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a month ago
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Not all w-2s can be successfully imported or uploaded. There are many possible reasons the import/upload doesn't work. The easiest option is to manually enter the document. How do I manually en...
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Not all w-2s can be successfully imported or uploaded. There are many possible reasons the import/upload doesn't work. The easiest option is to manually enter the document. How do I manually enter my W-2?
a month ago
If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the...
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If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the key words highlighted, click on GO.
If you are using the 2025 TurboTax CD/Download desktop editions -
Click on the Search icon in the upper right of the desktop program screen.
Type in self-employed retirement and Enter
a month ago
Can’t you get a copy from your Online account? What year? 2024? Do you want to get 2024 so you can transfer it into 2025? If you used the Online version last year you can Transfer it into the ...
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Can’t you get a copy from your Online account? What year? 2024? Do you want to get 2024 so you can transfer it into 2025? If you used the Online version last year you can Transfer it into the Desktop installed program. Start a new return and you can Import from last year. Otherwise, How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf
a month ago
Vanessa, Thanks for your reply. I tried what you said and was able to delete the PA Unemployment Expenses worksheet, but as I continued the PA taxes, it was for some reason making me verify my info...
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Vanessa, Thanks for your reply. I tried what you said and was able to delete the PA Unemployment Expenses worksheet, but as I continued the PA taxes, it was for some reason making me verify my information on my federal form, my 2024 AGI, the id's (PA drivers license) that we used to submit last year, and then said my fed file was submitted and continued onto PA taxes and when it reviewed PA taxes, it came up with the PA UE form to fill out. I tried skipping it and it said I would need to mail the PA tax forms. Going back to check on the left tab files option, the PA UE form had returned. When I looked at all the file, I noticed there was a form 2106 (IRS) but it said I could not delete that form. I looked in the saved (printed) file of my federal taxes and no IRS form 2106 was found. So it seems like even though I did not file and Employee Expenses, the federal file remains and it keeps triggering the PA state UE form. I have tried deleting it several times and just going around in a circle.
a month ago
I need help with correctly reporting the sale of my rental property after I moved back in. Some background info: My husband and I are dual UK/US citizens and file married joint Rental property is ...
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I need help with correctly reporting the sale of my rental property after I moved back in. Some background info: My husband and I are dual UK/US citizens and file married joint Rental property is located in the UK UK house was purchased in 1989 and used as our main home until we moved to the US in October 1994. We then rented our UK house continuously until March 2025. We sold our US house (primary residence) in May 2025. We moved back to the UK in June 2025 and began to use the house as our main home. The UK house was then sold in December 2025. I don't know how to handle the sale of the UK house. I have reported the US house sale as our primary residence and claimed the $500K relief. Can I also report the UK house as a primary residence as it was the only property we owned at the time it was sold and we were living in it? The UK property has always been reported on our US tax returns as a rental and has fully depreciated. I know we can't claim a second primary residence relief. Or should I report the sale of the UK house as a business/rental even though it wasn't at the time of sale? Any help is much appreciated.
a month ago
The TurboTax online editions are only for tax year 2025 and cannot be changed.
To complete and file a 2024 tax return, started with the online editions, you will need to download the 2024 tax d...
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The TurboTax online editions are only for tax year 2025 and cannot be changed.
To complete and file a 2024 tax return, started with the online editions, you will need to download the 2024 tax data file. Then you will need to purchase, download and install on a personal computer, Windows or Mac, one of the 2024 desktop editions. Once installed you need to open the 2024 tax data file you downloaded by clicking on File and then on Open Tax Return.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download .tax file
To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/
A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.
a month ago
Thank you! I tried that once on my own, and once with the turbotax expert on the phone+screen sharing, and it didn't work. I'm not sure what changed, but it finally worked and very happy!
a month ago
Thank you for responding. Well I found a work around in the forms sections. I'm not sure if I have to update it manually now. Evertime I opened the software, it seemed to be updating. But! Although I...
