion? 3) If I DO have to pay CGT on the $500,000 profit (whine!), what are my options other than get married, delay the sale, or make the house my primary residence for two years? Can I invest the $500,000 in an IRA and avoid CGT? Then slowly withdraw as I need it and pay regular taxes vs the huge hit?)? Just looking at any options or suggestions. 4) Is CGT based on what I SELL IT FOR, or its market value? 5) Are my monthly SSI checks reduced because of sale of house profits? 6) Right now, I’m not having taxes taken from SSI as I’m confused on what IRS considers taxable. I read that it is only HALF of total SSI, or am I misunderstanding that? I think these are questions that a lot of folks have and will benefit from your answers. lThank you!
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April 17, 2025
6:06 AM
Thank you for answering my question. I do have another question. Since I forgot to include my estimated state quarterly payments to my tax return, the amount that was owed has already been withdrawn ...
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Thank you for answering my question. I do have another question. Since I forgot to include my estimated state quarterly payments to my tax return, the amount that was owed has already been withdrawn from my checking account. How long do I wait to see if my State catches my error and refunds me before I file an amendment?
April 17, 2025
6:01 AM
Thank you Linda. I did find it and added the data.
April 17, 2025
5:58 AM
1 Cheer
You might have answered a follow-up question incorrectly.
To enter a conversion in TurboTax Online:
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”...
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You might have answered a follow-up question incorrectly.
To enter a conversion in TurboTax Online:
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Click "Continue" and enter the information from your 1099-R
Answer questions until you get to “Tell us if you moved the money through a rollover or conversion" screen and choose “I converted some or all of it to a Roth IRA”
On the "Here's your 1099-R info" screen click "Continue"
Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
Answer the questions about the basis from line 14 of your last filed Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs
To enter a conversion in TurboTax Desktop:
Click "Federal Taxes" on the top and select "Wages & Income"
Click "I'll choose what to work on"
Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
Answer "Yes" to the question "Did You Have Any of These Types of Income?"
Click "I'll Type it Myself"
Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
Click "Continue" and enter the information from your 1099-R
Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account”
Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount next to "Amount converted to a Roth IRA account"
On the "Your 1099-R Entries" screen click "continue"
Answer "yes" to "Any nondeductible Contribution to your IRA?" if you had any nondeductible contributions in prior years.
Answer the questions about the basis from line 14 of your last filed Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs
Please see How do I amend my federal tax return for this year? Generally, it is best to wait until your original return has been processed before sending Form 1040-X.
April 17, 2025
5:56 AM
Q. At what point in the Easy Step "walk me through everything" will Form 8615 pop up?
Trying to find it in the Easy Step table of contents.
A. It does not come up in "Easy Step". It's a backgr...
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Q. At what point in the Easy Step "walk me through everything" will Form 8615 pop up?
Trying to find it in the Easy Step table of contents.
A. It does not come up in "Easy Step". It's a background thing, depending on where the unearned income is entered. If the parent's info is needed, TurboTax will generate new interview questions.
April 17, 2025
5:56 AM
I completed and E filed my taxes on 4/14/25. I just checked and found out they were not submitted. Why?
Topics:
April 17, 2025
5:54 AM
what if I don't want to write off the cost?