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April 11, 2025
7:46 AM
Yes, you can complete your portion of the return and return to it once his information is ready. The return doesn't need to be completed in one setting.
April 11, 2025
7:46 AM
@rothll curious, why does it matter? the tax treatment is the same. When you receive the 1099-R form, look at the checkbox next to Box 7. That will indicate whether it is or is not an IRA.
April 11, 2025
7:45 AM
Your information will be saved and you can come back to add your spouse's information when you have it. If you are filing a joint return---do not file without his income.
If you need an extens...
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Your information will be saved and you can come back to add your spouse's information when you have it. If you are filing a joint return---do not file without his income.
If you need an extension:
https://turbotax.intuit.com/irs-tax-extensions/
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808
April 11, 2025
7:45 AM
April 11, 2025
7:45 AM
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
See this TurboTax support...
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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx
April 11, 2025
7:45 AM
TT hasn't fixed this yet? TT does not warn you when you discover you can't efile due to a safe harbor statement , that you then cannot efile the State return
April 11, 2025
7:44 AM
Wisconsin definitely still has payment vouchers for returns that are filed electronically: DOR Payment Vouchers The first sentence: "If you filed your return electronically but pay the ...
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Wisconsin definitely still has payment vouchers for returns that are filed electronically: DOR Payment Vouchers The first sentence: "If you filed your return electronically but pay the Department of Revenue by check, you should include a Payment Voucher with the check you mail." Clicking on the appropriate link at the bottom of the page takes you to the applicable interactive voucher printing screen you allude to in your response. My point was that TurboTax used to print Wisconsin Form EPV (Electronic Payment Voucher) for e-filers, but that form is now "unavailable". That actually makes sense given that Form EPV is no longer used. What doesn't make sense to me is TurboTax not supporting Form PV. So... my question is: Is TurboTax going to support Wisconsin Form PV and, if so, when? My guess is the answer is either "No", or "Yes, but not for this year" given how close we are to the deadline. I do think you are right about their thought process: Wisconsin definitely wants payment electronically not by check. P.S. Given that I had not gotten a response from anyone at TurboTax after 2 days, I did go to the WI DOR website and print a voucher. It still says they are having "technical difficulties", but it seemed to work. 🤷♂️
April 11, 2025
7:44 AM
@spowens if you sold it for more than you originally paid for it, then the gain is taxable. If you sold if for less than you originally paid for it, the loss is not reportable on your tax return as ...
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@spowens if you sold it for more than you originally paid for it, then the gain is taxable. If you sold if for less than you originally paid for it, the loss is not reportable on your tax return as it is a personal loss.
April 11, 2025
7:44 AM
When reconciling book to return income if I use the book income before current year fed tax accrual I get a difference of I get a difference of -1479 of I use the book income after fed tax a...
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When reconciling book to return income if I use the book income before current year fed tax accrual I get a difference of I get a difference of -1479 of I use the book income after fed tax accrual I get a difference of 3206 Add 1479 and 3206 and they equal the tax accrual of 4685. I cannot get this to balance.
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April 11, 2025
7:44 AM
My 1099-DIV form shows that I earned exempt-interest dividends, but the form does not list from which state(s) these exempt-interest dividends were earned or which state(s) issued these municipal bon...
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My 1099-DIV form shows that I earned exempt-interest dividends, but the form does not list from which state(s) these exempt-interest dividends were earned or which state(s) issued these municipal bonds. Turbo Tax says that I should select “Multiple States” from its drop-down menu, even as a Florida resident. Is this correct or should I select “Florida” from the list? Please advise. Thanks. John B.
April 11, 2025
7:44 AM
April 11, 2025
7:44 AM
If you really amended using a Form 1040X, you cannot expect a "5 day early" refund. It takes the IRS several months to process a 1040X. You say you sent in an injured spouse form, which normally d...
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If you really amended using a Form 1040X, you cannot expect a "5 day early" refund. It takes the IRS several months to process a 1040X. You say you sent in an injured spouse form, which normally delays a refund for about 14 weeks.
April 11, 2025
7:43 AM
No. If you successfully efiled, you do not need to mail in your return.
April 11, 2025
7:43 AM
If you are referring to a 2023 W-2, that can only be entered on a 2023 tax return, you cannot use the TurboTax online editions as they are only for tax year 2024.
If you filed a 2023 tax return...
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If you are referring to a 2023 W-2, that can only be entered on a 2023 tax return, you cannot use the TurboTax online editions as they are only for tax year 2024.
If you filed a 2023 tax return last year then you will have to amend the return to add the W-2
See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr
If you did not file a 2023 tax return -
To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/
A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.
April 11, 2025
7:43 AM
Im looking for information I entered already
Where is it?
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April 11, 2025
7:43 AM
Do I need to wait for him to finish all my taxes other than his income?
April 11, 2025
7:43 AM
No. You do not need to mail a federal return with your Massachusetts State returns. You should include the following however.
W-2 forms from each employer
1099 forms (such as 1099-MISC, 1...
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No. You do not need to mail a federal return with your Massachusetts State returns. You should include the following however.
W-2 forms from each employer
1099 forms (such as 1099-MISC, 1099-INT, 1099-DIV, etc.) for additional income
Proof of health insurance (1099-HC, 1095-B, etc.)
Records of tuition payments and student loan interest (1098-T)
Unemployment compensation statements (1099-G)
Pension or annuity income statements (1099-R)
Receipts for deductible expenses, such as medical costs, mortgage interest, and charitable contributions (if itemizing deductions)
Additionally, if you are claiming tax credits or deductions, you may need supporting documentation.
April 11, 2025
7:43 AM
Hi - I am using TurboTax for Business 2024 desktop, and tried to enter the estimated tax payments. It says I need to enter the last four digits of the bank account number and the confirmation number...
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Hi - I am using TurboTax for Business 2024 desktop, and tried to enter the estimated tax payments. It says I need to enter the last four digits of the bank account number and the confirmation number for each quarter. But after I entered all the info, the program just stuck on the same screen with the mouse cursor stops on the 1st Quarter Bank Account Number. Any idea what could be the issue? Thanks.
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April 11, 2025
7:42 AM
@barretthackbart I think you may misunderstand how that capital gains tax works. Let's say your 2024 taxable income is $40k and the home sale did indeed occur in 2024 and the profit was $80k. ...
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@barretthackbart I think you may misunderstand how that capital gains tax works. Let's say your 2024 taxable income is $40k and the home sale did indeed occur in 2024 and the profit was $80k. When you state "taxable income" that means you have already subtracted the standard deduction ($14,600 filing SINGLE) from your adjusted gross income. So your total taxable income is $120k. Since there is no capital gains tax up to a combined taxable income of $47k and your earned income is $40k, the first $7k of the capital gain would be taxed at 0%, but the remaining $73k of capital gain would be taxed at 15%. I suspect from the way you wrote the post, I wonder if you are thinking that if the sale was counted in 2024, the tax would be zero, since your taxable EARNED income is less than $47k. That is not the way it works.
April 11, 2025
7:42 AM
I received confirmation that my federal and Ga state e-filing was accepted but do i need to also mail in paper copies
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