All Posts

A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) Other links that may be useful. How do I upload to documents? What's Auto Import? @pdb430 

Thank you for the info.   I've done some searches of past posts and below two seem relevant for others who might need similar help: (1) Process to Request Refund of Penalty (1) Solved: Should I file an amended return via turbotax to include Form 2210 that I failed to include in my initial filing?     All in all, I believe form 843 is required to get the underpayment penalty that had been deducted from my total refund back. I did go thru TT amend process. However, it doesn't change anything other than adding 2210 now. So mailed the 1040x (again no changes/differences to all original schedules/forms except for including form 2210) to IRS.   

A 2022 tax return must be filed by April 15, 2026 or the refund will be forfeited   You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

You are really answering a different question which I thought I had already solved, that is: can I apply my COBRA health insurance premiums as a self-employed insurance deduction. I thought I read that as long as the company didn't subsidize the payments, I was allowed to do that. Isn't that the case?   My original question, or I guess now question #2, was: for State taxes, can I deduct the premiums for my HDHP I made under COBRA (some monthly premiums are subsidized and some are not)?

@docjon49 wrote: No hate mail, but we disagree on estate/gift tax and especially on 20% national sales tax. What? Keep the estate/gift tax or dump it? I don't really care either way, fwiw.   The national sales tax is intended to capture everything that falls through the cracks, which is now in the (almost countless) billions annually. There doesn't appear to be any way to recover the dollars that are a result of the underground economy or people simply not paying what they owe.

@user17735247036 If you are using the TurboTax desktop edition of Deluxe then it is included if you made an investment sale.   If using the TurboTax online editions, you must be using the Premium edition for any investment sale.

This is the user forum---we do not receive or see anyone's tax forms.   Are you trying to ask a question with your "Live" expert?   If you are using Live Assist You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

Sorry, I should've checked your post history before responding; see below for the corporation guidance from the above link quoted (and the good thing is that it is essentially identical to the guidance for individual filers). If you have opted in to special depreciation, it is your same special depreciation allowance. The amounts do not differ. If you have opted out of special/bonus depreciation, the value to enter is 0, that's correct.    Calculating AMT depreciation for a corporate return   Depreciation that must be refigured for the AMT Generally, the corporation must refigure depreciation for the AMT, including depreciation allocable to inventory costs, if the property meets the following requirements: (from Form 4626 instructions, page 2) Was placed in service after 1998 Depreciated for the regular tax using the 200% declining balance method (generally 3, 5, 7, or 10 year property under the modified accelerated cost recovery system (MACRS)) Except for qualified property eligible for the special depreciation allowance Depreciation not refigured for the AMT Don't refigure depreciation for the AMT for the following: Any qualified property eligible for a special depreciation allowance if the depreciable basis of the property for the AMT is the same as for the regular tax. If the depreciable basis for the AMT is the same as for the regular tax, no adjustment is required for any depreciation figured on the remaining basis of the qualified property. However, if an election is in effect to not have the special allowance apply, the corporation must refigure depreciation for the AMT.

you have to get the state breakdown for the fund(s) hitting Box 12 from the fund company, they will publish a tax supplemental letter on their website.  If they're Vanguard funds they might have the breakdown at the back of the statement.  you don't have to enter all states just those that are tax exempt for you (home state and possibly territories like Puerto Rico etc) and the balance of the %/$ can be input as "Multiple States".

The IRS requires that the tax refund be direct deposited into a bank account.  You can get refund check but you will probably have to wait 6 weeks or longer after the IRS receives your tax return before the refund is mailed.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf