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In the year that your husband passed away you are still going to file as married filing jointly.  You won't change anything for that year except that when you start the return you will enter your hus... See more...
In the year that your husband passed away you are still going to file as married filing jointly.  You won't change anything for that year except that when you start the return you will enter your husband's date of death.  You will still need to enter any income that he earned in that year before he passed as well as any income like interest or dividends that were paid to him after he passed.     When your file rolls over into the next year then TurboTax will automatically set you up as a head of household or single person.
Did you enter a qualified dependent?   Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?u... See more...
Did you enter a qualified dependent?   Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx What is a "qualifying person" for Head of Household?   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.  
I loaned my son money to refinance his second mortgage. How do I report the interest I earn on the loan?
Please explain what you are trying to do.   And---Social Security benefits are not the same thing as "SSI"   SSI is something different, and we need clarity if we are trying to answer tax questions. ... See more...
Please explain what you are trying to do.   And---Social Security benefits are not the same thing as "SSI"   SSI is something different, and we need clarity if we are trying to answer tax questions.   WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI? https://www.ssa.gov/ssi/text-over-ussi.htm   Up to 85% of your Social Security benefits can be taxable on your federal tax return.  There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits.  When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable.     What confuses people about this is that before you reach full retirement age, if you continue working while drawing SS, your benefits can be reduced if you earn over a certain limit. (For 2021 it was  $18,960.  For 2022 it was  $19,560  —  for 2023 $21,240)  For 2024, $22,320.  For 2025 it will be $23,400; 2026   $24,480   After full retirement age, no matter how much you continue to earn, your benefits are not reduced by your earnings; your employer will still have to withhold for Social Security and Medicare.  If you work as an independent contractor then you will pay self-employment tax for Social Security and Medicare.   To see how much of your Social Security was taxable, look at lines 6a and 6b of your 2025 Form 1040   https://www.irs.gov/help/ita/are-my-social-security-or-railroad-retirement-tier-i-benefits-taxable   You need to file a federal return if half your Social Security plus your other income is   Single or Head of Household      $25,000 Married Filing Jointly                  $32,000 Married Filing Separately            $0   Some additional information:  There are 9 states that tax Social Security—Colorado, Connecticut,, Minnesota, Montana, New Mexico, Rhode Island, Utah, Vermont  and West Virginia These states offer varying degrees of income exemptions, but two mirror the federal tax schedule: MN and VT.    
If you remove the "cents" from Box 6 of your W2, that should resolve the issue. Let us know if it still asks for the form. 
Yes I already e filed and than found out my dependents grandparents are able to file for her this year 
You are correct that TurboTax Desktop Premier at the screen Commuter Deduction in the Massachusetts state income tax return only lists input boxes labeled tolls and MBTA passes.      This Massach... See more...
You are correct that TurboTax Desktop Premier at the screen Commuter Deduction in the Massachusetts state income tax return only lists input boxes labeled tolls and MBTA passes.      This Massachusetts Department of Revenue website lists additional allowable expenditures.  Use the two input boxes to report these allowable expenditures.   All of the expenditures flow to line 15 on Schedule Y.  Review Schedule Y to confirm that you were given the appropriate Commuter Deduction.   In TurboTax Online, you may print or view your full tax returns prior to filing after you have paid for the software.   View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. In TurboTax Desktop, select FORMS in the upper right hand corner of the screen.  
If he passed away in 2025 you can file your 2025 tax return as Married Filing Jointly.    
Here are some of the eligibility requirements to qualify for a Refund Advance loan:   You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of Nort... See more...
Here are some of the eligibility requirements to qualify for a Refund Advance loan:   You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return.  Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma MoneyTM checking account1. See the footnote at this webpage for further details.   Please see this help article for more information and if you were told you don't qualify. You will also either need to pay upfront for your TurboTax product or have a refund large enough to pay for TurboTax.   If you don’t qualify after filing your return, you can still receive your refund in your checking account with Credit Karma Money™. Your entire federal and state refunds (minus any TurboTax fees) will be deposited into the account as soon as the IRS or state tax authorities distributes your refund (typically within 21 days from IRS acceptance).  
