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4 hours ago
If it is not on the back, check these specific locations on the front of your card:
Lower Right Corner On cards issued before 2014 (and some later versions like those issued in July 2013), lo...
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If it is not on the back, check these specific locations on the front of your card:
Lower Right Corner On cards issued before 2014 (and some later versions like those issued in July 2013), look for an 8 or 10-character alphanumeric string in the very bottom-right corner.
It may appear as a very small, horizontal or vertical code in a different font style. Some older licenses have this number in tiny red or black letters that might require a magnifying glass or a zoomed-in photo to read.
If you do see a long string of machine-readable characters on the back but no clear box, look for the letters IDUSA. The document number begins immediately after those letters. Do not include "IDUSA" when typing it into your tax return.
See About DMV ID and Document Numbers
4 hours ago
So after grouping the donations with some being over $500 and listing them as household items and following the same as in years past, Turbo tax is forcing me to enter the following on the worksheets...
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So after grouping the donations with some being over $500 and listing them as household items and following the same as in years past, Turbo tax is forcing me to enter the following on the worksheets for each of the grouped donations that totaled over $500. I bypassed this during the smart check since the actual form filed with IRS matches last year. However, turbotax will not process my efile and instead tells me if I don't add information I can mail in my taxes. Any idea how to get this to efile? 1. Date Donated Property was acquired 2. How Donated Property was acquired 3. Cost/adjusted basis
4 hours ago
Correct. The IRS does not require you to subtract your health insurance deduction when calculating the "Net Earnings" available for retirement contributions. Net earnings for the purpose of retiremen...
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Correct. The IRS does not require you to subtract your health insurance deduction when calculating the "Net Earnings" available for retirement contributions. Net earnings for the purpose of retirement contributions is defined as, Net Profit, minus the deduction for 1/2 of Self-Employment Tax, minus the Retirement Contribution itself.
Health insurance is treated as an adjustment to income that happens after the self-employment income is defined for retirement purposes.
However, while the health insurance deduction doesn't reduce the limit, it can affect your ability to take the deduction if your profit is very low. For example, if you are maxing out your Solo 401(k) to the point where your remaining taxable profit is near zero, TurboTax might cap your Health Insurance Deduction instead of capping your 401(k) contribution.
4 hours ago
This does not work. I have 2fa disabled and it still forces me to use it.
4 hours ago
Bank Information wrong
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4 hours ago
So after grouping the donations with some being over $500 and listing them as household items and following the same as in years past, Turbo tax is forcing me to enter the following on the worksheets...
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So after grouping the donations with some being over $500 and listing them as household items and following the same as in years past, Turbo tax is forcing me to enter the following on the worksheets for each of the grouped donations that totaled over $500. I bypassed this during the smart check since the actual form filed with IRS matches last year. However, turbotax will not process my efile and instead tells me if I don't add information I can mail in my taxes. Any idea how to get this to efile? 1. Date Donated Property was acquired 2. How Donated Property was acquired 3. Cost/adjusted basis
4 hours ago
Thank you for reporting this. I searched for the pop up screen you mentioned in TurboTax Online and TurboTax Desktop, but was unable to locate it. Can you provide a screenshot (with any personal info...
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Thank you for reporting this. I searched for the pop up screen you mentioned in TurboTax Online and TurboTax Desktop, but was unable to locate it. Can you provide a screenshot (with any personal information redacted) or let us know what screen the link appeared on?
@uzi900
4 hours ago
are you totally sure... had some similar discussions here where folks then remembered they did a contribution many years ago, and Turbotax has been carrying it over since the last year you filed 8606...
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are you totally sure... had some similar discussions here where folks then remembered they did a contribution many years ago, and Turbotax has been carrying it over since the last year you filed 8606 (it's not filed if you don't have any activity like a contribution or Roth conversion). you can also check on the IRA Information Worksheet (in desktop Forms mode or online use PDF with all forms and worksheets) and go back to prior returns to see if this basis was being carried over. otherwise it must have been entered by mistake - if so, sometimes I think the amount gets stuck even if you go back and say No to the basis question, say Yes to that and see if the amount it there in the next question, then zero it out.
4 hours ago
TurboTax does not currently support IRS Form 7217, Partner’s Report of Property Distributed by a Partnership. If your return needs to include this form, you can complete and print it outside of Turbo...
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TurboTax does not currently support IRS Form 7217, Partner’s Report of Property Distributed by a Partnership. If your return needs to include this form, you can complete and print it outside of TurboTax, include it with the forms that TurboTax has prepared, and file your return by mail. See this webpage for the list of forms included with TurboTax.
When you receive a survey from TurboTax, such as when you complete your return or after a call with Customer Support, you can include comments and requests for future programming.
