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April 15, 2025
12:40 PM
No, if TurboTax notified you that you need to update the 1099s then you may need to amend or refile your return. Check and see if your return has been rejected by checking your efile status here.
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No, if TurboTax notified you that you need to update the 1099s then you may need to amend or refile your return. Check and see if your return has been rejected by checking your efile status here.
If the return was accepted then you may need to amend your tax return. Follow these instructions here.
@davidemilymarks
April 15, 2025
12:40 PM
Does it give you a reason for not being able to efile?
April 15, 2025
12:40 PM
Make a payment at the IRS website. https://www.irs.gov/payments
April 15, 2025
12:40 PM
When the e-filed extension is Accepted or Rejected by the IRS, you will receive an email from TurboTax.
April 15, 2025
12:39 PM
Yes, you do need the 1099R and it has to be entered . Contact the financial institution that manages the retirement plan to see how to get the 1099R. You might be able to import it or print it fro...
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Yes, you do need the 1099R and it has to be entered . Contact the financial institution that manages the retirement plan to see how to get the 1099R. You might be able to import it or print it from their website.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
You had tax withheld from the distributions from the retirement account, just like when an employer withheld tax from your paychecks. When you enter it all into the software, the calculations are done to reconcile the amount of income you received and the amount of tax that was withheld. You might owe more or you might get a refund.
April 15, 2025
12:39 PM
We'd love to help you complete your tax return, but need more information. Can you please clarify your question?
April 15, 2025
12:39 PM
So, are you on Medicare now?
"Seems like it is too late to take out the excess contribution for 2024 taxes" NO, it's not.
1. Go look at your HSA custodian's website to see if you can request...
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So, are you on Medicare now?
"Seems like it is too late to take out the excess contribution for 2024 taxes" NO, it's not.
1. Go look at your HSA custodian's website to see if you can request a "withdrawal of excess contributions" online. If you can, print off the request and put it in your tax files. If you request the withdrawal by April 15th, then you can argue that you made a good faith effort to comply with the rules.
2. Alternatively, file an extension today (like right now). If you file an extension, then you have until October 15th to withdraw the excess contribution.
From Pub 969 (page 8 ):
You may withdraw some or all of the excess contributions and avoid paying the excise tax on the amount withdrawn if you meet the following conditions.
• You withdraw the excess contributions by the due date, including extensions, of your tax return for the year the contributions were made.
Then, if you file for an extension, you have six months to straighten this out.
April 15, 2025
12:39 PM
No. You have to add MAX prior to filing.
April 15, 2025
12:39 PM
Please see this link for guidance on printing your return before filing.
If you are trying to look at a prior year return, you can follow these instructions for guidance.
April 15, 2025
12:38 PM
Did you enter a Form 1099-NEC for self-employment? Or do you have rental or royalty income and expenses? Or investment income from a sale of securities?
April 15, 2025
12:38 PM
It depends. You can select that option (vacation rental) to enter your rental income and expenses. TurboTax will help and guide you with number of days rented and square feet of rental area vs total...
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It depends. You can select that option (vacation rental) to enter your rental income and expenses. TurboTax will help and guide you with number of days rented and square feet of rental area vs total square feet of the home. Read the screens carefully to ensure you enter the appropriate information for your vacation short term rental.
10 Tips for Airbnb, etc Vacation Rentals
Where do I enter income and expenses from a rental property?
April 15, 2025
12:38 PM
How do I pay my taxes with the extention already filed?
Topics:
April 15, 2025
12:37 PM
form 4868
Topics:
April 15, 2025
12:37 PM
You just order the federal product and not the state return.
April 15, 2025
12:37 PM
If there's nothing in your W-2, try entering "0" or leaving it blank. If your state doesn't have state taxes (for example Florida) but have "FL" in box 15 and nothing in box 16, then leave both 15 an...
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If there's nothing in your W-2, try entering "0" or leaving it blank. If your state doesn't have state taxes (for example Florida) but have "FL" in box 15 and nothing in box 16, then leave both 15 and 16 empty.
April 15, 2025
12:37 PM
April 15, 2025
12:37 PM
I suspect you purchased the download and used online by mistake.
We see people get confused and they keep logging in to online software which will require them to pay at the end. You need to use ...
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I suspect you purchased the download and used online by mistake.
We see people get confused and they keep logging in to online software which will require them to pay at the end. You need to use the desktop software. One way to tell if you are using the right software---your tool bar. Online software has the toolbar in a black vertical column on the left side of the screen. Desktop software has the tools up on the top of your TT screen.
You appear to be posting from online software instead of the desktop CD/download software that the license code is for. If you are using online, you are using the wrong program. You need to switch to the desktop software to get what you paid for. You have to download it, update it and open it up from your own hard drive to use it.
https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129
HOW DO I GET STARTED WITH TT DESKTOP
https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US?uid=m5zp8c5h
April 15, 2025
12:37 PM
Topics:
April 15, 2025
12:37 PM
Yes, Federal forms means all of the forms that are part of the Federal return. You don't need to send the worksheets that are to keep for your information only.
@krgilmore
April 15, 2025
12:36 PM
Yes, you would report the sale on the partnership return and then make an entry for the distribution to the partner.
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