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Welcome to Intuit's TurboTax Community! If you are as excited as we are to engage in discussions, ask questions, and share knowledge with others, you’ve come to the right place! Before diving in to the conversation, the following links might be usefu... read more

Deceased spouse

My wife passed away in 2024. When I use Turbotax to E-file my 2024 taxes, I'll use "Married Filing Jointly" status, but what special notations or signature rules will apply and how do I implement them in the Turbotax program?

Business Car End of Year Trade-in

Hi all,I hope this message finds you well.I’m considering trading in my business vehicle, which has been used around %92 - 93 for business purposes. I originally purchased the vehicle in 2022 and took advantage of the full bonus depreciation in the f... read more

Colorado Child Care Contribution Credit

There appears to be an error in the step by step program for the Colorado CCCC. The program says to input the information from line 3 of the form 1317 received from the recipient organization. Line 3 is the "gross" donation and the credit is supposed... read more

SALT Parity Election

I received a K-1 reporting my share of the tax paid to Colorado as part of the SALT Parity Election. I cannot find a place in the step by step or forms section to enter this amount on the resident Colorado income tax return. Also, would this amount a... read more

529 contributions

I made 529 contributions to 2 separate accounts. My daughter is the owner of one account and I am the owner of the other account. The Colorado Form 0104AD instructions say if you are the account owner leave that information blank on the form, but if ... read more

Locating Funds!

Hi There! My name is Kim, I have been exploring on Intuit for few years. I just recently started learning and exploring QuickBooks and found the platform was something I liked so I have been reading all kinds of help topics and articles. I have decid... read more

Tax Reporting Requirements for Sweepstakes Prizes from a Social Casino

Hello, I have a question regarding the tax reporting obligations for a company operating a sweepstake social casino in the USA. The company states that participants are solely responsible for any taxes on prizes they collect or redeem from their part... read more

Can the interest above the original loan amount from cash out refi of a rental be deducted using the loan proceeds to help in buying a personal residence?

How do I enter a $ value in Schedule 1, Section II line 24 h Attorney fees and court costs for actions involving certain unlawful discrimination claims

Hi,How do I enter a value for Schedule 1, Section II, line 24h.Attorney fees and court costs for actions involving certain unlawful discrimination claimsThanks,Mo

Used 401k loan as a down payment on a rental property. Can I claim it on my taxes?

I took out a loan on my 401k to make a down payment on a rental property. I’m using part of the rental income to pay back the loan. Can I claim those payments or the interest from those payments as a deduction?

1099-INT for Treasury Bond

Federal Review identifies an error in Schedule B – 1099-INT for a Treasure EE bond that matured. I reported the interest in each year the interest was paid. Therefore, in 2023, which is the year the bond matured, I would pay tax on the interest in 20... read more

Error Code 42016, what is it? how to resolve it? Can't load my 'state return', BLOCKED

I tried to install 2016 H&B on a new machine to amend an old return, at the request of the IRS auditor. Installation failed 'automatic updates' throwing an error #42016 dialogue box. Outcome, my state return install was blocked by 'Intuits install an... read more

Schedule SE line 7

Can you see my tax return 2023 schedule SE line 7? I don’t know where’s the amount $160200 from.

Single owner S-Corp Incorrect Cash withdraw caused negative Stock Basis

I am a single owner of an S-Corp. In 2022 I withdrew $300K cash from the company to help fund the purchase of an investment property. The investment property was purchased using this $300K fund and my own personal fund. The property's title is under ... read more

Bank Statement need for my state tax return

My tax return status said additional information needed. And it asks for my passport, ssn copy and my bank statements. Since I just moved to the state last September and only do tax last yr, do I just need to mail my bank statements only from last Se... read more

Claiming a Capital Loss

My college aged daughter did not receive a W-2 in 2023, but received a 1099-INT, 1099DIV and 1099B. In 2023 she had a Captial Gain/Loss of -$8000. 1) Can I file taxes for her if she didn't receive a W-2? 2) If she doesn't file taxes this year can she... read more

Payment Plan with IRS

Hopefully an easy question, just summited after setting up a payment plan. At the end of TurboTax it asked me if I wanted to print the forms I need to send the IRS. I said yes and it was just a payment voucher. Seeing as I setup a direct payment plan... read more

Does a PA resident pay income tax on a distribution from an inherited 401-K from out of state?

My husband's brother passed away last year. He lived in New York and did not own property in Pennsylvania. My husband, a Pennsylvania resident, received an inheritance which was a share in the distribution of his brother's 401K. My husband received a... read more

sign in

when someone can't log in with their email. when they send a verification code, they put in the code. but still not able to log in. done this 3 or more times . then got lock out . what to do?

TT is forcing me to use 1040-STT is forcing me to use 1040-SR.

TT is forcing me to use 3-page1040-SR. I don't want to use 1040-SR. How do I switch to the regular 2-page 1040 and print it so I can proofread it?

IRS Acceptance of Returns

On March 21 I e-filed three Federal returns. Two relatively straight forward returns were accepted by the IRS within two days. The third return (about 100 pages) has to date still not received an acknowledgment from the IRS. Because of its complexity... read more

E-filing New York State Returns

New York State instructions state that tax returns for New York MUST be e-filed; paper returns will not be accepted (so they say). They also say that e-filings to the state are free, and that the cost is included with the price of the software provid... read more

TurboTax error? IRA rollover to IRA is taxed in turbotax when there is no tax.