@Gopal-kothari
@MP91
4 hours ago
I have already E filed.
Topics:
4 hours ago
We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your re...
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We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon. If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.
@Paul K
4 hours ago
Can I use a percentage of my mortgage payment? around 5%?
Topics:
4 hours ago
@hironmenon , Namaste Menon ji(a) Assuming you a US person ( citizen/GreenCard/Resident for Tax purposes ), with US tax home
(b) you report the earned interest just as if it was domestic.
(...
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@hironmenon , Namaste Menon ji(a) Assuming you a US person ( citizen/GreenCard/Resident for Tax purposes ), with US tax home
(b) you report the earned interest just as if it was domestic.
(c) for Foreign Tax Credit -- please do not use TDS -- you run the risk of having to file an amended return if the Indian ITR generates a different figure
(d) you can exercise section 904(j) i.e. bypass the form 1116 limitation ( lesser of actual paid to foreign Taxing authority and that imposed by the US on the same doubly taxed income ) if you meet the eligibility requirements --> 26 U.S. Code § 904 - Limitation on credit | U.S. Code | US Law | LII / Legal Information Institute
(j)Certain individuals exempt
(1)In general In the case of an individual to whom this subsection applies for any taxable year—
(A) the limitation of subsection (a) shall not apply,
(B) no taxes paid or accrued by the individual during such taxable year may be deemed paid or accrued under subsection (c) in any other taxable year, and
(C) no taxes paid or accrued by the individual during any other taxable year may be deemed paid or accrued under subsection (c) in such taxable year.
(2)Individuals to whom subsection applies
This subsection shall apply to an individual for any taxable year if—
(A) the entire amount of such individual’s gross income for the taxable year from sources without the United States consists of qualified passive income,
(B) the amount of the creditable foreign taxes paid or accrued by the individual during the taxable year does not exceed $300 ($600 in the case of a joint return), and
(C)
such individual elects to have this subsection apply for the taxable year.
(3)Definitions
For purposes of this subsection—
(A)Qualified passive income The term “qualified passive income” means any item of gross income if—
(i) such item of income is passive income (as defined in subsection (d)(2)(B) without regard to clause (iii) thereof), and
(ii) such item of income is shown on a payee statement furnished to the individual.
(B)Creditable foreign taxes
The term “creditable foreign taxes” means any taxes for which a credit is allowable under section 901; except that such term shall not include any tax unless such tax is shown on a payee statement furnished to such individual.
(C)Payee statement
The term “payee statement” has the meaning given to such term by section 6724(d)(2).
Is there more I can do for you ?
If here is more , please feel welcome to add to this thread or PM me ( just NO PII -- Personally Identifiable Information )
Namaste ji
pk
4 hours ago
As long as you follow the steps to estimate your taxes for 2026 and request the vouchers they will print with your tax return when you choose to print it out. Be sure to select all worksheets and st...
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As long as you follow the steps to estimate your taxes for 2026 and request the vouchers they will print with your tax return when you choose to print it out. Be sure to select all worksheets and statements.
Take a look at that section of your return and you can see if you should consider estimated payments. As you step through the screens answer any questions and you can choose not to print the vouchers if you don't need or want them. Follow the steps in the link below.
How do I print estimated tax vouchers? - Steps printed below for convenience.
Open or continue your return.
Navigate to the 1040-ES section:
TurboTax Online/Mobile: Go to the 1040-ES screen under Other Tax Situations.
TurboTax Desktop: Search for 1040-es and select the Jump to link or,
Go to Federal Taxes.
Go to Other Tax Situations.
Under Other Tax Forms, select Start or Update next to Form W-4 and estimated taxes
Once completed, review your federal return again and the message should be gone. Please update here if you need further assistance and we will help.
@emmaelotter
4 hours ago
I have to enter 1095-A information for my son, but the only name that comes up is my name and my wife's name.
Topics:
4 hours ago
...noting it had to be a dedicated account with a differentiated user name. Only one person's returns allowed per Online account.
4 hours ago
For filing the 2025 return, you do not attach your spreadsheets or bank statements to your Form 1040. You simply enter the total cost basis you calculated into TurboTax. The transaction will be repo...
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For filing the 2025 return, you do not attach your spreadsheets or bank statements to your Form 1040. You simply enter the total cost basis you calculated into TurboTax. The transaction will be reported on Form 8949 with Box E or Box F checked (indicating the basis was not reported to the IRS).
If the IRS ever questions the numbers (an audit), they will expect a contemporaneous record. You should keep a file (digital or paper) containing a clear summary showing the date and amount of every reinvested dividend, the First and Last Statements to prove the initial purchase date and the final liquidation, and a few samples from the 20-year span to prove the dividend reinvestment plan was active.