All Posts

Allex en mode formulaires. Ouvrez le formulaire à effacer. Suivez les étapes suivantes; Cliquez Édition - Formulaires -Effacer formulaire courant. Cliquez Édition de nouvea - Formulaires - Fermer formulaires inutilisés.     Merci de choisir TurboImpôt

Based on what I've researched, I agree with the box 1 number you provided of $283,507.42.  But from what I have researched my taxable value in 2a should be:  Based on the figures provided, the taxable amount to be reported in Box 2a of Form 1099-R is generally calculated by reducing the taxable interest by the Market Value Adjustment (MVA) loss.   Calculated Taxable Amount (Box 2a) Interest Earned: $54,817.19 MVA Loss: -$10,661.90 Box 2a (Taxable Amount): $44,155.29  The figure of $54,817.19 represents the total interest in account the time of distribution.  This value should then be offset by the MVA loss of -$10,661.90 and 2a reported as $44,155.29.   Do you agree?  I appreciate your help. The company I am dealing with has no clue and I have been going back and forth with them since 02/06/26.  I plan on filing a form 4852.

Yes. I had no problems with ID.me or setting up direct debit for estimated tax payments - did all 4 last year (and many prior years)  - no problem. Have already set up 1st estimated tax payment to take place in 4/2026. I've printed a confirm for my record. Is the bank you use a US bank? 

Thanks for the reply. When I enter the stipend as earned income it adds to the amount that was calculated previously on my 1098-T form. So I'm double entering the taxable amount. Is there a way to correct this and still allow for the Roth IRA contribution?

You don't say exactly what your problem is.   Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.  

This is what AI ( artificial intelligence) thru google had to say Carlos,   AI Overview   Yes, the "DRAFT" or "DO NOT FILE" watermark on the TP-726.7 form in TurboTax is the reason you cannot submit your Quebec return. The form is not finalized by Revenue Quebec , and TurboTax locks returns with pending forms to ensure accuracy. You must wait for a software update to remove the watermark before filing.  Once the form is updated and the watermark is gone, you can Netfile your return. Hope AI is right, good luck  

You can revoke your consent if you want.  There are a couple ways to do this.    Sign in to the Intuit Account Manager. Select Data privacy from the left-side menu. Look for "Data used for Intuit products" or "Personalized experiences." If your consent is listed there, you can toggle it off.   Or you do this by contacting Intuit’s privacy team. Send them an email saying: "I am revoking my consent for Intuit to use or disclose my tax return information for any purpose other than the preparation and filing of my 2025 tax return." You can send this to: privacy@intuit.com

Your logic is sound so let's go through what you really need and why. Items sold at a gain for personal use, are taxable. Personal items sold at a loss are not deductible. Business items create a gain or loss regardless. Your car is part personal item and part business item. I am going to assume that you sold the car for less and lost money on the personal side. For the business side:   The percent business use, basis, depreciation and sales price are needed to determine if you have a business gain. Business use percentage: total miles driven for business divided by total miles driven = business percentage for time in service. Your basis: lower of cost or fair market value when converted to business use times the business percentage. Depreciation. The standard mileage rate includes a portion for depreciation.  Use your 2023 business miles x 0.28 (standard mileage of 65.5 cents) Use your 2024 business miles x 0.3 (std is 67 cents per mile) Use your 2025 business miles x 0.31 (70 cents per mile in standard) Total the 3 years of depreciation from the standard mileage rate Sales price is total sale plus expenses x business percentage When you go through your return, you will see the sale on Form 4797 gain in Part III, review lines 19-25 and a loss is reported in Part I (since you held it over 1 year).

Pour compléter l'Annexe K lorsque vous avez une assurance collective, vous devriez choisir les situations suivantes:   Pour vous: 14: Vous étiez couvert pendant toute l'année par une assurance médicaments de base offerte par un régime d'assurance collective auquel vous avez adhéré.   Pour votre conjoint: 16: Vous étiez couvert pendant toute l'année par une assurance médicaments de base offerte par un régime d'assurance collective auquel votre conjoint, père ou mère avait adhéré.   Merci de choisir TurboImpôt.

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  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

I have already spent close to 20 hours on the phone with TurboTax customer support about this. Nobody knows what to do, and every rep makes me spent 2 hours doing the same troubleshooting that every prior rep has already done.

Hi Linda,   Thanks for the help but still no-go.   I'm not doing taxes through the website but through the installed app so I don't know what changing the browser settings and cache would do (I use chrome).  FYI the "Billing address panel does has scrolling so I can scroll to the bottom of the panel/form to continue to enter the purchasing information but the credit card panel/form does not.   Help me to spend more money 8-).  

To access your tax returns (current or prior year) you will sign into 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 Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

 I got the e-file acceptance emails from TurboTax for federal and 1 of the 3 states that I need to file, so I know it was e-filed. That is not the issue though. I have no access to my tax return, and cannot finish filing the last 2 state returns.

So I plugged in my $2,000 charitable donation into TurboTax, I am taking Std Deduction, and Big Beautiful Bill says I should get a credit for this.  Turbo Tax did NOT change the amount of tax I owe.  What gives???