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October 7, 2025
5:26 AM
@shytown104 No one can call you from the user forum. But you might get calls from scammers and would-be identity thieves who will say they are calling from TurboTax.
This is a public web ...
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@shytown104 No one can call you from the user forum. But you might get calls from scammers and would-be identity thieves who will say they are calling from TurboTax.
This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax. Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.
TurboTax only passes your payment information on to the IRS or state----IF you enter it and allow direct debit. So you must have chosen to pay the state by direct debit. Only a few states will even do that. Most states want you to pay by check or money order or by payment on their own tax website.
October 7, 2025
5:21 AM
I did a 529 Roth Rollover for me, a Roth Contribution for my wife and a Roth Conversion in 2024. The amount of the conversion is not being subtracted from AGI on the MAGI worksheet and both the roll...
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I did a 529 Roth Rollover for me, a Roth Contribution for my wife and a Roth Conversion in 2024. The amount of the conversion is not being subtracted from AGI on the MAGI worksheet and both the rollover and the contribution are showing as excess contributions on the IRA Info worksheet. My understanding is that the 529 rollover is not subject to MAGI considerations. Further, if I'm correct that Roth conversions are backed out of AGI to arrive at MAGI, resulting in a MAGI below the phase-out threshold, then my wife's Roth contribution shouldn't flag an excess contribution issue either. Is there a coding issue in the step-by-step process that I may have missed? Or is my understanding of how things are meant to work incorrect?
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October 7, 2025
5:20 AM
Please call me at 478-952-6910
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October 7, 2025
5:11 AM
Q. How does a travel nurse file taxes if they did not reside in their home state?
A. You may have a choice. But, the most likely way is: you file an IL resident return and non-resident returns for...
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Q. How does a travel nurse file taxes if they did not reside in their home state?
A. You may have a choice. But, the most likely way is: you file an IL resident return and non-resident returns for the state(s) you worked in. IL will give you a credit, or partial credit for any tax paid to the other state(s).
When you worked in a state without an income tax (e.g. Texas or Florida), there will be no credit, since there was no TX/FL tax. In other words, having worked in a state without an income tax does not get you out of paying state tax on that income, to your home state.
If you were truly a non-resident of IL, for 2024, then you file a resident return for the state you lived and worked in. If more than one state, you file part year resident states for each state. The fact that you refer to IL as your "home state" would appear to indicate that you are domiciled in IL.
According to the Illinois instructions:
An Illinois resident is an individual that is domiciled in Illinois for the entire tax year.
A Nonresident of Illinois is an individual that is not domiciled in Illinois at any time during the year.
A Part-Year Resident is an individual that moved into or out of Illinois during the year.
For tax purposes, being "domiciled" refers to the place you consider your true, fixed, and permanent home, which you intend to return to after any temporary absence. A person can have only one domicile at any given time, but may have multiple residences. Your domicile determines which state has the primary right to tax your income, regardless of where that income was earned.
While the terms are often used interchangeably, there is a key legal difference between domicile and residency.
Domicile: Is based on your intent to make a location your permanent home. Taxing authorities will use this to determine which state can tax your worldwide income.
Residency: Refers to the physical place where you live at a given time. You can be a "statutory resident" of another state if you spend a significant amount of time there (often more than 183 days), which could also subject you to taxes in that state.
Working a travel assignment (under 12 months in one location) does not mean that you have moved your primary state of residence in the eyes of the IRS and state taxing authorities. Instead, you’re just away from your home temporarily, which is the important distinction in regard to maintaining a tax home.
References:
https://www.americantraveler.com/state-tax-questions
http://www.thegypsynurse.com/tax-home/
https://www.trustedhealth.com/travel-nursing-guide/travel-nurse-tax-guide?utm_source=google&utm_medium=cpc&utm_campaign=dr_pmax_jobs_nursingv3&utm_term=&utm_content=-c-22926599732&gad_source=1&gad_campaignid=22930680871&gbraid=0AAAAADMQcirYPirfAvnA6lNdGYSWCdUR0&gclid=Cj0KCQjw9JLHBhC-ARIsAK4Phcr3d6pLVZF7Yco3K2AD_ZP1NXnfmRiHqrt02AJXgTwh7-_iSM5l6IUaAnnXEALw_wcB
October 7, 2025
5:02 AM
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October 7, 2025
5:02 AM
So far federal taxes have not been withheld from my paycheck and I’m not sure why? I believe with this new form for tipped employees. We have to write the amount we want to have withheld or the percen...
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So far federal taxes have not been withheld from my paycheck and I’m not sure why? I believe with this new form for tipped employees. We have to write the amount we want to have withheld or the percentage and I have no idea how to figure that out it makes no sense to me.
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October 7, 2025
4:56 AM
if you have any sales items with adjustments (wash sales, AMD etc) you can split the 1099 up and enter those as "one by one" with the details; then input the remaining balance as a separate 1099 in T...
