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I got an  efile rejection IND-517-02.  My dependant has amended 2025 and obtained an IRS ID but when I enter it by my name or dependant name the resubmits continues with error.  How can I fix and efi... See more...
I got an  efile rejection IND-517-02.  My dependant has amended 2025 and obtained an IRS ID but when I enter it by my name or dependant name the resubmits continues with error.  How can I fix and efile?
The tax forms are updated on the Idaho website.  
Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by ... See more...
Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - 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.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
@Solar Eclipse wrote: ...could any number of other forms & worksheet data in the Forms view possibly be transmitted...? Those don't get transmitted and are for your records only. In fact, not... See more...
@Solar Eclipse wrote: ...could any number of other forms & worksheet data in the Forms view possibly be transmitted...? Those don't get transmitted and are for your records only. In fact, not even every single thing listed in "Forms for filing" get transmitted, most notably the filing instructions. The IRS wants just enough information to calculate taxes and refunds (along with some critical information on those forms/schedules).   This would be a drastic oversimplification, but if you can't find it on the IRS web site, it almost certainly does not get transmitted (with very limited exceptions, such as certain election forms).    
I just tried editing a form in my Mac and I had the same experience - you can't right click in a cell and edit it, on any form or worksheet I tried.   You could try deleting the forms and workshe... See more...
I just tried editing a form in my Mac and I had the same experience - you can't right click in a cell and edit it, on any form or worksheet I tried.   You could try deleting the forms and worksheets related to this issue and enter the information in the interviews about the withholding and other payments again for Federal and State. You could also choose in the interview section to allow the state to calculate the penalty and respond to their notice if you disagree with their calculation.   The Form OR-10 instructions explain the Oregon penalty calculation.   I will elevate the question regarding the lack of ability to edit forms in the Mac version.   @DarthVaderKamp   
Hi I received a 1099-k for the first time this year.   Box 1a gross amount includes credit card fees and cost of goods I sold. Looks like here it says "As a result, you can subtract these items fro... See more...
Hi I received a 1099-k for the first time this year.   Box 1a gross amount includes credit card fees and cost of goods I sold. Looks like here it says "As a result, you can subtract these items from the gross payment amount when filing your tax return." referring to fees paid. So when entering the 1099-k form information into Turbotax Home and Business Desktop version do I just subtract my credit card fees from the amount reported on the 1099-k I received and enter the new smaller gross amount in the Box 1a field in Turbotax? Or do I enter the fees elsewhere?   Also this gross amount includes the cost of goods I sold as well. I didn't make any significant amount of money off my inventory I just kinda ball-parked the cost of the goods when I sold them to clients and charged that amount without taking into account taxes on the purchase of goods and credit card fees on those transactions. We're talking dollars here above or below the actual cost I don't want to get all OCD on this stuff. Wondering if this is risky behavior at all...   Also can I report these cost of goods business costs in the Inventory / Cost of Goods Sold section or the Business Expenses section, whichever I prefer?   Anything else I should know?   Thanks!
Online has not fixed form 5695 and there is no way to do it manually. When will the update apply to online? Or TT should give us another option to fix this asap, like download the editing options to ... See more...
Online has not fixed form 5695 and there is no way to do it manually. When will the update apply to online? Or TT should give us another option to fix this asap, like download the editing options to the forms to manually fix them.
Can I post Total Accrued Int. Paid on Muni Purchases under Interest Income?
I live in Georgia
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