All Posts

To enter, edit or delete Education Expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Education On Expenses and Scholarships (Form 1098-T), click on the start or update button

You can still report the home equity line of credit (HELOC) interest you paid even without a Form 1098 from your credit union. Use the statement showing the interest paid as your record. To report HELOC interest in TurboTax: 1. Go to the Federal section, then Deductions & Credits. 2. Find the Mortgage Interest, Refinancing, and Insurance section. 3. Choose to enter interest you paid even if you did not receive a Form 1098. 4. Enter the amount of interest paid as shown on your statement. Remember, the interest is deductible only if the loan was used to buy, build, or substantially improve your home. You can enter the interest amount manually using your statement as supporting documentation.

"For 2023, will the Taxable and Non-taxable amounts both be $0? since I did not do the Roth conversion during the year 2023 but instead did it in 2024 (for tax year 2023) before the tax deadline"   Correct.   For 2024, will the Taxable amount be $0 and Non-taxable amounts be $13500? Since I did the Roth conversion for both Tax years (2023 and 2024) in year 2024?   Correct.   If you made correct entries using TurboTax to prepare the tax returns for these years, this information should automatically transfer forward when you transfer in the previous year's tax return to begin the next year's tax return.

"Il me répond que ce n'est pas possible"... typique d'un programmeur qui décide des faits, des besoins et de la réalité... La seule aide que je vois présentement, c'est de me tourner vers ImpôtExpert. Je tente l'expérience ce soir, et je vous tiens au courant.

If you haven't mailed your taxes, and want to efile, but you can't get back into your file to make a change: Sign in to TurboTax Select  Tax Home or Add a State  (even if not needed) This will open the return. Go to the File section. Look for a button that says  I want to e-file or  Change filing method Follow the interview to switch to electronic filing Then submit the return

If you have already printed and mailed your tax return it cannot be e-filed.   See this for how to change from mail to e-file if you have not mailed your return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-online/L0zDlGPhq_US_en_US

Tax withholding is credited on the tax return of the year of the From 1099-R, so this Form 1099-R needs to entered into both 2024 TurboTax (to include in your AGI the amount from box 2a) and 2025 TurboTax (to credit you with the tax withholding).  When asked by TurboTax, you must indicate that it is a 2025 From 1099-R.

so i got the email saying my return was accepted Feb 18th  then it asked me to verify myself and i had to input a control number i completed that on March 17th so would you know how much longer i have to wait since march 17th?   and the where’s my refund tool it’s still on the bar meter that says “Return Recieved” i’m still waiting for it to change to “Refund Approved” ….would you know when it usually changes to refund approved?

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.