All Posts
yesterday
This issue is being reviewed.
More will be known after April 3.
Thank you for your patience.
@jamesdavidfoley
yesterday
I have a save file from 2024, that I have "remove password" from the Encrypt menu. When I try to import that into the Mac 2025 premier, it still asks for the password.
yesterday
I'm sure I specified a payment date and provided bank account information when I filed in February. I can't remember the date though and I was not sent any type of confirmation that has the specifie...
See more...
I'm sure I specified a payment date and provided bank account information when I filed in February. I can't remember the date though and I was not sent any type of confirmation that has the specified payment date. Is there anywhere I can find this to make sure I keep enough funds in my bank account for that date? thanks
Topics:
yesterday
We have to file for two states. In the past, we finished the return for state A first, and got the liability for state A (i.e. how much we owed to state A), and entered it in our return for state B. ...
See more...
We have to file for two states. In the past, we finished the return for state A first, and got the liability for state A (i.e. how much we owed to state A), and entered it in our return for state B. But this year, we don't actually see the result of our liability for state A yet. How can we get/see that?
yesterday
Your best option is to print and mail California Form 568. It's unlikely that TurboTax can e-file a single form from your California return. You'll also need to get a waiver from the e-filing require...
See more...
Your best option is to print and mail California Form 568. It's unlikely that TurboTax can e-file a single form from your California return. You'll also need to get a waiver from the e-filing requirement: California business entity e-file waiver request (this can be completed online).
Mail your corrected submission to:
FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0501
yesterday
Here are some more troubleshooting ideas for you to import your 1099 forms:
If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Pr...
See more...
Here are some more troubleshooting ideas for you to import your 1099 forms:
If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection
Clear cache/cookies, then try the import again
If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues
If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry
Temporarily disable firewalls or antivirus software, which can block connection to broker servers
Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances
Ensure your document ID from the broker has the correct number of characters
You could also enter your information manually, follow the steps below and select Skip Import. Then follow the remaining screens to manually add your 1099-B data.
Go to Federal, then Wages & Income, then Investments and Savings
Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales
Select Stocks, Bonds, Mutual Funds and Continue
Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue
You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.
yesterday
Ok, I should have been a little more detailed. The income is from royalty interests and I am filing by mail so I will include a copy of my ND return with my Minnesota return. Thanks for the quick rep...
See more...
Ok, I should have been a little more detailed. The income is from royalty interests and I am filing by mail so I will include a copy of my ND return with my Minnesota return. Thanks for the quick reply.
yesterday
This is usually a PDF viewer issue, try the following to troubleshoot your issue:
Try using a different browser.
Save the PDF Go > to file > Print > Microsoft Print to PDF > then print th...
See more...
This is usually a PDF viewer issue, try the following to troubleshoot your issue:
Try using a different browser.
Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file
Disable “Print in grayscale/black only” if the PDF is white text on dark background
Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows).
Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler”
Let us know if these do not correct your issue.
yesterday
@DianeW777 , i tried to send this as a private message, but it wouldn't go thru... i received a box today from "sugarfina" and a nice note from "Intuit's Office of the President" thanking me for...
See more...
@DianeW777 , i tried to send this as a private message, but it wouldn't go thru... i received a box today from "sugarfina" and a nice note from "Intuit's Office of the President" thanking me for my patience, positivity & kindness. it was sent to my name and address, so i'm assuming only an Intuit employee would have access to that. as far as i recall, you're the only Intuit person i've had any communication with this year. so just want to make sure it's legit & nothing to be skeptical of 🙂
yesterday
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of ...
See more...
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
yesterday
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended ret...
See more...
Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)
See this TurboTax support FAQ for amending a tax return -
CURRENT YEAR
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.
You can watch for information here:
https://www.irs.gov/filing/wheres-my-amended-return
yesterday
Could you do me a favor? Could you share with me any verbiage that you got from the State of Arizona as well as from TurboTax? I am especially interested in "The verbiage of the email I received...
See more...
Could you do me a favor? Could you share with me any verbiage that you got from the State of Arizona as well as from TurboTax? I am especially interested in "The verbiage of the email I received from TT is where I got the stuff about 3A." Also, are you saying that 1a, 2a, and 3a are all the same numbers?
yesterday
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?...
See more...
See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk
yesterday
I received my 2025 money IRS but need to send 1040X with additional income. How to open completed TurboTax on line to correct my error.
Topics:
yesterday
1 Cheer
The amount withdrawn from your IRA is taxable regardless of what it is spent on. You will need to report the 1099-R you have received just as you have received it. It will be 100% taxable.
As...
See more...
The amount withdrawn from your IRA is taxable regardless of what it is spent on. You will need to report the 1099-R you have received just as you have received it. It will be 100% taxable.
As far as the loss due to fraud - casualty and disaster losses are now limited to federally declared disasters. So losses due to theft are no longer deductible. However, if you invested into a legitimate investment that turned out to be fraudulent you may be able to deduct the loss as the loss on an investment that became worthless.
In order to do this you would need to be able to prove that you invested the money into what appeared to be and what you believed to be a legitimate investment that would have been a taxable event if it had generated income as a result of activities or sale.
Then you would also need to be able to prove that there was an event that rendered the investment worthless such as a bankruptcy or arrest or a shuttering of the business. In other words, you have to show that this was a legitimate investment and not just someone stealing from you.
If you can prove all of that then you enter this as the sale of an investment into your tax return. You would enter it as though you had received a 1099-B for the sale of this investment, entering the name of the investment and the date that you invested as the date of purchase and the amount that was invested as the purchase price. You would then enter the date of the event that proves the investment is worthless as the sale date and the sale price is zero.
Be sure to maintain any records of this investment in case there are questions in the future.
If it wasn't a legitimate investment and the money is just gone then there is no way to deduct it on your taxes. Happens to folks all the time, don't beat yourself up too much. Good luck!
yesterday
Para ingresar los gastos por la compra de materiales:
Abre tu declaración.
Ve al Anexo C.
En la pregunta ¿Tuviste ingresos o gastos de trabajo por cuenta propia? Contesta si
Conti...
See more...
Para ingresar los gastos por la compra de materiales:
Abre tu declaración.
Ve al Anexo C.
En la pregunta ¿Tuviste ingresos o gastos de trabajo por cuenta propia? Contesta si
Continúa con las preguntas para ingresar tu ingreso y gastos, aquí vas a ver la pregunta de los materiales
Es importante que trate de mantener registros de sus ingresos y sus gastos. Para más información ve los siguientes artículos de TurboTax:
¿Qué gastos puedo deducir del trabajo por cuenta propia?
¿Dónde ingreso mis gastos de trabajo por cuenta propia, como los de oficina en el hogar, millaje del vehículo e insumos?
yesterday
Title: ESPP shares transferred from Computershare – cost basis handling in TurboTax Desktop I am using TurboTax Premier 2025 Desktop (installed client software). I transferred qualified ESPP sh...
See more...
Title: ESPP shares transferred from Computershare – cost basis handling in TurboTax Desktop I am using TurboTax Premier 2025 Desktop (installed client software). I transferred qualified ESPP shares from Computershare to my brokerage account. After the transfer: Only the purchase price (what I paid) transferred as the cost basis The ESPP discount portion does not appear included in the brokerage‑reported basis Questions: When I sell these ESPP shares at a gain, do I need to manually adjust the cost basis in TurboTax Desktop to reflect the correct ESPP tax treatment? How should TurboTax Desktop properly split the ordinary income portion vs. capital gains when the brokerage reports an incomplete cost basis for qualified ESPP shares?