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@BillM223    Thank you very much for your reply.   I had previously talked to my accountant on this very item.  He agreed that it should not be included on the 8615 and that TurboTax was handling... See more...
@BillM223    Thank you very much for your reply.   I had previously talked to my accountant on this very item.  He agreed that it should not be included on the 8615 and that TurboTax was handling it incorrectly.     I considered the W-2 but about zero chance they'll do this since I'm sure 4th quarter books are closed by now.  And this wouldn't be correct since it was actually withdrawn and returned.   I truthfully feel TurboTax should give some work around but this doesn't seem likely.  Seems like my only route is to manually file with IRA so I can skip the form - kind of frustrating since I pay for this software and it is not working correctly for me.
As Mike9241 mentions above, If TurboTax is asking for an FEIN that is a 9-digit number, you can enter a placeholder number 99-9999999 in the FEIN field. This should allow you to proceed to e-file you... See more...
As Mike9241 mentions above, If TurboTax is asking for an FEIN that is a 9-digit number, you can enter a placeholder number 99-9999999 in the FEIN field. This should allow you to proceed to e-file your tax return. You can also use 00-0000000 or 12-34567890.   Also, check the FEIN box and use backspace or delete and go over the data filed a few times. Sometimes there are spaces in the field that prevent you from e-filing. You can try this and then continue to e-file without entering any numbers.   If you have other tax documents from the same broker as the one on your 1099-DIV, you can use that as the FEIN is usually the same across all documents for that broker.   If you imported that 1099-DIV (or even entered it manually) try deleting it and re-entering it.  This often resets the data field and allows you to continue filing.   If you are using TurboTax Online you can delete a Form 1099-DIV as follows: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1099-DIV" If you are using TurboTax Desktop, you can delete a Form 1099-DIV as follows: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1099-DIV" In your right panel at the bottom of Form 1099-DIV, click on "Delete Form" Click on "Yes" to confirm the deletion.   You can easily get back to the TurboTax screen where you will re-enter your Form 1099-G as follows: Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-DIV" in the search box. Click on the link "Jump to Form 1099-DIV" Your screen will say, "Let's finish pulling your investment income" Select "Add investments" Select "Skip Import" and "Continue" Click on the box that says "Dividends", (it will turn green) and select Continue Enter your Form 1099-DIV information and answer all of the follow-up questions   Click here for Where do I enter my 1099-DIV in TurboTax Online? Click here for How Do I View and Delete Forms in TurboTax Online?   Click here for "How to Delete Forms in TurboTax Desktop. Please return to Community if you have any additional information or questions and we would be happy to help.
Yes thats what turbo emailed me but I will be calling again. This is too much money for them to be acting like its just out there lost
my dependent made 5200.00 but not enough to take care of himself for the year, how do i change my filing status to head of household?
I put some info on here I hope it helps give you all some relief although until I get my funds there will be no relief. It's giving somebody tryna take our funds. Won't be on Americas top criminals o... See more...
I put some info on here I hope it helps give you all some relief although until I get my funds there will be no relief. It's giving somebody tryna take our funds. Won't be on Americas top criminals off mine and hopefully you guys either
No, a federal worker living in Maryland would not have to pay tax on income earned in the District of Columbia (DC). I'm not sure of the specific issue you are dealing with, but you would not even ha... See more...
No, a federal worker living in Maryland would not have to pay tax on income earned in the District of Columbia (DC). I'm not sure of the specific issue you are dealing with, but you would not even have to file a tax return for DC if your W-2 reported your wages only to Maryland. Otherwise, you would need to file a non-resident return in DC to recoup any taxes paid to the District.
Please clarify the error message that you are receiving.
I bought and donated a car worth over $5000 but the desktop TurboTax software put the item in Section "A" of form 8283. The box in column b is checked and all data requirements are fulfilled. For col... See more...
I bought and donated a car worth over $5000 but the desktop TurboTax software put the item in Section "A" of form 8283. The box in column b is checked and all data requirements are fulfilled. For column i, I had the vehicle appraised which came in above my purchase cost so I limited the deduction to purchase cost. Since the item is not listed in Section B, where donee and appraiser signatures are required, can I still efile my taxes? I hesitate to "test" the system by trying to efile, just in case the software does not prevent it but the IRS rejects because of missing signatures, even if Section B is blank. Also, I did get a 1098C from the donee. If I can efile, how do I attach it to my submission?   PS. In retrospect, I should have simply given the charity the money and said, "Go buy yourself a car!"
