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yesterday
In OR-40, line 44 ("Interest on underpayment of estimated tax. Include Form OR-10") was left blank, and Oregon DOR assessed a non-zero interest. The search icon next to line 44 chains back to OR-10, ...
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In OR-40, line 44 ("Interest on underpayment of estimated tax. Include Form OR-10") was left blank, and Oregon DOR assessed a non-zero interest. The search icon next to line 44 chains back to OR-10, but not to a specific line item In OR-10 "Total underpayment interest for tax year 2025, line 4 ("Enter the amount from line 22 of the Underpayment interest worksheet inside form OR-10 instructions here and on Form 04-40, line 44) contains no value; next to it is a note "*STMT: See STMT UND" In OR-10, "Underpayment interest Smart Worksheet" contains no filled values; line 22 contains the string "Do not calculate underpayment interest after April 15, 2026". This worksheet appears only in the Forms window of TurboTax, and not in PDFs for Filing or Records In OR-10, these worksheets are complete: * "Required Annual Payment Smart Worksheet" * "Required Installment Payments Smart Worksheet" * "Annualized income worksheet" (most of our income occurred in December 2025)
yesterday
It took hour to figure out with a supposed tax expert and numerous phone calls. Turbo tax, even with premium, it is not easy to do 179 deduction with bonus depreciation. The software is not intuiti...
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It took hour to figure out with a supposed tax expert and numerous phone calls. Turbo tax, even with premium, it is not easy to do 179 deduction with bonus depreciation. The software is not intuitive at all. On your schedule c, you have to add an asset as other and leave the category box empty in order for the 179 workflow to magically appear. This is the worst turbotax experience I had ever had. I can't imagine all the people using turbotax trying to benefit from the latest tax law regarding bonus depreciation. Shame on your turbotax for making such a horrible product. Perhaps the IRS is paying you so people do not benefit from the new tax laws
yesterday
I know it's an old post but didn't want to clutter the forums: has no one noticed that when entering Treasury Direct 1099-INT the TT form does NOT have a field other than the name, in other words no ...
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I know it's an old post but didn't want to clutter the forums: has no one noticed that when entering Treasury Direct 1099-INT the TT form does NOT have a field other than the name, in other words no place to enter the TIN? How's that possible? The TIN is always entered for banks interest but here, nada - it's almost like the form is way too simple, only 3 fields are presented to the user, received from, box 1 and box 3? Is that normal? Thank you
yesterday
ok, so my 1700 refund is legitimate? Line 18 is 3243, lines 20 and 21 are 2000, line 22 is 1243. line 33 is 3025. So refund is 1782? I just want to make sure the Learning Credit was applied correctl...
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ok, so my 1700 refund is legitimate? Line 18 is 3243, lines 20 and 21 are 2000, line 22 is 1243. line 33 is 3025. So refund is 1782? I just want to make sure the Learning Credit was applied correctly, and I don't owe it back later.
yesterday
Welcome! This month’s topic is Finish & File!
Are you an early filer? Do you wait for tax day in April or are you an extension filer? Does it depend on the year? To reply, sign into your ...
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Welcome! This month’s topic is Finish & File!
Are you an early filer? Do you wait for tax day in April or are you an extension filer? Does it depend on the year? To reply, sign into your Intuit community account and officially join the conversation!
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Share your yearly tax habits to be entered in a chance to win a $100 gift card. A winner will be randomly selected from this thread on April 8th, 2026.
WHAT: April Sweepstakes
WHEN: Entries will be accepted from April 1st, 2026. through April 8th, 2026. at 5:00 pm PT
HOW: Reply to this thread following the prompt . If you are the winner, we will send you a private message. The winner will be selected at random onApril 8th, 2026.
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Feeling stuck? Here’s some resources on finishing your 2025 taxes:
📆 Join our experts for the April 8th, 2026 Finish & File Ask Me Anything between 9:00am and 5:00pm PT. RSVP here Finish & File: Ask the Experts.
📚 To learn more about extensions, see these articles:
How do I file an IRS tax extension?
What Are Tax Extensions?
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Best of luck!
yesterday
Yes, NY allows a separate operating loss calculation. You must file form IT-203 part-year resident for the year the loss occurred. Maintain a NYS NOL Schedule. You need to keep track of your NOL. Kee...
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Yes, NY allows a separate operating loss calculation. You must file form IT-203 part-year resident for the year the loss occurred. Maintain a NYS NOL Schedule. You need to keep track of your NOL. Keep a worksheet that shows:
the year the loss was generated
total NY loss
how much is applied to each subsequent year based on limitations
This year, use Subtraction Modification to report the loss.
Reference:
calculated using federal rules via IRS Form 172 NOLs for Individuals
Instructions for Form CT-3.4 Net Operating Loss Deduction - corporate NOL
SUBPART 3-10 NET OPERATING LOSS (NOL) EXAMPLES
yesterday
If you no longer have access to your TurboTax email, go to the screen where you enter your password and select Forgot password.
Select to Get a one-time code sent via text message, email, ...
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If you no longer have access to your TurboTax email, go to the screen where you enter your password and select Forgot password.
Select to Get a one-time code sent via text message, email, or phone call
Try a different mobile number to verify your identity
You can also use an ID stored in your digital wallet to verify your identity—available for TurboTax app
Another way to verify is to take photos of your physical Driver’s License or State ID
If that doesn’t work, follow these steps to submit an account recovery request:
Go to our account recovery website
Answer the questions
Use the QR code to take a picture of your identification: driver’s license, state ID or passport
Your case will be reviewed within one business day, though usually much quicker. You’ll receive an email from turbotax@intuit.com with the next steps. If we approve your request, you'll receive a link to reset your password.
