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4 weeks ago
1 Cheer
To CatinaT1 and other TurboTax "experts": I would appreciate answers to related questions that I submitted on this topic at https://ttlc.intuit.com/community/taxes/discussion/qtp-transfer-to...
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To CatinaT1 and other TurboTax "experts": I would appreciate answers to related questions that I submitted on this topic at https://ttlc.intuit.com/community/taxes/discussion/qtp-transfer-to-roth/01/3847521#M1430692 It is one thing to indicate that according to IRS publication 970, the 1099Q should not be reported on the Federal Tax Return. But as others have indicated, California does not follow the Secure Act provision supporting a tax-free 529 rollover to a Roth account. In my other forementioned posting, I ask whether my son, who is filing a 2025 California 540, should follow directions given by a TurboTax "expert" in 2024 about making a 540 adjustment to the 1040 to account for the additional tax on 529 earnings plus the California 2.5% penalty.
4 weeks 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 -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2025 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
4 weeks ago
I'll answer the questions using your numbering above:
On New York tax return form IT-201, the total payments and withholding are reported on line 76
The amount of the NY refund is on Form...
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I'll answer the questions using your numbering above:
On New York tax return form IT-201, the total payments and withholding are reported on line 76
The amount of the NY refund is on Form IT-201, line 78
Yes, it is possible that some of the numbers are not on the return. An example would be the $400 New York Inflation Refund that you received.
It's difficult to say why exactly you would be getting that message if the data were pre-populated by TurboTax - unless you had made some 2025 TurboTax entries in the Other Income Taxes section relating to state tax payments you had made in 2025 for 2024.
It sounds like your 1099-G is including the Inflation Refund as part of your refund. You can report that 1099-G in TurboTax in State and Local Tax Refunds on Form 1099-G in the Income section under Other Common Income.
The information from the 1099-R will be used to determine if any part of your NY refund will be taxable on your Federal return. If you took the standard deduction, then none of it will be taxable on your Federal return. If you itemized deductions, then all, some or none of the refund will be taxable on your Federal return - TurboTax will make that determination based on information from your 2024 Federal tax return.
4 weeks ago
In 2015, the Ninth Circuit Court of Appeals ruled in Voss v. Commissioner that for unmarried co-owners, the mortgage limit applies per taxpayer, NOT per residence (IRS's "Action on Decision" (AOD 201...
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In 2015, the Ninth Circuit Court of Appeals ruled in Voss v. Commissioner that for unmarried co-owners, the mortgage limit applies per taxpayer, NOT per residence (IRS's "Action on Decision" (AOD 2016-02) follows this ruling).
The $750k limit is true for married couples, but false for your scenario.
Enter Mortgage Interest (non-married couples):
Open or continue your return.
Enter only your share of the mortgage interest from the 1098 that you paid (not the entire amount... the program will see a $550k loan, compare it to the $750k limit, see that you are under the limit, and allow 100% of the interest you entered.
The IRS may notice a difference between the 1098 issued by the bank (showing the full $1.1M and probably only one person's SSN), so you should report your share as described above.
If you are NOT the one who received the 1098, you should enter it in the "Interest not reported on a 1098" section. of the program (include the name and SSN of the person who actually received the form).
4 weeks ago
The "Easy Step" window for this topic - "Tell us about the refund you received in 2025" - does not provide guidance for the "Question" icon related to "Payments and withholdings". Clicking on the ic...
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The "Easy Step" window for this topic - "Tell us about the refund you received in 2025" - does not provide guidance for the "Question" icon related to "Payments and withholdings". Clicking on the icon returns, "Help content not found for com.intuit.ctg.tpshelpscreen://S2025US1040PER/hypn1099g32". Request advise the appropriate help info for this data entry, specifically should this entry include any 2024 tax payments made with return filing? In my specific case, if this entry does not include any payments made with state filing, then an error is returned for the entry in the State and Local Income Tax Refund Worksheet (Schedule 1, Line 1) State and Local Income Tax Refunds for All Tax Years, Total Payments and Withholding block. The error returned is: "State Tax Refund Worksheet: Payments and withholding must exceed sum of individual payments. It looks like the total amount you entered from your 2024 VA Tax return is less than the individual payments you made that year (estimated tax, extension payment, or payment when you filed your return). It should be higher than, or at least equal to your payments. Take a look at those numbers and update your total payments and withholding for your 2024 VA tax return. If you need to change one of the other payments, go back to the Tax Payments area to make updates." Per the above error message, all appropriate tax payments have been entered for 2024 - withholding and payment with return ONLY - NO estimated tax payments made for 2024 in 2024 or 2025. Request advise how to resolve this problem such that the above error message is resolved and the 2025 return calculates correctly. Thank you.
