All Posts

My original question was bases on my use of TurboTax Deluxe.  I am a Step-Grandfather who files "Married Filing Separately".  I am a permanent resident of Michigan, retired.  My Wife works in Puerto Rico and so does my step-daughter and her husband. Their son (my grandson) was born in December of 2025. Being that I am the only person in my extended family who files US Federal taxes, I was given permission to act as the "Authorized Individual" to initiate and oversee my grandson's Trump Account. In 2025 I have no dependants. One problem: I could find the form 4547 on TurboTax Deluxe and start its completion, but I could not complete it or determine how to attach it to my e-file. I was told by an expert on this Community site that TurboTax Deluxe only enables this e-file feature if the “account beneficiary” is also listed as my dependent. So I eventually filed my e-file and the used the IRS.gov site to print my 4547 form and mail it in via snail mail.

If you purchased the 2021 desktop software from TurboTax then you can go to your TurboTax account and download the 2021 software again.   Sign onto your TurboTax account - https://myturbotax.intuit.com/ Click on Intuit Account at the bottom left of the online program screen Click on Products & billing Click on TurboTax If your 2021 desktop edition is shown, click on Licenses and download

Oui je l'ai déjà mentionné. Message que je reçois:   Revenu Québec a rejeté votre déclaration TurboImpôt a détecté des problèmes qui empêcheront la création du fichier requis pour utiliser le service ImpôtNet Québec. Veuillez contacter le service à la clientèle à TurboImpôt Soutien technique.   Je n'ai pas de gain de capital. On m'a donné un numéro de téléphone. La personne m'a référé à un niveau supérieur. L'autre personne m'a dit d'attendre la mise à jour! J'ai une dizaine de déclaration de fait et j'ai deux cas avec ce problème au Québec seulement. Le conjoint passe sans problème.    

Here are the answers to your questions: Correct. In your situation, you didn't use your home for rental purposes. The home portion is a totally separate sale from the rental portion. For this reason you will not enter any depreciation in the home sale portion. You will also indicate it was not ever used for business or rental purposes. No it's not required. If you don't use it, all depreciation, 'allowed or allowable' in tax language, means you will recapture it regardless if you ever used it as a deduction on your rental property. To summarize, you will use all depreciation for prior years and the current year which will be recaptured at the 25% maximum tax rate (lower if your overall income falls below that tax rate), to the extent of total gain on the sale. Yes, you will enter the date placed in service and you will use the business percentage of the total cost and sales price as explained.  Write down all the depreciation for the rental (prior and current=total depreciation) as indicated in 2 above. If converted to personal use you will enter the rental home portion of the sale using the steps outlined above for Sale of Business Property (completely separate from the home sale). Once you convert it to personal use, no sale information will be handled in the rental activity. It will be a manual separate entry. Do not include the land with the rental sale, keep all land with your personal home sale. The home always owned the land and it's not depreciable. This portion of the sale will flow to the Form 4797, then to Schedule D. Reminder - the instructions are explaining you are entering two completely separate sales in your tax return for accurate results. @rob K 

Thanks for confirming re: basis.   I still dont understand how, after creating the investment (either by uploading the 1099 and having the app read box 9, or by entering it manually) I can go in and either add cost basis or adjust a gain or similar.   The app tells me to go to the "investment income" section under "wages and income". I dont see anything with exactly that name, and everything similar I look at does not have an option to adjust this sale.   This other thread has the same question - https://ttlc.intuit.com/community/taxes/discussion/how-do-i-enter-cash-liquidation-i-entered-it-in-box-9-of-the-1099-div-turbo-tax-says-it-will-handle/00/3801803 - and suggests using the "other (land, homes, ...)" flow to manually create, and choose "other" for type, then do manual proceeds/basis amounts.   Is that what's expected in this scenario? If so, I assume I should also remove my originally uploaded 1099 so its not there twice?

I bought the Block sw for $34 on Stack.  I did most of my return and it suddenly said I owed $5000 where for several years with TT I got a $300 refund.  My income and other stuff has hardly changed, including my RMD's.  Perhaps I made some mistake but I don't know what.  I took my stuff to a local and very experienced and well recommended tax preparer who uses Intuit's professional sw and for her $250 tax prep service, I am getting back over $700.

If this issue occurs when you are trying to enter your billing address, check to see if the address you are using matches the Post Office designation for the address and zip code for the location. You can check zip codes at this Post Office webpage.    If you are using a Windows device, try going to Settings, System, Displays and adjusting the scale or resolution. First try the scaling setting.  In your Windows Settings, if you have scaling set to a higher value than the normal 100%, try changing it back to 100%.    If lowering the scaling to 100% didn't help, then it may be screen resolution.  Try a lower screen resolution such as 800x600.  You can change your settings again later if needed.   " Clear cache and cookies" may also help resolve the issue.   I have found that, when using a Mac, the button to complete the payment was outside the viewable screen. Connecting to a larger monitor resolved the issue.   Some users have found that restarting their wi-fi connection resolved this issue.

You will have to contact ADP for the 2024 W-2.   If you have filed the 2025 tax return and have another 2025 W-2 then you will need to amend the 2025 return to add the W-2   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

The answer did not really help because I already knew where to look on the Ohio form to find the information I wanted. The problem is that I could not see the information while going through the state section within the software. I did find a solution, though. By starting the filing process, I paid for completing this year’s taxes so that I could then download the tax forms that has the information I wanted. Not a convenient approach but it works. 

The culprit is often a cluttered or "broken" cache. Since these temporary files can interfere with how the software loads, cleaning them out usually fixes the issue.   If you are using the web-based version, try these three troubleshooting methods: Clear out your stored  cache and cookies  Use an Incognito or Private window Try logging in through a different web browser (for example, moving from Chrome to Firefox or Edge)

Unfortunately, you cannot subtract the donation directly from the 1099-K income line to zero it out.   Instead, if you donated the proceeds to a qualified organization, you can claim that as an itemized deduction. It’s important to note that this only reduces your taxable income if your total itemized deductions exceed the standard deduction for the year.

El descuento de $41 puede deberse a un ajuste del IRS por errores en tu declaración federal o una deuda tributaria previa, independiente de tu estado. Los impuestos estatales y federales son distintos y se calculan por separado; pagar uno no cubre el otro, y el IRS puede embargar fondos por deudas.