Trying to Amend only 1 of 2 State Returns Already Filed and Turbo Tax changes data on both?

CA Form 593 has multiple technical issues. I can correct the form manually to display the information it should contain but Turbo Tax keeps flagging these as errors when they are not. When I e-filed taxes I put in one of Turbo Taxes corrections durin... read more

Divorced, New Account, accessing my old tax info

I was divorced last year. I have been using TT for a decade and all my tax history is here, and all it entails. Now my ex has control over the TT account and I can't access my history, especially for things that carry over year-after-year like losses... read more

Built In Appliances

Does a built in stove should be depreciated as a 27.5 yearproperty

W2

Turbo Tax is reporting that it can't e-file my return because it has a W2 with less than $1 in box 1. This was due to the sale of a partial share of company stock I purchased when I was employed by McKesson through their ESOP program (I retired in 20... read more

Iowa Tax Calculation Discrepancies

According to the instructions from the Iowa Department of Revenue (https://tax.iowa.gov/sites/default/files/2024-03/2023%20Expanded%20Instructions_030824.pdf), Iowa taxes start with leveraging the Federal filing and and adjusting from there. As part ... read more

capital gain treatment on the sale of inherited property via generalu skipping trust

How the property sold by second generation(grandchild) treated in a generational skipping trust when she /He sells the property? Capital gain should be paid by the grandchild???If so, what would be the basis of the property inherited?

The 2024 Super Bowl Winner

Hi, Does any know who is the 2024 Super Bowl Winner? I tried searching around online, but I am not getting any answers. Thanks in advance!

IRA Basis

A few years ago, I moved my 401k to a Traditional IRA. The 401k included pre- and post-tax contributions. I understand the IRA basis is the post tax contribution. How do I report it to the IRS?

Head of Household

Hello Everyone,I have moved in to my 90 year old mothers house to care for her and am the Feduciary for her VA Survivors Benefit. I have lived here for all of 2023 and some time before that. I pay all the utilities and grocerie bills and maintain the... read more

When selecting a broker to upload Form 1099-B, TT is not letting me input the Fidelity account number

I manage the tax returns for several children and grandchildren. Last year, I started using the upload option for Form 1099-Bs and Form 1099-DIVs. For my TT account, I was able to select Fidelity Investments, which took me to Fidelity where I would s... read more

Form 8582 K-1rental income and carry forward losses

On Form 8285, Part V, our current year K-1 rental income is not shown as Current year Net income. Instead, Current year Net income is shown as 0 and Current year Net loss is equal to Prior years Unallowed loss carried over minus our K-1 rental income... read more

Enhancement request: Updating passwords in the TT app

Hello, I dont want to sound ungrateful for Intuit thinking about secrurity but ...OMG enough already! This week I was forced to update my password when using TT. Keeping in mind that I believe everyone has hundreds of logins that can only be managed ... read more

Form 8606 - Nondeductible IRAs

In the past, I made nondeductible IRA contributions. Turbo Tax always asked me this question and the value of the IRA at the end of the year, then generated the 8606, and filled in the taxable amount in the 1099-R. It does not seem to be doing that t... read more

My daughter was awarded a grant from the music department of her college for accepting a secondary school music teaching job. She received a MISC 1099 from her college designated as other income. Must she pay taxes on this, and how should she report on h

My daughter was awarded a grant from her college for taking a job as a secondary school music teacher. She completed a music education degree. The college listed the amount as other income on a MISC1099 form. She will have to report that as income on... read more

1098-T

Before I enter a 1098-T I am showing a large refund. After I enter the 1098-T, my refund is reduced a lot.Thoughts? Thank you.

Form 1095B

Hello,I downloaded my form 1095B. I noticed that the home address shown on the form is still my old address under part 1. Is this going to be an issue? I'll try to rectify this for the upcoming year.Thank you for your response.Abe

PA stock transactions

In case helpful to others, talked to one of the experts on the phone and said to ignore this message. Note TT adjusts trades automatically for the wash sale rules and the message suggests several things that the user doesn't have to deal with.=======... read more

New York State Partnership Returns

New York State indicates that Turbo Tax Business has not received approval for tax years 2022 and 2023. Will Turbo Tax get approval for 2023.

Import 1099 from Bank problem

1/ Why 2023 TurboTax version required to log-in intuit before log-in my banks for import tax forms? Does intuit recording my records without my notice?2/ All previous years TurboTax version allowed one log-in to my bank and tax files were import no i... read more

Should I be claimed as a dependent if I got married and moved out in the latter half of the year of 2023

I got married in latter part of 2023 and moved out of my parents house and the state to be with my husband. We want to file jointly together but my parent wants to claim me as a dependent. I did not go to college and as a couple we paid for the weddi... read more

How do I change my community username?

Sorry, I don't know where the proper place to ask this is. I would like to change my username on these forums. I am able to change my TurboTax username, but not the name that appears on the forums. Please advise. Thanks.

foreign tax credit

My 1099 Div from my brokerage firm included foreign qualified dividends in the totals on lines 1a and 1b. Foreign tax paid is listed on line 7. I entered the proper figures into Turbo tax during the income section, but when I tried to take the foreig... read more

Child tax credit

Wife has ITIN and daughter has a SSN, who is 5urs old by the way, and both currently living in the Philippines. I currently work in the the US while going back and forth to the Philippines every 3 months. Basically I live in the Philippines, but stil... read more