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@Bob Messenger wrote: I did a price comparison with H&R Block. Its $25 cheaper than TurboTax and has its own application like itsDeductible.  I tested the H&R Block and DeductionPro is nothin... See more...
@Bob Messenger wrote: I did a price comparison with H&R Block. Its $25 cheaper than TurboTax and has its own application like itsDeductible.  I tested the H&R Block and DeductionPro is nothing like ItsDeductible. You're going to be disappointed if you think it is.
There is a good possibility that the IRS does not have the 2024 AGI for your Social Security number in their database. Enter a 0 (zero) for the 2024 AGI and e-file the 2025 tax return again.
Last year I encountered the 5-return e-file limit (I have 5 adult children and I do their taxes so in total I file 6 returns) so for one of my children I had to file a paper return.  When I tried to ... See more...
Last year I encountered the 5-return e-file limit (I have 5 adult children and I do their taxes so in total I file 6 returns) so for one of my children I had to file a paper return.  When I tried to e-file a return for that same child this year, I was told I had exceeded the 5 return limit even though hers was only the second return I had filed so far this year (evidently the 5 return limit is PER USER and not PER YEAR).  I clicked on the link to see the info on the Professional version of turbo tax but I DID NOT sign up for it.  I then returned to Turbo Tax and printed up the federal return to file by mail, but while doing that she received a notification from the IRS that her electronic return had been received -- and the printed tax  forms included an electronic postmark --  however, Turbo Tax still shows that her return has NOT been e-filed.   Has anybody else encountered this?
TurboTax understands that delays, changes, or issues with your tax refund can be frustrating. However, it’s important to clarify that TurboTax does not have control over the Internal Revenue Service ... See more...
TurboTax understands that delays, changes, or issues with your tax refund can be frustrating. However, it’s important to clarify that TurboTax does not have control over the Internal Revenue Service (IRS) or how your refund is processed. Once your tax return is submitted, the IRS is solely responsible for: Processing your return Approving or delaying refunds Adjusting refund amounts Requesting additional information (such as Form 8962 or 1095-A corrections) Determining eligibility for credits or deductions Issuing refunds and setting timelines Because of this, TurboTax cannot: Speed up or release a delayed refund Change or override any IRS adjustments or decisions Provide access to a live IRS agent or control IRS call availability Correct IRS calculations once your return has been accepted TurboTax is a tax preparation software designed to help you: Accurately prepare your federal and state tax returns Calculate estimated refunds or balances based on the information you enter Electronically file (e-file) or mail your return with the IRS The final review, approval, and any changes are completed only by the IRS after submission. Regarding TurboTax fees: If you chose to have your TurboTax fees deducted from your refund, those fees are processed through a third-party banking service after the IRS releases your refund. This means: Fees may still be deducted even if your refund is delayed or adjusted TurboTax does not control when the IRS sends your refund Please also note: Whether you file using TurboTax, another online platform, or an in-person tax preparer, all providers must follow the same IRS rules and guidelines. The IRS applies the same review process and has the final authority on all tax returns and refunds, regardless of how or where you file. We understand how important your refund is, and we’re here to support you with your tax preparation. However, decisions regarding processing, delays, or adjustments are made exclusively by the IRS.
You can navigate back to the Charitable Donations sections and make the changes by Editing if you have not already file the return.     If you cannot get to the sections to Edit, scroll down to Y... See more...
You can navigate back to the Charitable Donations sections and make the changes by Editing if you have not already file the return.     If you cannot get to the sections to Edit, scroll down to Your tax returns & documents and select Add a State (you aren’t actually adding one; this is a common workaround to "unlock" and enter the return).
1. So if you've made it to the "transmit returns now" screen, you should be able to file i.e. you haven't been disqualified from e-filing due to tax return entries, so your first step is to try manua... See more...
1. So if you've made it to the "transmit returns now" screen, you should be able to file i.e. you haven't been disqualified from e-filing due to tax return entries, so your first step is to try manually updating your software to make sure all needed updates are patched in: Close TurboTax. Select this link to download the update. Open the file w_perrelsuperpatch... and install the manual update. 2. If the update doesn't resolve the e-filing loop, then you can go through these desktop software FAQ troubleshooting steps:   To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) See also: How do I solve my e-filing issue?   Note: if you have been disqualified from e-file, the program should let you know, but if you could share more here about what the "check this entry" screens are referring to, that may help with the troubleshooting.
If you choose the steps below you will see 'Other earned income' on line 1h, Form 1040. Once completed you can preview your Form 1040.   Other Miscellaneous Earned Income: Sign into your Tur... See more...
