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October 9, 2025
3:19 PM
I have confirmed with the IRS that they sent my refund to the Turbotax Refund Anticipation Account. So my refund went to Turbotax and you failed to pass it on to me. I tried to call Turbotax but your...
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I have confirmed with the IRS that they sent my refund to the Turbotax Refund Anticipation Account. So my refund went to Turbotax and you failed to pass it on to me. I tried to call Turbotax but your automated system does not give me the opportunity to speak with a live person. I am not impressed with Turbotax. You owe me $1,333. Where is it?
October 9, 2025
3:16 PM
Yes sorry. You need 2 programs. For your personal return you can use either the Online version or any of the personal Desktop programs. All the personal Desktop programs have the same forms. Yo...
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Yes sorry. You need 2 programs. For your personal return you can use either the Online version or any of the personal Desktop programs. All the personal Desktop programs have the same forms. You just get more help and guidance in the higher versions. So you can use a lower version like Deluxe.
October 9, 2025
3:04 PM
I can simply make no sense of what you are trying to explain. It seems you are trying to use your tax return as a remedy for a problem you have with your employer---over an issue regarding $1000 th...
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I can simply make no sense of what you are trying to explain. It seems you are trying to use your tax return as a remedy for a problem you have with your employer---over an issue regarding $1000 that you believe the employer owes you. Your problem is with the employer. Trying to amend your tax return to recover money that you think is owed to you by your employer just will not work.
"My Employer deposited my 2024 in 2023" is mystifying. What 2024 did your employer deposit to 2023? It just does not make sense.
If any other Champs or experts want to view this with fresh eyes and see if they can understand, help is welcome. @Opus 17 @DoninGA @VolvoGirl @Mike9241 @rjs
October 9, 2025
2:56 PM
I have entered the payment I made with my extension (under Federal Taxes/Deductions and Credits/Estimates and Other Taxes Paid/Payments with Extension/2024 federal taxes paid with extension) and it i...
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I have entered the payment I made with my extension (under Federal Taxes/Deductions and Credits/Estimates and Other Taxes Paid/Payments with Extension/2024 federal taxes paid with extension) and it is not flowing to Schedule 3. It is also not reflecting any changes in the "Federal Tax Due" box. As an experiment I changed that number to something else and the "Federal Tax Due" did not change. I tried 3 times calling your support line and was disconnected each time. Please advise what I can do to get this entered into my tax form correctly. Thanks.
October 9, 2025
2:53 PM
If you are a W-2 employee, you cannot deduct mileage on a tax return. Job-related expenses are not deductible on a federal tax return for W-2 employees.
Your state tax laws might be diff...
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If you are a W-2 employee, you cannot deduct mileage on a tax return. Job-related expenses are not deductible on a federal tax return for W-2 employees.
Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.
If you live in a state that lets you deduct job-related expenses, the information will flow from your federal return to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses
October 9, 2025
2:52 PM
I don't need a add an overpayment applied, I need to remove an overpayment applied. I am also trying to do this in Premium and there is no place to change the amount that Turbo Tax brought over from...
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I don't need a add an overpayment applied, I need to remove an overpayment applied. I am also trying to do this in Premium and there is no place to change the amount that Turbo Tax brought over from 2023. Does anyone know how to help?
October 9, 2025
2:45 PM
My Employer deposited the $300, My Employer owes $1000. My Employer did not fix the prior year and I need to Ammend because My Employer deposited my 2024 in 2023. Nothing was Direct Deposited this ye...
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My Employer deposited the $300, My Employer owes $1000. My Employer did not fix the prior year and I need to Ammend because My Employer deposited my 2024 in 2023. Nothing was Direct Deposited this year to file. My Employer is not fixing the Situation I emailed Turbotax Compliance Daniel Oseran but no reply. I am supposed to have until the 15th.
October 9, 2025
2:42 PM
My return was rejected due to spouse IP PIN being incorrect. When I go to Other Tax situations and Identity protection PIN I get an error that says "Hmmm, looks like we hit a snag. We recommend you ...
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My return was rejected due to spouse IP PIN being incorrect. When I go to Other Tax situations and Identity protection PIN I get an error that says "Hmmm, looks like we hit a snag. We recommend you revisit the last topic you were working on." Same if I try on my laptop. Now I can't even e-file because TurboTax thinks I'm filing and amended return and I am not.
October 9, 2025
2:35 PM
Is there any way to enter more than one companies Section 199A information? The K1 lists 3 companies - yet Turbotax only allows entry of 1 business/ THanks.
