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Agree! Plus this is announced after they auto charged me for the 2025 Turbo Tax.🤬 like many others this was keeping me as a turbo tax customer but I see that H&Rblock has a tool….maybe I will be swi... See more...
Agree! Plus this is announced after they auto charged me for the 2025 Turbo Tax.🤬 like many others this was keeping me as a turbo tax customer but I see that H&Rblock has a tool….maybe I will be switching….
Actually, I  need to correct. I missed something. First roll over happened In June 2022. So, by the time I withdrew in March 2023, there was already rollover funds in the Roth Ira.  So, what is $1... See more...
Actually, I  need to correct. I missed something. First roll over happened In June 2022. So, by the time I withdrew in March 2023, there was already rollover funds in the Roth Ira.  So, what is $103 now? Is it taxable or tax free?
Agree.  Dave at Deductible Duck is great to work with.  I've run into a few issues using Deductible Duck...reported them to Dave and he found and fixed the issues right away...letting me know they we... See more...
Agree.  Dave at Deductible Duck is great to work with.  I've run into a few issues using Deductible Duck...reported them to Dave and he found and fixed the issues right away...letting me know they were fixed and to retry to ensure the fix met my needs.
Yes, that is what is happening.  8606 Part III ( Part 3) has 154 on line 19 and line 21. 51 on line 22. 103 on line 23. Line 24 has what I rolled over from post tax 401k the __day after__  I withdre... See more...
Yes, that is what is happening.  8606 Part III ( Part 3) has 154 on line 19 and line 21. 51 on line 22. 103 on line 23. Line 24 has what I rolled over from post tax 401k the __day after__  I withdrew 154.  Question : Isn't 104 clearly the. earning attributed to my $51 excess contribution in 2022? I withdrew it a day before I rolled over to same IRA.  If so, what am I entering anything wrong in turbotax?Turo tax knows about rollover because that rollover generated another 1099-R due to taxable earnings, 
@Ck37421 wrote: Everyone’s needs/experience is different...............So moot point /shrug Yeah, except I'm not the one whining and moaning about a for-profit company discontinuing a FREE pr... See more...
@Ck37421 wrote: Everyone’s needs/experience is different...............So moot point /shrug Yeah, except I'm not the one whining and moaning about a for-profit company discontinuing a FREE product as if I had some sort of fundamental right for it to be continually developed and maintained.    "So moot point /shrug"
1099 forms come from the payors.  So contact your banks, brokerage firms, pension administrators, SSA, etc. for them.   I suggest you take a look at your 2023 tax returns and see what income you had ... See more...
1099 forms come from the payors.  So contact your banks, brokerage firms, pension administrators, SSA, etc. for them.   I suggest you take a look at your 2023 tax returns and see what income you had to make sure you have all of your 2024 1099 forms.   You should also be able to log into your IRS account (create one at www.irs.gov if you don't already have one) and download your 1099s under "Wage and Income".  Since your tax return is now delinquent, you should do that ASAP.   This is from Microsoft Co-Pilot:   To download your 1099 and W-2 forms from the IRS, follow these steps: Request a Transcript: You can obtain a wage and income transcript by using Form 4506-T. This transcript includes the federal tax information reported to the SSA. You can order it online or by mail.    Contact Your Employer: If you e-filed your tax return or did not attach your W-2, contact your employer for a copy. They will submit the W-2 to the SSA, which then sends it to the IRS.    Use the IRS Online Tool: You can also use the IRS's online transcript tool to request your wage and income transcript. This requires identity verification.    Check IRS Processing Times: The IRS typically processes requests for transcripts within 10 business days, but it may take up to 75 days for tax returns to be mailed.    For more detailed instructions, you can visit the IRS website or contact their support.
And many households do indeed track each and every donation so as not to pay a dime more than they have to.   Everyone’s needs/experience is different so how you handle your taxes and  your needs do ... See more...
