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I want to amend schedule B on my tax return
As a temporary work around, the other thread says to download desktop and the work done for 2025 will transfer over. It didn't. It only transfers 2024 filed data. Please advise, either fix the online... See more...
As a temporary work around, the other thread says to download desktop and the work done for 2025 will transfer over. It didn't. It only transfers 2024 filed data. Please advise, either fix the online version or transfer existing work that has been done for 2025.
See reply from bja1044 who makes the same observation that line 9b should also include real and personal property taxes.
I have had to help someone reconstruct 30 years of 8606 forms for the IRS- due to an audit. I vote  - fix the situation sooner rather than later. Best wishes!
When describing your IRA, TurboTax offers a number of possibilities, including . SEP . SIMPLE The instructions for these selections say that you may choose only one of the two. However, in many 10... See more...
When describing your IRA, TurboTax offers a number of possibilities, including . SEP . SIMPLE The instructions for these selections say that you may choose only one of the two. However, in many 1000-R reports, the IRA is described as IRA/SEP/SIMPLE. So, which one is a user supposed to select, SEP or SIMPLE? If it matters, then provide a separate SEP/SIMPLE option. Grateful I'm finally done - I chose one, Sharon
i am trying to amend my 2023 tax return (adding AOTC). I downloaded 2023 turbotax amend and added my 2023 tax return file, but i keep shows error 190 code. What should I do?
Je sais pas si la mise a jour a réglé le problème de quelques personnes mais on dirait bien que pour tous les travailleurs autonomes... tp-80 ca n'a rien réglé du tout.  Je vous trouve vraiment pati... See more...
Je sais pas si la mise a jour a réglé le problème de quelques personnes mais on dirait bien que pour tous les travailleurs autonomes... tp-80 ca n'a rien réglé du tout.  Je vous trouve vraiment patient d'espérer pour la limite officielle du 30 avril. Moi je n'ai plus votre patience. Y faudrait pas qu'ils nous fassent attendre un autre gros 2 semaines pour une prochaine mise a jour parce que je n'ai plus aucune confiance.  Revenu Québec sont au courant que ce logiciel là fonctionne vraiment mal cette annee, les préposés le disent au téléphone et la protection du consommateur ont déjà beaucoup de plaintes.  Ils vont perdre tellement de clients anciennement fidèles. 🙄 Alors il est plus que temps qu'ils se déniaise.  
When I enter Tax-exempt Dividends into my Turbo Tax File, the amount of Tax Owed or Refunded does not change.
I’m preparing my New York return (Form IT-201) to be filed by mail and would appreciate clarification on what exactly needs to be included. Background: I already e-filed my federal return (Married... See more...
I’m preparing my New York return (Form IT-201) to be filed by mail and would appreciate clarification on what exactly needs to be included. Background: I already e-filed my federal return (Married Filing Jointly) through TurboTax, and it has been accepted. For New York, I am filing separately because I was a full-year NY (and NYC) resident, while my spouse lived and worked in another state and had no NY income. My understanding is that for mailing my NY return, I should include: Form IT-201 (signed) A copy of my W-2(s) showing NY withholding Not include my spouse’s W-2(s), since they had no NY income My questions: Do I need to include a copy of my federal return (Form 1040) when mailing IT-201? Are there any other documents required beyond my W-2(s) and the NY return itself? I’ve seen conflicting information online, so I want to make sure I submit everything correctly the first time. 
I filed CA state tax return Form 3800. Line 18 is the larger amount of L16 and L17.  L16: 397 L17: 10 L18: 5217 TurboTax filled L18 with a wrong number, it seems. A protected copy is uploaded. T... See more...
I filed CA state tax return Form 3800. Line 18 is the larger amount of L16 and L17.  L16: 397 L17: 10 L18: 5217 TurboTax filled L18 with a wrong number, it seems. A protected copy is uploaded. Token [phone number removed][phone number removed]9   Can you help us to resolve this issue?   Thanks.    
cant remove charges, already charged my card and filed  you guys obviously have alot of people complaining about this issue, maybe make things more obvious from get go to avoid this issue instead of... See more...
cant remove charges, already charged my card and filed  you guys obviously have alot of people complaining about this issue, maybe make things more obvious from get go to avoid this issue instead of hiding all these fees. 
I created a return, entered 8J. After the federal entry, I was asked for a description - excess contribution. In the state section, it asks for the basis, I enter the box 1 amount and do not have any... See more...