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if you have any sales items with adjustments (wash sales, AMD etc) you can split the 1099 up and enter those as "one by one" with the details; then input the remaining balance as a separate 1099 in Turbo at the sales summary level. This will remove the need to mail the adjustment details to the IRS and you should get prompts to that effect (also on desktop you can go to Forms mode on the 1099-B worksheet there is a checkbox at the bottom whether mailing is required... not sure with Online but maybe the same is available if you export PDF with all forms and worksheets).
October 7, 2025
4:54 AM
@ jpage1023 wrote: I made a payment when I filed my state extension in April. Now when completing my state return, it doesn't look like there's a place for me to enter in what I paid? When I use t...
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@ jpage1023 wrote: I made a payment when I filed my state extension in April. Now when completing my state return, it doesn't look like there's a place for me to enter in what I paid? When I use the print center to generate a preview of the return, my payment isn't included (because I couldn't enter it). As a result, the return is saying I owe (when I won't once the payment is included). How do I enter this in? State extension payments are entered on the Federal interview side. If you're preparing the return online, here are the navigation steps in Online TurboTax: Open you return interview, and In the left menu column, click the Federal tab (If using desktop Home and Business, it's the Personal tab.) Then click the subtab Deductions & Credits. On the "Tax Breaks" screen scroll way down until you see the category "Estimates and Other Taxes Paid." Click that to expand, and in the list of subtopics choose "Income Taxes Paid." (click Start or Revisit). On the next screen, titled "Income Taxes Paid," you should see a category of "Payments with Extension." Choose the type of extension payment you need to report and click Start or Revisit. Enter (or confirm) the figure for your extension payment. Then look at your state return again to be sure it shows up on the state return.
October 7, 2025
4:45 AM
ADDENDUM Also see this: FAQ: How can I get a copy of my W-2? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US
October 7, 2025
4:42 AM
Q. Why am I being taxed on the 50,000?
A. You, most likely, entered something wrong.*
Scholarships that pay for qualified educational expenses (QEE - tuition, fees, books and other course m...
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Q. Why am I being taxed on the 50,000?
A. You, most likely, entered something wrong.*
Scholarships that pay for qualified educational expenses (QEE - tuition, fees, books and other course materials) is tax free. Scholarship amounts that exceed QEE is taxable income, on the student’s tax return. Room & board are not QEE.
If box 5 of the 1098-T exceeds box 1, TurboTax (TT) will treat the difference as taxable income, unless you enter additional QEE at books and other expenses.
*One possibility is mismatched years. A common problem is when the school posts a full years' scholarship in box 5 of the 1098-T but only the fall semester tuition in box 1. You have to make an adjustment when you enter the 1098-T.
October 7, 2025
4:42 AM
If your employer or payroll provider had your W-2 form available digitally for import purposes, then they may also have a digital version available for employees to access and download. Many compan...
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If your employer or payroll provider had your W-2 form available digitally for import purposes, then they may also have a digital version available for employees to access and download. Many companies/payroll providers allow their employees to download their W-2 forms. Ask your employer or payroll provider if so and where and how to download it. Or you can ask them to print one for you.
October 7, 2025
4:36 AM
When I use the print center to generate a preview of the return, my payment isn't included (because I couldn't enter it). As a result, the return is saying I owe (when I won't once the payment is incl...
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When I use the print center to generate a preview of the return, my payment isn't included (because I couldn't enter it). As a result, the return is saying I owe (when I won't once the payment is included). How do I enter this in?
October 7, 2025
4:11 AM
So far federal taxes have not been withheld from my paycheck and I’m not sure why? I believe with this new form for tipped employees. We have to write the amount we want to have withheld or the percen...
See more...
So far federal taxes have not been withheld from my paycheck and I’m not sure why? I believe with this new form for tipped employees. We have to write the amount we want to have withheld or the percentage and I have no idea how to figure that out it makes no sense to me.
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October 7, 2025
2:53 AM
Turbo Tax is not recognizing that I filled an extension and paid taxes in April. No record. What should I do?
October 7, 2025
2:53 AM
Turbo Tax is not recognizing that I filled an extension and paid taxes in April. No record. What should I do?
October 7, 2025
2:27 AM
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October 7, 2025
2:14 AM
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October 7, 2025
2:06 AM
October 7, 2025
1:55 AM
I have Incomplete Info to report. Thanks, please reply.
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October 7, 2025
1:39 AM
I have been receiving the Form 1042-S for the last 8 years, but this is the first year that I have had a problem. There does not appear to be a way to bypass this invalid check. The program will not...
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I have been receiving the Form 1042-S for the last 8 years, but this is the first year that I have had a problem. There does not appear to be a way to bypass this invalid check. The program will not allow a non-US address for the Form 1042-S even though the address matches the one on the 1040-SR. I have tried both using the check box to import my address from the 1040 and typing in the address but the program will not accept either one, nor does there appear anyway to acknowledge the error & override it.