A tax return is the Form 1040 you send to the IRS.   Money you get back is a refund.   Do you mean that you did not receive your refunds?   TurboTax does not get any information at all from the I... See more...
A tax return is the Form 1040 you send to the IRS.   Money you get back is a refund.   Do you mean that you did not receive your refunds?   TurboTax does not get any information at all from the IRS after you file your tax return.  No one at TurboTax knows what the IRS is doing with your return.     Did you mail your return or e-file?   If you mailed it:   MAILED RETURNS       If  you mail a tax return (or a payment) to the IRS, it is a good idea to use a mailing service that will track it like UPS or certified mail so you will know it was received.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.    TurboTax will not know anything about your mailed return, and will continue to show “Ready to Mail” on your account.  TurboTax will not know that you put your tax return in an envelope and took it to a mailbox.  TurboTax does not get updates on mailed  (or e-filed) returns.   The IRS refund site is now showing information for 2023, 2024 and 2025 returns so you can check the IRS site.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2023, 2024 or 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds     Or......     Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”   When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   Does your TT account say that your return was accepted?  Or does it say something else—like “rejected”, “printed” or “ready to mail?”  If it does not say accepted then it was not filed unless you put it in an envelope yourself and mailed it.    TurboTax does not mail your tax return for you.     If your e-file was accepted:     If you chose to have your fees deducted from your federal refund:   Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.  You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com  https://ttlc.intuit.com/questions/2580357-who-provides-the-refund-processing-service         Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday     TAX ADVOCATE     See this article for more info on how the Taxpayer Advocate Service works:: http://www.irs.gov/taxtopics/tc104.html  
Perhaps I miss-read that the closing was in 2026, not January 2025.  I will edit my answer above.    Yes, go into the  Rental Property Section  Property Profile On the third screen se... See more...
Perhaps I miss-read that the closing was in 2026, not January 2025.  I will edit my answer above.    Yes, go into the  Rental Property Section  Property Profile On the third screen select "I sold or disposed of this property in 2025" Select that it was rented all year, since it closed in January, and that it was always rented a fair rental price   continue through that interview    Scroll down to "Sale of Property/Depreciation" in the rental section and report the sale.    [Edited 01/26/2026 I 3:51pm PST] @xpatrick22               
This is the solution I finally came up with: I went to forms and deleted the SS benefits work sheet.  Then went back to the step by step and was able to get the update icon to work yielding the windo... See more...
This is the solution I finally came up with: I went to forms and deleted the SS benefits work sheet.  Then went back to the step by step and was able to get the update icon to work yielding the window for entering SSA-1099 info.  Took me hours to get this to work.  I never did get it to work in the 2024 premium program.  Hopefully  Intuit will have it fixed by next year!!!!!
@Bhaber8066 Latest info from the TurboTax Moderators is that the desktop editions will have the updated Form 5695 available late Wednesday or early Thursday, 01/28 or 01/29
Rich people don’t get taxes back. so it does make sense that the more you make the less you get back. Just be grateful you don’t owe. 
Never received 2023 and 2024 tax return
HI Susan,   Token number is  836303535-44969994
@rizzokevin @Klownicle @jaudet71 @348201 @CAnnie0814  Latest info from the TurboTax Moderators is that the desktop editions will have the updated Form 5695 available late Wednesday or early Thursda... See more...
@rizzokevin @Klownicle @jaudet71 @348201 @CAnnie0814  Latest info from the TurboTax Moderators is that the desktop editions will have the updated Form 5695 available late Wednesday or early Thursday, 01/28 or 01/29
If I have a ss income above base I.e. $44000 what is the amount taxable?