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yesterday
You shouldn't need to enter a county if you have a foreign address. In the My Info section, revisit the Address and phone section and make sure you indicate that your address is a foreign address. ...
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You shouldn't need to enter a county if you have a foreign address. In the My Info section, revisit the Address and phone section and make sure you indicate that your address is a foreign address. You will then be asked to enter your foreign address; you will NOT be asked to enter a county. Once you've done this, you should be able to continue with your tax return without any additional questions regarding your foreign address and counties.
yesterday
turbo tax is insisting that I fix my entry with more information.
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yesterday
@Hal_Al Thanks, I looked at the last 3 years of tax returns that the University CPA service (now defunded) completed and in each case they removed the Health Insurance from income. This doesn’t nec...
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@Hal_Al Thanks, I looked at the last 3 years of tax returns that the University CPA service (now defunded) completed and in each case they removed the Health Insurance from income. This doesn’t necessarily make it right but certainly makes me question the regulation. Her income (stipend/grant/scholarship etc) is well above the15k. She doesn’t qualify for any of the Education Credits. Anyway, thanks for your help.
yesterday
Where do I find my AGI?
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947
Your 2024 tax return shows your 2024 Adjusted Gross Income (AGI) If you filed a...
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Where do I find my AGI?
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947
Your 2024 tax return shows your 2024 Adjusted Gross Income (AGI) If you filed a joint return then the AGI is the same for each of you.
Form 1040 line 11
If entering the amount from your 2024 tax return does not work, then try entering “0” instead. If that does not work and you still cannot e-file, then print, sign, and mail your tax return.
You can get a free transcript of your past return from the IRS:
https://www.irs.gov/individuals/get-transcript
Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.
https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online
Note: If you mail your federal return, you will also need to mail your state return. You will not be able to e-file your state return.
https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258
yesterday
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
yesterday
You received an email that we cannot see that tells you why your tax return was rejected.
Some rejected returns can be fixed and re-filed. Some have “un-fixable” reasons for the rejection and ha...
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You received an email that we cannot see that tells you why your tax return was rejected.
Some rejected returns can be fixed and re-filed. Some have “un-fixable” reasons for the rejection and have to be mailed instead.
What is the rejection code or rejection message?
If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late. Try using zero instead.
If filing with zero is rejected then file again but select the option that you did not file last year. The IRS does not see that question and it will allow you to e-file with no AGI question.
https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311
If that does not work and you still cannot e-file, then print, sign, and mail your tax return.
yesterday
I am using the desktop edition. I receive a W-2 for work in NJ, and I live in NJ, but I have worked in New York City 33 days last year. I want to allocate my income based on days. My wife has ...
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I am using the desktop edition. I receive a W-2 for work in NJ, and I live in NJ, but I have worked in New York City 33 days last year. I want to allocate my income based on days. My wife has a K-1 that has a small percentage as NY State sourced income. I also have a NY 529 plan - where does that get entered The New York State 2025 Turbo Tax is not as user friendly as the federal version (no Guide Me!). It seems different than last year, it just asks for numbers instead of providing guidance. Why are there no instructions, or a way to move between income and deductions - am I missing something?
yesterday
Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns...
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Federal and state refunds come from completely separate entities, There is no rule as to which one will come first or how much time there will be between their arrivals. Some states process returns quickly and some are very slow.
STATE RETURN
Make sure your state return was accepted: https://turbotax.intuit.com/tax-tools/efile-status-lookup/
To track your state refund:
ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
yesterday
It depends on your employment status. If you are an independent contractor or a sole proprietor receiving a 1099, you are considered a business owner. In this case, you can generally deduct the full ...
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It depends on your employment status. If you are an independent contractor or a sole proprietor receiving a 1099, you are considered a business owner. In this case, you can generally deduct the full cost of tools used for your AC work as ordinary and necessary business expenses. For smaller hand tools, you typically deduct the cost in the year of purchase, while larger, expensive equipment might be depreciated over time or fully expensed immediately using Section 179.
However if you are a W-2 employee, under current federal tax law, unreimbursed employee expenses are no longer deductible on your federal return. This remains true even if your employer requires you to provide your own tools as a condition of your employment. There are a few exceptions, such as certain military reservists or fee-basis government officials.
You should check the specific tax laws in your state. Some states, such as California, New York, and Pennsylvania, do not follow the federal guidelines and still allow employees to deduct unreimbursed work expenses on their state income tax returns.
Here is an article you may find helpful: Are Unreimbursed Employee Expenses Deductible?
yesterday
TurboTax has a policy that disallows an efile if your return requires a form they don’t support. TurboTax does not support the generation or electronic filing of Form 3520. The software blocks e-fili...
