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September 10, 2025
11:21 AM
Did you use desktop download software or did you use online software? If you used desktop---it is on your own hard drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return...
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Did you use desktop download software or did you use online software? If you used desktop---it is on your own hard drive.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei
If you used online TurboTax:
You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it. But you can no longer use online software for any further changes.
Start a 2024 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
Online tax preparation and e-filing for 2023 returns is now permanently closed.
Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac (not to a mobile device).Then you need to print, sign and mail it.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe
If you already paid for your online software you can ask customer support for a download of the desktop software.
They are available from 5 a.m. to 9p.m. Pacific time Monday - Friday
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
If you are getting a refund, there is no penalty for filing late. If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe. Only the IRS will calculate this—TurboTax will not calculate it.
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 UPS or 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.
September 10, 2025
11:13 AM
Sorry for such a long delay in my reply. When I view my 2023 returns, and when I tried to redownload the tax return, there is no Schedule 1 included and I can't find any way to manually view it. From...
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Sorry for such a long delay in my reply. When I view my 2023 returns, and when I tried to redownload the tax return, there is no Schedule 1 included and I can't find any way to manually view it. From what I can tell on the forums that means it was blank, correct? So the I assume that there was no deduction and I need to fill out Form 8606 to get the tax refunded? Thanks again for your assistance.
September 10, 2025
11:00 AM
@user17574520943 very much agreeing with my colleague @Opus 17 for his analysis and suggestions for reporting of this transaction, would just like to add
(a) assuming the monies would be wired ...
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@user17574520943 very much agreeing with my colleague @Opus 17 for his analysis and suggestions for reporting of this transaction, would just like to add
(a) assuming the monies would be wired to your own US bank account, the bank would raise a SAR ( Suspicious Activity Report ) as a matter of course. Nothing usually happens to these but a record exsits at the US treasury.
(b) By recognizing the whole amount as a "gift" from a foreign person on form 3520 you would close any questions that may arise in future. This also protects you in case and in the distant future you are not required to return the amount to the NRA.
(c) While no reporting would be required of you in future when you return the loaned amount, tagged as gift, there should be no SAR issue since again a SAR would be raised. There is nothing wrong or illegal about returning a gift ( never mind the size of the gift ).
For all these reasons I think the cleanest way to establish a trail is to recognize this as gift by raising the form 3520 --- note this does not go with your return ( see the IRS instructions on form 3520 ---> Form 3520 (Rev. December 2023) and is to be filed during the year wherein the amount was received.
September 10, 2025
10:56 AM
When you report your 1099-R for your distribution day all was RMD.
September 10, 2025
10:40 AM
@MauraF ,
to be able to enter nthe pension details ( issuer, distribution amount, taxable amount etc. etc. ), you need to "pension " from the list of incomes. Do not choose Substitute 1099-R> ...
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@MauraF ,
to be able to enter nthe pension details ( issuer, distribution amount, taxable amount etc. etc. ), you need to "pension " from the list of incomes. Do not choose Substitute 1099-R> This then will show a 1099-R entry screen. Here choose " Foreign address" for the issuer.
Note that it matters as to what type of pension is being received. US-Ireland tax treaty dictates how pensions are taxed and by whom. For most treaties, Govt. / public fund based pensions ( like Social Security equivalent) are taxed only by the issuing country. So please tell me more as to type of pension ( private, public or personal or what ). Should I assume that the recipient is now a US citizen or Irish citizen ? Is his taxhome US?
Is there more I can do for you ?
September 10, 2025
10:20 AM
September 10, 2025
10:18 AM
3 Cheers
I agree with everybody else. I have stayed loyal to Turbo-Tax because of Its Deductible. I'll now start shopping around. I find it frustrating that there is no reason given for discontinuing it mid...
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I agree with everybody else. I have stayed loyal to Turbo-Tax because of Its Deductible. I'll now start shopping around. I find it frustrating that there is no reason given for discontinuing it mid-year.
September 10, 2025
10:16 AM
My 2024 tax extension had been accepted, and I also paid the estimated tax in both Federal and State. However, the original 2024 turbo tax extension file lost, and I cannot find it anymore from my c...
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My 2024 tax extension had been accepted, and I also paid the estimated tax in both Federal and State. However, the original 2024 turbo tax extension file lost, and I cannot find it anymore from my computer. May I know what to do? Thanks.
September 10, 2025
10:07 AM
2 Cheers
I am so disappointed that ItsDeductable is being discontinued. That feature was a top selling pint for me. After using this platform for 12 years I have cancelled my automatic renewal and removed all...
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I am so disappointed that ItsDeductable is being discontinued. That feature was a top selling pint for me. After using this platform for 12 years I have cancelled my automatic renewal and removed all payment information. It’s time to evaluate another platform. Please bring ItsDeductable back and you might gain back a customer.
September 10, 2025
10:07 AM
2 Cheers
@user17572811884 wrote: You are a real ray of sunshine. You know I was thinking something similar about you and your lamenting the loss of a tool that has little utility and can easily be re...
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@user17572811884 wrote: You are a real ray of sunshine. You know I was thinking something similar about you and your lamenting the loss of a tool that has little utility and can easily be replaced by a simple spreadsheet (but, of course, a little bit of gray matter is required for that). Get over it already. Things change....move on.
