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4 hours ago
My turbo tax is stuck on file...Please help!
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4 hours ago
1. For tax year 1999, I forgot to file a 8606 for a $2,000 after-tax contribution (no distribution was taken). 2. For tax year 2003, I forgot to enter a 401k total distribution which was compri...
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1. For tax year 1999, I forgot to file a 8606 for a $2,000 after-tax contribution (no distribution was taken). 2. For tax year 2003, I forgot to enter a 401k total distribution which was comprised of 2 different distributions. One distribution was the rollover of pre-tax assets into a traditional IRA that contains only pre-tax assets. The other distribution was a check sent to me for the after-tax assets, which I immediately deposited into a traditional IRA that contains only after-tax assets. Additionally, I forgot to file a 8606. How do I go about fixing this? Do I need to file only the 8606s? Or do I also need to file amended return/s? Or, file some combination of 8606/s and/or amended return/s? Please advise. Many thanks.
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4 hours ago
First, if you efiled, be sure your efiled return was accepted. If using Online TurboTax, you can check at the Tax Home page. If that showed your return was accepted, you can track your Federal ...
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First, if you efiled, be sure your efiled return was accepted. If using Online TurboTax, you can check at the Tax Home page. If that showed your return was accepted, you can track your Federal refund at the IRS "Where's My Refund" tool: https://www.irs.gov/refunds If you filed a paper return by mail, it can take up to 4 weeks just to show up in that tool. f that tool shows your refund is still being processed, then if you efiled, and if it's been longer than the usual 21 days, you can phone the IRS to see if they can tell you anything about the delay. IRS: 800-829-1040 (7AM-7 PM local time) Monday-Friday The FAQ below tells how to check on a state refund. When you scroll down further there, you will see a link for your state. FAQ: How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
4 hours ago
Thank you very much.
4 hours ago
1 Cheer
yes Turbotax is relatively expensive especially if you just miss out on the Free version and don't need all the features of the higher versions... but "if I can get it done somewhere else I would" - ...
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yes Turbotax is relatively expensive especially if you just miss out on the Free version and don't need all the features of the higher versions... but "if I can get it done somewhere else I would" - no one is forcing you to use this - there are many other free file options in the market place e.g. FreeTaxUSA https://apps.irs.gov/app/freeFile/browse-all-offers/ as for $40 fee from refund that is an optional service you choose which routes your return through a 3rd party bank - avoid all of these refund gimmicks (5 days early, pay with my refund etc)
4 hours ago
It’s been 10 days my refund still isn’t approved
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4 hours ago
To add a separate 1095-A for a dependent: Be sure the person is listed as a dependent in My Info. Under Federal Select Deductions & Credits Scroll to Medical Select Affordable Care Act (Form...
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To add a separate 1095-A for a dependent: Be sure the person is listed as a dependent in My Info. Under Federal Select Deductions & Credits Scroll to Medical Select Affordable Care Act (Form 1095-A) Enter your own 1095-A first if you have one. If the dependent is the only one with a 1095-A you can post it. In that case you will allocate 0/100 in the allocation portion in step 8. Select "Add a "1095-A" on the summary screen Indicate that the policy is shared and allocate percentages For example 100/0 or 50/50 It must total to 100%.
4 hours ago
@ iamworthy365 wrote: "Can someone help me understand why my return is $544, minus $200 for service fee, but my return is $144. There is $100 missing." If you wrote that correctly, it sounds li...
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@ iamworthy365 wrote: "Can someone help me understand why my return is $544, minus $200 for service fee, but my return is $144. There is $100 missing." If you wrote that correctly, it sounds like $200 would be missing. 544-200-144=200 Is $544 the amount shown on your Federal Form 1040, Line 35a? What amount does the IRS say they sent when you look at "Where's My Refund?" Is it the same figure? https://www.irs.gov/refunds Can the difference be explained by a state refund? If you have a state refund, it comes separately. Check your fees at the Tax Home by scrolling down to "Your Tax Returns & Documents" area and choosing "Order Details." If you paid fees out of your refund, what bank was your direct deposit from, such as SBTPG Tax Products Group, Cross River Bank, etc.? If the IRS lowered your refund amount, you should get a letter in approximately 3 weeks explaining why. Also see if any info in this FAQ is helpful: FAQ: Why's my refund lower than the amount shown in TurboTax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refund-direct-deposit-check-lower-amount-turbotax/L4D3L1d96_US_en_US
4 hours ago
Not ruling out a Turbotax issue but it calculates penalty based on the data you provide, IRS checks your return and recalculates it independently with data it has (e.g. the timing and amount of estim...
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Not ruling out a Turbotax issue but it calculates penalty based on the data you provide, IRS checks your return and recalculates it independently with data it has (e.g. the timing and amount of estimated taxes come from IRS payment history not your return). If there was any adjustment to your 2024 or 2025 taxes not reflected in Turbotax or a difference in estimated taxes input vs. what IRS knows they will get a different result. You can check your transcript and payment history at IRS. Other Tax Situations / Underpayment Penalties is where you can confirm 2024 tax information which affects the safe harbor calculation on Form 2210. If you are on desktop you can see Form 2210 in Forms mode but it's not part of your filing unless you select an exception method.
4 hours ago
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4 hours ago
Can you clarify your situation?
Have you started your tax return?
Are you having a specific problem?
Do you need your return prepared for you?
There would be additional charges.
...
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Can you clarify your situation?
Have you started your tax return?
Are you having a specific problem?
Do you need your return prepared for you?
There would be additional charges.
4 hours ago
Topics:
4 hours ago
Can you clarify your situation?
Are you asking how the expenses can be deducted?
Are you looking to get the home energy credit?
Can you define the question?
4 hours ago
We can't make phone calls or set appointments from this forum.
However, you can establish a video conference with a representative.
There is an additional charge.
You can establish a video cal...
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We can't make phone calls or set appointments from this forum.
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In addition, the representative can see your tax return.
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