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Before finalizing your override, check these two things: The Source of Box 1a: Is the dividend from a standard company (like Apple or Ford) or from a Bond Fund/Money Market fund? If it's a bond ... See more...
Before finalizing your override, check these two things: The Source of Box 1a: Is the dividend from a standard company (like Apple or Ford) or from a Bond Fund/Money Market fund? If it's a bond fund, the subtraction is likely legitimate. The 1099-DIV Supplemental Info: Look at the "Statement" pages at the end of your 1099 brokerage consolidated report. There is usually a table titled "Tax-Exempt Income by State" or "US Government Interest Transparency." It will list the exact percentage of your dividends that are state-tax-exempt. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.
This error happens because the file is on a device that can only read (like a CD, USB, or cloud drive). It also happens because the device doesn't have the permissions to write to it. In the Online... See more...
This error happens because the file is on a device that can only read (like a CD, USB, or cloud drive). It also happens because the device doesn't have the permissions to write to it. In the Online version Log into TurboTax Under Tax Tools Select Tools A menu will appear Select Save your 2025 return to your computer  
I'm not having any trouble getting this information carried over.  I'm going to suggest a few quick things to do to see if they fix the issue.   First, clear your cache.  Here's how to do that. ... See more...
I'm not having any trouble getting this information carried over.  I'm going to suggest a few quick things to do to see if they fix the issue.   First, clear your cache.  Here's how to do that.   Second, delete your cookies. Here's how to do that.   Third, restart your computer.   The software should update.   Try it again now.
The first few screens just want to know if you are a resident of Ohio. Enter that you (and your spouse?) are residents of Ohio and check NO for foreign country.   If this is causing a problem, co... See more...
The first few screens just want to know if you are a resident of Ohio. Enter that you (and your spouse?) are residents of Ohio and check NO for foreign country.   If this is causing a problem, come back here and tell us exactly what you entered and we'll go from there...
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended ret... See more...
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2   Use a mailing service like certified mail  to track so you will know it was received since you will have a long wait.   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return    
These informational forms tell the IRS and the California Franchise Tax Board (FTB) that some of your taxes have already been paid.  If you don't file these forms you may end up paying the same tax t... See more...
These informational forms tell the IRS and the California Franchise Tax Board (FTB) that some of your taxes have already been paid.  If you don't file these forms you may end up paying the same tax twice.   You'll receive California Form 592-B (Resident/Nonresident Withholding) if you received a distribution from a partnership, an LLC, an estate, or a trust, or you are a nonresident who performed services in California.   You enter this so the amount in Box 2 (Total CA Tax Withheld) shows up as a credit on your California return (reducing your balance due or increasing your refund).   You'll receive California Form 593 (Real Estate Withholding) when you sell California real estate (the title company or buyer is usually required to "withhold" a percentage of the sale price and send it to the state).   You enter this form to tell the FTB that they have already received some money from the title company or buyer for the real estate sale.   And finally... the IRS receives a copy of every 1099 issued to you, so if you don't include them on your return, their automated system will flag a "mismatch" and send you a bill for the unpaid tax plus interest.
recover entries in TurboTax 2023 that are missing. no return at all.
I have invested some money in publishing my book in a foreign country.  I have received money via Wire transfer (royalty) for the sales of my book abroad, according to the contract with the publishi... See more...
I have invested some money in publishing my book in a foreign country.  I have received money via Wire transfer (royalty) for the sales of my book abroad, according to the contract with the publishing company.  How should I report such income and expenses?  P.S. Writing is not my everyday activity. I just published one book, and the sales income didn`t exceed the original investment.
Form 2016 is for employee business expenses, which are not deducible for most tax filers in 2025. There is not a line 51 on that form, can you clarify better where you are in the program and what spe... See more...
Form 2016 is for employee business expenses, which are not deducible for most tax filers in 2025. There is not a line 51 on that form, can you clarify better where you are in the program and what specific issue you have?
@PatriciaV ,    I called TurboTax support line and put on hold for one hour. The line was cut off after that.    I have a workaround solution in my situation. I use desktop version of turbo tax b... See more...
