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TurboTax triggers the annuity interview when the distribution code in Box 7 or the payer type suggests the money came from an annuity contract rather than a Roth IRA. Two common triggers:   Box 7 code is not J or Q  A Roth IRA distribution normally uses: Code J — Early Roth IRA distribution  Code Q — Qualified Roth IRA distribution Code T — Roth distribution, exception applies but not fully determine Make sure IRA/SEP/SIMPLE checkbox is checked on the form If your 1099‑R has a code such as 7, 1, 2, 4, or any annuity‑related code, TurboTax assumes it might be from a non‑IRA annuity and launches the annuity follow‑up questions. This matches the IRS instructions that Form 1099R covers pensions, annuities, IRAs, and insurance contracts. The code decides how it is treated. Here is how you can ensure that TurboTax will recognize this as a Roth.   Edit the 1099‑R entry  Make sure the IRA/SEP/SIMPLE box is checked Confirm the distribution code matches what is printed  Ensure you selected Roth IRA when TurboTax asks what type of account it came from

Do not leave the entry boxes blank.   Rather than leave the date acquired blank, select Something other than a date and Various (or more than one date).   Lacking a date acquired, short-term or long-term basis may be reported as Short-term transaction with basis not reported to the IRS or Long-term transaction with basis not reported to the IRS.   This tax season, the IRS is not requiring that cost basis be reported on IRS form 1099-DA.  Follow these steps for the cost basis.   Enter $0 in box 1g cost or other basis and select The cost basis is incorrect or missing on my 1099-DA. At the screen Let's find your cost basis, select Yes, I found my cost basis. Enter the cost basis in Cost basis.  Click Continue. Select Add another sale to add another entry. When finished, select Continue. You may also have to Select I have other boxes on my 1099-DA to enter.  If so, enter information in box 1a and box 3a.   See also this TurboTax Help.

Nous sommes conscients de ce problème et il sera résolu d'ici le 17 mars.   Pour le moment, vous pouvez saisir n'importe quel courriel valide dans la ligne TP1 10.1 pour contourner cette erreur.   Si vous saississez uniquement un courriel sans cocher aucune case (10.2...10.5), aucune de ces informations ne sera transmise à RQ, même pas le courriel.   Nous vous remercions de votre patience.

Yes, you can generally apply the Reaccelerated Investment Incentive (RII) to Class 1 property located outside of Canada, provided you are a Canadian resident for tax purposes, and the property is used to earn income.   The property must be Capital Cost Allowance (CCA) Class 1 (or other eligible classes) and acquired new (not previously owned by you or a non-arm's-length person). While the property is located outside Canada, it must be used for business purposes that generate income reported on your Canadian tax return. The RII generally allows you to claim three times the normal first-year CCA deduction for property that becomes available for use before 2030. Tax rules can be complex. Please consult with a tax professional or the Canada Revenue Agency to confirm eligibility based on your specific situation.   Thank you for choosing TurboTax.

J'ai téléphoné et parlé avec une conseillère mais elle ne peut rien faire.  Le calcul ne se fait pas à 20 % pour une catégorie 8 dans le formulaire TP 128, ce qui fait que mes chiffres fédéraux et provinciaux ne sont pas pareils. Vraiment dommage, ça fait plus de 10 ans que j'utilise votre logiciel et le problème actuel ne se règle pas.

@Pocahontas50  Nous sommes conscients de ce problème et problème sera résolu d'ici le 17 mars.   Pour le moment, vous pouvez saisir n'importe quel courriel valide dans la ligne TP1 10.1 pour contourner cette erreur.   Si vous saississez uniquement un courriel sans cocher aucune case (10.2...10.5), aucune de ces informations ne sera transmise à RQ, même pas le courriel.   Nous vous remercions de votre patience.

Yes, you can request a payment plan.   In TurboTax in the FILE section of your return, the interview will ask: Request an IRS payment plan This will provide a FORM 9495 This will be filed with your return. You can also go to the IRS website Apply online for a payment plan    This site will provide guidance for:    Do you qualify?   What do you need to apply for a payment plan? What does it cost? How do I review or revise an existing plan? Power of attorney (POA) for an individual

Afin de vous assister adéquatement, serait-ce possible de nous donner plus de détails? Recevez-vous un message d'erreur? Si oui, veuillez nous envoyer le message exact et entier, ou une capture d'écran, en prenant soin de caviarder tous renseignements personnels qui pourraient s'y afficher.   Merci de choisir TurboImpôt.

TurboTax asks you to review your 1099-B sales to confirm or adjust details like cost basis. After reviewing, you must do one of the following: 1. Confirm or adjust costs: If the cost basis is incorrect or missing, TurboTax lets you enter the adjusted cost basis. 2. Complete all sales: Make sure you have reviewed and entered all sales transactions. 3. Finalize entries: Save and continue so TurboTax can calculate gains or losses correctly. If you skip these steps, TurboTax will keep prompting you to review until all investment sales are properly reviewed and entered.

J'ai le même problème et pourtant la date est bonne. Le problème est le logiciel Impot Rapide.  Un message pour Impôt Rapide Faites vos classes et cessez de nous culpabilisé.Trouvez une solution et ça presse.

Did you use the Desktop version last year, and you're using the Online version this year.   In that case leave you daughter's information alone. you can use it to do her tax return if you wish. (There's no charge if you choose not to.) Open a new account with a different User ID for yourself, and download the proper file for you. If you did use the Online version last year, you must have used a different User ID to get into it.   If you are using the Online version of TurboTax you will need to setup a new account using a new User ID.   To set up a new TurboTax Online account,  Go to the TurboTax website,  Click "Sign Up," and enter  Your email,  Phone number, and a  Secure password.  Verify your account via the code sent to your email or phone,  Then complete the initial setup questionnaire.  You must use a unique user ID and email if creating a second account  

To enter contributions to a Virginia 529 Plan in the Virginia tax return in TurboTax:   1. Go to State Taxes and Edit/Review Virginia tax return   2. Go to page that says Here's the income that Virginia handles differently   3. Under Education, select Commonwealth Savers (Section 529) Plan   4. Answer the questions in that section about your 529 Plan and 2025 contributions

Aucun formulaire n'est disponible avec la version TurboImpôt Enligne. Vous pouvez consulter les formulaires de la déclaration en sauvegardant la version .PDF sur votre ordinateur, mais vous ne pourrez y faire aucune modification.   Merci de choisir TurboImpôt.