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5 hours ago
You can get the most up-to-date information through the official CT DRS myconneCT portal. Use the Where's My Refund? tool on the myconneCT welcome page. You will need your Social Security number and...
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You can get the most up-to-date information through the official CT DRS myconneCT portal. Use the Where's My Refund? tool on the myconneCT welcome page. You will need your Social Security number and the exact whole-dollar amount of your refund. You can also call the automated system at 860-297-5962 (anywhere) or 800-382-9463 (within CT).
5 hours ago
Yes, you would need to file an amendment. You have an option of filing an extension, making any payment if applicable, then filing your tax return after you have the corrected Form 1099-R. This will...
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Yes, you would need to file an amendment. You have an option of filing an extension, making any payment if applicable, then filing your tax return after you have the corrected Form 1099-R. This will give you until October 15th to file.
Free Federal Tax Extension is Available
How do I file an IRS tax extension?
Filing an Income Tx Extension
@navipod
5 hours ago
If your Form 1099-R shows a distribution from a state retirement plan or a qualified employer plan (like a 401k), TurboTax may start asking complex "Annuity" questions. Here is how to handle them. ...
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If your Form 1099-R shows a distribution from a state retirement plan or a qualified employer plan (like a 401k), TurboTax may start asking complex "Annuity" questions. Here is how to handle them. If you have "Plan cost", or "After-tax contributions", then a portion of your check is tax-free. To confirm, look at Box 9b or Box 5 of your 1099-R. If you have amounts there, you contributed your own after-tax money and a portion of your check is tax-free. Therefore, you will need: Annuity start date (Use the 1st day of the month you received your first check. For example, January 1st for a payment received January 15th. Plan Cost (Basis), which is the amount of after-tax money you contributed to the plan (found in Box 9b or your final pay stub) Age at start Amounts previously recovered, which is the total amount of "tax-free" principal you've already claimed on prior years' returns. If this is your first year, enter $0 Other places to look for your basis include: Box 5 (this year's distribution that is a tax-free return of your basis) Your own records, such as final pay stub from the year you retired Your Plan's Summary Plan Description often will show your total after-tax contributions Form 8606 for IRA-based annuities where your basis is not shown on Box 9b of your Form 1099-R However, if your Form 1099-R is for a standard disability pension and you don't have a complicated cost recovery to calculate, you can skip the "Annuity" loop: On the 1099-R entry screen, ensure Box 7 matches your form (likely Code 3 for Disability) Ensure the "IRA/SEP/SIMPLE" box is unchecked When the software asks, "Was this distribution from a 403(b) plan?", select "No, it's another type of qualified retirement plan" On the "Annuity information" screen, select "No" to periodic payments By selecting No in the above two screens, the software will treat it like a standard pension or 401k distribution and skip the "Annuity" questions entirely
5 hours ago
Apparently it is very common since they posted it on their troubleshooting page, however they say to call. I did but agent could not resolve. So not helpful. I was on the phone with customer service...
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Apparently it is very common since they posted it on their troubleshooting page, however they say to call. I did but agent could not resolve. So not helpful. I was on the phone with customer service for an hour. Tried multiple cards as well. The representative gave her best shot but could not resolved. Followed the instructions and cleared all cookies and browser history. Tried chrome and edge browsers. resigned to try another day. If this was resolved for you please specify how. Thank you. If this helps, the agent could not place the order on her end because she could not match the discount I was offered through my cart of 25% (from Fidelity.com)
5 hours ago
You do not need an ECN for your federal return. Go to the Federal tab and select Health Insurance. When asked, "Did you have health insurance coverage in 2025?" select "I had health insurance for p...
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You do not need an ECN for your federal return. Go to the Federal tab and select Health Insurance. When asked, "Did you have health insurance coverage in 2025?" select "I had health insurance for part of 2025."
TurboTax will show a grid of the 12 months. Check the boxes for January through October and leave November and December blank. The program will confirm you have no federal penalty and move on.
5 hours ago
If you prefer to pay by check or money order, make it payable to the "United States Treasury". Write your name, address, daytime phone number, Social Security Number (or ITIN), and "2025 Form 1040"...
