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I have tried entering the number with and without capital letters and the form keeps saying "The document's first 3 characters must be entered" but they are.
You do not enter your monthly utility bills on a tax return.   Those are personal expenses.    If your state has a credit for rent, you can enter your rent when you prepare your state return.   T... See more...
You do not enter your monthly utility bills on a tax return.   Those are personal expenses.    If your state has a credit for rent, you can enter your rent when you prepare your state return.   There is not a rent deduction or credit on your Federal return.  If your state has anything for renters you will be prompted to enter your rent info when you complete your state return.  As far as I know, the states that have anything for rent are Arizona, California, Connecticut, Hawaii, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, Rhode Island, Vermont, Washington DC, and Wisconsin.    
https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site ... See more...
https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  
I was gifted long-term stock, and I donated this stock to a DAF within a year. For the purposes of the 8283, what is the adjusted cost basis and purchase date for the stock? Should the date be the dat... See more...
I was gifted long-term stock, and I donated this stock to a DAF within a year. For the purposes of the 8283, what is the adjusted cost basis and purchase date for the stock? Should the date be the date I received the stock gift or the original purchase date? Additionally, on TurboTax online, I am unable to get my 8283 to show the shares as gifted or the valuation method as "Average Share Price". The resulting form always shows "Purchase" and "Comparative Sales".
No one in the user forum has access to your tax return.  We cannot fix anything for you.   You received an email that we cannot see that tells you why your tax return was rejected.   Some rejec... See more...
No one in the user forum has access to your tax return.  We cannot fix anything for you.   You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.    
No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word ... See more...
No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh
@ janica.schmuck   asked:  "How do I add them so they appear on TC-40 line 27?"   You wrote "Line 27."  You should double-check that line number.    I'm not familiar with a Utah return, but I just ... See more...
@ janica.schmuck   asked:  "How do I add them so they appear on TC-40 line 27?"   You wrote "Line 27."  You should double-check that line number.    I'm not familiar with a Utah return, but I just quickly looked at an image search, and it appears to me that UT state estimated payments made on prepayment coupon TC-546 would be reported on Line 34 of the 2025 TC-40.   So after you enter them using the steps I provided above, see if they show up on the UT TC-40, Line 34.
First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the... See more...
First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  
This is for Online TurboTax. I provided the shortcut method above to go directly to the estimated taxes entry section.   If you want to use regular navigation, here's how.  So between the 2 methods,... See more...
This is for Online TurboTax. I provided the shortcut method above to go directly to the estimated taxes entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able to use one or both of them.   When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks".   That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year.   Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording.   When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid."  Then that topic can be expanded further to get the subtopic Estimated Tax Payments.  Then you can choose the category for state estimated payments.   NOTE: Before filing, make sure your Federal estimated tax payments correctly show on the Federal Form 1040, Line 26, and that any state estimated tax payments show up on your state return.
You appear to be using Online TurboTax, so that's what my answer is geared toward.   It's nonintuitive, but the state estimated tax payments you made are entered on the Federal side of the intervie... See more...
You appear to be using Online TurboTax, so that's what my answer is geared toward.   It's nonintuitive, but the state estimated tax payments you made are entered on the Federal side of the interview.  In Online TurboTax, here's a tool that should get you directly to the estimated tax payments section.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Expand the section Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Federal Form 1040, Line 26, and that any state estimated tax payments show up on your state return.
Thank you for the reply.  I looked for the question you said you had when doing the estimated taxes in the Home and Business version.  I am not seeing this question in Premier "Would you like us to c... See more...
Thank you for the reply.  I looked for the question you said you had when doing the estimated taxes in the Home and Business version.  I am not seeing this question in Premier "Would you like us to copy your current year wage information to next year?".  I looked at the ES Tax Options and it shows a message saying that it is using the amount that I paid in withholding in 2025.  It then showed that amount in the form and I could not find a way to clear it or to override it.  Because of that, I could not get vouchers since the amount I paid in for 2025 is more that I expect to pay in 2026.  I am retired so I do not have a paycheck.  I do have voluntary withdrawals from my Social Security and my pension.  Cannot find a way to get around this problem in Turbotax Premier.  Any advice would be appreciated.  
@errylrichter125 Care to elaborate how Stifel relates to our collective TurboTax data import problem ?
The entry space initially was shown, but once entered and edited, it no longer shows anywhere that I can edit that amount. I wand to take less than the full amount this year, and carry some to future... See more...
The entry space initially was shown, but once entered and edited, it no longer shows anywhere that I can edit that amount. I wand to take less than the full amount this year, and carry some to future years.
I spent hours working through the automatic questions Turbo Tax asks for my Utah state tax return and read the questions in the system over and over. I asked for AI help within Turbo Tax, with no su... See more...
