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Friday
If the 2024 refund being applied to your 2025 Tax Return is incorrect, please follow these steps to make a correction:
In TurboTax Online:
Sign in to TurboTax and open your 2025 return.
...
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If the 2024 refund being applied to your 2025 Tax Return is incorrect, please follow these steps to make a correction:
In TurboTax Online:
Sign in to TurboTax and open your 2025 return.
Select Federal from the side menu, then go to Deductions & Credits.
Scroll down to the Estimates and Other Taxes Paid section and select Show More.
Find the row for Other Income Taxes and click Start or Revisit.
Look for the section titled 2024 Refund Applied to 2025 Taxes.
Click Edit or Update next to the Federal or State entry and enter the correct $468 amount.
in TurboTax Desktop:
Open your 2025 return.
Select the Federal tab from the top of your screen and then select Deductions & Credits.
Select I'll choose what I work on.
Scroll down to the Estimates and Other Taxes Paid section and select Start or Update next to Other Income Taxes.
Select Start or Update next to 2024 Refund Applied to 2025 Taxes (Choose Federal or State depending on your situation).
Enter the correct $468 2024 Refund Applied to 2025.
Friday
If you purchased Audit Defense contact TaxAudit at 877-829-9695.
If you are referring the TurboTax Audit Support Guarantee Call 800-624-9066 for assistance
Friday
Turbo Tax is not calculating the Senior "Bonus" deduction correctly on my tax return. Perhaps it is because of the instructions on LIne 35 (PART V) which say to subtract $600 from line 34. This is ...
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Turbo Tax is not calculating the Senior "Bonus" deduction correctly on my tax return. Perhaps it is because of the instructions on LIne 35 (PART V) which say to subtract $600 from line 34. This is not correct because the return in question has MFJ with both taxpayer ove 65. This means that they are entitle to a $12000 enhance deduction. With line 34 indicating the phase out amount, line 35 should subtract this amount from $12000 dollars to arrive at the correct enhanced deduction. It does not do this. You do not lose, or have phased-out, 6% of the entire amount (that is over $150000) and then multiply it by two (2) to arrive at the enhgcnce deduction. The $6000 bonus deduction is a "per person" deduction which either needs to take 1/2 of the amount over $150000 and then multiply by 6% (Line 33), or take 1/2 of the line 34 amount and then subtract it from $6000. Then multiply this result by two (2).
Friday
Hello, I filed my return for the both fed and state. The federal return was accepted, but the state return (Oregon) was rejected. When I open my return, the initial "Continue Your 2025 Tax Re...
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Hello, I filed my return for the both fed and state. The federal return was accepted, but the state return (Oregon) was rejected. When I open my return, the initial "Continue Your 2025 Tax Return" screen, it shows that I have a return rejected. However, when I open that return, I get no information about why. It goes directly to the E-filing page. I have tried looking around in the return, but nothing gives me any clue as to why the return was rejected. I'm going to refile the return, and see what happens, but if anyone could help me figure out why it was rejected I would appreciate it. Thank you, Jim
Friday
I received a notice in the mail yesterday regarding two 401k withdrawals I made in 2023. I had all taxes withheld for both of the withdrawals. IRS said I did not claim those correctly. I thought I did...
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I received a notice in the mail yesterday regarding two 401k withdrawals I made in 2023. I had all taxes withheld for both of the withdrawals. IRS said I did not claim those correctly. I thought I did everything correctly using the TurboTax wizard, and I had taxes withheld both times I withdraw. I'm not sure what I did wrong, but I'd really appreciate some help! I don't know what to do, and I'm panicking. Please let me know what you think, or how I should proceed. Thank you so so much!!!
Topics:
Friday
no income rec'd in 2 counties where equal time was spent with family do I need to file 2 state returns
Topics:
Friday
Thank you for your helpful input! I did what you said to do and the IRS and the State have both accepted my returns. I did not have to do anything extra . Thanks again.
Friday
Improvement costs on a personal residence, not used as rental or in a business, are not reported on a tax return. You can add the improvement costs to the basis of the home when it is sold.
