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a month ago
@stevelp wrote: This new import "feature" just doesn't work for me. And from what I read on the inter-webs, I am not the only one. I understand your frustration but make sure any program ...
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@stevelp wrote: This new import "feature" just doesn't work for me. And from what I read on the inter-webs, I am not the only one. I understand your frustration but make sure any program you select supports your financial institution(s). For example, H&R Block does not support Merrill imports this year and supports fewer brokers than TurboTax in total while TaxAct support even less (and doesn't support some popular brokers like E*Trade).
a month ago
I have the same problem. Intuit you have not posted a solution to this yet.
a month ago
No, the days available for rent does not include days rented, per verbiage on IRS Pub 527, Page 25 and 26 Dividing Expenses. As it states on page 26 "any day that the unit is available for rent but ...
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No, the days available for rent does not include days rented, per verbiage on IRS Pub 527, Page 25 and 26 Dividing Expenses. As it states on page 26 "any day that the unit is available for rent but not actually rented is not a day for rental use."
a month ago
The TurboTax Worksheet calculates and limits the contribution to a percent of earnings even if the taxpayer is single. My understanding of IRS rules is that a taxpayer in the phase-out AGI range is l...
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The TurboTax Worksheet calculates and limits the contribution to a percent of earnings even if the taxpayer is single. My understanding of IRS rules is that a taxpayer in the phase-out AGI range is limited to a percent of overall contribution amount, not earnings. The net effect of the Worksheet calculation for a single taxpayer when the earnings are less than the reduced contribution amount is to limit the contribution to a percent of earnings. Is that correct under IRS rules?
a month ago
Thanks. Intuit would not allow e-file of my amended Fed Return. Please note my question is about my amended 2024 California Tax Return.
a month ago
I went to the irs website and they said they sent my tax return I never got anything and your have it not green so where is my tax return at
a month ago
Once your return is accepted for processing by the IRS and/or state, we have no control over your return.
You should track your refund directly from the IRS and/or Department of Revenue’s Webs...
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Once your return is accepted for processing by the IRS and/or state, we have no control over your return.
You should track your refund directly from the IRS and/or Department of Revenue’s Website. These websites have the most accurate and up to date information. They get updated once a day.
To track your State Refund
How do I track my state's refund?
a month ago
I checked a form and cannot find my 2025 return. Please help me find it
Topics:
a month ago
Hi. I figured out how to enter this as paid leave and not Misc Income BUT I had to pay back an over payment and this is in box OR-01 Benefits Repaid. There is no box to enter this… help please. 🙂
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a month ago
I am reminded to add, that whatever tax you estimate you will owe, should be withheld from the withdrawal instead of planning to pay later.
For example, if you estimate that you will be in the ...
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I am reminded to add, that whatever tax you estimate you will owe, should be withheld from the withdrawal instead of planning to pay later.
For example, if you estimate that you will be in the 12% tax bracket, plus the 10% penalty, you should have at least 22% withheld from the withdrawal. If you estimate you will be in the 22% bracket, you should have 32% withheld. If you withhold too much, you will get the difference back as your tax refund. If you don't withhold enough, not only will you owe a tax payment when you file your return, you could be charged an underpayment penalty for not having enough withholding at the time. (Taxes are pay as you go. If you don't have enough withheld and only pay when you file your return, you can be assessed an under-payment penalty for not paying enough into the system during the year.)
And don't forget to have state income tax withheld as well. States don't charge an additional penalty for early withdrawal, but regular state income tax can be between 3-10% depending on which state and how much total income.
a month ago
See this for how to pay the federal taxes owed - https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/pay-federal-taxes/L6HFgj2eJ_US_en_US
a month ago
If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2026.
If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has...
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If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2026.
If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.
https://www.irs.gov/payments
https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card
https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212
https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403
a month ago
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a month ago
1 Cheer
I am having a similar problem. I am getting an error for the person on the return worksheet. and it goes to the TP/SP LinkDep, and there is no way to correct it.
Topics:
a month ago
Under current tax law, there is no federal tax deduction for repaying $3,000 or less of unemployment benefits from a prior year. Thus, you do not enter this 1099-G for your federal return (it won't ...
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Under current tax law, there is no federal tax deduction for repaying $3,000 or less of unemployment benefits from a prior year. Thus, you do not enter this 1099-G for your federal return (it won't change your tax outcome).
Some states may allow a deduction, so you may want to enter it in the State section (if prompted by the program).
If you repaid more than $3,000, you are eligible for a "Claim of Right" credit or deduction under IRS Section 1341. Do not enter this in the 1099-G/Unemployment section (which is for income).
Open or continue your return.
Under Deductions & Credits, Scroll down to Other Deductions and Credits, and Click on Show More.
Click on Start/Revisit next to Other Deductible Expenses.
Answer No to questions about less common expenses until you see the screen "Did you have any of these other expenses?", and Click on Claim of Right Repayment (over $3,000).
Enter the amount from Box 2 of your 1099-G there.
Note: some state unemployment agencies use Box 2 to report "Adjustments" or "Repayments."
a month ago
I have used TurboTax since the mid 80s, back when they mailed me 2 diskettes containing the DOS version of the program. In those 40 years, I have had virtually no trouble with what is now called ...
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I have used TurboTax since the mid 80s, back when they mailed me 2 diskettes containing the DOS version of the program. In those 40 years, I have had virtually no trouble with what is now called Deluxe Desktop version. I've been happy with the product. But this year I cannot import the various 1099s from my investments. I have spent over 6 hours trying to follow Turbotax's suggestions such as turning off the various safety mechanisms in Firefox and Chrome, reinstalling the software, not auto-filling the userid and passwords, and so on and so forth. SIX HOURS! I draw the line when I am told to turn off anti-virus software and turn off firewalls including on my router! This new import "feature" just doesn't work for me. And from what I read on the inter-webs, I am not the only one. I will be cancelling my TurboTax Advantage account and I'll be looking elsewhere for next year's taxes.
a month ago
Yes.
An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs.
If you are sure that you have satisf...
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Yes.
An IRA owner must calculate the RMD separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs.
If you are sure that you have satisfied all RMD requirements, then in TurboTax, on each form 1099-R for RMD withdrawals, answer that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from that IRA account.
By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.
a month ago
No. Line 38 is blank.
a month ago
Hello, When I get to the TurboTax state page titled Arizona Municipal Interest, it says I entered a dollar amount of non-Arizona municipal interest that I know is found on my 1099-DIV, Line 12. ...
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Hello, When I get to the TurboTax state page titled Arizona Municipal Interest, it says I entered a dollar amount of non-Arizona municipal interest that I know is found on my 1099-DIV, Line 12. At the bottom of this Turbo Tax page, there are two Empty boxes. Do I enter this dollar amount in either of those boxes? That dollar amount from the 1099-DIV, Was automatically entered when I uploaded my tax forms from my financial institution. Once I get to the next page, which is to provide a “schedule of non-Arizona municipal interest,” it wants payors. Because I assume this dollar amount was from mutual funds, should I put miscellaneous under Payor Name and put the dollar amount from my 1099-DIV, line 12 in the amount box? This is the only hiccup keeping me from filing my taxes. When I go to the state review, it wants me to check form 140 line 13 and it says it requires a schedule listing the payers and the amount received from each pay. I realize similar questions have been asked before, but I am still suffering from confusion. Thank you in advance
a month ago
FULL SERVICE
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