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June 14, 2025
12:21 PM
One thing to check is did your 2023 return get filed? Did you efile it? Was it accepted? Did you go all the way through the File tab, through the 3 steps and hit the big orange Transmit Returns No...
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One thing to check is did your 2023 return get filed? Did you efile it? Was it accepted? Did you go all the way through the File tab, through the 3 steps and hit the big orange Transmit Returns Now button? Maybe you didn’t finish filing it or it rejected or you were suppose to mail it. When you log into your account you should see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say? Check back though your emails. When you efile you get back 2 emails. The first email only confirms the transmission. The second email says if the IRS (or state) Accepted or Rejected your efile.
June 14, 2025
12:20 PM
Solution is greatly appreciated!
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June 14, 2025
12:17 PM
TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.
https://ttlc...
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TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd
June 14, 2025
12:03 PM
1 Cheer
If you used online TurboTax, you cannot do that. If you mess around with a return that you prepared using online TurboTax and make any changes, you will destroy the return forever. You could cre...
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If you used online TurboTax, you cannot do that. If you mess around with a return that you prepared using online TurboTax and make any changes, you will destroy the return forever. You could create a "dummy" return using a dummy account online and just do not file it.
If you used desktop download software you can play around as much as you want to, make copies, make changes, use the "what if" feature, etc. etc.
June 14, 2025
11:58 AM
I have the same problem. in 2024 I had a windfall from the sale of a home. This year, 2025, I should owe less than I did the previous year. Turbo Taxes 1040ES calculations assume you have the same ca...
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I have the same problem. in 2024 I had a windfall from the sale of a home. This year, 2025, I should owe less than I did the previous year. Turbo Taxes 1040ES calculations assume you have the same capital gains every year. What if they spike up one year and come back down. But more importantly, you still need to pay some estimated taxes. Can I just skip one or two of the payments, and assuming that the final total comes close to what I would owe (without a big windfall) would that work in terms of avoiding penalties for underpayment? Eg., Lets say I had $60 in ordinary income (salary) , taxes withheld, but I have $30K in interest and $60 K in qualified dividends which are not withheld. I will still owe taxes on the $90 at the end of the year, so I want to withhold - 20% or so. which would be $18K, instead of doing it as 18/4= 4.5K 4 times a year, I could pay 2 payments of $9. Right? How does the IRS even know ahead of time? Its not like RMD's where you know how much you are going to distribute, and can have the brokerage withhold it for you. Where is that IRS calculator?
June 14, 2025
11:48 AM
I have a dispute submitted with CO Dept of Revenue, but wanted to see if anyone had an experience such as mine. I submitted my 2024 CO State taxes, with a $361 prepayment, which would have been my 2...
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I have a dispute submitted with CO Dept of Revenue, but wanted to see if anyone had an experience such as mine. I submitted my 2024 CO State taxes, with a $361 prepayment, which would have been my 2023 refund amount. In Turbo Tax, I elected to prepay that amount instead of receiving the refund. The worksheet showed it, the 2023 tax form had it included. I did not see I had any other action. Now this year, CO states I under paid my taxes due by that $361, implying they had no record of that pre-payment. Of course I'm disputing it, but have no receipt of that payment other than 2023 tax form had it listed as a pre-payment to 2024 1st quarter estimated tax payment. Any ideas how else I represent my case? Is Intuit able to take my side, represent my case? Dale
June 14, 2025
11:27 AM
If you are getting a refund you don't need to get an extension. If you have a tax due the payment was still due by April 15 even if you had an extension. The extension is only to file the return. ...
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If you are getting a refund you don't need to get an extension. If you have a tax due the payment was still due by April 15 even if you had an extension. The extension is only to file the return. You can efile until Oct 15. After that you can print and mail your return. You have 3 years to file for a refund. Do you need to get on payment plan? You can file and say you will mail a check, then apply for a payment plan.
June 14, 2025
11:25 AM
I want to make a copy of my 2024 return to test the impact of some business decisions I could have made last year. My 2024 return has been filed and accepted. I don't want to amend my return for fili...
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I want to make a copy of my 2024 return to test the impact of some business decisions I could have made last year. My 2024 return has been filed and accepted. I don't want to amend my return for filing. This is just for personal use. If I duplicate my 2024 return and rename it, it still will not allow me to make changes because it has been filed. I have done this in the past, but it does not seem to be allowed now. Any ideas? Thanks!
June 14, 2025
11:23 AM
You needed to make an extension request on or before April 15, 2025
June 14, 2025
11:21 AM
I am a USA citizen living in India. I have paid taxes on the stock sale in India and do not want to pay double tax. Turbotax does not provide a clean way of entering this as a foreign stock sale and...
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I am a USA citizen living in India. I have paid taxes on the stock sale in India and do not want to pay double tax. Turbotax does not provide a clean way of entering this as a foreign stock sale and claiming credit for it. Can someone please help?
June 14, 2025
10:59 AM
@MrsMacAdoo wrote: From date of death to sale of stock it gained about $25,000 in value while held by the estate. You need to file a 1041 (most likely final if all assets have been distribuited...
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@MrsMacAdoo wrote: From date of death to sale of stock it gained about $25,000 in value while held by the estate. You need to file a 1041 (most likely final if all assets have been distribuited and the estate terminated). @MrsMacAdoo wrote: Secondary question is that all proceeds are being evenly divided between my siblings and me, are K-1 forms required? It would almost certainly result in lower tax liability if the proceeds were distributed to the beneficiaries (i.e., gain via a K-1) and allowing them to assume the tax liability rather than have the estate pay the federal income tax due. Estate income tax rates are highly compressed with the highest bracket starting in the $15k range, which means the estate would pay the top capital gains rate of 20% plus the 3.8% NIIT starting at that level.
