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I received a CP53E for my e-filed and accepted federal tax return.  I tried to create an ID.me account but I'm now waiting for actual approval on the documentation provided (could take 3-4 days).  Tu... See more...
I received a CP53E for my e-filed and accepted federal tax return.  I tried to create an ID.me account but I'm now waiting for actual approval on the documentation provided (could take 3-4 days).  Turbo Tax didn't indicate that a paper check for my refund was not an option therefore my bank account information was not necessary.  How do I proceed to ensure my refund?
No.  I cant Netfile because I lived in Canada till Oct, then moved to US, thus in answering the residency question, Was I a resident of Canada as of December 31, 2025, I must answer No.  This gets me... See more...
No.  I cant Netfile because I lived in Canada till Oct, then moved to US, thus in answering the residency question, Was I a resident of Canada as of December 31, 2025, I must answer No.  This gets me the message..then I cant Netfile, I must print PDF and mail   When I go to Print PDF, I get the puppy message.  This is checked everyday, different Web browzers, clearing cache, no ad blockers, restarting laptop.    This has been going on for a month..please advise.  
So GA residents lose money because the State doesn't conform with the Federal tax law???? That's unfair for GA residents though. Will GA law makers later come back and follow the law?  
Yes, add the UBIA figures together and enter the total as well.
@ryjouk-work   I sent your suggestion to TT moderators.  It is a good one as it is impacting many filers this year. Direct deposit has also been an issue as many banks are rejecting joint filer retur... See more...
@ryjouk-work   I sent your suggestion to TT moderators.  It is a good one as it is impacting many filers this year. Direct deposit has also been an issue as many banks are rejecting joint filer returns when only 1 is on the account and SSN must match.   Here was message I sent: OP made a great suggestion as the IRS no longer is mailing refund checks under Executive Order 14247 delaying many refunds this year. These users are now getting CP53E notices and having to create IRS.gov accounts and  tax refunds will be delayed for extended time.  This should be made clear to any user who requests a paper check.  Additionally direct deposit users should be made aware that SSN of the taxpayer must match for direct deposits and many banks won't accept direct deposit if both joint filers are not on their accounts.   It is causing a number of issues.  Clarity on the options needs to be better.
Yeah I'm not seeing that either. That screenshot I posted earlier is the only thing I see besides a prompt to start my 2025 return on the Tax Home section.   I will say, I have already filed my 202... See more...
Yeah I'm not seeing that either. That screenshot I posted earlier is the only thing I see besides a prompt to start my 2025 return on the Tax Home section.   I will say, I have already filed my 2025 return with a different account ID. Could that be causing a problem?
I did a mock return for Pennsylvania and all 1099-MISC forms had their income reported on PA 40.  The one thing that I did notice is that each 1099-MISC had to be edited to enter required Pennsylvani... See more...
I did a mock return for Pennsylvania and all 1099-MISC forms had their income reported on PA 40.  The one thing that I did notice is that each 1099-MISC had to be edited to enter required Pennsylvania information.  From what I read on your posting, I wasn't sure if you had 1000 transactions reported on one 1099-MISC or if your had 1000 1099-MISC forms.  Do you know if your Federal income from the 1099-MISC is being reported correctly?  If so, the same amount should be carrying over to your Pennsylvania return as well.  Were you able to edit the 1099-MISC forms on your Pennsylvania return to show the type of income it was?  There is also a checkbox for each of the 1099-MISC entries for PA in TurboTax to make it non-taxable - if any of those are checked accidentally, that could be throwing off the calculation of the correct amount of income.   If you have additional questions or concerns, please reply back with as much detail as possible as that will help us to better help you.
There was more than one explanation shared in this thread and I am not sure what you tried. Here's another explanation of the steps for both the Federal return (to report the income) and for the New ... See more...
There was more than one explanation shared in this thread and I am not sure what you tried. Here's another explanation of the steps for both the Federal return (to report the income) and for the New York return (to subtract the income there).    Because the special New York Inflation Refund is not a regular tax refund but a special payment that is taxable at the Federal level, you can report it instead in Other Reportable Income. In TurboTax Online:   From the left menu, go to Federal and select the first tab, Wages & Income Add more income by scrolling down to the last option, Less Common Income, and Show more Scroll down to the last option, Miscellaneous Income, 1099-A, 1099-C and Start Choose the last option, Other reportable income and Start and Yes Enter the applicable description and amount and Continue   Then, to subtract an item of income from your New York return that was included in your Federal return income (because it's not taxable for New York), you can enter that subtraction in TurboTax Online at the screen in your New York return labeled "Changes to Federal Income".  Look under Other New York Adjustments to Federal Income, and select Start next to Other changes (adjustments) to your federal income to make the subtraction entry. You should not have a zero in total payments and withholding unless you entered a zero in a field where that will cause an error, such as may occur if you entered the payment in the state tax refund section. The "Total of all your payments and withholding" field in the state refund interview includes amounts from your W-2 (Box 17), estimated tax payments, and any extension payments from the prior tax year. This is why we are recommending that the special New York Inflation Refund NOT be entered as a tax refund.   @lwkaufman 
I am amending last year's federal return due to not claiming a DAF deduction. I am getting a refund from my taxes paid with my original return. From what I can see in the numbers, this has no impact ... See more...
