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a month ago
Are you trying to find your 2024 AGI to complete your 2025 return?
You can find your 2024 Adjusted Gross Income (AGI) by:
Looking at line 11 on page 1 of your 2024 Form 1040
Requesting ...
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Are you trying to find your 2024 AGI to complete your 2025 return?
You can find your 2024 Adjusted Gross Income (AGI) by:
Looking at line 11 on page 1 of your 2024 Form 1040
Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript
Please click on this TurboTax article for more information.
Check these items as well to ensure you have the correct number. If you:
Filed late last year after mid-November or your return was processed after that time—try entering 0.
Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A).
Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less.
Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter 0 for one of you).
Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.
This article will give you instruction on how to print and mail your return.
a month ago
If you have filed the 2025 tax return -
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbot...
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If you have filed the 2025 tax return -
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2025 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
a month ago
I'm a freelance writer. I received all of my normal 1099-NECs except one, which would total $800 flat. Despite efforts to reach out to this company, I can't seem to get info about whether they've...
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I'm a freelance writer. I received all of my normal 1099-NECs except one, which would total $800 flat. Despite efforts to reach out to this company, I can't seem to get info about whether they've ever even sent the 1099-NEC my way at all. Can I safely just file this under the "other income" section and move on, or do I absolutely require the 1099-NEC to proceed? This is the last thing holding me up, so I'm getting very frustrated.
a month ago
1 Cheer
This is a common thing and sometimes referred to as a "SPIFF". The payment is treated as miscellaneous income and is not subject to Self-Employment Tax.
Since it’s on a 1099-MISC Box 3, the goa...
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This is a common thing and sometimes referred to as a "SPIFF". The payment is treated as miscellaneous income and is not subject to Self-Employment Tax.
Since it’s on a 1099-MISC Box 3, the goal is to get it to land on Schedule 1, Line 8z (Other Income) of your 1040.
Follow these steps:
Go to Federal > Wages & Income.
Scroll to Other Common Income and select Income from Form 1099-MISC.
Enter the 1099-MISC exactly as it appears (Box 3 amount).
For the description, enter "Manufacturer Incentive Payment" or "SPIFF."
On the "Does one of these uncommon situations apply?" screen, select None of these apply.
On the "Did the [Payer] involve work like [Your Name]'s main job?" screen, you must answer NO. Even though it’s related to your field, you are an employee of the dealership, not an independent contractor for the manufacturer. Answering "Yes" triggers the self-employment tax.
On the "Did [Your Name] get [Payer] income in 2025?" screen, select Yes, I got it in 2025.
On the "Did the [Payer] involve an intent to earn money?" screen, answer NO. (This confirms it was a one-off promotion/award, not a business you are running).
a month ago
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a month ago
Enter the amount in box1 of the 1099-R into box 16, State Distribution. This amount will NOT flow to your state tax return.
a month ago
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a month ago
Volvo Girl, Thanks for responding. I will get into Turbo Tax and check on your steps.
a month ago
i need you to help me to get 2024 AGI
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a month ago
Thank you - closing in on a course of action. Practical question - you said " You have to give the IRS your log whether it is attached or mailed. " I can have entries in the 8949 with the celsius r...
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Thank you - closing in on a course of action. Practical question - you said " You have to give the IRS your log whether it is attached or mailed. " I can have entries in the 8949 with the celsius refunds (for amounts listed on the 1099DA) and their cost basis. However it seems you're indicating something more. For my personal log of those transactions (which is just the same list of transactions and amounts) you're saying I should attach that too? It's just the same info, all over again. How would I do that?
a month ago
Turbo-tax has messages about availability of 1099's from financial institutions and is blocking even the connection to those institutions. Happened with Fidelity and now Schwab. Used to be able to co...
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Turbo-tax has messages about availability of 1099's from financial institutions and is blocking even the connection to those institutions. Happened with Fidelity and now Schwab. Used to be able to connect to those institutions and check at any time.
a month ago
the software for my federal form won't let me continue processing my form has a number in Box 16 - State distribution. My 1099-R doesn't have that filled in at all. How do I get this to work. It wo...
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the software for my federal form won't let me continue processing my form has a number in Box 16 - State distribution. My 1099-R doesn't have that filled in at all. How do I get this to work. It won't let me enter 0.
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a month ago
1 Cheer
You should answer "other" as the other categories mentioned don't apply. It doesn't matter that you rent the property since you won't be depreciating it.
a month ago
If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" m...
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If you already e-filed you are stuck with "5 days early" if the return is accepted. If it rejects you can try to remove that option in the FILE section before you re-file.
"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
a month ago
@InNewJersey wrote: does H&R store your data on cloud, where, as someone else posted, it stays forever to be harvested? No idea but consider the following: I set up two test returns, one ...
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@InNewJersey wrote: does H&R store your data on cloud, where, as someone else posted, it stays forever to be harvested? No idea but consider the following: I set up two test returns, one in TurboTax and the other in H&R Block (both desktop versions). I added a Schedule C business, rental property, stock/bond sales, W-2 info, etc. (i.e., a LOT of data in two MFJ returns). The TurboTax data file on my PC is well over 2.5 MB while the H&R Block file is under 75 KB. Does anyone reading this want to explain why that's the case? If the H&R Block tax data file isn't stored in the cloud somewhere, why is it so tiny in comparison to the TurboTax data file?
a month ago
Reading through a lot of these issues I have one that is along the same lines. I entered all my tax info and went through all the reviews. My state refund is just about what I paid for state tax for ...
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Reading through a lot of these issues I have one that is along the same lines. I entered all my tax info and went through all the reviews. My state refund is just about what I paid for state tax for the entire year of 2025. I was expecting about a 1/3 of that for a refund based on the past couple of year's return. My income has increased about 2%+_ish per year. At one point I did see a state refund that looked somewhat correct but it went away as I proceeded to do my taxes (where? not totally sure). I've rechecked my taxes several times and performed the reviews, cleared my cache, logged in on the phone versus the PC (where I am doing my taxes) and everything "looks" correct, Fed refund is in line with what it should be so not sure why my state is not. Any comments would be appreciated. For all I know, I may not even know what I don't even know on this. :(
a month ago
My niece moved to the States at the end of 2024 and enrolled into the 2025 community college classes which tuition fee needs to be paid in December 2024. When she filed the 2024 tax return she was no...
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My niece moved to the States at the end of 2024 and enrolled into the 2025 community college classes which tuition fee needs to be paid in December 2024. When she filed the 2024 tax return she was not able to claim the AOTC because she had no income even she paid the tuition fee in Dec 2024 for the 2025 classes. Is it possible or legal to deduct the 2024 tuition fee from the scholarship amount she gets in 2025 in order to get the AOTC in the 2025 tax return? Thanks
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a month ago
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
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Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
a month ago
Did you enter the SSA-1099 in the correct location?
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business) Click on Wages and I...
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Did you enter the SSA-1099 in the correct location?
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button
If entered correctly, the SS benefits received will be on the Form 1040 Line 6a. If any of the benefits are taxable that amount will be on Line 6b.
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.