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I have used Form 2210 and Schedule AI. My guess is the difference is I used Worksheet 2-8 in Publication 505 on page 39 to calculate my tax. And yes, I used it four times, once for each of the four periods. I am wondering if he used  Form 1040's QDCG Worksheet (which does not talk about annualization) to match what TT has???

If that is the amount on Line 20, of your Form 1040-X then this is a balance due. If the amount is on Line 18 it is a refund. Check your amended return to see if the proper changes are in place. Column A is the original numbers, Column B is the changes and Column C is the new numbers.   @Katiecates47 

No, your AGI must have been fine, or you would have been Rejected for that, with a different error message.  The IRS is using your IP PIN to identify you, rather than your AGI.  It's all for ID verification, they're not comparing your AGI to your last year return.  Just fix the IP PIN and refile.   @turbotaxisterrible 

When the plan administrator put a 0 (zero), they created a 1099-R that didn't make sense. Box 9a is the percentage of the distribution in box 1 that goes to the person who is listed as the Recipient. What doesn't make sense is creating a 1099-R for someone, and then saying that they don't receive anything (zero percent).   Normally, the 1099-R reports a distribution for one person, and that person gets all of the distribution. So 100 (percent) would make more sense, but really, you should just delete the zero to blank it out. This was a bug on the part of the administrator who created the 1099-R.

@csullyfilm If you want to speak with an IRS agent concerning this issue - Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday   Or you can contact your local IRS office.  See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment You may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate - https://www.taxpayeradvocate.irs.gov/ or call 1-877-777-4778   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.

Yes, you can use a work percentage to determine the amount that should be taxable to Kansas (KS).  If you earned roughly the same amount each work day then it should be easy to calculate the percentage that should apply. Once you have that amount you can make the necessary changes for your amendment.   Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Amend a tax return for the current tax year   In the W-2, you should have one line for Missouri (MO) and one for KS. TurboTax knows you must report all income to your resident state so in the  W-2 you may have to reduce the MO income so that TurboTax doesn't think you are over reporting income. You can try it both ways.    Next is the other state tax credit which means you will need to amend the MO return as well to get that.   State Returns - Your resident state requires you to include all worldwide income. Assume both states require income tax returns to be filed:  Report the income on each state return that is from the nonresident state Report it on your resident state and receive credit for taxes paid to another state. Credit for taxes paid to another state is allowed by a resident state when the same income is being taxed to another state.  Your resident state does not want you to pay tax twice on the same income. The credit that is allowed will be the lesser of: the tax liability actually charged by the nonresident state, OR the tax liability that would have been charged by your resident state In most cases complete your nonresident state first.

Bonjour,    Je n'ai pas l'option "mettre à niveau ma ...".  Puis-je réinstaller un 2e TurboImpot pour 2 nouvelles déclarations?   J'ai 12 décl. payées et j'ai besoin de 2 autres (toujours du +25k$) !  Dans Outils, il y a l'option  "changement de code de licence"  Merci !

To save your 2025 .tax file to your computer, follow these steps in TurboTax online:   Click Tools on the left side menu, then Tax tools. On the Tools Center pop-up, click Save your 2025 return to your computer The file will appear in your downloads folder with the name taxreturn and a Type of TurboTax 2025 Document.  If you use TurboTax Desktop for your 2026 return, there would be no need to download it now.  You could simply wait until next season and after you install Desktop for 2026 on your computer, you will be able to import your 2025 tax file from you online account.

While it feels like a simple expense to you, the CRA defines Line 22100 as Carrying Charges and Interest Expenses. This line is specifically for costs incurred to earn investment income. Line 22100 is for carrying charges and interest expenses incurred to earn income from investments, such as management fees for non-registered accounts or investment counsel fees. It is not a general expense line; it strictly requires fees to be linked to income-generating investments.  Basically, "free" versions are usually limited to simple T4 employment income and standard credits. Anything involving investment management fees, safety deposit boxes (though these are mostly phased out), or interest on investment loans moves you into a higher product tier. Because it’s linked to "investments," TurboTax’s logic triggers an upgrade, as your return is now "complex."   Line 22100 – Carrying charges, interest expenses, and other expenses   Thank you for choosing TurboTax.