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When I take my RMD in December, I with hold enough taxes to cover 110% of what I owed the prior year.  This is safe harbor when you AGI is over $150K. Turbotax does not take that into account, and ca... See more...
When I take my RMD in December, I with hold enough taxes to cover 110% of what I owed the prior year.  This is safe harbor when you AGI is over $150K. Turbotax does not take that into account, and calculates a penalty. Two complaints. First the dialogue has been simplified so it automatically generates the penalty. Second, safe harbor is safe harbor. There are no exceptions.  The only recourse is to fill Form 2210 and let the IRS waive the penalty, 
North Carolina's Tag & Tax Together program requires you to pay the ad valorem (property) tax and the registration fee at the same time.  The registration fee is $38.75 and is not tax deductible.  Th... See more...
North Carolina's Tag & Tax Together program requires you to pay the ad valorem (property) tax and the registration fee at the same time.  The registration fee is $38.75 and is not tax deductible.  The property tax assessed by the county and based on the vehicle's value is deductible as an itemized deduction on your federal tax return.  The Highway Use Tax (HUT)  which is assessed whenever vehicle registration is transferred is not deductible as it is not an annual tax based on the vehicle value.   I don't know why N.C is not included in the list of states in TurboTax. 
I've tried deleting and re-adding my 1099-R for the Traditional to Roth conversion to see if it will then populate but it didn't. I wasn't sure if this was something that should populate or only get... See more...
I've tried deleting and re-adding my 1099-R for the Traditional to Roth conversion to see if it will then populate but it didn't. I wasn't sure if this was something that should populate or only gets populated when you take a distribution? Do you not need to report your basis on the 8606 every year when you do a backdoor to Roth?
I asked Turbo Tax AI how to solve it, and it recommended me to contact my employer to generate W-2c form to remove the sperm buying expense from box 12 code T. My employer refused as "When a surroga... See more...
I asked Turbo Tax AI how to solve it, and it recommended me to contact my employer to generate W-2c form to remove the sperm buying expense from box 12 code T. My employer refused as "When a surrogate is not being utilized the cost related to the purchase of any donor tissue: egg, sperm, and embryo would fall under the Adoption Assistance benefit. Some of the reimbursements from the Adoption Assistance benefit may be exempt from federal income tax under the IRS Adoption Credit (IRS Tax Topic No. 607). Form 8839 is used to determine what may be taxable or nontaxable. Due to the complexities of tax law we are not able to advise on how you should file." So how can I deal with this situation? My Turbo Tax automatically generated 8839 because the W2 box 12 code T with the amount of expenses. But I don't have any adopted child's name to fill since it is only sperm buying. So that form 8839 is with everything empty but only with the 9 adoption assistance filled. But if I go back to check for federal items and the federal review again, it will show me error because no details for adopted child....  
I'm being charged for filing under business when I was filing my taxes for basic
Remember that the IRS already has copies of all your 1099's.  You can enter a Category Summary Total (which is what we did before import became available).   @brent88 
HOW CAN I E-FILE STATE AFTER ALREADY E-FILING FEDERAL https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/e-file-state-already-filed-federal/L1utGncEc_US_en_US?uid=m7xgrjec
The tax return itself will not show why your e-file was rejected.   When it was rejected last year, you received an email with a rejection code or rejection message.  Most rejections are for AGI.   A... See more...
The tax return itself will not show why your e-file was rejected.   When it was rejected last year, you received an email with a rejection code or rejection message.  Most rejections are for AGI.   AGI is only needed to e-file.   You cannot e-file a 2024 return now.  The only way to file it is by mail, so you do not need AGI.   Print it, sign and date it in ink, and mail it in.    You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2025  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9 p.m. Pacific time   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  
If your Dependent Care FSA (Box 10) funds have been added to your taxable income it is because you have not properly enter qualified care expenses equal to or greater than the amount contributed.  To... See more...