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If you prefer to pay by check or money order, make it payable to the "United States Treasury". Write your name, address, daytime phone number, Social Security Number (or ITIN), and "2025 Form 1040" on the front of your payment. Include Form 1040-V (Payment Voucher). See IRS payment options
Internal Revenue Service,
P.O. Box 1214,
Charlotte, NC 28201-1214
5 hours ago
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5 hours ago
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5 hours ago
You can continue to check for your current year IRS Transcript. If your tax return has been accepted you might also be able to access your transcript from the IRS now.
Get My IRS Transcript
C...
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You can continue to check for your current year IRS Transcript. If your tax return has been accepted you might also be able to access your transcript from the IRS now.
Get My IRS Transcript
Current Year Transcript Availability
To contact your state about your tax return status you can use the link below.
How do I contact my state Department of Revenue?
@PhantomNight24
@kabuki
5 hours ago
You do not report the "ordinary income" from your Supplemental 1099-B as a separate income entry in TurboTax. Instead, you use that information to adjust your cost basis on the investment sale screen...
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You do not report the "ordinary income" from your Supplemental 1099-B as a separate income entry in TurboTax. Instead, you use that information to adjust your cost basis on the investment sale screen. This is necessary because most standard 1099-Bs report a "basis not provided to the IRS" or a "0" basis for RSUs and ESPPs, which would cause you to be double-taxed on the ordinary income already reported on your W-2.
The simplest way to make the adjustment:
Enter the sale as a "standard" stock sale.
Check the box "I need to add more info about this sale" or "The cost basis is incorrect on my 1099-B."
Enter the Corrected Basis from your supplemental statement directly into the "Corrected Basis" box.
5 hours ago
@pradeep471994 , Namaste Pradeep ji
(a) Assuming that you are a US person ( citizen/GreenCard/Resident for Tax purposes ), having a US tax-home
(b) Probably filing MFJ and dependents
(c) have r...
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@pradeep471994 , Namaste Pradeep ji
(a) Assuming that you are a US person ( citizen/GreenCard/Resident for Tax purposes ), having a US tax-home
(b) Probably filing MFJ and dependents
(c) have rental / income property in India
(d) this is your first year -- 2025 for rental; income
(e) You treat / report the rental income Schedule-E --- gross income, expenses etc. and depreciation per US tax laws. This mis just as if the property was domestic except for the depreciation -- for residential property it is 30 years ( Domestic is 27.5 years ). You choose ADS and select 30 years life.
(f) TurboTax will walk you through the whole process --- my pref. for such work is Windows desktop Home & Business -- this covers most complex cases and everything remains on your machine. But it is also the most expensive.
(g) For Indian ITR, you follow Indian Tax laws and perhaps use a CA.
(h) Any taxes paid to India on this "foreign source " income , that is doubly taxed (--- this is the net income as shown schedule-E) is indeed eligible for foreign Tax Credit.
Hope this makes sense .
If you need more on this you are welcome to add to this thread or PM me ( just NO PII ----Personally Identifiable Information )
Namaste ji
pk
5 hours ago
It depends. The Energy Efficient Home Improvement Credit must be claimed in the tax year the property is placed in service (installed). If you paid in 2024 but the equipment was not installed and "pl...
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It depends. The Energy Efficient Home Improvement Credit must be claimed in the tax year the property is placed in service (installed). If you paid in 2024 but the equipment was not installed and "placed in service" until 2025, you can generally claim the credit on your 2025 tax return. However, if you paid and placed it in service in 2024, you cannot claim the credit in 2025.
If you missed claiming it for 2024, you can file an amended return for that year rather than adding it to your 2025 return.
The Qualified Manufacturer Identification Number (QMID), which is a requirement for products installed starting in 2025, can often be found on the manufacturer’s website or from your contractor.
5 hours ago
Check the printout or PDF of your return; look for the federal or state cover sheet with the Turbo Tax logo. If you owed tax, it will show the payment information and how/when you decided to pay. A...
