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April 2, 2025
2:07 PM
1 Cheer
TurboTax is just showing you the net between the state tax due and the federal refund.
Check here for instructions on how to file your state return after you already filed your federal return. ...
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TurboTax is just showing you the net between the state tax due and the federal refund.
Check here for instructions on how to file your state return after you already filed your federal return.
April 2, 2025
2:06 PM
how do I get past the error code...all seems correct
April 2, 2025
2:06 PM
Is it possible to access all of the questions and responses from today's session once it has ended? I think the information would be very useful.
April 2, 2025
2:06 PM
I’m sorry I tried to edit it. I meant her address not name
April 2, 2025
2:06 PM
Does the Form 1099-DIV have numbers in it or is it a blank one that was carried forward from a prior year? Did you import your Forms 1099-DIV? Did you try deleting it in "Forms Mode" if you have Turb...
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Does the Form 1099-DIV have numbers in it or is it a blank one that was carried forward from a prior year? Did you import your Forms 1099-DIV? Did you try deleting it in "Forms Mode" if you have TurboTax Desktop?
To switch to "Forms Mode" you can click on Forms in the upper-right of your TurboTax screen. Then scroll down your left panel to the Form 1099-DIV and click on it. It will show in your right panel. Near the bottom left of the form there is a Delete button. When you press this you will get a pop-up box to confirm the deletion. You will select "Yes".
In TurboTax Online you will click on "Tax Tools" and then "Tools" and then select "Delete a Form" in your right panel and scroll to the Form 1099-DIV to delete.
To delete a form that came in the mail (i.e. W-2, 1098, or 1099) it's best to do it from within your return. You can do this as follows:
To delete Form 1099-DIV, you can do the following:
Open/continue your return
Click on "Search"
And in the search bar type"1099-DIV"
Select "Jump to 1099-DIV"
It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
Click on the "garbage can" to delete this form
You can enter your Form(s) 1099-DIV information using the steps below:
Open your return
In the search Bar enter Form 1099-DIV
Select "Jump to 1099-DIV"
It will ask, "Did you have investment income in 2024?" Select "Yes"
Select "Continue"
Select "Skip Import"
You will Select your investment type which is "Dividend"
You will "Continue"
Then you will see the screen "Let's get the info from your 1099-DIV"
You will type in the information from your Form 1099-DIV on that page
Click here for How Do I View and Delete Forms in TurboTax Online
Click here for "How to Delete Forms in TurboTax Desktop.
April 2, 2025
2:06 PM
I set up an installment plan, but for some reason IRS is not being able to withdraw the installments from my account, and I also submitted an offer in compromise form, but haven't paid the application...
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I set up an installment plan, but for some reason IRS is not being able to withdraw the installments from my account, and I also submitted an offer in compromise form, but haven't paid the application fee or 20% initial offer because I have a guess it will be denied because my current financial situation is much better than when I could not pay for these taxes.
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April 2, 2025
2:06 PM
1 Cheer
When I enter my PFL income it is counting it twice as taxable income. I have deleted it and reentered it and it continues to show up under both: other income and 1099-G unemployment and PFL. ...
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When I enter my PFL income it is counting it twice as taxable income. I have deleted it and reentered it and it continues to show up under both: other income and 1099-G unemployment and PFL. When I go into "other income" 1099-G - I select NO and so it is not saving it there or anywhere else. Please advise how to address this system glitch.
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April 2, 2025
2:05 PM
You can Transfer the prior year from the Desktop program into the current Online versions. You need to have the file ending in .tax2023 on your computer. So be sure you know where it is. But if yo...
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You can Transfer the prior year from the Desktop program into the current Online versions. You need to have the file ending in .tax2023 on your computer. So be sure you know where it is. But if you already started an online return you will have to clear it out and start over or set up a new online account. How to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 How to transfer into Turbo Tax Online, including from a pdf file or other software or from the Desktop program https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953
April 2, 2025
2:04 PM
I have a questions regarding wages. What if you have wages that your employer claimed they paid you on your W2, but you have documentation and records showing that you never received those wages, an...
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I have a questions regarding wages. What if you have wages that your employer claimed they paid you on your W2, but you have documentation and records showing that you never received those wages, and they were never issued to you. Is there any way to report those wages as being unlawfully with held by your employer?