And many households do indeed track each and every donation so as not to pay a dime more than they have to.   Everyone’s needs/experience is different so how you handle your taxes and  your needs do not reflect everyone’s needs nor does mine reflect yours.  So moot point /shrug
Sorry not with Turbo Tax.   You might have to go to a local accountant or tax place.   Do they need to file a whole 1040 return or amend to add 1099-C?  If they used Turbo Tax to do 2017 they might b... See more...
Sorry not with Turbo Tax.   You might have to go to a local accountant or tax place.   Do they need to file a whole 1040 return or amend to add 1099-C?  If they used Turbo Tax to do 2017 they might be able to get a copy, but the IRS and Turbo Tax only keep 7 years.   Here are some blank forms & instructions for 2017 1040 https://www.irs.gov/pub/irs-prior/f1040--2017.pdf      Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2017.pdf   1040A https://www.irs.gov/pub/irs-prior/f1040a--2017.pdf     Instructions https://www.irs.gov/pub/irs-prior/i1040a--2017.pdf   1040EZ https://www.irs.gov/pub/irs-prior/f1040ez--2017.pdf     Instructions https://www.irs.gov/pub/irs-prior/i1040ez--2017.pdf   2017 Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2017.pdf Publication 17 Tax Guide for 2017 https://www.irs.gov/pub/irs-prior/p17--2017.pdf
I called TurboTax thinking they would have a vault of past returns. No luck.  I have a client who received an IRS notice that they have to file a 1099-C for year 2017.  Any suggestions would be most ... See more...
I called TurboTax thinking they would have a vault of past returns. No luck.  I have a client who received an IRS notice that they have to file a 1099-C for year 2017.  Any suggestions would be most appreciated.    
Just saw that IRS Draft forms are out Draft tax forms | Internal Revenue Service
Your graphic of the pricing increases is eye-opening!  I hadn't realized how much we were getting gouged until I saw this.  So incredibly disappointing that Intuit cares so little about its customer ... See more...
Your graphic of the pricing increases is eye-opening!  I hadn't realized how much we were getting gouged until I saw this.  So incredibly disappointing that Intuit cares so little about its customer base.
I know TurboTax 2024 is still Intel code. So it's slow and takes longer to launch and needs more memory than a universal binary release would be. Apple told developers to start making U2B application... See more...
I know TurboTax 2024 is still Intel code. So it's slow and takes longer to launch and needs more memory than a universal binary release would be. Apple told developers to start making U2B applications back in mid-2020, and they have ignored that. macOS 27 released next year will not run on Intel and will not offer Rosetta 2 support. So I'm hoping that TurboTax 2025 will finally be Universal Binary 2. But I'm guessing Intuit doesn't care, and TurboTax 2026 also won't be Universal or Apple Silicon and they will just selling to all the modern Mac users.
Hi there,   Thank you so much for the opportunity to join this community forum. I truly appreciate it.  I have a problem that I really need your help. My husband and I separated back in 2023. He l... See more...
Hi there,   Thank you so much for the opportunity to join this community forum. I truly appreciate it.  I have a problem that I really need your help. My husband and I separated back in 2023. He lives in US while I live in Canada.  I put married as marital status in my income tax for 2023 and 2024 same as my husband. But, later this year he changed his income tax for 2023 and 2024 for the address from Canadian address to his US address by submitting T1 adjustment. And because of that, CRA right now asked me to return the child benefits I received from 2023 until now. So, right now I am reaching out to you to help me fix this issue. What should I do so I don't need to return the child benefits, because it's more than 10K and I don't have that money since I am not working at this moment? Could you please help me fix this issue? I am really grateful for your attention and help. I truly appreciate it.  I am looking forward to hearing from you soon.    Sincerely,    DP
Is your Single Member LLC set up as an S Corp?   If yes then post back.   If you are not a S Corp it is a disregarded entity and you file it on Schedule C as self employment in your personal 1040 tax... See more...
