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Ok, this is silly, I just realized that I didn't consider that the tax system is progressive and I was not calculating the effective tax rate.   When I do it by hand now, I do get a much closer num... See more...
Ok, this is silly, I just realized that I didn't consider that the tax system is progressive and I was not calculating the effective tax rate.   When I do it by hand now, I do get a much closer number.   I think I found the main cause of the discrepancy and I will keep working on it until the numbers match. Thank you everyone.
It sounds like TurboTax is looking for information to match the specific type of form being entered, so let's delete this entry and then re-enter it.   Note: This RRB Form 1099-R (Green Form) has... See more...
It sounds like TurboTax is looking for information to match the specific type of form being entered, so let's delete this entry and then re-enter it.   Note: This RRB Form 1099-R (Green Form) has its own section and is not entered in the Standard Form 1099-R section.    How to delete the 1099-R:   Go to the Income section Click Review on IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form Note: After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel. This helps to refresh the system Next, re-enter your Form 1099-R:   Return to the Income section and re-enter your Form RRB 1099-R (Green Form), ensuring you select the RRB 1099-R box, before carefully following all of the prompts Note: a Blue RRB Form 1099 is not entered in the 1099-R section. That form is entered in the Social Security (SSA-1099, RRB-1099) section If your Box 3 has an amount, then you do need the annuity start date because it means you have "basis", or money that you have already paid taxes on* If your Box 3 is blank, TurboTax will know that the full amount is taxable   *For the Annuity information section, if applicable:   Annuity start date (when you started receiving payments) Select Simplified method (standard method typically used), or General Method, if applicable to you Number of months payments received in 2025 Any tax-free amounts previously recovered   
Not what I wanted to hear of course, but thanks so much for the quick reply.
are Schedule C expenses no longer deducted dollar for dollar FY2025?
Can cosmetic surgery be covered if some of it was paid for by insurance as deemed necessary? 
I found where info is to be entered. It asks several questions, then tells me to talk to a tax advisor. I start over, get the same result.  I want to enter the income figures to see what effect it ha... See more...
I found where info is to be entered. It asks several questions, then tells me to talk to a tax advisor. I start over, get the same result.  I want to enter the income figures to see what effect it has on my tax refund. Is there something wrong with the program?
Am self-employed and pay quarterly federal and estate estimated taxes. My job is such that I NEVER EVER have any idea of how much money I will make in any particular month. I am in TT (desktop versi... See more...
Am self-employed and pay quarterly federal and estate estimated taxes. My job is such that I NEVER EVER have any idea of how much money I will make in any particular month. I am in TT (desktop version for Mac). This year I am getting a refund for both Federal and State,  but still have an underpayment penalty. I understand why (it's pay-as-you-go and if you underpay for one quarter, you can't make up for it totally by overpaying in the next quarter.)   From TT (dollar amounts below are fake but realistic):   Underpayment penalties You have a penalty of $123 for underpayment of estimated taxes. Your refund was lowered and is now $4321. Do you want to see if you can reduce or eliminate the penalty?   If I say YES to that question, there are a series of screens I go through:   I do know how much income I earned in each quarter (and entered that into TT). The next screen is asking for "annualized adjusted gross income" - how am I supposed to be able to figure that out? Is there a way to do this?? Then it wants itemized deductions for each quarter - how can I even know that? Does IRS check this at all? Then it wants QBI for each quarter - again - how can I calculate this? Then net capital gains for each quarter?? I have no clue. I have a feeling that I can't provide accurate information for most of this but just wanted to know if I'm understanding what TT and the IRS is asking here.    After all of that,  at the end I get this from TT:   Note that Form 2210 won't be printed with the filing copy of your tax return. The IRS doesn't require its filing unless you're requesting a waiver, you're annualizing, you're treating your withholding as paid when actually withheld, or your filing status changed from or to married filing jointly between 2024 and 2025.   I did have a change in my filing status. For 2024 I filed married jointly. We got divorced in 2025 and I am filing single now. (TT knows this!) Do I have to generate and send a form 2210 myself? If so, how?    If I say NO to that question, then I don't get the Form 2210 language at all. Does that mean - if I answer NO to the question then I do not need to worry about Form 2210?    THank you for slogging through this, I appreciate it!
Federal eFile successfully went through and received email confirmation of processes. State eFile in app say Accepted, but there's no confirmation of transaction and the date on print out states the p... See more...
Federal eFile successfully went through and received email confirmation of processes. State eFile in app say Accepted, but there's no confirmation of transaction and the date on print out states the previous filing date and the forms say do not mail.
Line 17 says to enter the number IF  'married filing jointly' but I am filing as Single (unmarried).  Will this entry be a problem for the IRS? How would I remove the numbers? Thank you.
Mine is gone too.   Desktop version.  Opened Turbotax to continue my return from last week where I left off and the file is gone. -r
Thank you. May I suggest to TurboTax to put the error message earlier? It seems to me that I put the return in the mailbox, and the mailbox spit it back out with an error.   Thank you.
In TurboTax Desktop, you can navigate to Estimates and Other Taxes Paid > Estimates > then either Federal estimated taxes for 2025 (form 1040ES) or State estimated taxes for 2025. You can enter these... See more...
In TurboTax Desktop, you can navigate to Estimates and Other Taxes Paid > Estimates > then either Federal estimated taxes for 2025 (form 1040ES) or State estimated taxes for 2025. You can enter these payments as a 4th quarter estimate.  Include the date you paid, as they are late 4th quarter estimates, but this will ensure you receive the proper credit on your returns.
Je vois que vous avez acheté les services d'un expert Revue-conseils dans les années passées. Si vous avez fait la même chose cette année, veuillez le ou la consulter pour vous assurer que vous rempl... See more...
Je vois que vous avez acheté les services d'un expert Revue-conseils dans les années passées. Si vous avez fait la même chose cette année, veuillez le ou la consulter pour vous assurer que vous remplissez bien cette partie au fédéral et au provincial.   Merci de choisir TurboImpôt
No.  Not the current year into the current year.  Only transfer from the prior year.  
I know I can import a past year's income tax return into Turbotax, but can I do one for the current tax year?  H&R Block cannot deal with one of my tax issues and I need to switch to Turbotax. Can I ... See more...
I know I can import a past year's income tax return into Turbotax, but can I do one for the current tax year?  H&R Block cannot deal with one of my tax issues and I need to switch to Turbotax. Can I import the information from H&R Block?  Or do I have to start all over?
What an interesting response. Considering this is a 3 year old iMac with its most recent upgrade, rest assured I will not be buying a new computer nor Turbo Tax in the future. Thanks, I quess...
Please, feel free to contact one of our tax experts who can help you, at: TurboTax Customer Service  
You could try to access the W-2 online, if that option is available to you. You can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper ... See more...
You could try to access the W-2 online, if that option is available to you. You can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper copy to your new and updated address.  The IRS will also assist you.  You can contact the IRS Taxpayer Assistance Center here: Taxpayer Assistance Center Office Locator   Here is an article with more information: What To Do If You Haven't Received a W-2