If you have many transactions and the import feature is not importing properly, do the following to manually input your 1099-DIV and 1099-B:   First, Delete the imported Form 1099-B by going to t... See more...
If you have many transactions and the import feature is not importing properly, do the following to manually input your 1099-DIV and 1099-B:   First, Delete the imported Form 1099-B by going to the Income section, Investment and savings, Review then selecting the trash can icon to the right of it. To refresh the screen, click Deductions & credits on the left panel to temporarily exit and then click the Income tab to return to the Income section.   To manually enter your 1099-DIV:   Click on Income Scroll down to Investments and Savings and click down arrow Select Dividends on 1099-DIV first for you 1099-DIV Select Type it in myself Input the information from your 1099-DIV   To manually enter your 1099-B:   Click on Income Scroll down to Investments and Savings and click down arrow Select Stock, Crypto...(1099-B...) Select Add investments, then Enter a different way Select Stock, Bonds, Mutual Funds (1099-B), Continue Enter brokerage information, then Continue In the "Tell us about the sales..." section, then Continue In the "Now choose how to enter your sales", select Sales section totals, Continue   Date Acquired: Use the word "VARIOUS" Date Sold: Use the actual date of the last sale in that category, or simply 12/31/2025 (to represent the end of the tax year)   Your Form 1099-B is legally required to group your trades into categories. You will see headers, or sections, on your statement that look like this:   Short-Term Covered: (Box A) Basis was reported to the IRS Short-Term Non-Covered: (Box B) Basis was NOT reported to the IRS Long-Term Covered: (Box D) Basis was reported to the IRS Long-Term Non-Covered: (Box E) Basis was NOT reported to the IRS   You only need to make one entry for each category that has totals. If you have all 4 categories, you make 4 entries. If you only have Long-Term and Short-Term "Covered," you only make 2 entries.   Note: Because TurboTax sometimes creates separate forms for each section or skips entries entirely if they are in a non-standard format (like a bond sale or an asset with a missing cost basis), it is also important to look for any missing transactions, possibly due to them not being reported to the IRS. For example, 'Non-Covered' securities or employee stock plan sales often get left behind between your broker and the software.    If your summary totals in TurboTax don't match the Grand Totals on the front page of your Form 1099-B, the manual summary method is the safest way to ensure every dollar is accounted for.
The program is optimized for "institutional" payers (banks, brokerages) and requires a Federal Employer Identification Number (FEIN) format.   However, you must now enter your private loan intere... See more...
The program is optimized for "institutional" payers (banks, brokerages) and requires a Federal Employer Identification Number (FEIN) format.   However, you must now enter your private loan interest earned in a different section of the program.   Enter Your "Seller-Financed" Interest (Even if this wasn't a mortgage or a house sale): Open or continue your return. Search for "seller-financed interest received" (or just "seller-financed") in the Search box. Click on the "Jump to..." link. When asked if this is "Interest from Seller-Financed Loans," Select "Yes". Enter the family member's Name, Address, and SSN. Enter the total interest amount. By entering this information in this section: This method allows this money to flow correctly to Schedule B. It identifies it as interest from an individual.  It satisfies the IRS requirement to list the payer’s SSN (without causing an "Invalid FEIN" error). If the interest is over $1,500, the IRS technically requires that higher amounts be broken down on Schedule B.
I think you're referring to your schools EIN. It may not be accepted because  The school isn't in their database The number format is incorrect The number is a 1098-T school code instead of the ... See more...
I think you're referring to your schools EIN. It may not be accepted because  The school isn't in their database The number format is incorrect The number is a 1098-T school code instead of the tax EIN. 
Been using Turbotax for MANY years and this year it is the worst.  Won't import, very glitchy.
To fix this issue, in your Intuit Account, go to Tax Tools and click “Delete a form” box. Then, remove the section that is causing the error, and then re-enter the information.    Also try cleari... See more...
To fix this issue, in your Intuit Account, go to Tax Tools and click “Delete a form” box. Then, remove the section that is causing the error, and then re-enter the information.    Also try clearing out your browser's cache and cookies: How do I delete cookies  How to clear your cache  If the issue persists, consider printing and mailing your return.