If your Dependent Care FSA (Box 10) funds have been added to your taxable income it is because you have not properly enter qualified care expenses equal to or greater than the amount contributed.  To correct this, you have to complete the "Child and Dependent Care Credit" section and document that the funds were spent on eligible dependent care.  To do so in TurboTax:   While logged in to your return, go to Federal Select "Deductions & Credits"  Scroll down to "Child and Dependent Care Credit". List your childcare provider(s) and the total amount paid. You will need the Name, Address, and Tax ID # for your child care provider(s).   You might also be eligible for an additional credit, depending on the amount you paid for dependent care.   For more information see this TurboTax Article:  The Ins and Outs of the Child and Dependent Care Credit     
I am willing to 'flush' the $46.67 download for desktop if the OnLine version actually works as you all mention. 
Where are you seeing that?   It is not possible to get a state refund and owe the state at the same time.   Are you looking at the summary at the end that shows you the net difference between a feder... See more...
Where are you seeing that?   It is not possible to get a state refund and owe the state at the same time.   Are you looking at the summary at the end that shows you the net difference between a federal refund and state tax owed--or a state refund and federal tax owed?
You're not required to provide a Driver's License to file; it's just an extra ID check.  For your wife, Indicate that she doesn't have a Driver's License.  If you're using TurboTax Online, you should... See more...
You're not required to provide a Driver's License to file; it's just an extra ID check.  For your wife, Indicate that she doesn't have a Driver's License.  If you're using TurboTax Online, you should clear your  Cache and Cookies before returning to that section.   @markrobgil 
There isn't an EDIT button...and if i click on the REVIEW, it still doesn't allow an update/change...just the UPLOAD option, that I'm not using.   So do i have to delete all the Previous listings a... See more...
There isn't an EDIT button...and if i click on the REVIEW, it still doesn't allow an update/change...just the UPLOAD option, that I'm not using.   So do i have to delete all the Previous listings and just start cold?
I think Turbo Tax calculates it out for you.   Self-employed health insurance deduction goes on Form 1040 Schedule 1 line 17 then to 1040 line 10, as long as the expense is not greater than your ne... See more...
I think Turbo Tax calculates it out for you.   Self-employed health insurance deduction goes on Form 1040 Schedule 1 line 17 then to 1040 line 10, as long as the expense is not greater than your net self-employment income. If it does exceed your net self-employment income it gets split automatically. An amount equal to your net self-employment income goes on Form 1040 Schedule 1 line 17 and the remainder gets added in to medical expenses on Schedule A.   BUT do not enter any Health Care Marketplace insurance you bought.  If you enter the 1095-A and select the "Self-employed and bought a Marketplace plan" box, it will automatically include those premiums in the SE Health Insurance section.  So you shouldn't enter it again on schedule C.
I have the same problem on a newer laptop running windows 11. I am recognized and saved information is loaded onto the screen but it is a dead screen; nothing responds to mouse clicks I have depende... See more...
I have the same problem on a newer laptop running windows 11. I am recognized and saved information is loaded onto the screen but it is a dead screen; nothing responds to mouse clicks I have depended on Turbotax for preparing personal & business taxes, federal and state for many years. This is the first time I have been excluded!
I spoke with TT customer service today via phone.  I wanted to share the rep's solution with you, so you can realize the level of product knowledge your support people actually have.  When I explaine... See more...
I spoke with TT customer service today via phone.  I wanted to share the rep's solution with you, so you can realize the level of product knowledge your support people actually have.  When I explained that I was receiving the 5 efile limit on a brand-new install of TT H&B 2025 where I've only done 2 efiles, she quickly explained to me that the 2 efiles counts as 4, because you efiled federal and state for both.   🙂   I said that's not how it works, I've been using TT for a long time.  But even if you were right, saying i used 4,  I still have 1 efile left, not none.  I politely ended the call.   That's the level of support TT offers, folks.  Good luck to all of us this year; we're gonna need it.