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Can I post Total Accrued Int. Paid on Muni Purchases under Interest Income?
When viewing the PDF file generated for the Utah state individual income tax return (Form TC-40), I receive an Adobe Acrobat error "An error exists on this page.  Acrobat may not display the page cor... See more...
When viewing the PDF file generated for the Utah state individual income tax return (Form TC-40), I receive an Adobe Acrobat error "An error exists on this page.  Acrobat may not display the page correctly.  Please contact the person who created the PDF document to correct the problem." It only seems to occur on the TC-40 page, others are viewable without the error.  Possibly the bar code is not generated correctly, it only shows as solid black lines. This did not occur with another state return this year. I am using Home & Business 2025 for Windows.
That is because Tennessee doesn't have state income tax. You should leave Box 15 (state) blank, There's nothing you need to report in boxes 15 through 17, so make sure there are no zeros.  Boxes 15-1... See more...
That is because Tennessee doesn't have state income tax. You should leave Box 15 (state) blank, There's nothing you need to report in boxes 15 through 17, so make sure there are no zeros.  Boxes 15-17 should all be left empty, even if there is an amount in Box 16.
The first page in your printout is your instructions; this page gives you the address to send your return to, and any forms you need to include with your return. To make sure you've selected paper fi... See more...
The first page in your printout is your instructions; this page gives you the address to send your return to, and any forms you need to include with your return. To make sure you've selected paper filing in the software, so that you receive your instruction sheet, follow these steps using your specific TurboTax platform (online or desktop): TurboTax Online Sign in to TurboTax. To open your return, select Continue or Pick up where you left off. Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. If the File by mail option isn’t available, you probably previously selected to pay your TurboTax fees through your tax refund. To file by mail, you’ll need to instead pay with a credit or debit card. Here’s how to change your payment method from pay by refund, to pay by credit or debit card. Once you change your payment method, you'll see the File by mail option as described above. Select this and continue to the next step. Note: You’ll need to pay any tax balance due by check when you file by mail. Update the payment method for your TurboTax fees for all of the tax returns you wish to file by mail. Follow the instructions to print your return(s). If you haven't already paid any outstanding TurboTax fees, you'll be prompted to do so before you can print. TurboTax Desktop With your return open in TurboTax, select the File tab, then select Continue. On the next screen, E-file Your Federal Return for FREE, select File by mail and Continue. Continue through the screens until you get to the Print Tax Return for Mailing screen. Select Continue. Windows users: On the next screen, select Print Returns to Mail, then select Preview Print Copy. Once the preview has opened, select the printer icon.. Mac users: After the printing graphic finishes loading, select Print. When finished, select Continue in TurboTax and follow any additional onscreen instructions. I also double-checked the IT-201 instructions, and they request that you verify your income tax return print package contains these additional forms (which are added by TurboTax automatically, if they apply), so you can cross-check that list as well. NYS DTF also requests that you do not staple anything to the tax return.
IN 2025 DO I PAY TAXES ON MY HOUSE ONLY INCOME IS SOCIAL SECURITY  SO DO I HAVE TO FILE
Thanks, dmertz!      I think I updated the original post as you were writing.  I missed the part in your 2nd paragraph.  As I noted in my updated post, the instructions for the Backdoor Roth also l... See more...
Thanks, dmertz!      I think I updated the original post as you were writing.  I missed the part in your 2nd paragraph.  As I noted in my updated post, the instructions for the Backdoor Roth also lacked that 2nd part.  I hope someone updates them so the next person will save a couple hours of their time.   Appreciate that you took the time to write; had I stopped looking after posting and waited for your response, it would have saved me a couple hours of digging!  🙂 
Turbotax made it married filing jointly like the federal return but married filing separately on the same return saves a lot of money in my state.
Using the download version (not Online), deleting 5695 and re-creating it finally worked today, return accepted.
Yes.  From How do I connect with a tax expert in TurboTax Experts?, here are the steps:  Select Expert help. (In TurboTax Online this is a box in the upper right of your screen). Select Conne... See more...
Yes.  From How do I connect with a tax expert in TurboTax Experts?, here are the steps:  Select Expert help. (In TurboTax Online this is a box in the upper right of your screen). Select Connect with expert help in the chat window. Enter your tax question or tax topic area and select Continue. Select your preferred method for connecting with a tax expert. Note that the chat is available the same hours as the phones, which is  5 AM to 9 PM PST.
Attorneys employed by law firms may receive a Form 1099-MISC reporting in line 10 "gross proceeds paid to attorneys", even though these payments are paid directly to the law firm. For example, assume... See more...
