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  To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  
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 processi... See more...
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.
You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow ... See more...
You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed
You will not get the childcare credit until (unless) you enter income earned from working.   The credit does not work unless you enter your income first.   If you are filing a joint return you must s... See more...
You will not get the childcare credit until (unless) you enter income earned from working.   The credit does not work unless you enter your income first.   If you are filing a joint return you must show income for both spouses, or show that one or both of you was a student or disabled.   If you have self-employment income and show a loss you will not get the childcare credit.  You will not get the credit if you are filing married filing separately.     If you have entered all of your income and you have entered your dependent(s) then work on the childcare credit by entering the Tax ID or Social Security number of your childcare provider and enter the amount you paid for the childcare.   One of the most common mistakes that messes up the childcare credit for people is listing all of the earned income under only one name on a joint return.  Make very sure that your incomes are listed under each of your names.  It’s pretty easy to check.  Go to the Income section, and click “update” on Wages and Salary.  That will take you to the W-2 Summary.  Do you see income listed under both of your names?       The person receiving the care had to be 12 or under or qualified as mentally or physically disabled. To claim the childcare credit you need to be filing as Head of Household or Married Filing Jointly. (NOT married filing separately)    If your child was born in 2025 make sure you say the child lived with you all year. The credit is a percentage of your expenses based on your AGI (the higher the income, the lower the percentage)  You must provide the Social Security number for each child you are claiming, and the Social Security number or Tax ID for each care provider.    In the case of divorced or never-married parents—only the custodial parent can use the childcare credit.     And remember that the childcare credit is a NON-refundable credit.  It can reduce your tax owed down to zero, but it is not added to your refund.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-dependent-care-credit/L8h8A5Klg_US_en_US?uid=m5yifys1
Update:   Using TT desktop for mac. Downloaded update yesterday:  File, Turbotax--> About Turbotax --> More information --> Application = 2025.r23.037 Deleted form 5695 Answered all question in ... See more...
Update:   Using TT desktop for mac. Downloaded update yesterday:  File, Turbotax--> About Turbotax --> More information --> Application = 2025.r23.037 Deleted form 5695 Answered all question in interview (same answers as before, no change) Submitted return  Accepted by IRS in 15 minutes.   Finally: Reviewed TT -->  gave them 1 rating out of 10 (I think 0 was not an option) Decided to not purchase TT next year.
If your 20 year old was a full-time student, then his earnings do not prevent you from claiming him as a dependent. He can be claimed as a qualifying child.     If your dependent was a full-time ... See more...
If your 20 year old was a full-time student, then his earnings do not prevent you from claiming him as a dependent. He can be claimed as a qualifying child.     If your dependent was a full-time college student, make sure you were careful on the MY INFO screen for “Uncommon situations” and that you indicated there that they were a student.  
Your feeling is correct. You should answer no when asked if you had an excess contribution in 2024. That question is designed to determine whether you still have excess funds in your Roth that need t... See more...
Your feeling is correct. You should answer no when asked if you had an excess contribution in 2024. That question is designed to determine whether you still have excess funds in your Roth that need to be taxed or removed. Since you indicated that you have already removed them, you no longer have an excess to report.   Regarding the reporting of your 2025 1099-R, you must report the 2025 1099-R on your 2025 tax return. Even though it relates to a 2024 excess, the distribution took place in 2025, so the IRS expects to see it on your 2025 return.    You will be amending your 2024 return, so you will report the earnings portion of the distribution (found in Box 2a of your 2025 1099-R) as Other Income on your amended 2024 Form 1040-X.   By separating the reporting of the distribution on your 2025 tax return, from the taxable earnings on your 2024 amended tax return, you are fulfilling your reporting requirements accurately.
Just enter any 5 digits so the IRS can id you if they need to talk to you about your return.  You can use the same 5 digits each year or change it.    What is a Signature ID https://ttlc.intuit... See more...
