All Posts

You can access and download your personal data:   Sign in to your Intuit Account here. Select Data privacy. Select Download and then follow the screens to submit your data request. You’ll get an email once your data is ready, with instructions for downloading. Requests can take up to 15 days, depending on how much data is involved. You'll be able to submit a new request for data from the same account after you receive that email. Once you've downloaded your personal data file safely and securely from your Intuit Account, use the instructions below as needed to open the file and view it in a way that’s most helpful to you. You can also delete any information:   Sign in to TurboTax, if you haven’t already. Select Intuit Account on the left. Select Data privacy. Select Delete and then follow the screens to delete your data. If you want to delete data from any other Intuit Accounts, you'll be able to do that one account at a time. We'll walk you through it. How to access and manage your personal data from your Intuit Account   @mashathurber 

Thank you - she paid her tuition in spring 2026 with her scholarship, and took $2000 less than the remainder from the 529, so paid $2000 out of her savings.  She's been taking rent, utilities and grocery money from the 529.  She is not moving back home after graduation, she is staying in her apartment until the lease ends at the end of June, and after that is going to try to go month-to-month (though she may not be able to stay all of August because they'll want a new student in) since she has a summer job in the area until the end of August.  After that we'll see if she gets a full time job somewhere, or if she moves back home.   But if I understand you correctly, she could claim that $4000 scholarship as income, and pull it from the 529 now (along with the $2000 she spent out of pocket), and still apply the $4000 toward the AOTC?  Then if it turns out that she doesn't find a full time job in the fall and moves back in with us, we could claim her as a dependent one last year, get the $500 credit, no one claims the AOTC (so we got it for 2 years out of 4), and her income with only an on-campus job during the spring, the $4000 scholarship, and her summer job will likely be under $18,000 so she will only pay 10%  tax on at most half the scholarship?   If she does find a full time job and ends up grossing $34,000 or so (including the $4000 scholarship), then she will fall in the 12% bracket, and her tax bill would be $1900 but she would get all of that covered by the nonrefundable and refundable parts of the AOTC?  Maybe even get a refund of more than what she had withheld? (I haven't looked at the refundable portion of the AOTC)? Taking more from the 529 for what was paid toward tuition this semester (whether it be her $2000, the $4000 scholarship, or both) would give her a pool of savings to live on while she's waiting for her first few paychecks - especially since we can't pull the entire amount of May rent from the 529 because she's graduating the first weekend in May.   Also, I don't know if she's filed 2025 taxes yet - we claimed her as a dependent, and did not claim the AOTC.  Can she claim all (or part of, up to the standard deduction when combined with her summer job and on-campus jobs) the $8000 scholarship from 2025 as income and pull it from the 529 now?  I know it's best to claim it the year it was awarded, but since Pub 970 doesn't mention it, that would definitely give her more to live on this year.

En mode Easy Step, cliquez sur Profil de vos paiements dans le menu de gauche.  Cochez Contributions politiques. Entrez vos informations. Dans mon exemple:      Fédéral:   Québec:   Merci de choisir TurboImpôt

We have no open investigations for bugs related to forms 1099-NEC or W-2 using Quick Employer Forms, and a few customers noted that it is taking a long time for the IRS to process forms W-2, so you would need to contact the Service directly to find out what the hang-up is.    1. The most important thing to do is make sure your recipients have received their W-2 or 1099 copies so they can file their 1040 tax forms by the deadline; if you have not done so, please mail or electronically provide those copies immediately to the recipients.    2. Next, you should try calling the IRS business tax line: Businesses 800-829-4933 7 a.m. to 7 p.m. local time

Thank you Mary. Egg on my face! I didn't realize that the ME deduction phased out and indeed Turbotax is correct. Note that the reason I looked into this originally was that Turbotax is still filling out a ME schedule 2 (itemized deduction calculation) and ME initially rejected my amended return because Turbotax carried over the SALT deduction incorrectly to Schedule 2. While I had a > 10k SALT deduction this year, Turbotax capped the value in ME Schedule 2 at 10k. I have since gone through the exact same flow and it looks like this bug has been patched, so perhaps my calling repeatedly had some positive effect?