Is your Single Member LLC set up as an S Corp?   If yes then post back.   If you are not a S Corp it is a disregarded entity and you file it on Schedule C as self employment in your personal 1040 tax return.  You can deduct a Net Loss against your other income.      To report your self employment income you will fill out schedule C in your personal 1040 tax return and pay SE self employment Tax.  Here's a Schedule C  https://www.irs.gov/pub/irs-pdf/f1040sc.pdf   You can enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to Premium or use any of the Desktop CD/Download programs.
I started a small business (single member LLC) and made just under $1,000 and spent maybe $2,000. I just want to make sure I file it correctly. What forms would I be using? Is there anything to know?
When opening TT2024 today I was surprisingly presented with an activation screen requesting the activation code. When attempting to enter, received error code 603, “5 activations have already been re... See more...
When opening TT2024 today I was surprisingly presented with an activation screen requesting the activation code. When attempting to enter, received error code 603, “5 activations have already been registered”. I have not exceeded the allotted 5 installs. Appreciate any guidance to resolve the issue.
October 20, 2025,  Keela Robison, Vice President TurboTax [Updated10/27/2025] At Intuit, the security of your personal and financial data is our top priority. Today, we sent a reminder communi... See more...
October 20, 2025,  Keela Robison, Vice President TurboTax [Updated10/27/2025] At Intuit, the security of your personal and financial data is our top priority. Today, we sent a reminder communication to our valued Windows 10 Desktop customers informing them that TurboTax Desktop personal software for tax year 2025 and beyond will require Windows 11 or future operating systems. At the same time, we communicated that TurboTax Desktop Windows 10 business editions would be available for one more year - tax year 2025, after which business customers will need to upgrade their operating system or switch to TurboTax Online. I wanted to share some context on those decisions. On October 14, 2025, Microsoft stopped providing updates, technical support, and security fixes for Windows 10. While they are offering a paid extended security updates (ESU) program for one year (for consumers), it will only cover critical and important updates (more info). Moreover, our analysis suggests that very few consumers plan to pay for the ESU program. Given that, we’ve made the decision to discontinue support for TurboTax Desktop personal software on Windows 10. While we expect business customers to adopt the ESU at much higher rates, we have reiterated in our communications that businesses should carefully consider and acknowledge the risks of using an unsupported operating system before installing TurboTax Desktop for Business on Windows 10. Thankfully, TurboTax customers have options. We know many of our customers have already upgraded to Windows 11. Additionally, our customers can always access TurboTax Online via any supported web browser (many web browsers will be supported on Windows 10, regardless of whether the extended security program is active) or on mobile devices (iOS, Android).  TurboTax Online offers many additional features beyond what is available on our desktop versions. To highlight just a few: This year, we’re offering many new ways to automatically bring in your tax documents into TurboTax Online, including uploading PDFs of 1099-B and 1099-Composite forms.  If you have Restricted Stock Units (employee stock grants) or Employee Stock Purchase Program sales that show a zero cost basis, TurboTax Online now automatically adjusts those using supplemental forms that you upload from E*TRADE or Fidelity (Schwab is already supported). Last year in testing, we found that this removed a lot of work – 50 clicks on average – and reduced our customers’ taxable income by $12K on average! We have an intelligent, personalized tax topic recommendation system that highlights topics you may have missed that will save you money. In our testing last year, this system improved tax outcomes by over 3.5% for our Deluxe and Premium customers. We have made it easy for our desktop customers to move to TurboTax Online and transfer their prior year tax information. Plus, we’re providing a special offer to our desktop customers: If you purchase TurboTax Desktop personal software for tax year 2025 and cannot install it because you have Windows 10, we have you covered. You will receive an in-product offer to switch to our TurboTax Online Premium service at no additional cost (includes one federal and one state return). We deeply value your loyalty to TurboTax, and we hope that we continue to earn your business for many years to come.
This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/t... See more...
This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/turbotax-support/en-ca