I am amending last year's federal return due to not claiming a DAF deduction. I am getting a refund from my taxes paid with my original return. From what I can see in the numbers, this has no impact on my 2024 Indiana tax return as AGI doesn't change. The added deduction doesn't qualify for any Indiana tax credits. Turbo tax isn't show any refunds or payments needed for the state return. So no state return amendment is needed, right? Or am I missing something.
TirboTax asks the question to help ensure that it was posted correctly, and that you didn't miss anything. Do you have a state posted in box 15 If the 1099-INT box 17  is blank or zero, enter... See more...
TirboTax asks the question to help ensure that it was posted correctly, and that you didn't miss anything. Do you have a state posted in box 15 If the 1099-INT box 17  is blank or zero, enter zero.  
You can try using the chat feature to notify support. To do this, sign in, select "Live Help," and use the chat to inform your specialist you need to cancel the appointment.   You can also contac... See more...
You can try using the chat feature to notify support. To do this, sign in, select "Live Help," and use the chat to inform your specialist you need to cancel the appointment.   You can also contact them directly to update your appointment. You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support .  If you have additional information or questions regarding this, please return to Community and we would be glad to help.
You can search the form but first it has to be added.  You have to make an input into the schedule D that requires a form 8949.  At that point the system will add it to the return and you can search ... See more...
You can search the form but first it has to be added.  You have to make an input into the schedule D that requires a form 8949.  At that point the system will add it to the return and you can search it.  But it won't be added unless it is needed based on entries.
yes they have **bleep**ed it up, if I put in the QCD they then ask me what the QCD was and deduct it twice
La réponse demeure la même,     Vérifiez que l'établissement que vous fréquentez est admissible aux frais de scolarité fédéral : Établissements d'enseignement admissible situés à l'extérieur du Ca... See more...
La réponse demeure la même,     Vérifiez que l'établissement que vous fréquentez est admissible aux frais de scolarité fédéral : Établissements d'enseignement admissible situés à l'extérieur du Canada  et au provincial: Frais admissibles   Entrez vos frais de scolarité dans la section fédéral avec votre TL11A et ensuite à la case B du Relevé 8 sur la page suivante.  
Tel que suggéré, j'ai communiqué par voie téléphonique, un appel qui a duré plus de 30 minutes, et on a pas pu résoudre le problème.
Thank you!!!  This year we could not get the 1099's to download.  All of our financial institutions are on the list. Very irritating. 
That depends on how you filed in 2021, 2022, 2023 and 2024.  I assume you did not remove the excess.  Did you include form 5329 in each of those years and pay penalties?  Did you include form 8606 in... See more...
That depends on how you filed in 2021, 2022, 2023 and 2024.  I assume you did not remove the excess.  Did you include form 5329 in each of those years and pay penalties?  Did you include form 8606 in 2021 to track the non-deductible basis?   Also, let's clarify what you mean by "Excess".  In 2021, you could contribute up to $6000 to any IRA, or $7000 if you were over age 50, or up to the amount of your compensation from working (wages or self-employment income).  You can contribute that amount no matter what your other income and tax situations are.  You might not be allowed to contribute to a Roth IRA, and you might not be allowed to take a tax deduction, but you can always contribute $6000 (or $7000).  And the IRA broker should not allow you to contribute more than that amount, unless you have more than one IRA account at different brokers.   So to start, what do you really mean by "excess"?   Did you include form 8606 with your 2021 return?   Did you make any additional non-deductible contributions in following years, and if so, did you include form 8606 to update your basis? Did you include form 5329 on your 2021 and every following year tax return?
  I haven’t found a way to prevent TurboTax from applying a penalty to the withdrawal. I would expect that after entering the scholarship amount in Box 5 of Form 1098-T, TurboTax would use that info... See more...
  I haven’t found a way to prevent TurboTax from applying a penalty to the withdrawal. I would expect that after entering the scholarship amount in Box 5 of Form 1098-T, TurboTax would use that information and avoid applying the 10% penalty. Is that correct, or am I missing something? After the latest update I was able to enter R&B expenses but no other entry that would apply to avoid this penalty. Is there any workaround for this?
Needs review, how can I clear this ?