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TurboTax has a policy that disallows an efile if your return requires a form they don’t support. TurboTax does not support the generation or electronic filing of Form 3520. The software blocks e-filing the full return when it can’t confirm the form is complete and correct. This helps prevent filing returns with missing or incorrect information. Although this isn't an IRS requirement, TurboTax is cautious as not to incur any liability issues over an incorrect form. TurboTax uses a “supported forms matrix” that automatically disables e‑file if any unsupported form is activated, even indirectly. I would strongly recommend not using workarounds because leaving Box 1 blank when you are required to file Form 3520: creates an inaccurate Form 8938 could be interpreted as failing to disclose a foreign trust or gift could cause IRS correspondence later
yesterday
If you are self-employed----working as an independent contractor--- your expenses go on your Schedule C.
If you are a W-2 employee, no, you cannot deduct job-related expenses on a federal tax r...
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If you are self-employed----working as an independent contractor--- your expenses go on your Schedule C.
If you are a W-2 employee, no, you cannot deduct job-related expenses on a federal tax return.
W-2 employees cannot deduct job-related expenses on a federal return. Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond. Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.
If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses
yesterday
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yesterday
If you are a self-employed individual (i.e. 1099 employee), yes. You can deduct tools purchased for your A/C work. If you are a W2 employee, no, you cannot deduct the tools you purchased for work.
yesterday
Hi TurboTax team, I had file my tax using the full service from TurboTax. I also deferred my tax payment to later day. I need to check which date did I defer the payment till. I have tried instru...
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Hi TurboTax team, I had file my tax using the full service from TurboTax. I also deferred my tax payment to later day. I need to check which date did I defer the payment till. I have tried instruction from earlier posts and still could not find the information needed. Please help. 1 - My downloaded Tax Return for 2025 did not have this information 2 - There is no Federal Information Section V on my tax return 3 - There is no option to "Add a state" in my tax return document page. The only option I had was to download the existing tax return
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yesterday
You will need to have the .tax2024 file on your computer. If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download l...
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You will need to have the .tax2024 file on your computer. If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........ https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953 If you already started an online return you will have to clear it and start over to transfer. How to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 If you used the Desktop program before you may not like the online version. It has less features and no Forms Mode. You can only do 1 return. Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.
yesterday
We'd love to help you complete your tax return, but need more information. Can you please clarify your question? Is this for a business vehicle? Were you depreciating the vehicle or Were you taking ...
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We'd love to help you complete your tax return, but need more information. Can you please clarify your question? Is this for a business vehicle? Were you depreciating the vehicle or Were you taking mileage deduction?
yesterday
If you're reporting the income from the home sale in Puerto Rico on your US return, report the tax paid on the sale in the Foreign Tax Credit section under Deductions. Continue through the questions...
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If you're reporting the income from the home sale in Puerto Rico on your US return, report the tax paid on the sale in the Foreign Tax Credit section under Deductions. Continue through the questions about 1099 income, until you reach a screen that says 'do you have another type of foreign income/tax to report?'
On the next screen, choose Passive Income and enter the amount of income that was taxed and amount of tax paid on that income.
Here's more info on Claiming the Foreign Tax Credit.
@gerdora
yesterday
Hello! Sorry for the wall of text - I'm not the most well-versed in filing taxes, and I have a slightly complicated situation that I just want to make sure I'm reporting correctly. I received 2 109...
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Hello! Sorry for the wall of text - I'm not the most well-versed in filing taxes, and I have a slightly complicated situation that I just want to make sure I'm reporting correctly. I received 2 1099-Q forms for 2025, as I did not end up using the money in my 529 accounts for educational expenses (I graduated college in 2022) and I ended up just depositing the money into my bank account. I'm aware that since the money is not being used for qualified expenses, they are subject to taxes and penalties, which is why I need to report the amounts in the first place. However, after filling out all the information that TurboTax asked me for regarding the 1099-Qs, the amount it states I will owe in taxes seems much lower than what I figured it would be. Granted, I have yet to finish filling out the rest of the return and it could change as I finish, but it's making me wonder if I have missed something or entered something incorrectly. My specific questions with this are: 1. Does TurboTax automatically calculate everything as though the amounts I'm entering are unqualified, or is there a separate page I'm missing where I input that amount? 2. Does TurboTax also automatically calculate any relevant penalties (I believe it should be 10%)? 3. After I entered the 1099-Q info, it is also asking me about my school attendance (elementary, high school, college and so on) and then asking if I've made any qualified loan payments for them. Is that just referring to 2025, and if so, is it just asking if I've made any loan payments in general (yes) or specifically using the 529 funds (no)? Lastly, I moved to California in November of 2025, and TurboTax is currently having me fill out a California state return, even though I did not work a job in California last year and therefore did not make any money in this state. I only have a W-2 for the state that I moved away from. Do I still need to file a California return anyway since I lived here for a couple months last year, or is it not applicable since I have no income in this state? Thank you!
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yesterday
@Stimo did you have a mortage on the home you sold? that has to be part of the equation. Were there 3 distinct mortgages over the course of the year? all three have to be part of the average.