@PatriciaV ,    I called TurboTax support line and put on hold for one hour. The line was cut off after that.    I have a workaround solution in my situation. I use desktop version of turbo tax business . I filed the first company without any problem. Then I filed the second company and got  8283 form issue.  The second company I need to change the company filing address for 2025.  That generate 8822-B form.  When I efile the return, it asked me for 8283 form although I has no donation.   There is no 8283 form in my case.  After spend hours to efile, I can't get pass the 8283 form issue.     My work around solution is to reload data again and keep the same address as 2024's filing address. Everything works fine now.   (There must be a software bug for the current version. It messed up 8822-B form  with 8283 form.)   I will mail a hard copy of form 8822-B to IRS to change the address.    Steve  
Using Desktop 2025 Premier.   Program says to "save as" to save changes, but file is "Read Only" and will not allow changes to be saved.  How do I change this setting so changes can be saved.
My guess is no. The e-file data for a state is an XML file that has tags and data, but no forms, lines, boxes, and shading. The software used to create the e-file XML data set is different from the s... See more...
My guess is no. The e-file data for a state is an XML file that has tags and data, but no forms, lines, boxes, and shading. The software used to create the e-file XML data set is different from the software used to create the PDF that you can read.   It is entirely likely that if the amounts in Part 2 of the 4884 were supposed to be filed as part of your return, that they were part of the XML data e-filed to the state. The state will never see your PDF file.
No. Let's start with the math. Your expenses were over $30k. Subtract $16,810 claimed in 2024. The remainder is more than $10k. You are eligible to claim the credit with the employer assistance. Fo... See more...
No. Let's start with the math. Your expenses were over $30k. Subtract $16,810 claimed in 2024. The remainder is more than $10k. You are eligible to claim the credit with the employer assistance. Form 8839, part III for employer benefits.  Prior year - no Here is what yours should look like.       
I looked at the generated tax form. Because I have not entered other information yet, the only $239 was after the standardized deduction. But I actually do not know why I owe any federal tax to the f... See more...
I looked at the generated tax form. Because I have not entered other information yet, the only $239 was after the standardized deduction. But I actually do not know why I owe any federal tax to the foreign income at all. 33k Uk income with 13k tax, that is higher than US federal tax rate already, plus I have so much foreign tax credit, should it not my UK tax completely wiped out the tax due to IRS since UK and US have the treaty that avoids the double taxation. 
I am still unclear about reporting the "earnings" issue for 2024. the funds were used to buy and sell a stock within the Roth and was sadly done at a loss to withdrawal to the Roth limit (employed ea... See more...
I am still unclear about reporting the "earnings" issue for 2024. the funds were used to buy and sell a stock within the Roth and was sadly done at a loss to withdrawal to the Roth limit (employed earnings). as stated the corrected withdrawal was a stock sale at a loss. are you referring to any earnings in other Roth holdings? the Roth did have a small money market amount earning about 1.80 a day from the initial deposit in 2023. So I am unclear and still need help, please.
To resolve this: Log out of TurboTax Clear your Cache & Cookies Log back in Attempt to file again. If this doesn't work, try a different browser.
When I arrive at the page where I can choose "pay by credit card" rather than having Turbo tax take it from my refund,  it will not continue forward.  I get told I can cancel or save- it has been sav... See more...
When I arrive at the page where I can choose "pay by credit card" rather than having Turbo tax take it from my refund,  it will not continue forward.  I get told I can cancel or save- it has been saved repeatedly as I try this- so how can I pay by credit card? 
Since you earned over $400, you will need to report your self-employment earnings on your tax return. You need to look in the Wages and Income section in the federal section of TurboTax and look for ... See more...
Since you earned over $400, you will need to report your self-employment earnings on your tax return. You need to look in the Wages and Income section in the federal section of TurboTax and look for Self-employment. Work though that section to set up your self-employment business. In the Business Income section you will see an option to enter your earnings. If you did not receive a 1099 form reporting your income, you can choose the "other income" category to enter your earnings. Otherwise, choose the entry category that aligns with the number on the 1099 form that you received. Keep working through the self-employment section and you will see an option to enter your business expenses, including Business Vehicle Expenses.
Same issues .. nothing importing from Merrill, or others.    Tried two different days.
Yes. These types of transfers can trigger capital gains, and impact net operating losses. In fact, changes in ownership are often scrutinized by the IRS for tax compliance.