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There is no way to know if the IRS got it. It could be sitting in a mailbag or wherever lost mail ends up.   POTUS issued an EO, effective 10/1/2025, refunds by paper check will not be made, and ... See more...
There is no way to know if the IRS got it. It could be sitting in a mailbag or wherever lost mail ends up.   POTUS issued an EO, effective 10/1/2025, refunds by paper check will not be made, and paper check payments will not be accepted. However, the belief was that paper check payments would be allowed through 2026 or 2027   You're between a rock and a hard place. You can pay again, hoping the IRS does not get and cash the first check. If you pay again, do it electronically through the IRS website.  Your other option is to wait to see if the IRS cashes the check. If it got it, no one can tell you when it will be cashed, if at all. However, if the check is lost, paying after 4/15/2026 will incur a monthly late-payment penalty of .5% + interest.  
The IRS allows you to deduct sales tax on a vehicle only if the tax rate paid is the same as the "General Sales Tax" rate in your area.   Texas General Sales Tax is usually 8.25% (6.25% state + u... See more...
The IRS allows you to deduct sales tax on a vehicle only if the tax rate paid is the same as the "General Sales Tax" rate in your area.   Texas General Sales Tax is usually 8.25% (6.25% state + up to 2% local).   Texas Motor Vehicle Tax is historically capped at 6.25% (State only).  Local jurisdictions in Texas usually do not (and often cannot) add local sales tax to vehicle purchases.   Since what you paid for the car (6.25%) does not match your local general rate (8.25%), the program sees a mismatch and marks your local rate as "undefined" because it can't reconcile the two numbers.   Thus, you must follow the IRS's "Lesser of Two" rule: if the vehicle rate is different from the general rate, you deduct the lower of the two.   Open or continue your return. Go back to the "Major Purchases" screen and delete the car you entered.  Make sure you entered your correct Zip Code (the program uses this to determine that your "General Rate" is 8.25%). Re-Add the purchase. When asked for the sales tax paid, Enter the Actual Tax Paid from your sales contract (the 6.25% amount... do not let the program calculate it). If asked for the "General Sales Tax Rate", enter your local rate (e.g., 8.25%). Note: If the software still gives you the error, you may need to select the option to "Enter actual sales tax paid for the year" instead of using the IRS tables (you will need to estimate your total sales tax for the year or use your receipts).
If you selected to have your filing fees to be taken out of your refund, then you agree to have your refund processed by a third party bank.     The way it works is that, a third-party bank (SBTP... See more...
If you selected to have your filing fees to be taken out of your refund, then you agree to have your refund processed by a third party bank.     The way it works is that, a third-party bank (SBTPG) opens a temporary account in your name. The IRS sends your refund to that temporary account first, where SBTPG subtracts your tax preparation fees. Once the fees are paid, the remaining balance is forwarded to your personal bank account or debit card via a second direct deposit.    
The fee is not per form.   But the type of income and type of 1099 form can dictate what product edition is needed.   What kind of 1099 is it? What edition are you now in---Deluxe or Premium?   What... See more...
The fee is not per form.   But the type of income and type of 1099 form can dictate what product edition is needed.   What kind of 1099 is it? What edition are you now in---Deluxe or Premium?   What edition were you previously in before the 1099--Deluxe or Free Edition?
Thank you very much!  You mean 1099-R, right? So, it doesn't make a difference whether I enter the 2025 1099R with box 7 with R, it won't affect my return, correct?  So, what's the most common practi... See more...
Thank you very much!  You mean 1099-R, right? So, it doesn't make a difference whether I enter the 2025 1099R with box 7 with R, it won't affect my return, correct?  So, what's the most common practice on this matter?
thank you. Just so I'm clear, is it ok to associate the total contribution (of both businesses)  under one of the businesses during the TT interview. TurboTax shows only one business under "Amount of... See more...
thank you. Just so I'm clear, is it ok to associate the total contribution (of both businesses)  under one of the businesses during the TT interview. TurboTax shows only one business under "Amount of contribution associated to this business", not both.   Thanks.
