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Bonjour @catherineferron666    Cette erreur est connue, a été diagnostiquée et a été discutée avec l'ARC.  Consultez les liens suivants pour plus de détails. Code d'erreur ImpôtNet 45566 Statut de résolution des erreurs avec l'ARC Bonne journée

I don't know if you had the same issue as me DougFromCalgary and harpoon47, but when I filled in the FHSA amounts from the 2023 notice of assessment, the carry forward amount was correct and allowed me to enter that amount to deduct.

Once you get into your account, go to the File an extension. When you click on file an extension, it comes up and says "looks like you have already filed an extension" and gives you the accepted status. You can then printout your Extension form 4868.  Thank you!

Bonjour @Michel G1    Je n'ai pas accès à vos données mais il est très possible et exact que le revenu net d'entreprise change si vous faites varier les dates.  Une période de moins de 12 mois va "prorater" certains montants réclamés et ainsi faire varier le revenu net d'entreprise, lequel pourrait avoir impact sur le soldu dû ou le remboursement.  Un exemple: La dépense d'amortissement sur les biens utilisés par l'entreprise. Si la dépense est de 1 000,00 $ pour un exercice d'un an, elle sera de 500,00 $ pour un exercice de 6 mois.    Bonne journée.

To hopefully help others with this issue in the future, here is a summary of everything and what I did to (hopefully) resolve my problem: - In 2024 I rolled over my Vanguard Roth 401k into a long-established Schwab Roth IRA. - The contents of the ROTH 401k included both my post-tax contributions as well as my employer’s pre-tax contributions (as allowed per the 2022 SECURE Act 2.0). - Vanguard’s Disbursement Confirmation Letter for the rollover distinguished my post-tax employee contributions as non-taxable, and my employer’s pre-tax contributions as being taxable as ordinary income. - However, the 1099-R that I received from Vanguard showed the full amount as Gross Distributions but declared there was no amount taxable. The 1099-R only provided a Distribution Code of "H" (Direct rollover of a designated Roth account distribution to a Roth IRA) and showed the correct amount for my employee contributions but noted "$0" in the "Taxable Amount" box. - After requesting a revised 1099R, an internal review at Vanguard declined to either modify the 1099-R or to split it into two 1099Rs with different distribution codes. - A Schwab representative suggested using their Recharacterization Form to ask Schwab to recharacterize and move the pre-tax amount into my regular Schwab IRA. - Their response to my request was that due to the Tax Cuts & Jobs Act of 2017 they were not allowed to recharacterize anything in a rollover nor treat any part of it as a conversion - and that I had to shift the pre-tax funds into my margin account as an excess contribution by the April 15 deadline for the 2024 tax year. - In a later call to Schwab, a different representative said that I could use their “Certification for Late Rollover Contributions” form to justify a subsequent move of the funds from my Schwab Margin Account into my Schwab IRA (Where I believe it should have been deposited during the rollover process). - The form allowed a “self-certification” of the reason for missing the usual 60-day rollover deadline (“An error was committed by the financial institution making the distribution or receiving the contribution”). - It will ultimately be up to the IRS to allow or deny this self-certified correction to my rollover – most likely in response to the statements from Schwab that declare these movements of funds for my 2025 taxes (a statement of the funds leaving the ROTH IRA, plus a statement of the funds entering my regular IRA). - In hindsight, I might have less anxiety over the IRS accepting my certification to correct this issue if I had moved the employer-contributed funds out of my ROTH IRA and then into my regular IRA within the normal 60-day window after the rollover distribution.

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product.   What is the status of the e-filed tax return?

The only date that matters is the date that they were acquired.  The offering period doesn't matter because your spouse had no control over the stocks until she acquired them.  Make sure that the basis (the amount paid) is correct.     @JohnK10 

Then you prepare a part-year return for LA and pay LA tax on the income you received while you lived in LA.      https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cdx44     ALLOCATE PART YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/allocate-split-income-part-year-state-return/L8KzwwBCQ_US_en_US?uid=m5y1ulrh  

Bonjour @Fer6    Quand vous avez complété votre profil d'impôt, vous pouviez cocher que vous avez fait des contributions REER.  Vous pouvez utiliser l'outil de recherche pour revenir à cette portion de l'entrevue, comme ceci.   Recherche - Entrevue REER   Bonne journée.  

No, you don't need the 1099-R. You report an RMD as income in the year that you actually receive it, even if it's the RMD for an earlier year. On your 2025 tax return you will enter the 1099-R for the combined amount and pay tax on all of it on your 2025 tax return. That's an additional drawback of missing an RMD. You end up paying tax on two RMDs in one year. The only purpose of the amended return is to add Form 5329. That form will show the amount you should have taken, but didn't, and request a waiver of the penalty. But it does not report the income. The amended return will not change your 2024 income or tax.