Tax topics topics

Does my business qualify for the California Disabled Access Credit?

TurboTax Help — Tue, 17 Sep 2019 23:45:44 GMT

Businesses in California

What if i can't find my license code?

TurboTax Help — Tue, 17 Sep 2019 19:19:38 GMT

Content coming soon!

CD/Download Installation Learn More

TurboTax Help — Tue, 17 Sep 2019 19:05:32 GMT

Content coming soon!

Mortgage interest adjustment amend instructions for TurboTax CD/Download

TurboTax Help — Fri, 13 Sep 2019 18:01:53 GMT

Launch TurboTax. Select and open your 2018 return. Select File and Save As. Add Amended 2018 return to the file name before you update TurboTax. This preserves your original return. Select Online and Check for Updates. Allow TurboTax to update if necessary. Go to the Federal Taxes tab (if using the Home and Business version, go to Personal Tab) and select Other Tax Situations. Under Other Tax Forms select Start next to Amend a return. Select Continue and select both: Yes, I’ve already filed my return I was contacted by TurboTax and told I may need to amend for some other reason. Select Continue and I want to amend both my federal and state returns and Continue again. Scroll down to I need to change (amend) my return for a different reason and select Update next to Deductions and Credits. Under Your Home select Update next to Mortgage Interest, Refinancing, and Insurance. On the Home loan deduction summary screen select Done On the Do any of these situations apply to you? screen, select either Yes or No, then select Continue. Note: If no, you don't need to amend your return and can stop here. On the Enter your adjusted mortgage interest and points screen enter your adjusted amount of mortgage interest. (Note: The original mortgage amount amounts will be listed. If you need hel...

Resolved: Arkansas e-file rejection: AR1000F Reject IIT2018-0028

TurboTax Help — Thu, 12 Sep 2019 19:08:57 GMT

You may have experienced the rejection AR1000F Reject IIT2018-0028 when filing an Arkansas state return. Resolved This issue was resolved in an update to TurboTax. Update TurboTax to refile your state return. Related Information: Error 1921: Service Intuit Update Service (IntuitUpdateService) could not be stopped... E-file reject FW2-502: The name or EIN for an employer on your W-2 doesnt match IRS records How do I respond to an IRS notice (and what if they want to audit me)? E-file reject R0000-500-01: The name or Social Security number for the first taxpayer doesnt match IRS records E-file rejection error FW2G-502: Form W-2G, Payer EIN must match data in the IRS e-File database

Acerca del proceso de aplicación para un adelanto de reembolso

TurboTax Help — Thu, 12 Sep 2019 00:57:46 GMT

Al completar tus impuestos con TurboTax®, es posible que tengas la oportunidad de aplicar para el adelanto de reembolso que proporciona el First Century Bank, N.A., miembro de la FDIC1 en una tarjeta Turbo Prepaid Visa emitida por el Green Dot Bank, miembro de la FDIC. ¿Cómo aplico para un adelanto de reembolso? Si esperas recibir un reembolso federal después de completar tus impuestos con TurboTax, es posible que tengas la oportunidad de aplicar para el adelanto de reembolso que proporciona el First Century Bank, N.A., miembro de la FDIC, en el momento en que elijas tu método de reembolso. Si se aprueba, el adelanto de reembolso se hará en una tarjeta Turbo Prepaid Visa emitida por el Green Dot Bank, miembro de la FDIC (First Century Bank, N.A. no es filial de Intuit ni de Green Dot Bank). El adelanto de reembolso es un préstamo basado en tu reembolso, no es el reembolso propiamente dicho. Para aplicar para el adelanto de reembolso, debes hacer la presentación electrónica de tus impuestos con TurboTax y seleccionar el adelanto de reembolso a una tarjeta Turbo Prepaid Visa® como método de desembolso. La disponibilidad del adelanto de reembolso está sujeta a la verificación de la identidad, al cumplimiento de ciertos requerimientos de seguridad, a criterios de elegibilidad y a ...

Acerca del adelanto de reembolso

TurboTax Help — Thu, 12 Sep 2019 00:57:43 GMT

Al completar tus impuestos con TurboTax®, es posible que tengas la oportunidad de aplicar para un adelanto en efectivo que proporciona el First Century Bank, N.A., miembro de la FDIC1 en una tarjeta TurboSM Prepaid Visa® emitida por el Green Dot Bank, miembro de la FDIC. Si eres elegible y se aprueba tu préstamo, recibirás un préstamo sin intereses equivalente a una porción del reembolso por uno de estos importes: $250, $500, $750 o $1,000. Esta oferta está disponible solo por tiempo limitado. ¿Cómo obtengo un adelanto de reembolso? Algunos clientes tendrán la oportunidad de aplicar para un adelanto de reembolso sin cargo. En este momento, la oferta de adelanto de reembolso no está disponible para todos los clientes. Lamentablemente, no hay forma de solicitar este adelanto si no se te ofrece la opción. Si aplicas para un adelanto de reembolso, la aplicación debe ser aprobada por el First Century Bank, N.A. antes de que se emita el adelanto. También debes tener la aprobación para una tarjeta Turbo Prepaid Visa. Si tienes disponible un adelanto de reembolso, podrás seleccionarlo en el paso Información sobre tu reembolso de la sección Presentar. La opción de tarjeta Turbo Prepaid Visa no incluye un adelanto de reembolso. Este es un ejemplo de lo que verás si tienes la oportunida...

How do I enter a T4A slip (and matching Relevé 1 / Relevé 2, if applicable)?

