All Posts

If Form 2553 was recently filed with incorrect information and the March 15 deadline hasn't yet passed, you can submit a corrected 2553. Write "Corrected" at the top of the form and include all pages. The IRS will generally treat the most recently received, complete and signed form as the valid election.   For New York Form CT-6 you can also submit a corrected form before the deadline. NY will process the latest properly completed election.    These links provide fax numbers for both forms:   2553 CT-6

Be aware of following: TURBOTAX PREMIER 2025 DESKTOP IS NOT UPDATING AND POPULATING DATA THAT I HAVE INPUT. WORKING WITH CARRIE AND ASHANNA SUPPORT THEY SAID IT WOULD BE FIXED. LAST UPDATE DID NOTHING. PROGRAM STILL FAILS ALL SECTIONS.. Running Win11, HP 12gb memory 1tb storage. 

How old was your son at the end of 2025?  How much did he earn in 2025? Did he live there in 2024?  Did he have a permanent home in MA?    North Carolina follows the same rules for dependents as the IRS.  So if you cannot claim your son for federal purposes, you cannot claim him on your NC return.   If your son was 24 or older at the end of 25, he no longer qualifies as your  qualifying child, he could potentially be a Qualifying Relative, but if he earned more than $5,200, he would not be your qualifying relative either.    As to whether or not he needs to file a NC return, that depends on when he established residency in MA (drivers license, got a permanent home/apartment, registered to vote, updated mailing address, etc).  If he did it as soon as he moved there and was moved in prior to 2025, then he would not need to file a NC return.     If he did not establish residency in MA until he graduated, and did not have any income until he graduated, then he would not need to file a NC return because he wouldn't have taxable income during his NC residency time.   If he did not establish residency in MA until he started working, but he did have income for the rest of the year, if that income was greater than $12,750, he would need to file as a part year resident for NC and a non resident return for MA.  He would take a credit on the NC return for taxes paid to MA.  Yes, he will need to file a MA return, but as to whether it is a full year or part year depends on when he established residency in MA.  If he moved there with the intention of being there permanently and found a permanent home, then he would file as a full year resident.  If he moved there, lived in temporary housing and then when he graduated moved into a permanent home, then he would be a part year resident.    Multiple States—Where to File  

No. If you have already filed your tax return, you cannot change your bank information for your tax refund.    If the account is closed, the bank will reject the payment and the IRS will then send a paper check to the address on your tax return.

Is there a reason why Marissa Jones cannot do my taxes again for 2025? She really did a really good job helping me with my 2024 tax amendment. She told me to just ask for her so she can do my taxes again. 

After TT is installed, please make sure it populates all input information..  TURBOTAX PREMIER 2025 DESKTOP IS NOT UPDATING AND POPULATING DATA THAT I HAVE INPUT. WORKING WITH CARRIE AND ASHANNA SUPPORT THEY SAID IT WOULD BE FIXED. LAST UPDATE DID NOTHING. PROGRAM STILL FAILS ALL SECTIONS..

The question about any portion of a 1099R being a charitable contribution is hidden in a string of questions that appear after the first time you enter all the pertinent info about that particular 1099R and enter all of the amounts associated with it.    A page comes up with a list of 10 questions all in a row and the 7th one is the following:   I transferred all or part of this entry direct to a charity.   You need to check that box and then a question will appear as to what portion of the 1099 amount went to charity.  At least that's how I finally got it in there.   If you don't check it on that initial entry, you need to delete the entire 1099R and reenter it to get that prompt to appear.       

No, you don't have to do an audit. The audit is separate from any installation and it's worth up to $150 in credit on your taxes.   I went through the interview for Energy efficient home improvements and came to:    Tell us more about the residential energy property  Did you pay for a home energy audit of your main U.S. home and receive a written report from a certified auditor?  I answered [No] I was then able to continue with the posting of the interview. Did you see something else?    

But they are on 3 W2 from 3 different employers marked of box 7 with certain amounts. as social security tips    Im not making this up its in there and why idk    right thing to do it’s to delete it from the box 7 on all 3 w2 but its in there and dont IRS get copies also ( so dilemma ) 

TURBOTAX PREMIER 2025 DESKTOP IS NOT UPDATING AND POPULATING DATA THAT I HAVE INPUT. WORKING WITH CARRIE AND ASHANNA SUPPORT THEY SAID IT WOULD BE FIXED. LAST UPDATE DID NOTHING. PROGRAM STILL FAILS ALL SECTIONS..