June 14, 2025
10:59 AM
@tami_454
As a general rule, your income is sourced to where the work is performed. Thus , if one is employed by an entity located/ registered in State A, but the work is consistently performed ...
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@tami_454
As a general rule, your income is sourced to where the work is performed. Thus , if one is employed by an entity located/ registered in State A, but the work is consistently performed by the employee in State B ( and is a resident of State B ), then that income is sourced in State B. There are of course ands, ifs and buts to this general rule ( especially as remote work is becoming more prevalent).
Assuming that your employer in NJ has no presence ( branch office etc. ) in FL and you are domiciled and consistently performed the work in FL, this income would be sourced to FL. No "non-resident " filing is required in NJ.
This position is further buttressed by your employer not withholding any state taxes for NJ ( and probably would have withheld state taxes if FL had PIT ).
Note that this sourcing position is valid only for active earnings and not for passive earnings like rental income.
Even though you have filed a "Non-Resident " return for NJ, you should call and talk to NJ DOR to find out their position in this matter.
Is there more I can do for you ?
June 14, 2025
10:15 AM
I filled a non resident new Jersey return and owed taxes. My employer did not withhold any taxes.
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June 14, 2025
10:07 AM
Can I get short extention
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June 14, 2025
10:02 AM
Father died in 2020, Mother died in 2023. Dad's stock was never transferred to mothers name. As executor of Mom's estate I transferred ownership of the stock to mothers estate and liquidated it along...
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Father died in 2020, Mother died in 2023. Dad's stock was never transferred to mothers name. As executor of Mom's estate I transferred ownership of the stock to mothers estate and liquidated it along with any real estate and other assets. I filed mothers final returns in April 2024 but stock did not sell until 2025. From date of death to sale of stock it gained about $25,000 in value while held by the estate. The estate was well below any federal limits requiring estate tax. My question is do I need to file another final return to reflect the capital gains of the stock? Secondary question is that all proceeds are being evenly divided between my siblings and me, are K-1 forms required?
June 14, 2025
9:59 AM
I am a Canadian citizen living in Canada and received taxable interest from a US life insurance trust. The bank handling the trust withheld some of the trust dollars, so I need to file a US return t...
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I am a Canadian citizen living in Canada and received taxable interest from a US life insurance trust. The bank handling the trust withheld some of the trust dollars, so I need to file a US return to claim that money. How do I do that from Canada?
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June 14, 2025
8:49 AM
California venues grant subtractions
$250,000
June 14, 2025
8:45 AM
In general, your tax payments (from withholding or estimated payments or both) must closely match the tax you owe at the end of the year. If you owe a large amount when you file your return, you can...
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In general, your tax payments (from withholding or estimated payments or both) must closely match the tax you owe at the end of the year. If you owe a large amount when you file your return, you can be assessed a penalty even if you pay in full when you file. This is an underpayment penalty, for underpaying what you owed over the year. One situation that can cause an underpayment penalty is a lump sum of income late in the year, such as capital gains from sale of property, or a large RMD or other retirement withdrawal, or Roth IRA conversion.
If you had an underpayment penalty in a prior year, it would be reflected on form 2210 attached to your tax return, or you would get a bill from the IRS, or both. You can also check your account transcript. I suppose it is possible that the IRS calculated a penalty for 2024, and this notice/reminder for 2025 was sent before the bill for 2024, but that seems a bit unlikely.
https://www.irs.gov/individuals/get-transcript
Assuming the letter is legitimate, the IRS does not know your current year tax situation. They don't know if you are under-paying or under-withheld this year. And even if you did owe a penalty in a previous year, that does not mean you are under-withheld this year, if your situation has changed. So the letter would just be a reminder to check your finances. We would need to know more about your tax history, such as how much did you owe last year, did you ever get a notice about a penalty, and did your last tax return include a penalty on form 2210, have you had large lump sum income in the end of the year, and so on. If you want to see if your withholding is on track for 2025, use this calculator
https://www.irs.gov/individuals/tax-withholding-estimator
Or, if the letter is a scam, it might be attempting to trick you to make a payment at a fake site. Direct payments to the IRS can only be made at www.irs.gov/payments.
June 14, 2025
8:35 AM
Hello,
I have the same problem more than 5 returns. I had it in 2023 also and it was because a telephone number was missing and then it worked. I am only trying to file 1 return.
Last year 2023 I...
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Hello,
I have the same problem more than 5 returns. I had it in 2023 also and it was because a telephone number was missing and then it worked. I am only trying to file 1 return.
Last year 2023 I couldn’t transmit without a telephone number, but the Dummy Number= 8005551212 was carried over, so that shouldn't be a problem and I got the message about filing more than 5 returns again. I am also an overseas filer. Have you found an answer to your problem? Hope to hear from you.
I just posted following Message:
Keywords: Transmit Button Message
Hello,
I went through the whole filing process and by transmit I get the message:
You have reached your e-file limit. I tried transmitting again and got the same message with warning about not more than 5 files. I only hit the transmit button 2x.
I never got a CAPTCHA message after hitting the transmit button or a: YOUR RETURNS HAVE BEEN SENT message. And by Check your E-File Status I get a blank screen.
Very frustrating, For my third try I went back to final steps and got this message: YOU DID IT. I don't know if it worked or not. Last year I couldn’t transmit without a telephone number, but the Dummy Number= [phone number removed] was carried over.
I use Firefox as default browser, I don’t understand why Turbotax needs it. I have a VTP and have Cache cookies not forbidden, No UBLOCK or AD Blocker or POP-UP. But can that be the problem.
Since Turbotax says :You DID IT, It thinks the file was sent. I don’t want to file another Return and have it maybe counted as an extra return.
What should I do?
HELPPP!