The cost of my service went up significantly ($119) when a 1099 was added.
Send the file with the amendment error.   And let us know if there are state returns included.  
Yes,   It was broken last year, and this year when I  entered my SS data. Apparently,  It was fixed in one of the updates this year.  
Do you use File > Exit to close the program after 'Save As'?  Where are you saving to, or do you use the default location of Documents > TurboTax?  If you're saving to a removable drive or a cloud-ba... See more...
Do you use File > Exit to close the program after 'Save As'?  Where are you saving to, or do you use the default location of Documents > TurboTax?  If you're saving to a removable drive or a cloud-based location, that can have something to do with it.  It's best to work with TurboTax on the C drive, then move to where you want to keep after tax filing.   You can use the Flag feature to track where you are in the return.    Select Flag icon in the upper right corner Select Add a new flag and a window pops up. You can name the flag and even leave yourself a note if you want to When you resume work, select the Flag icon and then click on the flag that you want. The program will take you to that page. You can select Edit to change your note, or the name of the Flag, or select the X to delete it.   @DonPayne 
@melpaw57 , generally a tax professional working for himself/herself will have PTIN and also ERO license and use the 8453 to get permission of the taxpayer to file the return on behalf of the taxpaye... See more...
@melpaw57 , generally a tax professional working for himself/herself will have PTIN and also ERO license and use the 8453 to get permission of the taxpayer to file the return on behalf of the taxpayer.   So I am at a loss how you end up with 8453 if you are using  TurboTax business or  Home & Business.  This does not make sense ---- a trustee  is just another taxpayer and should not need  ERO license or 8453.   I used  that when using  professional software  from Intuit like Lacerte.   Something no make sense 
Thanks for the response. I did figure it out after I looked somewhere else. Please have them change the wording to "ONLY First 3 letters". I've used this software for over 20 years and it keeps chang... See more...
Thanks for the response. I did figure it out after I looked somewhere else. Please have them change the wording to "ONLY First 3 letters". I've used this software for over 20 years and it keeps changing. AI isn't helpful ! Thank you to the experts.   
Thank you. Unfortunately, it looks like you were correct about the 1099-DIV. I don't know why that was not calculated in until the review stage, but that was the cause- going to be a rough tax season.
Correct, if you did indicate a payment date, then program will set the payment to come out on April 15.     @ken7489 
Not Medicare premiums at age 63.  You must be age 65 or over for Medicare premiums to be qualified medical expenses payable with an HSA distribution.  (Of course most people who are paying Medicare p... See more...
Not Medicare premiums at age 63.  You must be age 65 or over for Medicare premiums to be qualified medical expenses payable with an HSA distribution.  (Of course most people who are paying Medicare premiums are age 65 or over.)   From IRS Pub 969:   Insurance premiums. You may not use HSA funds to pay for insurance, except for the following. 1. Long-term care insurance. 2. Health care continuation coverage (such as coverage under COBRA). 3. Health care coverage while receiving unemployment compensation under federal or state law. 4. Medicare and other health care coverage if you were 65 or older (other than premiums for a Medicare supplemental policy, such as Medigap).   The premiums for long-term care insurance (item (1)) that you can treat as qualified medical expenses are subject to limits based on age and are adjusted annually. See Limit on long-term care premiums you can deduct in the Instructions for Schedule A (Form 1040). Items (2) and (3) can be for your spouse or a dependent meeting the requirement for that type of coverage. For item (4), if you, the account beneficiary, aren’t 65 or older, Medicare premiums for coverage of your spouse or a dependent (who is 65 or older) aren’t generally qualified medical expenses.
Wouldn't those non-taxed expenses be almost everything like, insurance,maintenance, furniture movers, repairs, management fees, legal expense?