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I know I can import a past year's income tax return into Turbotax, but can I do one for the current tax year?  H&R Block cannot deal with one of my tax issues and I need to switch to Turbotax. Can I ... See more...
I know I can import a past year's income tax return into Turbotax, but can I do one for the current tax year?  H&R Block cannot deal with one of my tax issues and I need to switch to Turbotax. Can I import the information from H&R Block?  Or do I have to start all over?
What an interesting response. Considering this is a 3 year old iMac with its most recent upgrade, rest assured I will not be buying a new computer nor Turbo Tax in the future. Thanks, I quess...
Please, feel free to contact one of our tax experts who can help you, at: TurboTax Customer Service  
You could try to access the W-2 online, if that option is available to you. You can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper ... See more...
You could try to access the W-2 online, if that option is available to you. You can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper copy to your new and updated address.  The IRS will also assist you.  You can contact the IRS Taxpayer Assistance Center here: Taxpayer Assistance Center Office Locator   Here is an article with more information: What To Do If You Haven't Received a W-2
The CA 541 (Fiduciary Income Tax Return) is asking you for the original creators of the trust which would be your parent who set up the trust. They are the Grantor of the Trust..   You would be t... See more...
The CA 541 (Fiduciary Income Tax Return) is asking you for the original creators of the trust which would be your parent who set up the trust. They are the Grantor of the Trust..   You would be the Fiduciary or Responsible Party, as you are now managing the irrevocable trust with the new EIN.     See Also:   Form CA-541   Instructions for Form CA 541.     If you have additional information or questions regarding this, please return to Community and we would be glad to help.
They never changed to my new address
If he is100% remote worker work from home in MD and his employer is in DC. Does he still file non-residence for DC? If so, can he not request for a refund for DC? He has a choice, right? Will he be p... See more...
If he is100% remote worker work from home in MD and his employer is in DC. Does he still file non-residence for DC? If so, can he not request for a refund for DC? He has a choice, right? Will he be penalized for not requesting refund from DC? Also, if no refund, he still has to submit his non residence to DC Tax office, right?
if the Schedule K-1 box 20 has code AJ listed with "STMT" , and the gross income is more than the deduction, can we just delete the code on turbotax?
If Social Security is your only income you are not required to file a tax return unless you have a 1095A for marketplace health insurance.    If you do have a 1095A, you will not be able to use the F... See more...
If Social Security is your only income you are not required to file a tax return unless you have a 1095A for marketplace health insurance.    If you do have a 1095A, you will not be able to use the Free Edition of TurboTax.   -Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  
If you've received a 1099-B or 1099-DA with duplicate income, be aware that the IRS will be expecting to see the gain/loss information from both forms (they've received as matching copies) reported o... See more...
If you've received a 1099-B or 1099-DA with duplicate income, be aware that the IRS will be expecting to see the gain/loss information from both forms (they've received as matching copies) reported on your individual income tax return - and you may need to request a corrected 1099 from one of your investment brokerages to prevent automated notices sent from the agency to you.    Are you sure that proceeds from crypto / digital asset sales are reported on Form 1099-B? 1099-DA is standard as of this year. Make sure you're not mixing up unrelated transactions that both need to be reported separately - check the Asset Description and Payer's Name on Form 1099-B compared with the Name of digital asset and Filer's Name on Form 1099-DA.    You can manually update your 1099-DA cost basis details in TurboTax Desktop by following these navigational steps: Federal Wages & Income Select I'll choose what I work on Investment Income Select Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Select the 1099-DA you imported Select Edit Proceed through the question screens to update your 1099-DA info for accuracy. See also: IRS Instructions for Form 1099-B (2025) Proceeds From Broker and Barter Exchange Transactions IRS Instructions for Form 1099-DA (2025) Digital Asset Proceeds From Broker Transactions
@PatriciaV I've since learned that the 30% problem is only in Part VI. Part V is calculating 30%, but is incorrectly requiring Form 7220.
Once your return is accepted for processing by the IRS and/or state, we have no control over your return.    You should track your refund directly from the IRS and/or Department of Revenue’s Webs... See more...
Once your return is accepted for processing by the IRS and/or state, we have no control over your return.    You should track your refund directly from the IRS and/or Department of Revenue’s Website. These websites have the most accurate and up to date information. They get updated once a day.    To track your Federal Refund  Where's my Refund   To track your State Refund  How do I track my state's refund?  
Interesting take on responsibility for personal choices and inattention to what is being purchased:   "I didn't notice when I bought it..." " I got cheated.."
I did not pay any estimated tax for 2025. Nothing was withheld. I made an online payment today (Mar. 22) equal to my 2024 fed tax (28878) and NY state tax (4490). Where do i enter those payments in T... See more...
I did not pay any estimated tax for 2025. Nothing was withheld. I made an online payment today (Mar. 22) equal to my 2024 fed tax (28878) and NY state tax (4490). Where do i enter those payments in TT? I have Premier desktop. I see Estimates and Other Taxes Paid  > Other Income Taxes > Other Incomes Taxes Paid in 2025 > ? the choices are withheld in 2025, and balances or payments due for 2024 or 2023. None are applicable.
Can anyone help me make sense of TurboTax calculated tax liability?   This was for 2022. I filled Single and made a total of 100,820 in taxable income. No children or credits of any kind. Just a W2... See more...
Can anyone help me make sense of TurboTax calculated tax liability?   This was for 2022. I filled Single and made a total of 100,820 in taxable income. No children or credits of any kind. Just a W2 from being employed.   TurboTax calculated my tax liability to be roughly 18,000, which is around 18% of my taxable income. Looking at the tax brackets, I believe my Tax liability should have been 24%. What am I missing?   My 2022 Taxes     Federal Tax Rate
Is a federal 179 deduction for rental property improvement reported on Schedule G of the DC form D-30?
You can return the online version you purchased and then buy the desktop version.  Normally you have 60 days to return the software, and you would have to return it where you purchased it.     @M... See more...
You can return the online version you purchased and then buy the desktop version.  Normally you have 60 days to return the software, and you would have to return it where you purchased it.     @MikeY_3 
downloading from Fidelity 1099 does not work