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Having the same issue downloading stock transactions. Using 2025 TT premier desk top Mac version. No problem connecting to other institutions including Bank of America.  Others indicated, including ML, online version of TT works. If we have the DT version we should be given the online version for free. The whole reason I purchased this sw is so that I don't have to manually enter the information. 

After reviewing the diagnostic copy of your return, we discovered that the Schedule K-1 for this partnership did not reflect material participation. This is required for the UPE to be correctly reported on Schedule pg 2 Line 28 column (i) on a separate row for non-passive activity. Without material participation, UPE is reported on Form 8582 as a passive loss.   To correct this in TurboTax Online, log into TurboTax and open your return. Navigate to the Schedule K-1 topic and edit the related partnership K-1. On the page "Choose Type of Activity," check the box for "Business - Box 1." Even though your partnership did not report box 1 income on this K-1, checking this box will allow you to answer the next question. On the page "Did you participate?" answer Yes. Continue and enter nothing for Box 1. Review your entries for Boxes 4a and 14(A). Continue through the interview to review your answers and entries for UPE. Continue until you reach the K-1 summary page. Go to Tax Tools in the left column and choose Print Center. Proceed to view your return and check Schedule E pg2 to be sure the K-1 information appears on Line 28 in two separate lines as expected.

It depends. The credit is usually made to the first social security number (SSN) on the account. If that is not the case you can make a change by taking the following steps. Call the IRS: This is the most effective way to reallocate funds to the correct tax year or form while keeping the original payment date, preventing unnecessary penalties and interest. To reassign IRS estimated payments, call the IRS at 800-829-1040 (individual) or 800-829-4933 (business) Monday–Friday, 7 a.m. to 7 p.m. local time. Navigate the Menu: Use the voice response system to select options for payment inquiries or speaking to an agent. Explain the Request: Tell the agent you need to "reassign" or "reallocate" an estimated payment. Explain which tax year it was incorrectly applied to and which year it should be moved to. Confirm the Change: The agent will verify the payment and confirm the move. Ensure you receive a confirmation number or note the agent's name and ID number for your records. Prepare Documentation: Have the payment confirmation number (from email or bank statement), the date of the payment, the exact amount, and the SSN of the primary taxpayer on the return. Note: Calling early or late will provide the least amount of hold time.

Expert Assist Self-Employed for $110 covers both employment expenses and self-employment expenses. Expert Assist Deluxe for $75 covers only employment expenses.    Follow this link to know more about product and pricing: Choose your Expert Assist product. Thank you for choosing TurboTax.

Ahh..Yes,  Distributions from IRAs are usually considered taxable income for both Federal and State  tax returns... inherited or not, since most $$ that went into an IRA account came from before-tax $$.   Might be a few state exceptions (like PA?), but I have no idea how MI treats them.

Yes, you can claim your expenses if you received a T2200 declaration of conditions of employment" from your employer. For more information you can visit the  website of T2200 Form and employment Expenses .   Thank you for choosing TurboTax.

To transfer the 2024 tax data file, which has a file extension of .tax2024 to the 2025 online tax return -   Click on Tax Tools on the left side of the online program screen Click on Tools Click on Transfer last year's TurboTax return from your computer

In TurboTax, in the Alabama state income tax return, are you referring to the screen Federal Income Not Taxed by Alabama?  This screen says:  "This is for informational purposes only."   The screen reports Federal income that is not taxed by Alabama.   You may be seeing your pension distribution here if your pension distribution qualifies as exempt from Alabama income tax.   Does Alabama tax your pension distribution or does it qualify as exempt?   Alabama does not tax distributions from certain retirement systems.   If you are receiving money from a pension plan and you do not see it listed, contact your plan administrator to see if it qualifies.   State of Alabama Teachers, Employees and Judicial Retirement System Civil Service Retirement System Retirement Systems created by Federal Social Security Acts Railroad retirement under FRR Acts of 1935 and 1937 Military Retirement Pay TVA Pension System Benefits United States Government and Foreign Service Retirement System benefits Alabama Firefighter or Peace Officer Payments from a Defined Benefit Retirement Plan Or are you seeing something else?  Please clarify.  

When you add your granddaughter as a dependent in TurboTax Online, you will choose the option Another Person for her relationship to you.    After filling out information about her, you will use the dropdown menu to select Grandchild and answer Yes to Did she live with you for the whole year? Answer the other questions on that screen and select Continue.   On the following screen with the title Tell Us More about (her) Situation you will see a checkbox for Full-time student in 2025.         

Go back through your entries and make sure everything is correct, to go back to this section:    Navigate to the estimated tax payments section: TurboTax Online/Mobile: Go to estimated tax payments under Deductions & Credits. TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid. Click here for Where do I enter my estimated tax payments?   Click here for Estimated Taxes: How to Determine What to Pay and When. If TurboTax after reviewing your entries, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

You can report Canadian RRIF distributions in TurboTax under  Wages & Income Retirement Plans and Social Security Canadian Registered Pension Income.  Enter the full form information in US Dollars Also, report the tax withheld under  Deductions & Credits  Estimates and Other Taxes Paid Foreign Taxes  This will claim a foreign tax credit. 

Make sure you are entering the correct Federal refund amount and not the combined Federal and State refund. Also make sure you are entering your full federal refund amount, not the amount you would get if you had fees taken out.   Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

You can e-file your amended 2025, 2024, or 2023 federal return in TurboTax, if your original return was also e-filed in TurboTax. However, sometimes your return can't be e-filed, so you may need to print and file it by mail. The first thing you need to do is find the rejection code. Then, follow the software's instructions to fix and resubmit the amended return.   Please, follow the instructions on the link below: What does my rejected return code mean and how do I fix it?  

To fix this, you should delete your Form 1099-B and re-import it again.  You can also enter your form manually.     To delete your Form 1099-B:   Open your return Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1099-B that you want to delete To import it again:   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  Enter your financial institution's credentials to sign in, and follow the remaining screens to re-import your 1099-B forms. Be sure to re-import only the forms that you deleted previously. If you made adjustments after your original import, you will need to re-enter those as well. If you want to enter it manually, follow the steps above and select Skip Import, then follow the remaining screens to manually add your 1099-B data.