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Thank you for responding. Well I found a work around in the forms sections. I'm not sure if I have to update it manually now. Evertime I opened the software, it seemed to be updating. But! Although I did shut the software down, and then reopened it (still didn't work). I never thought of clearing the cache, so I'll remember that trick next time. I like Turbo federally, but the state tax software not so well. I may go back to H&R.
a month ago
Both. This is a screenshot of the relevant section of the OR-ASC form. It is literally the only thing on it, everything else is blank. This number then showed up on line 13 of the OR-40.
a month ago
You can get the Senior Deduction, whether you itemize or not. TurboTax calculates the deduction for you automatically on Schedule 1-A, Part V, and it's carried over to Form 1040, Line 13b. If you d...
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You can get the Senior Deduction, whether you itemize or not. TurboTax calculates the deduction for you automatically on Schedule 1-A, Part V, and it's carried over to Form 1040, Line 13b. If you don't see the calculation on Schedule 1-A, check the birthdates entered in the Personal Info section.
If your Itemized Deductions on Schedule A, Line 17 are more than the Standard Deduction, you should see that amount on Form 1040, Line 12e.
If you want us to take a closer look at your return, in TurboTax Online, click on Tax Tools in the left-side menu, then Tools, and choose 'Send Tax File to Agent'. This creates a sanitized file, with personal info removed. Post the Token Number here.
In TurboTax Desktop, click ONLINE at the top, then 'Send Tax File to Agent'.
@pattyclerkin
a month ago
Where in Turbo Tax Deluxe do you put your employer and employee contributions to your solo 401-K?
Topics:
a month ago
@chulitaamanda41 Sometimes box 12 has multiple entries Thus some forms have lower case letters to distinguish which is which. Thus 12a 12b 12c letter in front or in back, probably makes no...
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@chulitaamanda41 Sometimes box 12 has multiple entries Thus some forms have lower case letters to distinguish which is which. Thus 12a 12b 12c letter in front or in back, probably makes no difference.
a month ago
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF) or click on Download .tax file
a month ago
Yes.
If your son is totally and permanently disabled, you can claim him as a dependent (qualifying child) no matter his age, as long as he does not provide more than half of his own support.
...
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Yes.
If your son is totally and permanently disabled, you can claim him as a dependent (qualifying child) no matter his age, as long as he does not provide more than half of his own support.
Please read this TurboTax article on Who Can I Claim as a Tax dependent?
a month ago
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to g...
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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
*If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
@user17735752540
a month ago
If you accidentally added a 1099-R entry and want to delete it, you have two options:
Go to Income
Click Review on IRA, 401(k), and pension plan withdrawals
Click on the trash can to t...
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If you accidentally added a 1099-R entry and want to delete it, you have two options:
Go to Income
Click Review on IRA, 401(k), and pension plan withdrawals
Click on the trash can to the right of your Form 1099-R, which will delete the Form
After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel
You can also delete the form by following these steps:
Go to Tax Tools on the right hand panel inside of TurboTax
Click on the down arrow and scroll down to Tools
Click on Tools and select Delete a form from the menu items that appear in the Tool Center
Click on the trash can icon to the right of the Form 1099-R you would like to delete
a month ago
You may be able to claim him under the Qualifying Child rules if you indicate he is disabled when entering him as a dependent.
To be a Qualifying Child -
1. The child must be your son, daught...
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You may be able to claim him under the Qualifying Child rules if you indicate he is disabled when entering him as a dependent.
To be a Qualifying Child -
1. The child must be your son, daughter, stepchild, foster child, brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them. 2. The child must be (a) under age 19 at the end of the year, (b) under age 24 at the end of the year and a full-time student or (c) any age and permanently and totally disabled. 3. The child must have lived with you for more than half of the year. Temporary absences while away at college are considered living with you. 4. The child must not have provided more than half of his or her own support for the year. 5. If the child meets the rules to be a qualifying child of more than one person, you must be the person entitled to claim the child as a qualifying child. 6. The child must be a U.S. citizen or U.S., Canada or Mexico resident for some portion of the year. 7. The child must be younger than you unless disabled.
a month ago
I'll keep checking everyday and try to submit, but do you think I should email TurboTax support to see if they plan on updating the CA Trust return so it will work?