All Posts
August 17, 2025
3:48 PM
Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS. And too late to efile 2023. To do a prior year return you have to buy the Desktop ...
See more...
Sorry it's too,late to start a 2023 or prior online return or use the mobile app, either on Turbo Tax or the IRS. And too late to efile 2023. To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need a full Windows or Mac to install it on. If you have a simple return and want to file for free you can fill out the forms by hand. Here are some basic forms..... Here is the 2023 1040 return https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf 2023 1040 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 EIC and Tax Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Schedules 1-3 https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf Don’t forget your state. And you will have to print and mail your returns. So be sure to attach copies of your W2s and any 1099s that have withholding on them. You have to mail federal and state in separate envelopes because they go to different places. Get a tracking number from the post office when you mail them for proof of filing. Then when you file for 2024 you need to enter 0 for the 2023 AGI since you are filing 2023 late.
August 17, 2025
3:46 PM
August 17, 2025
3:44 PM
Turbotax is set up for only current year and that makes sense but what I need help with is using turbotax to do my taxes for a prior year which I somehow never did
Topics:
August 17, 2025
3:41 PM
thanks best just to wait i guess since i am changing nothing other than the attached W2 and the Feds have my W2 already anyway i guess
August 17, 2025
3:26 PM
1 Cheer
@user17553787901 while I agree with my colleague @AmeliesUncle that standard deduction is implied in computation of federal taxes withheld ( don't forget the case where for MFS filing one spouse...
See more...
@user17553787901 while I agree with my colleague @AmeliesUncle that standard deduction is implied in computation of federal taxes withheld ( don't forget the case where for MFS filing one spouse may end up with having to use itemized deduction but of < standard ), --- the tax table used allows for filing status generally. What I mean is that the employer does not specifically deduct an amount ( because you were talking about excluding an amount ). In your case , as you have earlier mentioned and I have copied ( in one of my earlier posts) US-India tax treaty article about Indian students being treated same as US Domestic students ( i.e. for deductions / credits ), standard deduction is available to you ( unlike most international students filing 1040-NR ).
I don't know how to help you any more ( since you are still stuck between exemption and standard deduction) ---- deduction ( standard or itemized ) for your filing status is included/shown on your return.
August 17, 2025
3:19 PM
Thanks for your response. The reason I understand I needed to file the 8606 is because of the instructions for Part II. Am I reading this incorrectly?
August 17, 2025
3:15 PM
@panr605 wrote: "i cannot find my redund i cannot see my refunbd i file woith turbotax" Or are you trying to say that when you log in to Online TurboTax, you can't find the tax return that...
See more...
@panr605 wrote: "i cannot find my redund i cannot see my refunbd i file woith turbotax" Or are you trying to say that when you log in to Online TurboTax, you can't find the tax return that you prepared?
August 17, 2025
3:14 PM
I don’t know how the penalty part works on an amended return. Someone else will have to post about that. No you don’t need to attach the original 1040 when you amend. Did you mail the origina...
See more...
I don’t know how the penalty part works on an amended return. Someone else will have to post about that. No you don’t need to attach the original 1040 when you amend. Did you mail the original return and get the first refund? Mailed returns take a long time to process. Was it for the amount on line 35a or did the IRS adjust it for the penalty. It’s common for the IRS to reduce or increase the penalty. So don’t amend until you get the first refund and see what the IRS did with the penalty. You can try going through the penalty section to reduce it. If Turbo Tax calculates a penalty on 1040 line 38…..You might be able to eliminate it or at least reduce it. You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you. It's form 2210. It's under Federal or Personal (for Home & Business Desktop) Other Tax Situations Additional Tax Payments Underpayment Penalties - Click the Start or update button
August 17, 2025
3:10 PM
if you do not have any non-deductible contributions (no basis), then your entire conversion is taxable. You don't have to file Form 8606. There is nothing to do. @PCD21
August 17, 2025
3:01 PM
Also Turbotax doesnt make it clear that per the IRS you need to attach the original 1040
August 17, 2025
2:50 PM
sorry line 38 in the original shows$72 so that is the estimated tax penalty> why doesnt that appear on 1040x
August 17, 2025
2:48 PM
Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by finish...
See more...
Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
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.
Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund. Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.
To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
August 17, 2025
2:44 PM
i cannot see my refunbd i file woith turbotax
Topics:
August 17, 2025
2:40 PM
Do you have the difference on line 38? You can even have a penalty when you have a refund. Or did it apply the difference to next year on line 36?
August 17, 2025
2:37 PM
seems like somehow Turbotax used a different amount I " want refunded " to me than the amount i overpaid. Not sure what triggered that? Line 34 is correct in the original BUT line 35a is a lower...
See more...
seems like somehow Turbotax used a different amount I " want refunded " to me than the amount i overpaid. Not sure what triggered that? Line 34 is correct in the original BUT line 35a is a lower amount and now that higher amount is correct
August 17, 2025
2:36 PM
See this TurboTax support FAQ for changing from mail to e-file - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-online/L0zDlGPhq_US_en_US?uid=meg7h...
See more...
See this TurboTax support FAQ for changing from mail to e-file - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-online/L0zDlGPhq_US_en_US?uid=meg7h9f6
August 17, 2025
2:36 PM
1 Cheer
A W-4 is just a tool to get your employer to take the proper withholding. In my opinion, as long as AT LEAST the proper withholding is taken, you can fill out the W-4 any way you want. I think I w...
See more...
A W-4 is just a tool to get your employer to take the proper withholding. In my opinion, as long as AT LEAST the proper withholding is taken, you can fill out the W-4 any way you want. I think I would just do the line 4b method. On the other hand, just leaving it as it is (NRA, and not changing anything else) would be fine too. It would just mean that your employer withholds more tax, which means when you file your tax return, you will likely receive a refund because you are allowed the Standard Deduction.
August 17, 2025
2:35 PM
Did you start the amended return with the original return? Maybe you made some changes before you did the amended return. Try starting over. Delete the amended return and put your return back t...
See more...
Did you start the amended return with the original return? Maybe you made some changes before you did the amended return. Try starting over. Delete the amended return and put your return back to the way it was when you filed. Cancel or undo Amended return in the Desktop program https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/cancel-undo-amended-return-turbotax-cd-download/L7glUWakU_US_en_US Or just start over again by opening the original .tax2024 file. You should have saved it and made a copy before you amended so in case you needed to go back.
August 17, 2025
2:33 PM
See this TurboTax support FAQ for how to view your TurboTax account fees when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fee...
See more...
See this TurboTax support FAQ for how to view your TurboTax account fees when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=meg7bgcd
See this TurboTax support FAQ for how to remove Max Benefits - https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/remove-max/L4Lfp46xI_US_en_US?uid=meg7d308
August 17, 2025
2:29 PM
1 Cheer
You'll report your business income and expenses on a Schedule C (Form 1040), which is filed with your personal income tax return (Form 1040).
Each of you will complete a Schedule C for your own b...
See more...
You'll report your business income and expenses on a Schedule C (Form 1040), which is filed with your personal income tax return (Form 1040).
Each of you will complete a Schedule C for your own business.