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To enter the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates an... See more...
To enter the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid   Pay attention to which year you are entering for a State Extension payment. A prior year state extension payment is also deductible on the federal return so be sure to enter them on the right lines.
Are your grandsons in New York?  In the Desktop program only NY has free state efile.  Otherwise it is $25 to efile each state return.   So I don't know why their state efile is free and yours are no... See more...
Are your grandsons in New York?  In the Desktop program only NY has free state efile.  Otherwise it is $25 to efile each state return.   So I don't know why their state efile is free and yours are not if you are in the same state.     You can print and mail state for free in the Desktop program.  For the Online versions it is free to efile but you have to pay to prepare federal and state returns separately.  Although if they  have a very simple return with no extra schedules they can probably use the Online Free Edition which is free for both federal and state.  Or even do it directly on the IRS.     It will probably be a lot more expensive to use the Online version if you are doing multiple returns. Online is only good for 1 return per account. You will have to setup a separate account for each person with a username and password. You can use the same email for 5 accounts. And you have to pay for Online before you can print or view all the forms.  And state is a separate charge to prepare.   When you start a new online return you can transfer from their 2024 file that's on your computer. So make sure you have all the tax files ending in .tax2024 on your computer. They should be in your Documents in a Turbo Tax folder.  Yes if you transfer 2024 into Online it will keep the year-by-year comparisons going.   If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. The Online versions don't have all the same forms so you might have to upgrade to a higher Online version. You can only do 1 return per account. Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.    
Only if you Transfer 2023 before you start 2024.  So you would have to clear 20124 and start over to Transfer.   Do you have the .tax2023 file from last year?   Are you using the Online version?  If ... See more...
Only if you Transfer 2023 before you start 2024.  So you would have to clear 20124 and start over to Transfer.   Do you have the .tax2023 file from last year?   Are you using the Online version?  If you started 2024 in the same account it should have automatically transferred 2023.  You can transfer 2023 but doing this will also clear out all your current entries. If you haven't filed, registered or paid you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444   How to Transfer into the Online version https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=l8w7nlbv
I found that one of my pass through entities is not designated as an SSTB. This is the one entity that has a loss for 2024. I had all pass throughs marked as SSTB. Once I changed this one, the 8995-A... See more...
I found that one of my pass through entities is not designated as an SSTB. This is the one entity that has a loss for 2024. I had all pass throughs marked as SSTB. Once I changed this one, the 8995-A schedule C populated with the carryover from 2023 and the current year loss, added together correctly, with the new carryover total. (However if the entity was marked as SSTB/actually was an SSTB, the 8995A schedule C would not fill in.) I do not know if you would have to paper file in this situation.   If I understand it correctly: This carryover amount could be applied at some time in the future, if qualified business income ever occurs, netting against it and reducing the QBI that the deduction is calculated on, resulting in a lower deduction. So that is why letting it drop off or not carrying it forward would not be advised. 
Where in TT can I indicate that I'm in a disaster area in California?
Not pleased that TT will not support Win11.  My computer runs great but is not upgradeable.   Any user feedback about switching from Desktop to Online?  I think online is less robust.   Does online... See more...
Not pleased that TT will not support Win11.  My computer runs great but is not upgradeable.   Any user feedback about switching from Desktop to Online?  I think online is less robust.   Does online provide the year-by-year comparisons?     How does the cost compare, I do 5 returns?  The online does seem better for state E-filing, as I have to pay a fee for desktop returns but I do my grandsons' and their state E-filing is free, perhaps because they are young and low income.   Anybody switching to a competitor like H&R Block?   Thanks
I am at the end of the process and the program did not ask for any payments made.
  @CelBar wrote: Is there really no way to add notes in TurboTax? Are you using the Online version or are you using the CD/downloaded desktop version?   I could be wrong, but I suspect t... See more...
  @CelBar wrote: Is there really no way to add notes in TurboTax? Are you using the Online version or are you using the CD/downloaded desktop version?   I could be wrong, but I suspect there is not a way to do it using the Online version.     I could be wrong, but I am GUESSING that you CAN do it using the CD/downloaded desktop version.  You would go into the "Forms" Mode, then to the California general information sheet.  I suspect it is somewhere on there (that is where it is in the version that tax professionals use).