If you choose the steps below you will see 'Other earned income' on line 1h, Form 1040. Once completed you can preview your Form 1040.   Other Miscellaneous Earned Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other income not already reported on a Form W-2 or Form 1099 > Start or Revisit >  Select Other earned income Continue > Select Add > Enter your Description and Amount > Continue From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms                         @user17752470042 
Fostering for the Humane Society or a similar 501(c)(3) animal rescue is considered a charitable donation of unreimbursed out-of-pocket expenses, rather than "working" for the organization in a tax s... See more...
Fostering for the Humane Society or a similar 501(c)(3) animal rescue is considered a charitable donation of unreimbursed out-of-pocket expenses, rather than "working" for the organization in a tax sense.  Your out-of-pocket costs for fostering are treated as non-cash charitable contributions to the organization.   NOTE: For any single expense of $250 or more, you must obtain a written acknowledgment letter from the charity describing your services.    To enter foster animal expenses in TurboTax, under the Charitable Donations section go to unreimbursed volunteer expenses: Open your return and go to the Federal tab on the left menu, Deductions & Credits Scroll down to the Charitable Donations section and select Start or Revisit next to Donations to Charity. When asked "Did you make any donations to charity?", select Yes. Enter the name of the Humane Society or rescue group. On the "Let's enter your donations one at a time" screen, you will see categories for different types of donations: Select Mileage and Travel Expenses to enter the miles driven for the shelter at the $0.14 per mile rate. Select Money or Items (depending on how you tracked them). 
Yes, an F-1 student who is a resident alien for tax purposes under the Substantial Presence Test is eligible for the Lifetime Learning Credit (LLC). According to IRS Publication 519 (U.S. Tax Guide f... See more...
Yes, an F-1 student who is a resident alien for tax purposes under the Substantial Presence Test is eligible for the Lifetime Learning Credit (LLC). According to IRS Publication 519 (U.S. Tax Guide for Aliens), resident aliens are generally taxed in the same manner as U.S. citizens, which includes the ability to claim education tax credits that are typically unavailable to nonresident aliens.    While F-1 students are usually "exempt individuals" who do not count days toward the Substantial Presence Test for their first five calendar years, once they transition to resident alien status (typically in their sixth year), they can claim the LLC provided they meet the standard income requirements and have qualified education expenses. The IRS confirms this eligibility in its Education Credits FAQ, stating that a taxpayer cannot claim the credit if they were a "nonresident alien for any part of the tax year" unless they elect to be treated as a resident, implying that full-year resident aliens are eligible.
@MaryK4 no, it's correct.   Maryland taxes everything based on Maryland tax laws and then gives you a credit for the tax paid to Virginia.    the tax credit is the LESSER of a) what you paid to V... See more...
@MaryK4 no, it's correct.   Maryland taxes everything based on Maryland tax laws and then gives you a credit for the tax paid to Virginia.    the tax credit is the LESSER of a) what you paid to Virginia or b) what the tax would have been had the rental property been in MD to begin with.    So if the MD taxes are higher than what the VA tax is, you pay the difference to MD.    If the MD tax is lower than the VA tax is, you only get a credit for what you would have paid to MD had the rental home been in VA.  I suspect this is occuring. 
Thank you so much Melinda, mystery solved! The itemized deduction amount for Federal is exactly my full Itemized Deduction MINUS my State/Local Taxes, so it makes perfect sense now.
Fed 1040 Sch 1-A, Part 5, line 37, Enhanced Deduction for Seniors is correctly showing $12,000 for our joint return, both over 65.    However, the state is only calculating a single $6000 deduction... See more...
Fed 1040 Sch 1-A, Part 5, line 37, Enhanced Deduction for Seniors is correctly showing $12,000 for our joint return, both over 65.    However, the state is only calculating a single $6000 deduction.  Alabama Sch RS, Part 2, Line 10 is marked yes (...if “Yes”, each taxpayer is eligible up to $6,000).  State is identified as a joint return and the ages enter on Fed are correct.    How do I edit this, so the State return correctly shows $6,000 each for a total of $12,000?   Thanks!
You should contact the plan administrator and request a copy of your Form 1099-R.  Or, if you have an online account for your pension, it is likely that you will have access to the Form 1099-R throug... See more...
You should contact the plan administrator and request a copy of your Form 1099-R.  Or, if you have an online account for your pension, it is likely that you will have access to the Form 1099-R through that account.     If those options do not work, then you can use the Form 4852 to report the pension income.  TurboTax will still be able to take you through that process.  You will not need to abandon the work you have already done for either your Federal return or your state return.     When you enter the information that you expect would be reported on your Form 1099-R in the retirement income section of your return, check the box for 'I need to file a substitute 1099-R' on the page titled Do any of these situations apply to you? that comes up as a follow-up question.  Then, some further questions will be asked and the income will be reported in the correct place on your return.  
@Oldblue IRMAA is based on Line 11 plus Line 2a.    Since the code is "G", the dollar amount will be in box 4a. but not 4b.