I created a return, entered 8J. After the federal entry, I was asked for a description - excess contribution. In the state section, it asks for the basis, I enter the box 1 amount and do not have any income showing on the PA for this 1099-R code 8J. Earnings are taxable to PA, not the return of basis.   Let's make sure you can get done correctly. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form 1099-R in federal section. Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the form 1099-R. Save your return while closing the program. Update the program Open Enter the information again. Reference: PA Personal Income Tax Guide | Department of Revenue
Mortgage interest for rentals is still glitching. Please advise.
I downloaded and paid for the desktop version, but it is not transferring all the work of my 2025 filing, only 2024. Please advise.
I have the exact same issue on my Mac. This must be something that the software is doing somehow. I think that there should be a class action lawsuit considering how much time it is going to take to ... See more...
I have the exact same issue on my Mac. This must be something that the software is doing somehow. I think that there should be a class action lawsuit considering how much time it is going to take to redo last years taxes.    As a side note years ago my Quickbooks Pro for Mac  also made by Intuit, erased my whole hard drive when I started the program. This affect everyone, poof and everything is gone. But not to worry Intuit offered a free versions of the latest QBs. 
As I read the instructions for line 9b in 2025 Instructions for Form 8960, this line should also "include state, local, and foreign real property taxes paid for the tax year, as well as state and loc... See more...
As I read the instructions for line 9b in 2025 Instructions for Form 8960, this line should also "include state, local, and foreign real property taxes paid for the tax year, as well as state and local personal property taxes paid that are attributable to NII. " Therefore, it seems that line 9b should be using line 5d from Schedule A instead of line 5a.  The Data Source feature and the worksheet for form 8960 clearly show that TurboTax is using line 5a.  What am I missing?   Also, the instructions for line 9b also says "See the Instructions for Schedule A (Form 1040) for information and potential limits to state and local income taxes.  (Total taxes may be limited under section 164(b)(6) if the expense is not associated with a trade or business or with a section 212 activity for the production of income.)"  It's unclear whether the first sentence is just a reminder that these income taxes may be limited for the purposes of computing the deduction or whether those limits also apply to this line.  To me it doesn't make sense that the same limits apply to Form 8960.  Applying those limits to Form 8960 is the conservative interpretation because it results in a higher tax.  TurboTax's worksheet for Form 8960 clearly applies the Schedule A limit to Form 8960.
When importing data, after Intuit connects with the provider institution, a screen says to Confirm. I suggest a prior screen that would say: Return to your TurboTax Desktop to see that the required... See more...
When importing data, after Intuit connects with the provider institution, a screen says to Confirm. I suggest a prior screen that would say: Return to your TurboTax Desktop to see that the required documents have been imported. If they have, you can now close the browser connection to your financial institution. I don't know what the user is supposed to do if the documents don't show up - perhaps that is what the current Confirm screen is supposed to tell you. Note that the use of Confirm indicates to me that I should click on some Confirm button. Hence the wording, 'see that the' rather than 'confirm that the' ..   Note that I had to start over twice due to corrupted imports, one of which was due to my importing twice from my institution. The reason for the second corruption is unknown. Sharon
This is untrue. I posted about this Turbo Tax programming error back in first week of March. I worked at a CPA office over 30 years &  prepared tax returns. I answered that question "No", ran the pro... See more...
This is untrue. I posted about this Turbo Tax programming error back in first week of March. I worked at a CPA office over 30 years &  prepared tax returns. I answered that question "No", ran the program & it showed no errors! Since I know you should always review a return (even if it shows no errors), & not depend on the software to catch all problems, I reviewed it & found the program did not carry the SS income to the taxable column. The software changed the answer back to Yes on its own when running the final calculation. Also, the default should be set to no, not yes, since the majority of users reside in the states 100% of the time. I can't believe this problem has not been corrected by Turbo Tax considering all the postings of people receiving tax notices for this specific issue! It's very unfortunate, considering so many people will file their tax return thinking everything is good because TurboTax showed "no errors"!  But many people are in for a very big bad surprise! They are going to be receiving huge IRS tax notices of unexpected taxes due; or hugely reduced refunds, due to the huge capital gains reported for 2025. Obviously, TurboTax is aware of this problem & chooses to ignore it. I've used Turbo Tax for 9 years & was a fan & recommended it to others. But not anymore. 
Non puisque ça ne fonctionne pas pour la transmission et cela seulement au Québec