September 10, 2025
9:53 AM
@asdfg1234
If you add your numbers and your wife's numbers together on one Capital Loss Carryover Worksheet I don't think you will get the same results as if you calculate the carryovers separ...
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@asdfg1234
If you add your numbers and your wife's numbers together on one Capital Loss Carryover Worksheet I don't think you will get the same results as if you calculate the carryovers separately on two separate worksheets. You would be adding amounts from your 2023 tax return to amounts from her 2023 tax return and treating the totals as if they came from one joint 2023 tax return. You can try doing it both ways if you like. It only takes a few minutes to work through a Capital Loss Carryover Worksheet on paper.
If you do it in TurboTax, what ends up on the Capital Loss Carryforward Worksheet 2025 is not the only concern. You have to make sure that the amounts on Schedule D lines 6 and 14 on your 2024 tax return are correct.
And yes, since you and your wife have separate investment accounts, you do have to keep track of how much of the capital loss carryover each of you owns, for the reason that you stated.
You are correct that the worksheets are not sent to the IRS when you file your tax return. But the IRS has enough information from your tax returns to know if you did the calculations correctly. If the IRS questions the carryover amounts on your Schedule D you would have to show them your worksheets to show how you calculated the amounts, so it's not necessarily true that the IRS will never see them.
September 10, 2025
9:40 AM
1 Cheer
September 10, 2025
9:40 AM
1 Cheer
With the latest Windows 10 update I was offered Win 10 support thru October 2026 free of charge. One click and done. I sincerely hope Intuit gets the message and rescinds their tragic decision to dis...
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With the latest Windows 10 update I was offered Win 10 support thru October 2026 free of charge. One click and done. I sincerely hope Intuit gets the message and rescinds their tragic decision to discontinue desktop TT beginning with the 2025 tax year. If not, I guess it's back to paper forms for me.
September 10, 2025
9:23 AM
NO! THIS IS A SCAM SITE SELLING USED LICENSES FOR SOFTWARE! I purchased a personal tax program as well as a business tax program at the same time from "BigHomeTax". Both licenses popped a code 605 wh...
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NO! THIS IS A SCAM SITE SELLING USED LICENSES FOR SOFTWARE! I purchased a personal tax program as well as a business tax program at the same time from "BigHomeTax". Both licenses popped a code 605 while trying to activate and said they were invalid. I contacted the company through their "text" helpline and was provided with two different codes. Both of those showed invalid as well when trying to activate. I was given a 3rd set of activation keys which also failed. Stay away.
September 10, 2025
9:02 AM
You have 3 W2 forms? You have to enter all of them on the same 1040 tax return. If you didn't enter some on the first 1040 you filed then you have to file an amended 1040X to add the other ones....
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You have 3 W2 forms? You have to enter all of them on the same 1040 tax return. If you didn't enter some on the first 1040 you filed then you have to file an amended 1040X to add the other ones. If you try to efile another regular 1040 it will reject. How much is the refund on 1040 line 35a? You don't always get back all the withholding in W2 box 2. How to Amend the current year to change or add more income https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
September 10, 2025
9:01 AM
You’re right - after deleting the Capital Loss Carryover Worksheet 2024, I can now edit lines 12a, 12b, 13a, and 13b directly in the Federal Carryover Worksheet. What I still don’t fully understa...
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You’re right - after deleting the Capital Loss Carryover Worksheet 2024, I can now edit lines 12a, 12b, 13a, and 13b directly in the Federal Carryover Worksheet. What I still don’t fully understand is the purpose of deleting the Capital Loss Carryover Worksheet 2024 and editing the Federal Carryover Worksheet directly, versus just modifying the existing Capital Loss Carryover Worksheet 2024 by adding my wife’s numbers to mine, because: In both methods, the amounts seem to flow all the way into the Capital Loss Carryforward Worksheet 2025 in exactly the same way. As far as I know, none of these three worksheets are actually submitted to the IRS with the return. IRS will never see them, right? So is the main reason for creating two separate Capital Loss Carryover Worksheets by hand simply to keep a record of which spouse owns which portion of the merged capital loss — in case we file separately in future years and still have unused carryovers?
September 10, 2025
8:52 AM
1 Cheer
You are a real ray of sunshine.
September 10, 2025
8:50 AM
I have 3 in total of my W-2 from 2024. The amount money I received from the tax return it’s only based on 2 of my W-2. I still have one more W-2 that I haven’t received the money.
September 10, 2025
8:50 AM
I have 3 in total of my W-2 from 2024. The amount money I received from the tax return it’s only based on 2 of my W-2. I still have one more W-2 that I haven’t received the money.
September 10, 2025
8:35 AM
I assume there no description on the k-1 so look to see if there are details in box 20. otherwise contact the preparer.
September 10, 2025
8:31 AM
You have to call the state. If you can't get the state to apply the 2025 estimated payment to 2024, you could change any W2 or 1099 state withholding to zero for the rest of the year. It might hel...
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You have to call the state. If you can't get the state to apply the 2025 estimated payment to 2024, you could change any W2 or 1099 state withholding to zero for the rest of the year. It might help a little.