The Buyer's part of Real Estate Tax shown on a Substitute Form 1099-S generally represents real estate taxes paid on your behalf by the buyer at closing. This amount isn't included as income or deduction on your tax return because it's a reimbursement.   In TurboTax, you don't enter the Buyer's part of real estate tax from Form 1099-S separately as income or a deduction. Instead, this amount should be reflected in your home sale transaction calculations—typically, it reduces your net proceeds from the sale.   Since you entered the gross proceeds in the Investment section, confirm that selling expenses or taxes paid are subtracted to arrive at the correct gain or loss. TurboTax will guide you through entering selling expenses when reporting the sale of the inherited house.   This approach ensures your taxable gain accounts properly for any buyer-paid real estate taxes.   To enter selling expenses, including the Buyer's part of Real Estate Tax, for an inherited house sale in TurboTax Online, follow these steps: 1. Go to the Wages & Income section. 2. Locate and select the Sale of Home subsection under Less Common Income. 3. Start or update your home sale entry. 4. When asked about selling expenses, enter the amount of the Buyer's part of Real Estate Tax as part of those expenses.

Bonjour, si je me fies a l’explication sur la premiere page : « si vous entrez les pieds carrés du domicile et les pieds carré de l'espace de travail, remplissez par la suite Frais pour l'ensemble du domicile et TurboImpôt calculera le montant à reporter à la ligne » Qui ce que j’ai fait. Par contre, il n’y a que deux lignes prédéfinies «  Chauffage, électricité »… Et « Entretien » plus une autre « Autre » plus bas. Dois-je entrer les autres déductions (telephone, internet..etc »  dans la section « frais pour l’espace de travail uniquement » ? Ce qui est plus ou moins le cas…    merci !!   

Il y a deux erreurs dans le message. Le premier WSDL signifie que le serveur de Revenu Québec ne peut pas lire votre envoi. Si vous avez fait votre déclaration en français et qu'il y a des accents, trémas, cédilles, assurez-vous que le langage de votre ordinateur inclu le français pour Windows 10 et 11.   Cliquez sur "Démarrer", puis sur "Panneau de configuration" et sélectionnez "Région et langue". Cliquez sur l'onglet 'Administration', puis sur "Modifier les paramètres régionaux du système" et choisissez "Français(Canada)" en tant que langage courant pour les programmes non Unicode.   Veuillez vous assurer que la case "Beta: utiliser le format Unicode UTF-8 pour prise en charge des langues à l'échelle mondiale" n'est pas cochée.     La deuxième erreur 522 for URL signifie time-out. Vous avez essayé trop de fois de transmettre. Il y a généralement un maximum de 5 fois. Vous devez attendre 24 heures avant d'essayer de nouveau.    

What trouble are you having with Where's My Refund? Things that can delay a refund: If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return @nikkigordon6349 

In TurboTax Deluxe for Mac, the inability to save and close the program usually happens if the software is still processing or if there is an issue saving your file. Check the following: 1. Wait for processing: Sometimes TurboTax is finalizing calculations or saving data in the background. 2. Look for saved files: TurboTax saves your return as a .tax2025 or similar file in your Documents or chosen folder. 3. Close open windows: Make sure all data entry windows or forms are closed before trying to save and exit. 4. Check for software updates: Ensure you have the latest TurboTax updates installed for Mac. The software doesn't use another file type for saving your tax return, but your return is saved in the file you last opened or created.   @shippersm 

It sounds like you may have entered an estimated payment and forgotten to choose the state, or entered an estimate with a value of $0, which instead should be blank. ( Deductions and Credits > Deductions & Credits Summary > Estimates and Other Taxes Paid > Estimated Tax Payments > State estimated taxes for 2025).   If that is not helpful, please clarify your question, where are you seeing this error?  Can you provide some more more details about what we can help you with?