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If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section.   TurboTax Online/Mobile: Go to... See more...
If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid 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.  Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates. If you paid 2025 estimated taxes in 2025, you'll enter just one amount for each state or locality.   Where do I enter my estimated tax payments?  If you want to prepare estimated tax payment vouchers for next year, see   Can TurboTax calculate next year's federal estimated taxes?     
Several  states do not have a state income tax.  So these states will not show up in certain drop down lists.   Leave boxes 15, 16, and 17 blank when you enter a W-2 for these states.   Alaska, F... See more...
Several  states do not have a state income tax.  So these states will not show up in certain drop down lists.   Leave boxes 15, 16, and 17 blank when you enter a W-2 for these states.   Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming  
There is no way to change the bank information for direct deposit after the tax return has been accepted. The IRS will send the deposit to the bank account listed on the tax return.  
To add a Form 1099-INT to your tax return in TurboTax Online, follow these steps:   1. Go to Federal>Wages & Income   2. Search for Investment and Savings if you don't see it listed   3. ... See more...
To add a Form 1099-INT to your tax return in TurboTax Online, follow these steps:   1. Go to Federal>Wages & Income   2. Search for Investment and Savings if you don't see it listed   3. Click Add/Edit   4. On the page Let’s finish pulling in your investment income click Add Investments at bottom of page   5. Click Enter a different way   6. Upload, snap a photo, import, or type in your 1099-INT   See this TurboTax article for more information on Form 1099-INT
Most rejections are for AGI.  AGI does not matter now, since you only needed AGI to e-file.   E-filing is closed for 2024 and you have to file 2024 by mail.    You will be able to access the 2024... See more...
Most rejections are for AGI.  AGI does not matter now, since you only needed AGI to e-file.   E-filing is closed for 2024 and you have to file 2024 by mail.    You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       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.   Online tax preparation and e-filing for 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     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 UPS or 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.      
It depends. You must have at least $2,500 in Earned Income (wages, tips, or self-employment) to qualify for any part of the credit. Earned income is any income that is derived from working.   Any o... See more...
It depends. You must have at least $2,500 in Earned Income (wages, tips, or self-employment) to qualify for any part of the credit. Earned income is any income that is derived from working.   Any other income such as Social Security (SSI/SSDI), Child Support, VA Benefits, Unemployment, or Pensions does not count as earned income for claiming the Child Tax Credit.   Also, the child must be under the age of 17 in 2025 in order to claim the child tax credit.      
Please try reinstalling the software using the download from our website. You can download older versions of TurboTax Desktop edition here: Where can I download the Desktop edition of TurboTax?   ... See more...
Please try reinstalling the software using the download from our website. You can download older versions of TurboTax Desktop edition here: Where can I download the Desktop edition of TurboTax?   If you are still not able to resolve your code issue, please contact our phone support team phone support team for more assistance.  
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes      If you took money out of a retirement account, make sure you also enter the 1099R for that.   To ... See more...
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes      If you took money out of a retirement account, make sure you also enter the 1099R for that.   To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  
How do I get a refund from turbo theft
under Federal for both Fed + State estimates; Deductions and Credits / Estimates and Other Taxes Paid section
Your state estimated tax payments will serve as a credit your state tax liability and have to be entered on your tax return.   You enter your state estimated tax payments in the Federal section a... See more...
Your state estimated tax payments will serve as a credit your state tax liability and have to be entered on your tax return.   You enter your state estimated tax payments in the Federal section and they will flow through to your state return.   In TurboTax Online, you can enter the state estimated taxes you paid by following these steps:   Open your tax return Click on Federal in the left-hand column, then Deductions & Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to State estimated taxes for 2025.  
Follow the instructions on the screen carefully. You should see checkboxes that have to be marked for the import.
Paid VA state income tax on a IRA Withdrawal
Room and Board are only Qualified Education Expenses for 529 distributions.  If you had a 529 distribution and it was used entirely for qualified expenses, you don't need to include your 1099-Q in yo... See more...
Room and Board are only Qualified Education Expenses for 529 distributions.  If you had a 529 distribution and it was used entirely for qualified expenses, you don't need to include your 1099-Q in your return.  You also won't see any entries for Room and Board in the Education interview.     If you enter a 1098-T with an amount for Box 5, Grants/Scholarships, you will be asked if any of that amount was used for Room and Board. You need to keep your own records of what was paid from a 529 distribution, such room and board and related expenses.     Here's more info on Form 1099-Q and  529 Plans and Taxes.       @deslayton518                   
TurboTax does not support Form 709.   However, if you no longer own the property, you need to convert from rental use to personal use in the program.
Hi! Thank you for the tips. But unfortunately non of these things worked. Do you have anything else I could try?
I rolled over an after tax 401k (firm 1) to another brokerage IRA (firm 2). I then did a Roth conversion on the firm 2 IRA to a firm 2 Roth. The 1099-R from firm 1 shows rollover and the appropriate ... See more...
I rolled over an after tax 401k (firm 1) to another brokerage IRA (firm 2). I then did a Roth conversion on the firm 2 IRA to a firm 2 Roth. The 1099-R from firm 1 shows rollover and the appropriate taxable amount with distribution code G (no problems there). The firm 2 shows taxable amount not determined with distribution code 2 (also expected).   Nowhere in Turbo Tax am I seeing where it asked me about whether any part of the firm 2 rollover (where taxable amount couldn't be determined) was already after-tax. Instead Turbo Tax treated that rollover amount as taxable. I believe it should be asking this question and populating Part III question 14 of the IRA Information Worksheet (IRA Info Wks).   Help on that section even specifically covers this scenario saying, "if you had a rollover of a qualified employer retirement plan, such as a 401k, to a traditional IRA and part of the amount that was rolled over was after tax contributions to the retirement plan, these after tax contributions are not taxable and therefore become part of the traditional IRA basis.   Enter the non-taxable part of any rollover from a qualified employer retirement plan to a traditional IRA [on line 14]."   I was able to go into that section and enter the number which then properly updated.   But either I'm missing where you can enter this in the "EasyStep" sections or it's a bug that it did not ask about it when the taxable amount was not able to be determined.
Distributions of monies contributed to a Roth IRA are not taxable.   You have to indicate in TurboTax that your distribution is from contributions, and not from earnings, by entering your Prior y... See more...
Distributions of monies contributed to a Roth IRA are not taxable.   You have to indicate in TurboTax that your distribution is from contributions, and not from earnings, by entering your Prior year Roth IRA contributions.   After you have entered your form 1099-R, TurboTax will take you back to the summary page titled Your 1099-R Entries.   On that page, click Continue and follow the TurboTax interview until you arrive at the page titled Enter Prior Year Roth IRA Contributions where you can enter the amount of your past contributions.    
Cuando puedo enmendar?