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15 seconds ago
Vanguard consolidated 1099B has a "Detail for Dividends and Distributions" section which breaks down the 1099 boxes by fund.
37 seconds ago
If you provide more details, we may be able to give you guidance here, but
TurboTax Audit Defense can provide full-service representation if your tax return is audited.
45 seconds ago
You should report the excess contribution. When you do the system will point out that you made an excess contribution and ask if you withdrew it by the due date of the return. You will answer yes a...
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You should report the excess contribution. When you do the system will point out that you made an excess contribution and ask if you withdrew it by the due date of the return. You will answer yes and then it will get reported on the tax return so that the IRS knows you did what you were supposed to do and they shouldn't chase you for the penalties.
In addition, for 2026 you are going to get a 1099-R reporting the amount that you withdrew. As long as it is the same amount that you reported on your 2025 return you will be able to ignore that 1099-R.
a minute ago
When you look at the asset or assets be sure you go through the section as though you sold it and remove any entries you may have made. Use the 'delete' key for all fields you want to remove. Continu...
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When you look at the asset or assets be sure you go through the section as though you sold it and remove any entries you may have made. Use the 'delete' key for all fields you want to remove. Continue until you are back to the assets, then go back to the Property Info or Property Profile and deselect the question 'This item was sold……' then continue through the section a second time and it should be cleared of any sale questions or information.
2m ago
Are you a NY resident?
Assuming you live in New York, the ID number is an 8–10 digit on the back of the card or in the lower right corner of the front.
It'll depend on the date that it w...
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Are you a NY resident?
Assuming you live in New York, the ID number is an 8–10 digit on the back of the card or in the lower right corner of the front.
It'll depend on the date that it was issued. For licenses issued after March 10, 2022, look on the back, top right.
2m ago
If you are asking whether Social Security is taxed on your Federal return, then the answer depends on your other income as well as your filing status. Whether or not it is taxed by a particular stat...
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If you are asking whether Social Security is taxed on your Federal return, then the answer depends on your other income as well as your filing status. Whether or not it is taxed by a particular state depends on that state's tax laws.
The following TurboTax help articles will give you information about how the taxable amount of your Social Security is determined.
When you are finished with your return, there is a Social Security worksheet that you can view (if using TurboTax Desktop) or print. Look for a form titled Social Security.
Is my Social Security income taxable?
Why did the taxable amount of my Social Security benefits change so much from last year?
3m ago
To fix the "vehicle basis must be entered" error in your TurboTax program, go to the vehicle expense section and make sure that the purchase date, original cost, and business/total mileage are entere...
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To fix the "vehicle basis must be entered" error in your TurboTax program, go to the vehicle expense section and make sure that the purchase date, original cost, and business/total mileage are entered properly.
If you no longer use the vehicle select that the vehicle was "sold, disposed of, etc." and enter the sale details in the "Sale of Busiiness Property". This error usually occurs when you are using actual expenses or when a vehicle's depreciation is missing or incorrect in the vehicle worksheet.
You can get to your entries for a sale of business property as follows:
Click on the search icon in the upper right of your TurboTax screen
Type "sale of business property" in the search box
Click on the link "Jump to sale of business property"
Follow through your screens and edit any entries that you made
See also:
How do I edit or delete the sale of a business property I've already entered (Form 4797)?
Please return to Community if you have any additional information or questions and we would be happy to help.
3m ago
Spain taxed us on the US-sourced income in these areas. We want to claim a credit for those taxes paid since we also paid US taxes on the same. There is no double taxation, but cannot figure out how t...
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Spain taxed us on the US-sourced income in these areas. We want to claim a credit for those taxes paid since we also paid US taxes on the same. There is no double taxation, but cannot figure out how to do this in TT. It seems to take me in circles and none of it makes sense. Appreciate the help!!
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3m ago
To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in fi...
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To check on regular tax refund status via automated phone, call 800-829-1954.
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
3m ago
what page on a California state tax return for 2025 completed by turbo tax program does a signature and date be needed before sending the tax return by mail to the State?
4m ago
Why do you believe it is not being treated as taxable income? Where are you looking for it? Does she have other income? The excess scholarship income should show up on Schedule 1 line 1r.
4m ago
Are you talking about line 16 (Taxes on Schedule E) or something else? Also, to what state is this data not carrying?
Remember that we in the Community cannot see your private tax data, so help...
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Are you talking about line 16 (Taxes on Schedule E) or something else? Also, to what state is this data not carrying?
Remember that we in the Community cannot see your private tax data, so help us help you by providing context to your question.
4m ago
I made a few hundred dollars. I also sold my car to an autodealer.
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4m ago
If I turned 59 1/2 mid-year in 2025, does do all of my 2025 payments get penalized?
Topics:
5m ago
You must go back to your 1099-R summary screen in TurboTax, edit this specific TSP 1099-R, and proceed through the interview very carefully.
Look for the "What Did You Do With The Money?" Screen T...
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You must go back to your 1099-R summary screen in TurboTax, edit this specific TSP 1099-R, and proceed through the interview very carefully.
Look for the "What Did You Do With The Money?" Screen TurboTax will present a list of choices like:
You must select "I rolled it over into another qualified plan or IRA". If you select any other option (including "I cashed it out," which some users choose because the account was technically "closed"), the software will treat the entire amount as taxable ordinary income.
You said it has Code 4 for Box 7 - this is for an inherited distribution. Is this correct?
5m ago
Thank you - actually, retired military. This appears to be a new deduction (2025 - 2029).
6m ago
Will I be compensated if there were any errors in entries on my tax return filled through turbo tax expert full service
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6m ago
what page does a California state tax return needs your signature and date of tax return?
6m ago
Yes, if you have two lines for Box 20 Code AN, enter each one separately. Note that Box 20 is information for your use only. TurboTax doesn't use these entries on your return. If these codes apply to...
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Yes, if you have two lines for Box 20 Code AN, enter each one separately. Note that Box 20 is information for your use only. TurboTax doesn't use these entries on your return. If these codes apply to you, you would need to enter this information in the correct area of your return.
For more help, see the IRS Instructions for Schedule K-1 (Form 1065).