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Thanks so much VolvoGirl !!
These payments are estimated tax payments which will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated ... See more...
These payments are estimated tax payments which will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)
If you can't update a document, follow the steps below:   Go to Review Fix Issues Click “Jump to” link to reach the exact entry If it loops or won’t delete, clear your browser cache o... See more...
If you can't update a document, follow the steps below:   Go to Review Fix Issues Click “Jump to” link to reach the exact entry If it loops or won’t delete, clear your browser cache or switch browsers Then re-open the return and try deleting the form again If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.   If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form.  
No-----did you enter W-2's from some earlier year?   You cannot use online TurboTax for an earlier year.  Online is only for 2025.       You cannot change the tax year.   The current online pro... See more...
No-----did you enter W-2's from some earlier year?   You cannot use online TurboTax for an earlier year.  Online is only for 2025.       You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    
TurboTax asked if I made quarterly payments and I checked the box, but then it never gave me the option to enter the payment.
The tax credit can be used to reduce your state income tax to $0 for the current year, and any unused credit can be carried over to future years. I suspect what is happening is because you are report... See more...
The tax credit can be used to reduce your state income tax to $0 for the current year, and any unused credit can be carried over to future years. I suspect what is happening is because you are reporting a large gain from the rental property that is causing your state tax to increase sufficiently to allow for the accumulated AB150 credit to be used in the current period.   The credit is used to reduce your tax up to the amount of the credit or to $0. You may still have a refund though since once your tax is reduced to $0, any tax withheld would be refunded to you.     You can use these instructions to see a summary of your state taxes to see if your tax is being reduced to $0 and you are then receiving a refund of your taxes paid in:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary You may need to be working in your state tax return to see the state tax summary.
Hi, I have a 1099 from E*Trade that includes one transaction under the "Noncovered Securities with Undetermined Holding Period" category. It has the correct "proceeds" amount and "date sold" but does... See more...
Hi, I have a 1099 from E*Trade that includes one transaction under the "Noncovered Securities with Undetermined Holding Period" category. It has the correct "proceeds" amount and "date sold" but does NOT have the "date acquired" or "Cost or Other Basis". This transaction involved an ETF that issues a K-1 (and I have that as well). It is a publicly traded partnership (PTP).   I am not certain how to handle in TurboTax. Do I change the blanks for the date acquired and "cost basis" to the actual numbers? I do know them and they are documented under my E*Trade portfolio transaction history. If I do NOT change the amounts, my total gains/loss amount is very incorrect as only the sales to total is added in - not the cost.  Thanks!   Do I need to manually complete a form 8949 for just that transaction and mail to the IRS? Is this required whether I edit the transaction history in TurboTax or not?
Yes, you can file by mail using TurboTax Online. In the "File" section of your TurboTax program, change your filing method from e-file to "File by mail" in Step 3. You will have to to download, print... See more...
Yes, you can file by mail using TurboTax Online. In the "File" section of your TurboTax program, change your filing method from e-file to "File by mail" in Step 3. You will have to to download, print, sign, and mail the return yourself.    Steps to Switch to Mail-in Return: Sign in to your TurboTax Online return. Select File in the menu and navigate to Step 3. On the screen "We've determined the easiest way to file your taxes," select Change. Choose File by mail and save your selection. Proceed to download and print your tax return.    See also: How do I switch from e-file to file by mail in TurboTax Online?   How do I file my return by mail?  Please return to Community if you have any additional information or questions and we would be happy to help. 
Yes his withholding were reported on his W2
To solve this excess Roth contribution you made for tax year 2024, you need to do the following:   For tax year 2024: You need to amend your 2024 tax return to report the excess contribution on f... See more...
To solve this excess Roth contribution you made for tax year 2024, you need to do the following:   For tax year 2024: You need to amend your 2024 tax return to report the excess contribution on form 5329 and pay the 6% excise tax. This is because the excess contribute was not withdrawn before the due date of the 2024 tax return (April 15, 2025).    Please read this TurboTax Help topic on how to amend a prior-year tax return.   For tax year 2025: As the excess contribution remained in the account as of December 31, 2025, an excise tax of 6% is due for 2025. You have to file form 5329 for 2025. To avoid continuing to pay the excise tax of 6% in 2026, you need to withdraw the excess together with its related earnings before December 31, 2026.   For tax year 2026: You'll receive a form 1099-R with the total amount withdrawn (excess plus earnings) in box 1 and earnings in box 2a. The code in box 7 should be 8J. You'll enter that 1099-R in your 2026 tax return and the earnings will be taxed.    If there is a loss, that loss is not deductible.   [Edited 3/24/2026 | 1:16 PM PST    
For 2025, there is a senior citizen enhanced deduction—not a tax credit—of up to $6,000 available for taxpayers aged 65 or older. This deduction is in addition to the higher standard deduction for... See more...
For 2025, there is a senior citizen enhanced deduction—not a tax credit—of up to $6,000 available for taxpayers aged 65 or older. This deduction is in addition to the higher standard deduction for seniors and phases out if your modified adjusted gross income (MAGI) exceeds $75,000 for single filers or $150,000 for married filing jointly. TurboTax should automatically apply this deduction during your tax return preparation if you entered your age and income correctly and meet the eligibility. If TurboTax isn't including it, double-check that your birthdate and income information are accurate in the program. Also, ensure your filing status is not Married Filing Separately, as this deduction is not allowed then. The deduction reduces your taxable income rather than providing a direct tax credit.
P.S. in the 2024 Turbo Tax program you did not get the "We'll make this entry zero..." message during the Federal Review if you did it the way I described above.
If you are filing a joint return but only one of the spouses is 65or older, then the standard deduction of $33,100 is correct.    $31,500 + $1600  = $33,100   2025 STANDARD DEDUCTION AMOUNTS SI... See more...
If you are filing a joint return but only one of the spouses is 65or older, then the standard deduction of $33,100 is correct.    $31,500 + $1600  = $33,100   2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  
If you are retired you should get a 1099R not a W2.   Did you work in 2025?   
This community is much better than Turbo Tax experts  whom I did screen sharing with, yet did not solve the issue .  In short , Turbo Tax Online should clear up this problem. Perhaps add a button "B... See more...
This community is much better than Turbo Tax experts  whom I did screen sharing with, yet did not solve the issue .  In short , Turbo Tax Online should clear up this problem. Perhaps add a button "Back To Interview "
I'm having this issue too. I answered "No" to the question asking if I have this situation because I navigated here by accident, and it won't clear the need for Review here and is blocking my ability... See more...
I'm having this issue too. I answered "No" to the question asking if I have this situation because I navigated here by accident, and it won't clear the need for Review here and is blocking my ability to submit my taxes.
1. Under New York's Convenience of the Employer rules, New York state will almost undoubtedly look to tax all the income.   They are very aggressive especially with remote employees for companies tha... See more...
1. Under New York's Convenience of the Employer rules, New York state will almost undoubtedly look to tax all the income.   They are very aggressive especially with remote employees for companies that do not have an office outside of New York where they can at the very least assign the employee to.   2. You should allocate the income to New York and take the credit for taxes paid to another state for Illinois.   3. New York in general, does not look at physical work location with the Convenience of the Employer rules- they look at the other factors, see TSB-M-06(5)I:(5/06) - Tax.NY.gov.   They have been successful in litigation unfortunately, which allows them to be so aggressive.