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California F 593 Real Estate Withholding suggestion: Once you have completed Form 593, COPY the information SAVE IT to your computer for the next year, if needed.   Or scan or save a copy of a manually completed F 593, or the one from your title company, to your next year's tax doc file.   We are "carrying the mortgage", i.e. seller financing, the sale of a second home in California. The buyer is required to withhold 3 1/3% on the principal we are paid each month and send in the correct form with the withheld payment to the state each month! And we will need to file the CA F 593 Real Estate Withholding with Our CA 540 Income Tax Return each year to report it.   Thank goodness the buyer and we agreed to hire a loan servicing company that does that; there are very few that do it. That loan service tells us the amount of real estate withholding to report each year on a statement, BUT it doesn't include a completed F 593.    Although we included F 593 in 2023, TT didn't roll-over the 2023 F 593 information to 2024. I had to dig out the sales docs. to complete this year's Form 593, with a few changes from the title company to the loan servicing company; it is NOT an intuitive form. TT also didn't include a copy in either last year's tax return or in the worksheets, that I could find.   This year, I copied and pasted information from F 593 to a doc. What I saved doesn't look like the form, but I will be able to decipher the information to complete F 593 for my tax returns through the loan payoff year.  Alternatively, I could use the information to complete a downloaded F 593 and save that.   I agree with all other discussion of CA F 593 that TT does a very poor job in interviewing and handholding us in regard to real estate tax withholding!  

@ danganhnguyet1983  asked:  "Good morning I can’t seem to find my 1040 form in Document in TurboTax app. Will you pls help me how to find it Thank you and best regards"   There's some missing information in your question, so we have to guess a bit.  I don't even know for sure what product you are using. I'm going to assume you're using the mobile app, but if the following is not your issue, then you need to explain more.     What product are you referring to as "TurboTax app?"   is that the mobile app, desktop app, or Online TurboTax?  And what tax year--the current tax year 2024?  And if so, have you already filed the 2024 return?   If using the mobile app, you can also use your Online TurboTax account in a browser.   I don't use the mobile app, but here's how to find a 2024 return in Online TurboTax.    When you log into Online TurboTax, do not use the Documents tab that is in the left menu column.  Instead follow the steps below:   NOTE:  If you log into Online TurboTax, and there's no evidence that you started or filed a 2024 return, and it's acting like it wants you to start one, then you are likely in the wrong account.  If that's what you are experiencing, we can tell you how to look for multiple online accounts.   Log in, and if you've already started or filed a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll way down and expand the section "Your Tax Returns & Documents."   Choose 2024, if necessary. If the 2024 returns are not there, see the steps below.   If you do all that (i.e., if it's not in Online TurboTax, and it's asking you to start one), then here's how to look for multiple accounts:         You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Where did you get that code number?   I don’t see it listed on the IRS.  Here are the IRS instructions for Schedule C.  Business codes start on page 19.   If you can't find a code that applies, you can enter 999999.  The code is not used to process your return.    http://www.irs.gov/pub/irs-pdf/i1040sc.pdf

I haven’t looked at the RMD questions in my program for a while.   I think it’s saying if you did take out from more than 1 IRA not to combine each IRA 1099R in the RMD question.   It doesn’t know or need to know you have another IRA.  You only have one 1099R.   Just answer yes you took the full RMD and enter the total of the 1099R box 1 even if it’s more than your total combined RMD.    The 1099R RMD questions were fixed on Feb 20, 2025!  If you are using the Desktop program be sure to update your program.  Go back though and revisit your 1099R entries. @dmertz 