4 weeks ago
This worked for me too! Thanks for the advice. It seems to except the update after reinstalling the program.
4 weeks ago
I don't see "dividends" as an option in Turbotax, only ESPP, NQSO, ISO, RSU, RS, stoch (Non employee), Mutual Funds, index fund, ETF, bonds and options.
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4 weeks ago
Here is a link to contact Turbo Tax Customer Service.
4 weeks ago
Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it. List...
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Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it. Listen to the video and then begin.
If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.
You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment
Amend a tax return for the current tax year
4 weeks ago
Hello, I paid in advance to file both federal and state, but there is an internal issue with the state software/document and I am waiting for TT to fix it. Will I be able to just file my federal...
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Hello, I paid in advance to file both federal and state, but there is an internal issue with the state software/document and I am waiting for TT to fix it. Will I be able to just file my federal and hold off on the state until this resolves? I do not want to be late filing either one. Thank You.
4 weeks ago
Box 6: Says MA for state, and there is no state number
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4 weeks ago
How do I print off my 2024 returns?
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4 weeks ago
Thank you! TT did not allow deleting 1099-B alone, therefore, I deleted the worksheet and entered info manually. All errors disappeared.
4 weeks ago
If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.
a month ago
I am using TurboTax Desktop software on MacOS
I made after taxed dollars deposits into my Traditional-IRA contributions this year and converted all of it to a ROTH and when I import 1099-R and edited...
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I am using TurboTax Desktop software on MacOS
I made after taxed dollars deposits into my Traditional-IRA contributions this year and converted all of it to a ROTH and when I import 1099-R and edited both the Income-sections and also Deduction Sections.
TurboTax figures out this amount is already tax'ed and does not double tax. But in form 8906 row8 is not getting filled by turbotax. can you please help?
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a month ago
1 Cheer
Yes, enter the combined capital loss carryover numbers using the steps in this link. Keep in mind you are attached to a very old thread (three years ago). Be sure to have both your Schedule D and you...
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Yes, enter the combined capital loss carryover numbers using the steps in this link. Keep in mind you are attached to a very old thread (three years ago). Be sure to have both your Schedule D and your new wife's Schedule D when making your entries.
What is a capital loss carryover?
How do I enter a capital loss carryover?
@DougMerc
a month ago
1 Cheer
Yes. Both the federal and state would be accurate filings. When audited, they are looking for under-reporting of taxes, illegal activities, etc. You filing your returns to be accurate, not a worry. Y...
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Yes. Both the federal and state would be accurate filings. When audited, they are looking for under-reporting of taxes, illegal activities, etc. You filing your returns to be accurate, not a worry. You also have this thread showing you acted in good faith and relied on professionals. You can save a pdf of this thread to add to your tax records.
In addition, let the developers know. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon. If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.
a month ago
Here is a link to contact Turbo Tax Customer Service.
a month ago
this was a 401 K pre tax account
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a month ago
If your income is below the phase out income level of $197,300 for single filers or $394,600 for married filing joint, it won't matter which entity the income is reported on. That is because there is...
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If your income is below the phase out income level of $197,300 for single filers or $394,600 for married filing joint, it won't matter which entity the income is reported on. That is because there is no limitation on the QBI deduction based on income even if you are a Specified Service Trade or Business (SSTB), if you are below the income threshold. Otherwise, you may face a limit on your deduction based on your income.
It is likely the IRS would see through your attempts to manipulate your deduction by transferring deductions from one entity to another. As a rule, they will deny tax benefits when there is no sound business purpose for structuring things as you suggest, where the main purpose may be to evade taxes. Even if you paid the wages out of our sole-proprietorship to then prop up the income of the S corporation, the IRS would likely consider it's income SSTB like that your sole-proprietorship, since you own both entities and you are involved in an SSTB.