October 9, 2025
2:08 PM
Thank you for your response. Last year I found out that Home & Business would not accomodate trust returns. So, I thought I woud buy the DIY Business version, thinking that it would handle my own s...
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Thank you for your response. Last year I found out that Home & Business would not accomodate trust returns. So, I thought I woud buy the DIY Business version, thinking that it would handle my own stock trading as well. Apparently that is not the case; hence, the need to buy two separate versions. (Maybe too much free lunch) Thanks again
October 9, 2025
2:00 PM
1 Cheer
I went to the other tax situation tab and scrolled down to the update IRS PIN button. When I pushed it, I got an error message saying - Hmmmm we seem to have hit a snag, review what you last worked o...
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I went to the other tax situation tab and scrolled down to the update IRS PIN button. When I pushed it, I got an error message saying - Hmmmm we seem to have hit a snag, review what you last worked on...... I went back throughout the whole federal return, including the review function that found no errors, and still got that error message. I called tech support and while they were researching the problem, I clicked on the forms tab( upper right of screen) which took me to the worksheet that has a field for the IRS PIN. It was highlighted. I put the PIN in the field and went back to the step by step function to complete filing. I finished the procedure to file and it gave me the option to save a pre filing copy of the return. I saved a PDF. I pulled up the saved PDF return and scrolled down the return to where the IRS PIN field is on the return. The PIN I input was there. Problem solved.
October 9, 2025
1:56 PM
If I get 58 cents per miles from dominos delivery driver but the irs is 70 cents for 2025 can I claim the difference?
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October 9, 2025
1:15 PM
@user17597590908 wrote: Yes—both H&R Block and Tax Act still indicate Windows 10 is supported for their desktop software, which you’d use to file 2025 taxes (in early 2026). Where are you fin...
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@user17597590908 wrote: Yes—both H&R Block and Tax Act still indicate Windows 10 is supported for their desktop software, which you’d use to file 2025 taxes (in early 2026). Where are you finding this? Post a link, please. I've been all over those two sites and can't find anything that indicates Windows 10 is supported for the 2025 tax year. The products have not been released yet, including TurboTax 2025, so no one really knows for sure what will or will not be supported. For that matter, and for all we know, TurboTax may actually install and run fine on Windows 10; it may be that Intuit will not provide tech support for Windows 10. We just don't know at this point.
October 9, 2025
1:15 PM
Looking back at my returns, I have several years where the value in Line 2 is $0, therefore the cumulative value is never reported correctly. Most recently, in 2022, Line 2 is $0, thus restarting t...
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Looking back at my returns, I have several years where the value in Line 2 is $0, therefore the cumulative value is never reported correctly. Most recently, in 2022, Line 2 is $0, thus restarting the total. How far back can I submit an amendment, because it's several thousand dollars that are being miscalculated?
October 9, 2025
1:02 PM
1 Cheer
@lchan wrote:
@Opus 17
Wow! You have been so helpful with all of this!
Looking over 8606 Line 14 from previous forms, the values don't quite make sense.
In 2023 Line 14 was $3,600.
...
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@lchan wrote:
@Opus 17
Wow! You have been so helpful with all of this!
Looking over 8606 Line 14 from previous forms, the values don't quite make sense.
In 2023 Line 14 was $3,600.
In 2022 Line 14 was $2,400.
In 2021 Line 14 was $12,000.
Again, I always file with Turbo Tax so it's interesting that something happened with the 2022 filing that the value wasn't carried over from 2021.
Thanks again @Opus 17 . I really appreciate your help and explanation!
Assuming you did not either make a withdrawal, or have a drop in income so that you were eligible for the deduction, then the numbers on form 8606 should always increase. It's hard to offer specific help without being able to see your returns. If the 2021 amount was $12,000, then the 2022 amount should be $12,000 plus your 2022 non-deductible contributions. If your 2022 non-deductible contributions were in fact $2,400, then somehow the 2021 number did not carry forward. (And if $3600 was your 2023 contribution, form 8606 should end up at $18,000.) You may need to file amended 2022 and 2023 returns to make sure the carry-forwards are reported.
Look at your 2022 form 8606. It's really a fairly simple math problem. Line 1 is current year non-contributions, and line 2 is the total of prior year non-deductible contributions. In other words, the 2022 form 8606 line 2 should be the same as the 2021 line 14.