Friday
1 Cheer
@tkl1126 , do you need help ? and if so how about putting your question and context thereto here ? Surely your situation/scenario is not so complex that none of us are able to help. Please help ...
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@tkl1126 , do you need help ? and if so how about putting your question and context thereto here ? Surely your situation/scenario is not so complex that none of us are able to help. Please help us help you.
Look forward to hearing from you with details of the situation--please
Friday
To check the balance of an IRS payment plan (installment agreement), log in to your IRS Online Account, where you can view your current balance, payment history, and scheduled payments
IRS onli...
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To check the balance of an IRS payment plan (installment agreement), log in to your IRS Online Account, where you can view your current balance, payment history, and scheduled payments
IRS online account - https://www.irs.gov/payments/online-account-for-individuals
Friday
It is the Deluxe Online Edition. I've mentioned this earlier in the conversation thread. I also spoke to someone on the phone and they saw the trouble that we have been dealing with. We thought we we...
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It is the Deluxe Online Edition. I've mentioned this earlier in the conversation thread. I also spoke to someone on the phone and they saw the trouble that we have been dealing with. We thought we were getting somewhere that time and then he could see for himself that it was not working. I can't send a screenshot at the moment, as I am currently feeling very ill and having to rest for a while. I suffer from narcolepsy and sleep apnea and both conditions have been taking a toll on me of late, and I need to lie down before I black out. I will try to see if I can take a screen shot with my camera later on today. I don't have a cell phone to take a photo, and will have to wait for my brother to get home. My apologies that I cannot do this at the moment, but I really am not well at this time.
Friday
Thank you very much! I entered the lump sum amount in Turbo Tax and the software did its magic! I didn't have to do anything else! Thanks again for your helpful input! Lan Vu
Friday
If the retropay was added to my paystub and my annual income and it was taxed, how do you fill out the section asking “did you receive qualifying retroactive lump-sum payments? (T1198)” if we answer ...
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If the retropay was added to my paystub and my annual income and it was taxed, how do you fill out the section asking “did you receive qualifying retroactive lump-sum payments? (T1198)” if we answer yes, but we did not receive a T1198 how do we fill out the “statement of qualifying retroactive lump sum payment” section?
Friday
@gustavo-wolf2820 , are you a US person ( citizen/GreenCard/Resident for Tax purposes )? or still NRA?
I ask because , if you have transitioned to a Resident for Tax purposes then the issuer shoul...
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@gustavo-wolf2820 , are you a US person ( citizen/GreenCard/Resident for Tax purposes )? or still NRA?
I ask because , if you have transitioned to a Resident for Tax purposes then the issuer should have used a form other than 1042-S.
If you are still NRA, then you report the 1042-S contents , box by box on form 1040-NR ( not supported by TurboTax , use SprinTax or similar service or a tax professional).
If you are a Resident for Tax purposes then you have to map the numbers from 1042-S to equivalent boxes on a W-2 or 1099- NEC/MISC/INT/DIV etc.
Please tell more about your own immigration/Tax status and the type of income shown on 1042-S. And surely one of us can help you file your return.
Friday
I did not receive this answer until today. Very displeased. TT needs to make a way the imported investments do not transfer to the Oklahoma return. This took me hours and hours and I only got it fixe...
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I did not receive this answer until today. Very displeased. TT needs to make a way the imported investments do not transfer to the Oklahoma return. This took me hours and hours and I only got it fixed by asking Grok. Intuit fix this, please!
Friday
@khdimitrova If you are not sure what the requirements are, I would recommend contacting Revenu Québec
You can call them:
Canada and the U.S.: 1 833 372-3850 (toll-free) Elsewhere: 1 819 348-973...
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@khdimitrova If you are not sure what the requirements are, I would recommend contacting Revenu Québec
You can call them:
Canada and the U.S.: 1 833 372-3850 (toll-free) Elsewhere: 1 819 348-9735 (long-distance charges apply)
Or email them: Contact-NR@revenuquebec.ca revenue
If you are using Quickbooks, you may also be able to get assistance on their forum, since that product can actually make invoices: https://quickbooks.intuit.com/learn-support/quickbooks-canada-community/misc/03/community-ca?setpreftlc=community-ca
