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For your wife's 1099-R, go back in and edit that 1099-R.  When you click Continue on the page Enter your 1099-R details from [custodian name], you get a screen Do any of these situations apply to you? .  If "I inherited this IRA" is checked, click a different category or "None of these apply", then Continue.   As for the Canadian Pension, you can click on the Personal Income tab(on TurboTax Desktop) or Income on the left side menu (for TurboTax online) to escape the question asking about the custodian of the Canadian pension.

I did. All three agents I spoke to referred me back to Turbo Tax. They said the problem is with Turbo not Quickbook. My book keeping is clean and ready, but the option to file tax on Quickbook takes me back to Turbo Tax live and none of my expenses are transferred or mapped. I have been trying to figure this out since last month, but looks like no body has an answer.

Si vous utilisez un Mac, vous devez utiliser Safari, et si vous utilisez Windows, vous devez utiliser Edge. Si ce n'est pas le problème, cette erreur s'affiche-t-elle avec l'image d'un chiot ?   Merci d'avoir choisi TurboImpôt.

The IRS (and TurboTax) actually treats boats with sleeping, cooking, and toilet facilities very similarly to a vacation house.   Because you used the boat for personal reasons for more than 14 days (and more than 10% of the rental days), the IRS considers this a "dwelling unit used as a home."  You cannot simply deduct 50% of everything.   You must divide expenses into two categories (for a dual-use residence):  Direct Rental Expenses: Expenses that only apply to the rental (e.g., a commission paid to a charter agent or extra insurance for the rental period). These are 100% deductible against rental income. Allocated Indirect Expenses: These are your "50/50" expenses (maintenance, slip fees, cleaning, fuel, etc.).   You can only deduct these expenses up to the amount of rental income you earned (the "Hobby Loss" Limit);. You must deduct interest and taxes first, then operating expenses, then depreciation (only until your rental income hits zero);.   Most boat owners should use Schedule E ("passive" rental activity)... you provide the boat and basic services (e.g., cleaning between rentals, maintenance).  There is no self-employment tax.   Divide your shared expenses (maintenance, dockage) by the total days of use to find the rental portion, but don't expect to claim a net loss on your 1040.   You should use Schedule C (Profit or Loss from Business)... if you run a "charter business" or "hotel on water" (e.g. you provide substantial services primarily for the guest's convenience -- you act as the captain/crew, provide meals, or offer daily maid service).     You might be able to deduct a loss against your other income (if you "materially participate"), but you must pay the 15.3% self-employment tax on your profits.

Si vous êtes un employé qui travaille de la maison, voici ce qui pourraient être inclus dans les dépenses d'entretien :   Selon l'ARC, Frais d'entretien et de réparations mineures Les frais d'entretien et de réparations mineures font généralement partie de l'une des catégories suivantes :   Dépenses que vous avez payées qui se rapportent à votre espace de travail et à d'autres aires de la maison. Vous pouvez déduire le pourcentage de ces dépenses qui se rapportent à l'espace de travail. Exemple : Réparation mineure de la fournaise ou du climatiseur de la maison ou achat de produits de nettoyage ménager. Dépenses liées à l'espace de travail seulement. Vous pouvez déduire le montant total des dépenses si le montant payé est raisonnable. Exemple : Achat d'ampoules, frais pour repeindre l'espace de travail ou pour réparer les murs ou le plafond après l'installation d'un téléphone, achat d'un télécopieur ou d'autres équipements de bureau utilisés dans votre espace de travail. Merci de choisir TurboImpôt.

Enter Social Security Income (SSA-1099): Open or continue your return. Under Federal tab, Click on Wages & Income, and then Scroll down to Retirement Plans and Social Security. Click Start/Update next to Social Security (SSA-1099, RRB-1099). Answer YES to the question "Did you receive Social Security or Railroad Retirement benefits?" and follow the prompts to enter your amounts. If you and your spouse both have forms, you'll enter them on separate screens during this interview.   You can also search for "SSA-1099" (Search Bar/Box), and then Click on the "Jump to...." link that appears.

However, I think Turbotax should have caught this error in the final analysis and ask to fix it which it did not; so I am faulting Turbotax for failing to correct to notify me of this omission. This should  be a BIG RED Flag in my opinion. Thank you again for pointing out the issue to me. I checked the amended return and it did change my tax refund to what the IRS audited for me.  Thanks again. Cheers.