Attorneys employed by law firms may receive a Form 1099-MISC reporting in line 10 "gross proceeds paid to attorneys", even though these payments are paid directly to the law firm. For example, assume Attorney A is an employee of law firm L.   L's clients 9 ("Claimants") who appeal SSA decision to deny them social security disability benefits, appoint A Representative to appeal these denials. A formally directs SSA to pay any attorney fees awarded by SSA regarding Claimants represented by A, directly to L via electronic deposit to L's bank account.  In early 2026, A receives Form 1099-MISC for 2025 from SSA, reporting in Line 10, that SSA paid A, "Gross proceeds paid to an attorney" of $300,000.   A, a salaried employee of L, files Form 1096 (Annual Summary and Transmittal of U.S. Information Returns) (effectively, a nominee information return) with IRS, attaching a Form 1099-MISC reporting in line 10 that A paid L  $300,000 (Gross proceeds paid to L.  A attaches a statement of explanation to A's 2025 Form 1040.  Does TurboTax have any suugestions on how to input this infromation in its system?  Anyone in the Community familiar with this income tax reporting situation and how best to report using TurboTax?
For info on how to handle a Grandparent 529 plan distribution, see: https://ttlc.intuit.com/community/college-education/discussion/re-my-grandmother-used-money-from-an-education-fund-to-pay-for-my-... See more...
For info on how to handle a Grandparent 529 plan distribution, see: https://ttlc.intuit.com/community/college-education/discussion/re-my-grandmother-used-money-from-an-education-fund-to-pay-for-my-college-tuition-she-snail-mailed/01/2681449#M47301
There are certain charities that Arizona allows to be on form 321 and/or 323. Turbo Tax has added these charities twice on my state form. How to I remve them from the information TurboTax copied from ... See more...
There are certain charities that Arizona allows to be on form 321 and/or 323. Turbo Tax has added these charities twice on my state form. How to I remve them from the information TurboTax copied from my federal form?
Thanks.  I realize the return data isn't sent as an exact image of the forms.  But how can someone know what exact forms & worksheet data is being transmitted?  Is it safe to assume ONLY the very sam... See more...
Thanks.  I realize the return data isn't sent as an exact image of the forms.  But how can someone know what exact forms & worksheet data is being transmitted?  Is it safe to assume ONLY the very same 'Forms for filing' that would show up in the Print Preview/Paper Filing approach would be transmitted, or could any number of other forms & worksheet data in the Forms view possibly be transmitted as well?   I *REALLY* don't feel comfortable eFiling without understanding what exactly is being sent, especially with the growing amount of blank/irrelevant forms & worksheets creeping into the Forms view the last few years...
I have a 1099-B with sections "reported to IRS",  "not reported IRS" and "supplemental data" from a large brokerage company.      There is RSU, ESPP, and possibly NSOs in the list.     They are all l... See more...
I have a 1099-B with sections "reported to IRS",  "not reported IRS" and "supplemental data" from a large brokerage company.      There is RSU, ESPP, and possibly NSOs in the list.     They are all long term gains. I can match up 4 of the 5 of the not reported to IRS and maybe 2 out of the 6 of the reported to IRS with the supplemental data based on number of stocks and approximate date.   The rest of them are not even close to what I can find in my account history.   The total proceeds are the same What path should I follow to fill in my taxes?   Do I follow everything in supplemental data even though the total in wash sales, gains, etc do not match the lines in what is reported and not reported.    or do I remove all the supplemental data and follow the data for the what is reported and what is not reported and attempt to fill in the basis there.    The 3rd option which I tried but might try again is call the brokerage house and try to determine why there is a big difference in line items.
when clicking select a state, it skips over tennessee, going from south dekota to texas and its nowhere else in the list either.
The upgrades were done in June of 2025 they are still valid. In 2026 the four digit QMID is going away and they are using a 17 digit pin from the product. Am I not able to delay claiming the credit u... See more...
The upgrades were done in June of 2025 they are still valid. In 2026 the four digit QMID is going away and they are using a 17 digit pin from the product. Am I not able to delay claiming the credit until next year so that I might get to claim the entirety (qualified HVAC upgrade (qualified with QMID) + Enabling (not currently qualifying))?
@BS98282 wrote: All- I use an Avast secure browser and was advised by  TT rep to try using Chrome. Instead of Chrome, today I opened TT Online using Microsoft's Bing browser. I opened TT Online, ... See more...
@BS98282 wrote: All- I use an Avast secure browser and was advised by  TT rep to try using Chrome. Instead of Chrome, today I opened TT Online using Microsoft's Bing browser. I opened TT Online, navigated to "Federal Deductions", then to the Energy Credits section. I re-entered all our responses, including "NO" on Line 25a, then ran the "Federal Review" and final review, and the software found no errors. To double check, I printed the return to pdf, navigated to Form 5695, Line 25a, and found the "NO" box checked, so I filed my return and it was accepted. I don't know if TT finally fixed the software, or if changing browsers made the difference, but either way it was accepted- FINALLY. No TT for me from here on out. Update from @BS98282 suggestions.  Tried with Chrome again which still failed to fill 5695 check box 25a as NO.  Same failed behavior going through the whole process again with MS's Edge browser.  Still broken.