Just enter any 5 digits so the IRS can id you if they need to talk to you about your return.  You can use the same 5 digits each year or change it.    What is a Signature ID https://ttlc.intuit.com/turbotax-support/en-us/help-article/security-risk/signature-id/L9wjtyCkN_US_en_US
My lender paid my property tax for 2024 late in 2025 and I didn't catch this until recently.   I just submitted a 2024 amended tax form 540 for the state of CA with the adjusted deduction and had t... See more...
My lender paid my property tax for 2024 late in 2025 and I didn't catch this until recently.   I just submitted a 2024 amended tax form 540 for the state of CA with the adjusted deduction and had to pay an increase of tax from the timing of the deduction moved to 2025. I just submitted the form 540 amendment in 2026 with the check paying the difference with my deduction decreasing in 2024.   Question is - now that I'm filing my tax return for 2025, since I did itemize my deductions in 2025, when do I report the corrected state tax refund difference in my reportable income? I assume I would still report the refund I actually was paid in 2025 from the state (although the amount was too high), and make the adjustment in 2026 tax filing?
It depends.  It sounds like "other/not classified" would be the appropriate choice for these line items. If HR is not being helpful, you could try looking at your last paystub of the year to find out... See more...
It depends.  It sounds like "other/not classified" would be the appropriate choice for these line items. If HR is not being helpful, you could try looking at your last paystub of the year to find out what these items are.     My assumption would be: "TaxDef" (Tax Deferred) is likely retirement or 401(k) contributions and Pretax" (Pre-tax) might be health insurance premiums.   Other/Not classified would be correct for these categories, unless you live in a state like NY - there are special dropdowns for NY specific Section 125 (Health/FSA) that must be added back. If you live in NY, you do need to make sure you carefully review your paystub to determine what these amounts are.
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.  ... See more...
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.  
Amend 2024 state taxes 
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.  ... See more...
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.  
TurboTax gets no information from the state after you file your tax return.  No one at TT knows you had to provide documents or that your refund was reduced.  The state will send you a letter to expl... See more...
TurboTax gets no information from the state after you file your tax return.  No one at TT knows you had to provide documents or that your refund was reduced.  The state will send you a letter to explain.   It may take several weeks to get the letter.   Only the state can explain.
Hi Guilherme   First, congratulations on getting the MSCA, it is very competitive!   I see you are also in quite a complicated tax situation. Based on my experience (but I am not a tax expert or ... See more...
Hi Guilherme   First, congratulations on getting the MSCA, it is very competitive!   I see you are also in quite a complicated tax situation. Based on my experience (but I am not a tax expert or anything), I'll give my best guess. You should be able to invoke the US-Swiss tax treaty because you, like me, had a residency in Switzerland prior to moving to the US. However, this tax treaty is useless in our case because, unlike treaties that have been (re-)negociated more recently (like the Swiss-Belgian one), it only exempts students (e.g. F-students), but not researchers/trainees (J-1). Hence, you will have to pay taxes on your US-linked income.   It seems like income from grants like MSCA is taxable in the US, so you'll have to dig into the US-Italian tax treaty to find out who it applies to. If it only applies to people who used to be residents of Italy before moving to the US, you may be out of luck.   Regarding your Swiss residency, I think you indeed need to deregister and give up your B-permit if you leave Switzerland and move to the US.   A small silver lining: if you stay in the US for more than two years on a J-visa, you will be taxed as a resident. If you have neglible foreign income, your tax burden will likely be lower because residents can claim the standard deduction.
For the life of me I don't know why I keep coming back to this company. Anyway , same problem here right out of the freakin gate
Don’t know.  Maybe you accidentally started another Schedule C?   Have you downloaded or printed out the whole return with all the worksheets?     1040 Schedule SE https://www.irs.gov/pub/irs-pdf/... See more...
Don’t know.  Maybe you accidentally started another Schedule C?   Have you downloaded or printed out the whole return with all the worksheets?     1040 Schedule SE https://www.irs.gov/pub/irs-pdf/f1040sse.pdf   1040 Schedule SE instructions https://www.irs.gov/pub/irs-pdf/i1040sse.pdf see bottom of page 3 for Other Income and Losses included in net earnings from self employment