I need help signing in to my Intuit Account
yesterday
Follow these steps:
In the left menu, select Federal, then Income.
Scroll to Retirement Plans and Social Security and select Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)...
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Follow these steps:
In the left menu, select Federal, then Income.
Scroll to Retirement Plans and Social Security and select Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
You will come to a 1099-R summary page, click Continue here.
Answer the follow-up questions until you reach "Any nondeductible contributions to your IRA?" Select Yes.
On the "Let's find your IRA basis" screen, enter your basis from your previous year's Form 8606, Line 14.
The very next screen should be titled "Tell us the value of your traditional IRA". This is where you enter the total value of all your traditional, SEP, and SIMPLE IRAs as of December 31, 2025.
yesterday
I forgot to mention that I imported my donation via TXF file which does not complete the full process of the form creation and field values. I went back through using Step-by-Step to fix the issues....
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I forgot to mention that I imported my donation via TXF file which does not complete the full process of the form creation and field values. I went back through using Step-by-Step to fix the issues. Thank you.
yesterday
didn't show last years w2 info or ask to import
yesterday
I have an approximately $800 underpayment for California state taxes. Originally it said I had a penalty but then I answered questions about last year's taxes and now there is no penalty. I don't t...
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I have an approximately $800 underpayment for California state taxes. Originally it said I had a penalty but then I answered questions about last year's taxes and now there is no penalty. I don't think I meet the safe harbor rules but last year I did get a refund. The 5805 form is not included in the forms that I need to send to the California FTB but I did look at the form and it shows "penalty exception 1 $500/250". However when I manually input my information into the form and do my own calculations I seem to have a very small penalty of about $9 so is this why the form is not included because this is a very small amount or is there a bug of some kind. I revisited the underpayment section, deleted and input the same information few times and still no penalty fee. Also is tax liability defined as what you owed throughout the year or what you owe after you complete tax forms. I assumed that liability means what you owed throughout the year. The program did create estimated payment vouchers but rather than using these I increased my withholding which I believe is acceptable. I will be earning a lot less this year than last year. Thanks.
yesterday
Thank you!
yesterday
My wife and I are NJ residents filing jointly. In 2024, we both had employer HSA contributions under family HDHP coverage: - My employer contributed $2,175 to my HSA - Her employer contributed $6,5...
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My wife and I are NJ residents filing jointly. In 2024, we both had employer HSA contributions under family HDHP coverage: - My employer contributed $2,175 to my HSA - Her employer contributed $6,500 to her HSA - Combined total: $8,675 - 2024 family limit: $8,300 - Excess: $375 We submitted an Excess Contribution Refund form to UMB Bank (HSA custodian) before April 15, 2025. However, UMB never processed it and lost the paperwork. The $375 excess is still sitting in the HSA account. We filed our 2024 return assuming the excess had been withdrawn. I'm now filing my 2025 return and have a few questions: 1. I'm resubmitting the withdrawal form to UMB now. Since the April 15, 2025 deadline has passed, should I select "Excess Contribution Refund" or "Standard Disbursement" on the form? Does the option change because the deadline passed? (Form Image Below) 2. Do I withdraw just the $375 excess, or the excess plus net income attributable (NIA)? If NIA is required, how is that calculated? I m getting conflicting answers. Some say if i had done this before the April 15, 2025 deadline i should have withdrawn the earnings to avoid penalty but given that deadline is passed i should just remove excess amount (without earnings) and pay the penalty. 3. Do I need to file Form 5329 with the 6% excise tax on $375 for 2024? And again for 2025 since the excess was still in the account on 12/31/2025? 4. Since I filed 2024 assuming the excess was removed, do I need to amend my 2024 return? 5. What forms need to be updated on my 2025 return to account for this (Form 8889, Form 5329, anything else)? Appreciate any guidance. Thanks.
yesterday
Please confirm what software you are using (TurboTax Online or TurboTax Desktop) and if you like you can send a token.
If you would like to send us a “diagnostic” file that has your “numbers” ...
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Please confirm what software you are using (TurboTax Online or TurboTax Desktop) and if you like you can send a token.
If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help. If you would like to do this, here are the instructions: (Don't forget to give us the state)
TurboTax Online:
Open your return -Go to the menu panel on the left side of your return and select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.
TurboTax Desktop:
If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:
Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
*If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')
We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.
@user17750572727
yesterday
Without knowing your whole situation, I can suggest that you should look at your entries again to make sure all the entries were entered correctly. You can access your personalized information in T...
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Without knowing your whole situation, I can suggest that you should look at your entries again to make sure all the entries were entered correctly. You can access your personalized information in TurboTax, review your entries:
Open or continue your return.
Select Federal in the left menu.
Choose Federal Review.
yesterday
Thanks for the reply! To confirm, does that mean I would only reflect the traditional IRA contribution event in my 2025 tax return? And will subsequently reflect the backdoor roth conversion done for...
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Thanks for the reply! To confirm, does that mean I would only reflect the traditional IRA contribution event in my 2025 tax return? And will subsequently reflect the backdoor roth conversion done for 2025 tax year (but conversion made in 2026) in 2026 tax return? If so, how would I enter this event next year in Turbotax? Thanks in advance.
yesterday
Should we give up and mail our tax return or waiting for couple of more days for fix?
yesterday
1 Cheer
No problem at all. Use the federal employer identification number with no dashes (or letters-not common). This will allow your return to move forward and you can have every confidence it's all right ...
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No problem at all. Use the federal employer identification number with no dashes (or letters-not common). This will allow your return to move forward and you can have every confidence it's all right to use that. The IRS keeps no record of state information in your tax files.
@ppetersny
yesterday
Never seen this beford
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