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Check the printout or PDF of your return; look for the federal or state cover sheet with the Turbo Tax logo. If you owed tax, it will show the payment information and how/when you decided to pay. And you can never have a refund apply to the tax due on the other one. Read the state payment instructions carefully since most states cannot be paid from within the TT system and requires additional steps. You can pay the IRS directly at https://www.irs.gov/payments
5 hours ago
I was employed for the last 2 months of 2025 in Wisconsin but filing a non-resident return as I my legal residence is still in Michigan. I have a long-term capital loss from a single sale of stock w...
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I was employed for the last 2 months of 2025 in Wisconsin but filing a non-resident return as I my legal residence is still in Michigan. I have a long-term capital loss from a single sale of stock with is currently reported on line 8a on my Federal Schedule D since it is was reported on a 1099 and there is only one affected transaction. I think it needs to reported instead it on line 8b with a form 8949 so that I can exclude it as a non-resident loss on my Wisconsin return, but TurboTax is not generating a Form 8489 and TT is carrying the loss that I am not entitled to forward to the Wisconsin return. The Wisconsin Dept of Revenue webpage for "Reporting Capital Gains and Losses for Wisconsin by Individuals , Estates and Trusts" on page 7 states E. Federal Capital Losses Incurred by Wisconsin Nonresident Wisconsin treatment: Wisconsin las does not permit the deduction of capital losses incurred prior to the date Wisconsin residence is established. How to report: For nonresidents and ... do not include the losses on Schedule WD or Schedule 2WD I am unable to delete the entry from the TT Wisconsin Form WD . Any suggestions?
5 hours ago
yes I'm a us citizen Tax home is abroad and yes I live abroad I want to take the foreign tax credit, not exclude the income. The reason I want to take the tax credit is i believe this will gi...
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yes I'm a us citizen Tax home is abroad and yes I live abroad I want to take the foreign tax credit, not exclude the income. The reason I want to take the tax credit is i believe this will give me more tax relief as the country i am in taxes my income at 26% at the source and I would like to get thr tax credits not exclude the income Thanks for any help that can be provided however my question is less about tax rules and more about how to get the tt software to do it's job.
5 hours ago
It depends. If you do not have a balance due, you can file your return without Form 2210.
It is possible to have a refund and still have an underpayment penalty if the payments were not paid e...
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It depends. If you do not have a balance due, you can file your return without Form 2210.
It is possible to have a refund and still have an underpayment penalty if the payments were not paid equally across all payment dates. If your income calculation was used each period to determine if an estimated tax was required, then you may need to do the annualized method to reduce or eliminate the penalty.
Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of:
90% of the total tax after credits for the current year, or
100% of the total tax after credits in the prior year
See one exception below.
You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely.
Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2025 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.
5 hours ago
It depends- can you clarify what you changed or added? If it was just income and the tax did not change you did not have to amend, but if t is something that must be reported to the IRS, you would w...
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It depends- can you clarify what you changed or added? If it was just income and the tax did not change you did not have to amend, but if t is something that must be reported to the IRS, you would want to send the 1040X.
5 hours ago
I'm sorry to hear you were the victim of identity theft. It sounds like you may have already gained access to the ID.me website, which uses facial recognition to set up your account. This is helpful...
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I'm sorry to hear you were the victim of identity theft. It sounds like you may have already gained access to the ID.me website, which uses facial recognition to set up your account. This is helpful, because the IP PIN retrieval website will ask you to login with your ID.me credentials. To obtain the IP PIN, visit www.irs.gov/getanippin to retrieve the correct number, then update your return before resubmitting your return if you have already tried to file. Or, for assistance with the IP PIN, contact the IRS at 1-800-908-4490. To enter your IP PIN in TurboTax Online one you have it, follow these steps: 1. Select Federal from the left-hand menu. 2. Select Other Tax Situations, then Identity Protection PINs 3. On the screen that asks if anyone on this return was assigned an IP PIN, select Yes. 6. Click Add or delete next to the name of the person the PIN belongs to, and enter the 6-digit number.