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Hi,   I had switched jobs in 2024 and I accidently contributed in around $4000 in traditional 401K and $2000 in Roth 401K. I withdrew $4000 from the old employer's retirement plan and $2000 from th... See more...
Hi,   I had switched jobs in 2024 and I accidently contributed in around $4000 in traditional 401K and $2000 in Roth 401K. I withdrew $4000 from the old employer's retirement plan and $2000 from the new employer's retirement plan. I have held off on filing the tax return because my employer was supposed to share the corrected W2 as well. I just got the corrected W2 so I can file the return. The investment companies said they will provide 1099-R in Jan 2026. 1. Should I declare $4000 as additional taxable income with Box 7 Distribution code as 8 while filing the return for 2024 with substitute 1099-R? or do I need to file once I receive 1099-R from the investment company in 2026. 2. Also, how should I report $2000 from Roth 401K? its already taxed, so should I remove AA from box 12 or should I report additional not taxable income in withdrawals section of turbotax?   Tax experts please let me know the right way to proceed ahead
Or you needed to enter your credit card to pay the Turbo Tax fees.   What is the description on your credit card bill?   Who are you getting messages from?   The IRS never texts, emails or calls you.... See more...
Or you needed to enter your credit card to pay the Turbo Tax fees.   What is the description on your credit card bill?   Who are you getting messages from?   The IRS never texts, emails or calls you.  They only mails a letter to contact you.    Did you have a tax due or refund?   When did you file?  
https://www.irs.gov/pub/irs-pdf/fw9.pdf   https://www.irs.gov/pub/irs-pdf/iw9.pdf
I did a search & it had many confusing sites
I NEED A COPY OF MY W-2  (or 1099)      W-2's come from employers.  There is not a federal or national website that provides W-2’s.     TurboTax does not have a copy of your W-2—the Wage & ... See more...
I NEED A COPY OF MY W-2  (or 1099)      W-2's come from employers.  There is not a federal or national website that provides W-2’s.     TurboTax does not have a copy of your W-2—the Wage & Tax Statement—issued to you by your employer, (nor does TurboTax have copies of your 1099’s).   Whether you entered your W-2 by keying it in yourself, importing from a payroll site or by snapping a photo using the mobile app—-TT does not have a copy of your W-2.  If you saved a pdf of your completed tax return, the worksheets will show the W-2 information you entered, but not the actual W-2.      You should always save those documents for your own records. You could ask the employer(s) for copies or you can get a copy from Social Security (for a fee of $62).   To get a copy of a W-2 from Social Security https://faq.ssa.gov/en-us/Topic/article/KA-02501   https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers/irs-procedures/transcript-or-copy-of-form-w-2/transcript-or-copy-of-form-w-2     You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript   Or you can pay the IRS $30 for an actual copy of your tax return which will include copies of your W-2’s      https://www.irs.gov/pub/irs-pdf/f4506.pdf      https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os
TurboTax never knows how, when or even if you paid your tax due.   If your credit card statement shows that the payment was made, you can ignore the emails.  Many users have more than one account; an... See more...
TurboTax never knows how, when or even if you paid your tax due.   If your credit card statement shows that the payment was made, you can ignore the emails.  Many users have more than one account; an "old" account might be triggering those reminder emails.
duplicate
  Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process ret... See more...
  Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
All,   I need to file an amended 2023 return as I have discovered that I may have additional income for a personal vehicle that was used for business purposes and, I have been informed, that the in... See more...
All,   I need to file an amended 2023 return as I have discovered that I may have additional income for a personal vehicle that was used for business purposes and, I have been informed, that the income (even though it was sold for a loss) should have been claimed on the tax return. I am concerned about the interest and penalty that this mistake, while honest and unknowing on my part, might be assessed to me by the IRS. If any of you can offer some thoughts, I would appreciate the help. Mudbug61
TurboTax uses the information from your W-2 but doesn’t have a copy. Ask your employer for one. Social Security might help as well as the IRS  https://www.irs.gov/taxtopics/tc159    
What do you mean it won't complete.
The IRS permits and encourages rounding.