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I import my 1099 div(s) from Computershare.  I go through everything in each import and all is there.  Later I import a 1099 div for my spouse,  I guess in the "cleanup" it deletes my Computershare 1... See more...
I import my 1099 div(s) from Computershare.  I go through everything in each import and all is there.  Later I import a 1099 div for my spouse,  I guess in the "cleanup" it deletes my Computershare 1099 divs.  They are gone when I go back to check my return after completing the rest of it.  I then reimport my 1099 divs and find my spouses Computershare 1099 div is now gone.   Of course, I will now hand enter her 1099 div to avoid a continuous loop of this but this is bad.  If I had not double checked I would not have had 1099 divs on the return that I had imported and confirmed.
If you filed 2024 and never got a refund, you first need to know if the IRS accepted the return. Please log into your account and verify that your return  was not accepted by the IRS. Filing a return... See more...
If you filed 2024 and never got a refund, you first need to know if the IRS accepted the return. Please log into your account and verify that your return  was not accepted by the IRS. Filing a return does not count, the IRS can reject it or accept it. If your return was rejected or never filed. you need to correct it and file. See how to file a prior year return. If your return was accepted: was your refund taken? call 800-304-3107 IRS Offset program was a deposit made or check mailed and lost? Find your missing refund, Refund Inquiries | Internal Revenue Service
You should check everything before you file.    Before filing,  You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-onlin... See more...
You should check everything before you file.    Before filing,  You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160   To see all the forms you need to pay any fees first with a credit card.
Contact TurboTax. Refer to the TurboTax Help article What's the TurboTax phone number? for contact information,.
TurboTax Online has an existing issue where the qualified overtime premium in form 1040 schedule 1-A part III line 14a cannot exceed one third of the W-2 Box 1 wages, or the program does not allow e-... See more...
TurboTax Online has an existing issue where the qualified overtime premium in form 1040 schedule 1-A part III line 14a cannot exceed one third of the W-2 Box 1 wages, or the program does not allow e-filing of ALL tax returns, both federal and state. This error does not account for qualified overtime premiums that are not included in W-2 box 1 due to deferral under a qualified retirement plan. For employees like myself who work a significant amount of overtime, and also make significant contributions to their pre-tax 401k (i.e. max it out), this is an issue. I am unable to enter the qualified overtime premium furnished to me in a statement by my employer without TurboTax flagging an error and not allowing me to e-file all of my tax returns as a result. I have seen several other entries in TurboTax's Community where other users are reporting the same issue. In the IRS 2025 1040 (and 1040-SR) Instructions, Part III No Tax on Overtime this is covered as follows: "Line 14a. In most cases, the amount on Form W-2, box 1, includes all of your wages and compensation, including your regular wages plus any qualified overtime compensation. Enter on line 14a only the qualified overtime compensation amount that is included on Form W-2. ...If you received qualified overtime compensation that is not included in box 1 of Form W-2 (for example, overtime amounts that are deferred under a qualified retirement plan), enter that amount here. Keep a copy of any document you relied on to support your calculation of qualified overtime compensation."
Run into this "feature" while importing 1099's from bank or broker:   The "Let's get your forms" screen says step 3 - We'll close the xxxxx site and import your  tax form.   It gets the import da... See more...
Run into this "feature" while importing 1099's from bank or broker:   The "Let's get your forms" screen says step 3 - We'll close the xxxxx site and import your  tax form.   It gets the import data and properly imports the data. What does not happen is the browser window opened in step 1 stays open which step 3 says it will be closed. So if you import several 1099's, the connection browser window for each site stays open until you close the window manually.   Happens using firefox or edge while running windows 11 most recent patch levels.
Thanks, I finally figured it all out. Seems like with this program you have to go around your a** (twice) to get to your elbow. Thanks again.
I live in Florida but original w2 had MI taxes noted. I received a W2c as a correction and am trying to enter it or get it to download from ADP. No luck and I have never had to deal with this situat... See more...
I live in Florida but original w2 had MI taxes noted. I received a W2c as a correction and am trying to enter it or get it to download from ADP. No luck and I have never had to deal with this situation before.
Did you buy a License Code for the Online version or for the Desktop program?   I see that Amazon, Best Buy, Sam’s, Staples and Walmart are now selling a license code for the Online verison.  How t... See more...
Did you buy a License Code for the Online version or for the Desktop program?   I see that Amazon, Best Buy, Sam’s, Staples and Walmart are now selling a license code for the Online verison.  How to use the Online License Code.  It is for federal only. State is additional. https://ttlc.intuit.com/turbotax-support/en-us/help-article/register-activate-services/como-empiezo-...   But mainly the License Code is for the Desktop program. How to install and Activate the Desktop Download program with a License Code How to install TurboTax CD/Download software with license code For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later
The IRS instructions state Line 2. Enter the number the Marketplace assigned to the policy. If the policy number is greater than 15 characters, enter only the last 15 characters.
Solved. I had to add my 2023 and 2024 amounts together since they were both on the NYS worksheet. I called support and they gave me the answer right away after seeing my worksheet, which you weren't ... See more...
Solved. I had to add my 2023 and 2024 amounts together since they were both on the NYS worksheet. I called support and they gave me the answer right away after seeing my worksheet, which you weren't able to see. Thanks for all your efforts.
No.  The total for both is the RMD for 2025.   Just enter the amount from box 1 as the RMD.  It won’t affect anything else.
Was the excess contribution to the traditional IRA because you exceeded the contribution limit ($7,000 for under age 50, $8000 for age 50 or older) for the total of both contributions?  Or because th... See more...
Was the excess contribution to the traditional IRA because you exceeded the contribution limit ($7,000 for under age 50, $8000 for age 50 or older) for the total of both contributions?  Or because the total of both contributions exceed your total earned income?  If the total contribution to both types of accounts did not exceed the limits, you cannot have an excess traditional IRA contribution - but if your income exceeded a certain amount, you could have a non-deductible contribution to a traditional IRA.  A non-deductible contribution would not need to be removed - it just wouldn't give you a benefit of reducing your taxable income.   Roth IRA contributions can be considered excess if your income exceeds the limits, but traditional IRA contributions can always be made regardless of income - they just may or may not be deductible.   If you were eligible to make a Roth IRA contribution (TurboTax would let you know if you were), and your traditional IRA contributions were removed because you were over the contribution amount, you would need to remove the excess amount plus any earnings on that excess before the tax filing deadline (but that can be extended to October 15th, if you want to file an extension).  If you only removed the contribution and not the earnings, the earnings on that contribution that remain in the account will still be subject to the 6% penalty for funds excess contributions left in the account.   If you could provide more information about whether the excess contribution has to do with both contributions exceeding the limit, or if you through it was an excess contribution because it wasn't deductible, that will be helpful in getting you to the right solution for this issue.
It’s for the federal return. I did reread it a few times and resolved that because he wasn’t 62 that it won’t apply. 
Hello, I want to finish my taxes, but I don't need to purchase the Premium Services Benefits. How do I cancel it?