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a month ago
I have a direct roll over from a 403-B to a traditional IRA. Why are you including it as taxable income ?
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a month ago
Thanks for the token. It looks weird with how it prints, but the good thing is it's not calculating wrong. If you look at how the form works, it asks for the date you paid the amount on Line 10 (unde...
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Thanks for the token. It looks weird with how it prints, but the good thing is it's not calculating wrong. If you look at how the form works, it asks for the date you paid the amount on Line 10 (underpayment), but the only quarter in which you have an underpayment amount on Line 10 is Q4. That's why only Q4 is calculating an underpayment penalty on Line 14. So you have nothing to worry about. Those dates are not included in the calculation for the other quarters, and there's no penalty being applied to the other quarters at all. See below:
a month ago
I depended on pulling the used or new item value from the Turbo Tax calculator.
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a month ago
The SSA-1099-SM is the same as Form SSA-1099. Enter it as you would Form SSA-1099. Here's the steps to enter:
Go to return
Go to Wages & Income
Go to the Social Security benefits scre...
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The SSA-1099-SM is the same as Form SSA-1099. Enter it as you would Form SSA-1099. Here's the steps to enter:
Go to return
Go to Wages & Income
Go to the Social Security benefits screen
Refer to the TurboTax article Where do I enter an SSA-1099 for navigation instructions.
a month ago
1 Cheer
THANK YOU! This worked! Here is exactly what I did to e-file two California 541 returns that had returned Code 54. Directions from ChatGPT Step-by-step: Enable .NET Framework 3.5 1. Open Windows Fe...
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THANK YOU! This worked! Here is exactly what I did to e-file two California 541 returns that had returned Code 54. Directions from ChatGPT Step-by-step: Enable .NET Framework 3.5 1. Open Windows Features Click Start Type: Windows Features Click: “Turn Windows features on or off” 2. Find the .NET Framework entry In the list, look for: “.NET Framework 3.5 (includes .NET 2.0 and 3.0)” 👉 This is the key one 3. Enable it If the box is unchecked → check it If it’s a filled square (partially enabled) → click it until it becomes a full checkmark Then click OK 4. Let Windows install it It may download files from Microsoft This can take a few minutes You may be prompted to restart → do it I also had .NET Framework 4.5 already enabled. A. Then I restarted my computer. B. Did a Windows Disk Cleanup C. Ran TurboTax Business as administrator. D. Selected "Mail in Return" (vs. e-File) and saved the return, closed TurboTax. (Supposedly this clears out any strange errors from attempting to previously e-file E. Ran TurboTax Business as administrator F. Selected one of my two 541 returns, e-filed and got SUCCESS!! G. Opened the other 541 return. repeated from step C. On Step F, the second return e-filed. I cannot thank you enough for getting to the bottom of this @gretair !! MAJOR KUDOS!!
a month ago
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a month ago
I need to take her off my tax return since she didn't claim a dependent
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a month ago
Extremely pissed off. I have the online version for the first and LAST time. I now need three returns because dependent's got a 1099-NEC. And to make matters worse one also got 1099-T, and severa...
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Extremely pissed off. I have the online version for the first and LAST time. I now need three returns because dependent's got a 1099-NEC. And to make matters worse one also got 1099-T, and several others due to college. This mandates their own return. But guess what, the online version will not allow me to do this. I am required to have a desktop version. Way to go Turbo Tax. No, I will not open more accounts with you just to file additional defendant tax returns. Next year will be searching for a SW that does not restrict my usage. AND the restriction is not listed on any literature that I found for online product.
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a month ago
Is your computer too old so you couldn't install the Desktop program? If you are trying to use the Desktop to Online offer it is good for both federal and 1 state return. But I think you have to a...
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Is your computer too old so you couldn't install the Desktop program? If you are trying to use the Desktop to Online offer it is good for both federal and 1 state return. But I think you have to access it a special way. Turbo Tax Desktop to Online Offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US "Offer includes one Tax Year 2025 federal return and one state tax return filed using the TurboTax Online"
a month ago
Me too!!!! So thanks.
a month ago
You can check to see if your return was accepted by the IRS in TurboTax.
If you used TurboTax Online, you can see the status of your return on the Tax Home screen of your account. You shou...
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You can check to see if your return was accepted by the IRS in TurboTax.
If you used TurboTax Online, you can see the status of your return on the Tax Home screen of your account. You should have also received emails updating you on your return status.
If you used TurboTax Desktop:
Select File.
Select Check E-file status.
Once your return is accepted, you can visit the IRS Where's My Refund? to check the status of your refund. Most efiled returns take 21 days to process.
What does my rejected return code mean and how do I fix it?
a month ago
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a month ago
My state return has been deposited before my federal. It was a few hundred dollars less. Did turbo tax take their fees from my state return since it came first? And in that case I want to make sure no...
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My state return has been deposited before my federal. It was a few hundred dollars less. Did turbo tax take their fees from my state return since it came first? And in that case I want to make sure no more fees will be taken from my federal return.
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a month ago
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a month ago
To change the Enrollment Status for a student on your return, go to the Education section and Edit/Update 'Expenses and Scholarships Form 1098-T'.
At the 'Education Summary' screen, click the p...
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To change the Enrollment Status for a student on your return, go to the Education section and Edit/Update 'Expenses and Scholarships Form 1098-T'.
At the 'Education Summary' screen, click the pencil icon. Continue to the 'Enrollment Status' page.
@petewoz13
a month ago
Turbotax could not import the data from my bank. I downloaded my 2025 Investment tax document both in pdf and csv format. How do I upload the form into my Desktop Turbotax Deluxe since so many many s...
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Turbotax could not import the data from my bank. I downloaded my 2025 Investment tax document both in pdf and csv format. How do I upload the form into my Desktop Turbotax Deluxe since so many many sales on form 1099-B? Thanks.
a month ago
I just received my 1095-B so I want to change my answer from no to yes before I file my return, can I do it?
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a month ago
I cannot figure out how to "erase" these contributions using the online version of TT.
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