October 9, 2025
12:57 PM
Thank you so much! @Mike9241 The error message is “You need 4GB”… **************** Now I removed all apps including Edge. Now I only have an IE logo. Yes, the 2024 version needs 64bit Win...
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Thank you so much! @Mike9241 The error message is “You need 4GB”… **************** Now I removed all apps including Edge. Now I only have an IE logo. Yes, the 2024 version needs 64bit Win10. **************** The mem shows 1.2/1.9 GB. CPU shows 2% in use. But I did not have any apps running. **************** The top three are Antimalware 131MB Host Service 13MB Task manager 10MB **************** Sorry for the late response. I am still trying to solve it.
October 9, 2025
12:51 PM
@Opus 17 Wow! You have been so helpful with all of this! Looking over 8606 Line 14 from previous forms, the values don't quite make sense. In 2023 Line 14 was $3,600. In 2022 Line 14 was $2,...
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@Opus 17 Wow! You have been so helpful with all of this! Looking over 8606 Line 14 from previous forms, the values don't quite make sense. In 2023 Line 14 was $3,600. In 2022 Line 14 was $2,400. In 2021 Line 14 was $12,000. Again, I always file with Turbo Tax so it's interesting that something happened with the 2022 filing that the value wasn't carried over from 2021. Thanks again @Opus 17 . I really appreciate your help and explanation!
October 9, 2025
12:26 PM
1 Cheer
@lchan wrote:
@Opus 17 That is correct. I have filed with TurboTax for several years now and I do remember getting the message saying that my income was too high and I was not eligible for the d...
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@lchan wrote:
@Opus 17 That is correct. I have filed with TurboTax for several years now and I do remember getting the message saying that my income was too high and I was not eligible for the deduction from the IRA contribution.
With regards to the 2023 return, yes, form 8606 is included (same with earlier years too).
Form 8606 is used to keep track of contributions that are allowed, but not deducted. Line 14 should be approximately the total of non-deductible contributions that you have made (contributions since joining your employer's plan).**
The impact of non-deductible contributions is that you did not take a tax deduction when you made the contribution, so you do not pay tax on that portion when you withdraw.
For example, if your IRA balance is $100,000 and you have a form 8606 documenting that you have $40,000 of non-deductible contributions, and you make a withdrawal, that would mean that since 40% of the account represents contributions you already paid tax on, then 40% of the withdrawal is tax-free and only the other 60% is taxable.
To claim this adjustment, you need to keep the most recent form 8606 for use when filling out any tax return that has an IRA withdrawal, conversion or rollover. That return will generate an updated 8606, that you keep until the next time you have a withdrawal or contribution. That means you need to keep your 2023 form 8606 until you retire and start withdrawing. This is an exception to the general rule that you should keep tax papers for 3 or 6 years.
Assuming your non-deductible contributions were properly reported, then you have done everything right and have nothing to fix and nothing to worry about. Just save that form 8606 until you retire, or until the next time you contribute, withdraw, convert or rollover your IRA.
**If form 8606 line 14 does not have all your non-deductible contributions going back to 2011, I would probably ignore it and move on. The IRS can only audit you for 6 years, so as long as you reported your non-deductible contributions on form 8606 from 2019 onward, I would forget about any errors or omissions from 2018 and earlier.
October 9, 2025
12:13 PM
@Opus 17 That is correct. I have filed with TurboTax for several years now and I do remember getting the message saying that my income was too high and I was not eligible for the deduction from the I...
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@Opus 17 That is correct. I have filed with TurboTax for several years now and I do remember getting the message saying that my income was too high and I was not eligible for the deduction from the IRA contribution. With regards to the 2023 return, yes, form 8606 is included (same with earlier years too).
October 9, 2025
12:03 PM
1 Cheer
@user17600343099 Yes. Business is a completely separate program from the personal Home & Business version. Business is only a Desktop program for Windows. Although for 2024 they have online ...
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@user17600343099 Yes. Business is a completely separate program from the personal Home & Business version. Business is only a Desktop program for Windows. Although for 2024 they have online versions for Business. Those are not the same as the DIY Desktop program. The Online Business is $739 for Live Assisted Business and $1,749 for Live Full Service Business. Live Assisted Business https://turbotax.intuit.com/personal-taxes/online/live/business-taxes Live Full Service Business https://turbotax.intuit.com/personal-taxes/online/live/full-service/business-taxes The Desktop installed DIY Business program is $190 and is only available for Windows. https://turbotax.intuit.com/small-business-taxes/cd-download Does that answer your question? I wasn't sure what your question was.