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@AnnetteB6 Unfortunately, I do not feel comfortable putting my taxes in the mail. Thats a lot of personal information. I also am paying for Turbotax to do my taxes for me so having to do the long statement that you suggest doesn't make a lot of sense. So, is this an IRS issue or a Turbotax issue? Each time I have called and talk to a Turbotax expert on the phone I have been given the run around. Some act totally clueless, and others have told me things that I don't think I should do such as unchecking the box that says I share this home and cost with someone else on form 5695 to get it to go through. Sorry but this is very frustrating. I have used Turbotax for a long as I can remember but this year has been a huge disappointment on so many levels. 

Yes, what would hold you up? Do you have all of your income and possibly expense information. If you want to use the Online version, simply log into TurboTax Online You can start for free  

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.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website. See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

To ensure to rollover is correctly entered into TurboTax, TurboTax should ask you the following questions after you entered the 1099-R with code G :   On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No" On the "Did you move the money to a Roth IRA?" screen answer "No"   Please be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 5b (taxable amount), it should show $0 and state ROLLOVER next to it.   To preview Form 1040:   Click on "Tax Tools" in the left menu Click "Tools" Click "View Tax Summary" in the Tool Center window Click on "Preview my 1040" on the left

Yes, if you're required to file a tax return, you need to report all income regardless of the amount. Remember that you can report expenses to lower that income, and if you end up with a loss it can help lower your tax on your other income.

To ensure to rollover is correctly entered into TurboTax, TurboTax should ask you the following questions after you entered the 1099-R with code G:   On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No" On the "Did you move the money to a Roth IRA?" screen answer "No"   Please be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 5b (taxable amount), it should show $0 and state ROLLOVER next to it.   To preview Form 1040:   Click on "Tax Tools" in the left menu Click "Tools" Click "View Tax Summary" in the Tool Center window Click on "Preview my 1040" on the left

Yes, you would calculate the mileage percentage by dividing business mile by the total miles driven.   The IRS requires you to maintain a log of business miles driven.   The log should include  Date Location Miles driven and  Reason If requested, the IRS would expect this documentation to confirm the miles driven.

Yes.   Even if they did not issue you any tax form, you should report this income on your tax return.   You report the income you received in cash, checks or bank transfers or without a 1099-NEC as self-employed income under Other self-employed income. In business income, just under Type of Income, click on Add Income for this work On the next page, click on the radio button next to Other Self-employed Income Click Continue to enter your income received in cash, checks or bank transfers. If you have expenses related to this business, you can deduct them.   To report your business income and expenses, you'll need to use TurboTax Deluxe or TurboTax Premium (Online) if you have expenses to deduct or any version of TurboTax (CD/Download).

To ensure to rollover is correctly entered into TurboTax, TurboTax should ask you the following questions after you entered the 1099-R with code G:   On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No" On the "Did you move the money to a Roth IRA?" screen answer "No"   Please be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 5b (taxable amount), it should show $0 and state ROLLOVER next to it.   To preview Form 1040:   Click on "Tax Tools" in the left menu Click "Tools" Click "View Tax Summary" in the Tool Center window Click on "Preview my 1040" on the left

You have to click on the TAX TOOLS tab to expand it to display the submenu where you will see the TOOLS subtab.   If you do that, but the TOOLS tab is not showing, it's because you need to make that menu scroll up or down.   The Tax Tools submenu may be hidden by an overlapping menu.   But you can move the left menu column elements up or down to get it from being overlapped at the bottom, and then the Tools subtab should come into view below Tax Tools.   When you click on the TOOLS subtab, the Tools Center window should open, where you can choose "Clear and Start Over."

I think you want TurboTax to make a payment.   You can choose how you make payments when you file your tax return. You can also use the IRS website on the IRS Payment options Please contact us again if you have another question, or if you have more details on this one.

You can amend your tax return with the steps below, but First check your copy of the tax return.   Did you put other Itemized deductions into your return. Check line 12 of your Form 1040.  Is the value greater than: The standard deduction amounts for 2024 are: $29,200 – Married Filing Jointly or Qualifying Surviving Spouse (increase of $1,500) $21,900 – Head of Household (increase of $1,100) $14,600 – Single or Married Filing Separately (increase of $750) Taxpayers who are 65 and Older or are Blind For 2024, the additional standard deduction amounts for taxpayers who are 65 and older or blind are: $1,950 for Single or Head of Household (increase of $100) $1,550 for married taxpayers or Qualifying Surviving Spouse (increase of $50) If you did take the standard deduction, and it is greater than your mortgage and property tax, you may need additional itemized deductions to make it worth your while. How do I amend my federal tax return for a prior year?  

It would be helpful to have a TurboTax ".tax2024" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online:    From the left menu select Tax Tools.  Then select Tools below Tax Tools.  A window will pop up which says Tools Center.   On this screen, select Share my file with Agent.  You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.  Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     The instructions for TurboTax Download:    On your menu bar at the very top, click "Online" Select "Send Tax File to Agent"   Click "Send" The pop-up will have a token number Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.  

Hello,   I worked on amending 2023 tax on TurboTax 2023 software, but was not able to submit the amend electronically via TurboTax efile.  It says the deadline of October 2024 has passed.  Is there a way to efile the amend electronically via TurboTax or elsewhere   Thank you for your help.