@BillyDB wrote: Too bad I chose it in my corporate return because the deduction goes to waste.   I don't understand how the Schedule K-1 At-Risk Limitation Allocation Worksheet   I still have... See more...
@BillyDB wrote: Too bad I chose it in my corporate return because the deduction goes to waste.   I don't understand how the Schedule K-1 At-Risk Limitation Allocation Worksheet   I still have the problem with a red number on line 12 of form 4562   Sorry for the misunderstanding, but it doesn't go to waste.  It is carried forward until it is eligible to be used (in your case, when Basis is restored).   Form 6198 for At-Risk does not apply and should not be filed.  Some people incorrectly use that to limit Basis (TurboTax does not limit it automatically, you need to do it manually), so some people incorrectly use Form 6198 (At-Risk) instead.  Don't do that.   As for your problem about the error on line 12 of Form 4562, unfortunately, I'm not sure why that line did not auto-populate.  Personally, I would remove the override and then finish the return and check for all other errors.  Then see if something made it auto-populate (and also check if there is more than one 4562 on the return, just in case something is showing up on a separate form).
I have a limited partnership with a stepped-up basis.  Is there a TurboTax form for reporting my basis?  This is my first year using TurboTax.   DodgerDave
Thanks for the reply. It's hard to believe that's what everyone in Los Angeles county affected by the fires is doing, let alone that any CPA doing someone's taxes is doing this. Is there really no wa... See more...
Thanks for the reply. It's hard to believe that's what everyone in Los Angeles county affected by the fires is doing, let alone that any CPA doing someone's taxes is doing this. Is there really no way to add notes in TurboTax?
Once you open a Roth the 5 year clock starts and that same clock applies  to all subsequent contributions.  Conversions are treated differently. Each conversion has its own 5 year clock. 
I have a 457 and want to convert it to a ROTH IRA. I was told that for every Roth Conversion the 5 year rule apply's for each ROTH IRA created. Then I was told that was wrong, that the IRS goes by t... See more...
I have a 457 and want to convert it to a ROTH IRA. I was told that for every Roth Conversion the 5 year rule apply's for each ROTH IRA created. Then I was told that was wrong, that the IRS goes by the very first time you opened a ROTH, is when the 5 year rule apply's for all subsequent ROTH accounts opened later.
By return do you mean your refund?  Were the fees supposed to come out of your refund? If the IRS is taking too long to send your refund you still have to pay the fees in time, 36 days after your or... See more...
By return do you mean your refund?  Were the fees supposed to come out of your refund? If the IRS is taking too long to send your refund you still have to pay the fees in time, 36 days after your original estimated refund date.   See What if the IRS reduces your refund or delays it.  See How do you justify debiting my account…. https://ttlc.intuit.com/community/payments/help/what-if-my-federal-refund-isn-t-enough-to-cover-my-turbotax-fees/00/26313   Then when the IRS does send your refund they won't take the fees out again.  Only  the IRS can tell you when you will get your refund.   
You may have to print , write the annotation yourself and mail it in.   @CelBar 
@kimberly-black wrote:  I paid for my tax to efile. I do not have access to the return. The payment has come out of my account.  I paid with my debit card. Please explain that some more.   Did y... See more...
@kimberly-black wrote:  I paid for my tax to efile. I do not have access to the return. The payment has come out of my account.  I paid with my debit card. Please explain that some more.   Did you already efile your return, and if so, has it been accepted?    Or did you pay for the return, but haven't yet actually completed the efile, and are you now wanting to go back and finish efiling?   As for "do not have access to the return", what are you trying to do?  Are you referring to the return interview, or are you wanting to downoad/print a copy of the return after filing?  Or what?
I am able to enter my federal amount of 2573 but I'm being told that this amount exceeds my states allowed amount. I have tried every number on the Ohio K1 and still isn't right.
Tell us more about "inherited".  Are you the beneficiary of a death benefit?  Or is this an asset you somehow inherited and cashed out.  What are the codes in box 7 of the 1099-R?