April 2, 2025
2:04 PM
I have used TurboTax the past few years from a purchased product/app. This year I used the on-line version we received through a work benefit. The information is not auto-populating (like the amoun...
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I have used TurboTax the past few years from a purchased product/app. This year I used the on-line version we received through a work benefit. The information is not auto-populating (like the amount I depreciated a rental home, etc.). Is there an easy way to access that or pull it over?
April 2, 2025
2:04 PM
Hello, my name is Arbine. I have filed an amended return for 2021 and 2022, and the IRS has recently processed it on March 18 and 20. I have gotten an audit letter back in January from NYS Department...
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Hello, my name is Arbine. I have filed an amended return for 2021 and 2022, and the IRS has recently processed it on March 18 and 20. I have gotten an audit letter back in January from NYS Department of Taxation and Finance stating that FAGI was a different amount then whatever was reported on my New York State return and was asking to pay back a big amount however, at that time my amended returns were not processed, and I have called the IRS they said that I will get a refund in 4-6 weeks even though my amended return on the website hasn't been processed. My bill for New York State of Taxation has been under review and I have been updating them on any new information. While I don't owe anything to the IRS, the state has a different opinion. What should I do in this matter because I believe the information is not correct and they are asking for a federal transcript. I do have a tax advocate who is helping me to speed up the proceedings from the IRS. Thank you!
April 2, 2025
2:03 PM
yes, but I thought it might matter which state I download first.
April 2, 2025
2:03 PM
Can they compromise and use a neutral address of a lawyer, friend, or relative?
April 2, 2025
2:03 PM
So when I had just the 1095-A's as health insurance, it correctly calculated SEHI and put it on Schedule 1. But we also have dental and other non ACA insurance, and when I added that on the SE scree...
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So when I had just the 1095-A's as health insurance, it correctly calculated SEHI and put it on Schedule 1. But we also have dental and other non ACA insurance, and when I added that on the SE screens, 7206 came back, again wrong and not matching Schedule 1. So I deleted the entry from the health insurance screen and will just add it to our medical expenses. That should produce a correct Schedule 1, and I will make sure that Schedule A includes only the health insurance premiums that were NOT deducted as SEHI. I shouldn't have to do this manually, but maybe I'm falling in some sort of strange corner case. Still no 8962 being generated, but then I really don't expect one.
April 2, 2025
2:03 PM
Just to clarify, should I answer then yes to this question for a roth in-plan conversion of after tax contributions? "Did you move this money from a 401(k) to a Roth 401(k)?" If so, is it fin...
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Just to clarify, should I answer then yes to this question for a roth in-plan conversion of after tax contributions? "Did you move this money from a 401(k) to a Roth 401(k)?" If so, is it fine that answering yes to this removes the ROLLOVER keyword from my return?
April 2, 2025
2:02 PM
April 2, 2025
2:02 PM
1 Cheer
Yes, if you made the payment in 2024 you can report in 2024 even if the SSA did not include it on your SSA-1099. Of course you must remember not to report it again in 2025!
April 2, 2025
2:02 PM
Thank you I have 30 small transactions, though, so starting over and entering manually will be my last resort. But you mentioned "clearing the errors" ... is there actually a way to do this i...
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Thank you I have 30 small transactions, though, so starting over and entering manually will be my last resort. But you mentioned "clearing the errors" ... is there actually a way to do this in TT/Mac? The only way I've found to do anything is via the awkward checkbox+bulk edit, and nothing I do there seems to affect the red "NEEDS REVIEW" labels. And there's no indication anywhere that anything is actually wrong, or what specifically might need review.
April 2, 2025
2:01 PM
You are correct.
You may not file a MA married filing joint tax return.
Massachusetts Department of Revenue states:
Please note that a joint return is not allowed if both you and yo...
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You are correct.
You may not file a MA married filing joint tax return.
Massachusetts Department of Revenue states:
Please note that a joint return is not allowed if both you and your spouse were not Massachusetts residents for the same portion of 2024.
You may still file a married filing joint IRS form 1040 tax return but you will still have to to prepare multiple tax returns to prepare the married filing separately tax returns to Massachusetts.
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