I spent hours working through the automatic questions Turbo Tax asks for my Utah state tax return and read the questions in the system over and over. I asked for AI help within Turbo Tax, with no success as it gives me solutions that don't exist. There is no space to enter Utah tax prepayments I made in 2025. I assume even asking a tax expert for help won't solve my issue. I don't want to lose all my progress and need to file manually just because Turbo Tax doesn't let me do this. I'm self employed and filing jointly with my spouse.
This is mainly a user community forum, not a direct route to TurboTax Support.   Technical help with a Mac issue often comes from other Mac users in this forum, unless it's a Mac issue already known ... See more...
This is mainly a user community forum, not a direct route to TurboTax Support.   Technical help with a Mac issue often comes from other Mac users in this forum, unless it's a Mac issue already known to TurboTax.   But in any case, so far you haven't described your issue other than "can't print."   You should explain what that means.  Is it the desktop version or online version?  How are you trying to print?   What happens when you try to print?   Does it do nothing at all?  Is there any error message?  Is the print garbled?   etc.
@billjester5 It depends on how this person is related to you.     You would only add her to your return if this person is a spouse and you will be filing a joint return, you can add them to your re... See more...
@billjester5 It depends on how this person is related to you.     You would only add her to your return if this person is a spouse and you will be filing a joint return, you can add them to your return in "My Info" on the left of your screen, but if they are just someone you help part of the year, this is not applicable.   If this is a person you provided some support to, and would like to claim for the "Credit for Other Dependents", you'll need to ensure she qualifies. If you are supporting someone for only 4.7 months, generally, they would not qualify as a dependent.  See the below list of rules for:  Rules for Claiming Dependents on Taxes:   Do they live with you? The dependent must live with you all year as a member of your household or be on the list of “relatives who do not live with you” in Publication 501. About 30 types of relatives are on this list. Do they make less than $5,200 in 2025? Based on the information provided, she meets this test. Do you financially support them? You must provide more than half of their total support for the year. If she lived with you for 4.7 months, you'd have needed to pay for some living expenses in other months in order to meet this test.   They also would not be required to file their own income tax return since they had no income.   @mesquitebean Thank you!  
In 2024 we put a vehicle into service for my spouse's business.  It is used only over the summer for business purposes but in year one it was used so much it was over the 50% Sec 179 threshold so we ... See more...
In 2024 we put a vehicle into service for my spouse's business.  It is used only over the summer for business purposes but in year one it was used so much it was over the 50% Sec 179 threshold so we took accelerated depreciation.   Fast forward to 2025 and unfortunately business use has dropped to 40%.  Even though I'm not selling the vehicle and we plan to continue to use it for business use through its depreciable life, the new tax laws under OBBBA require me to take 179 depreciation recapture on my 2025 return   I've read some things about needing to use form 4797 for sale of an asset even though I haven't sold the vehicle, but not sure if it is automatically calculating the recapture for me or if there is something missing.  Turbotax did acknowledge that there was recapture going on as there were a number of errors that popped in the federal error check.  It's not jumping out in my depreciation forms and if I do the math it's just taking the original cost of the vehicle * business use % * 20% for a 5 year useful life.  This takes care of ongoing depreciation, but not recapture.   Where am I supposed to go to take care of the recapture income?  I can easily do the math on what I would have taken on a 5 year straight line basis versus the accelerated depreciation I took in year 1?  Can always just drop that in as "other income"   (Don't worry - I'm already lowering my head in shame for being greedy and taking 179 in year 1 when there was no guarantee I could hold it).
I had posted about this previously under the heading of 1040 re self employed health insurance. I had some replies but unfortunately nothing that worked. I am an LLC - K1 partner and had insurance th... See more...
I had posted about this previously under the heading of 1040 re self employed health insurance. I had some replies but unfortunately nothing that worked. I am an LLC - K1 partner and had insurance through the marketplace. My premium was input on my  K1  -  box 13  code M  as $8293. These premiums were computed correctly on all necessary forms except form 1040 schedule 1  line 17).  Line 17 shows $14,252. This is $5959.00 over! I then discovered something I wasn't aware of before when I was checking form 7206 – the Self Employed Health Insurance Deduction. It also has $8293 on line 14 as the allowed deduction. BUT at the very bottom of this form in very small print it says  "A self-employed health insurance adjustment of $5959.00 from premiums paid through an exchange is included as an adjustment to income but does not appear on these worksheets."    So this adjustment was added to my $8923. Of course I have no way of knowing how that happened since it’s not shown in  the worksheets. The IRS states about form 7206 - How to figure the deduction. Generally, you can use the worksheet in the Form 1040 instructions to figure your deduction. However, if any of the following apply, you must use Form 7206. • You had more than one source of income subject to self-employment tax. • You file Form 2555. • You are using amounts paid for qualified long-term care insurance to figure the deduction. None of these apply to me. I thought I would delete form 7206 and I tried. But the program doesn’t seem to allow you to do that. I really need some help please.