I have the same issue, as I have 2 IRA's with RMD's. I usually take all my distributions, including my RMD's out of one account. This means I don't have a distribution AT ALL from one of my IRA's. So I'm always in a quandary as to how to report it in Turbo Tax. The directions say NOT to combine the the amounts on multiple RMD's on one 1099-R. But if I have a RMD requirement for an IRA but take my distributions from a different IRA, I don't get a 1099-R for that IRA. So how to report the RMD when there is $0 distribution from one IRA.   Example: I have 2 IRA's that each have an RMD. IRA A has a RMD of $250 and IRA B has a RMD of $400..  I don't take any distribution from IRA A, but I take a $6000 distribution from IRA B. Included in that distribution from IRA B is the $250 RMD for IRA A, $400 RMD for IRA B, some QCD's, and cash distribution.  Where and how do I report the $250 distribution for IRA A that I took as part of my distribution from IRA B? There needs to be some better questions asked within the program to address this type of situation.  I agree that this is a very complicated set of steps for this situation, and I, too, am very frustrated with this.  I have also been using Turbo-Tax for close to a quarter century and have been frustrated when  procedures that I have found very useful and helpful, are changed or completely removed, (with no apparent reason why.)

I agree with all the previous posts and I will be looking for a new text software to do my 2025 taxes. If I have to find a new way to keep track of my charitable donations a muzzle start now is wait till next year.

In general, NRA's are taxed only on US-sourced income, using form 1040-NR.  401(k) withdrawals are considered US-sourced, because you were working in the US when the contributions were made.  That means you should expect your withdrawals of Roth-401(k) funds to be non-taxed and withdrawals of pre-tax 401(k) withdrawals will be taxed by the US even if you are an NRA.   Whether any of these withdrawals are taxed in your home country will depend on their laws.    Yes, there is mandatory 30% withholding on your taxable 401k withdrawal if you are an NRA, this is to encourage you to file your tax return, and you will get a refund if the actual tax is less than 30%.    I'm less clear about IRAs, but they seem to be considered taxable as FDAP income (Fixed, determinable, annual, or periodical income).  Same 30% rule applies.   Of course, any tax treaty may modify these general rules, so it is important to know the country you are asking about.  

@user17577099998   What year are you trying to print?  There have been problems with some prior years like 2014.   And this one from April 2020 on printing from Mac https://ttlc.intuit.com/community/taxes/discussion/unable-to-print-preview-or-export-to-pdf-from-tt-premier-2019-using-macos-catalina-on-2-computers/00/1092909

@JohnQT wrote: I'm sure that they would do away with the TT Desktop product altogether if they thought they could.   Yeah, they eventually will. It won't be this year nor next nor the year after (probably) but it is going to be a distant memory in future years.   Desktop sales have been declining year-over-year for quite some time and Intuit, IIRC, realizes gross revenue of less than $500 million from desktop sales. That may not sound like chump change initially to most people but then Intuit's revenue was something like $19 billion in the last 12-month reporting period (so it IS sort of chump change when you consider the margin has got to be a lot lower than the online products).    I'm sure upper-level management has this planned out years in advance and may even have some sort of tentative "sunset date" for the desktop products. No idea when but I am 100% certain it will happen.

"In fact, I'm running Windows 10 with a Windows 11 retail key."   I've gone the other way around and applied a Windows 7 Home Premium key to a Windows 10 install (Home, not IoT Enterprise) which worked just fine.  You'd think that M$ would expect you to pay for such an upgrade, but at this point I think they are happy to just retain customers...   The whole point of me moving my Intuit apps to a Windows 10 VM is to prepare for eventually wiping my physical OS disk and installing a Linux distro.  That will happen if/when M$ somehow forces me to "upgrade" my PC itself to Windows 11.  AIN'T GONNA HAPPEN.

Since the California State form update has already been forcibly applied to TurboTax in my VM, I figured that I might as well let the Updater have its way with the program itself.  As long as I don't Open or Save any of my previously filed returns they "should be" safe from unwanted changes...   So after letting the Updater complete it's "critical" Program Update, lo and behold, I'm presented with this dialog warning me that "Windows 10 support ends in October" (see attached screenshot below).   Why does Intuit assume that anyone would open last year's program for any reason except maybe to amend a return (or just geeky curiosity like me)?  Seems like a lot of effort just to post a sign where most folks won't see it.  I hope they didn't pay their programmers too much for this "feature"...   IMHO the chances of Intuit's programmers putting in any effort to remove this dialog are just about zero.  Anyone here waiting for Intuit to rollback this no-Windows-10-support policy might as well take a deep breath and stop hoping.  😢