TurboTax Help — Wed, 11 Sep 2019 17:01:39 GMT

Note: Some of the fields on your slip may not be in TurboTax. You only need to enter the slip information that TurboTax asks for. Instructions for the TurboTax online edition If you have a T4A 1. Select the image of the magnifying glass (or Find) in the upper-right area of TurboTax. 2. Enter “T4A” in the Find window. 3. Select T4A Pension, Retirement, Annuity from the list of results, and then select Go. The T4A - Summary step appears. 4. Select Enter new T4A. The T4A - Pension, Retirement, Annuity, and Other Income step appears. 5. Fill out the form in TurboTax with the information from your slip. 6. Select Done with T4A. The T4A - Summary step appears. 7. Review the information on screen and follow the instructions below that match your situation. If the information is correct, select Done with T4A Slips. If the information isn’t correct, select Edit next to the slip and correct the information. When you return to this step, select Done with T4A Slips. If you have more T4A slips to enter, select Enter new T4A. When you return to this step, select Done with T4A Slips. If you have a T4A and Relevé 1 / Relevé 2 1. Select the image of the magnifying glass (or Find) in the upper-right area of TurboTax. 2. Enter “T4A” in the Find window. 3. Select T4A / Relevé 1 / Relevé 2 P...

Why am I not able to print my Hawaii return in TurboTax CD/Download?

TurboTax Help — Wed, 11 Sep 2019 16:47:36 GMT

Some TurboTax CD/Download customers were experiencing forms not yet finalized or available to print when trying to print their Hawaii return. Resolution This issue was resolved in a TurboTax Desktop update released on March 27, 2019. For steps on how to update TurboTax Desktop, visit How do I update TurboTax CD/Download? Related Information: Why cant I print out my forms? Why does DO NOT FILE, FORM NOT FINAL appear on my printouts? Troubleshoot Printing Issues What if I dont have a printer? Error: Incomplete Tax Return - All of the following lines have a zero value Related Information: How do I update TurboTax CD/Download?

Create a backup of your company file

TurboTax Help — Tue, 10 Sep 2019 23:17:39 GMT

Learn how to create a backup for your QuickBooks Desktop company file to protect against accidental data loss, and find answers to frequently asked questions about backups. You can save backup copies of your QuickBooks Desktop company file to protect against the accidental loss of your data. Backup copies provide important insurance. If you lose data for any reason, you can restore your company file using your backup copy. For more information about restoring files, see Restore a backup company file. Note: If you do not currently have a data backup solution, QuickBooks offers multiple products with an automatic data backup and recovery feature. To find out if these products are right for you, contact our sales team at 888-566-4671. If your company file is synced with Intuit online services using Intuit Data Protect, see Intuit Data Protect: Frequently Asked Questions. If you need to email a copy of your company file, see Create or restore a QuickBooks Desktop portable company file. Back up your company file When you create a backup of your company file, you save a copy of the file to a location you specify. You can select a file hosting service (such as DropBox), or a flash drive or other removable media to save backups somewhere other than your main local drive in case of a s...

What happened to the 1040A and 1040EZ?

TurboTax Help — Tue, 10 Sep 2019 20:28:57 GMT

As part of Tax Reform, the three different 1040 forms (1040EZ, 1040A and 1040) have been replaced with a new Form 1040. This new form has been streamlined to be used by the simplest of filers, but people with complicated tax returns will also use this form. The more complicated the situation, the more forms and schedules are added to the overall tax return. https://youtu.be/YfqSjVyGPqk Related Information: What are the IRS tax form changes? How do I find last years AGI? About the Audit Risk Meter Related Information: What are the IRS tax form changes?

What are the IRS tax form changes?

TurboTax Help — Tue, 10 Sep 2019 20:28:51 GMT

As part of Tax Reform, the three different 1040 forms (1040EZ, 1040A and 1040) have been replaced with a new Form 1040, and six new schedules, Schedule 1-6. Page 1 of the new 1040 has general information about you, your spouse, your dependents and filing status, as well as signatures and the bottom of the page. The second page is a summary of all schedules and forms and each section of the 1040 is now in a new schedule. For instance, if you have student loan interest, it’s not at the bottom of the first page anymore, it’s on Schedule 1. TurboTax is up-to-date with the latest changes and we’ll help guide you through your taxes. https://youtu.be/YfqSjVyGPqk Related Information: What is the Premium Tax Credit? What is Form 8960? What are the new schedules? What is Form 8959? How will tax reform affect my 2018 federal tax return?

New Jersey part-year residents: Please enter your county municipality code

TurboTax Help — Tue, 10 Sep 2019 19:01:56 GMT

If you were a part-year New Jersey resident, you may receive the following error message in your state error check: Check This Entry: Information Worksheet- County/Municipality Code: Please enter your County/Municipality Code. For a list of County/Municipality Codes type this website address http://www.state.nj.us/treasury/taxation/pdf/lpt/cntycode.pdf into your internet browser. Solution Per the New Jersey Form-1040 Line-by-Line Instructions, page 15: If the table does not include the local name of the place where you live, enter the code for the municipality where the property taxes were paid on your home. Related Information: Security Software and TurboTax How do I delete cookies? Error Code 65535: Unexpected error How do I install the TurboTax software for Windows? How do I get a replacement for a lost or damaged TurboTax CD?

Why didn't I receive a 1099-K or 1099-MISC from Uber or Lyft?

TurboTax Help — Fri, 13 Sep 2019 22:27:46 GMT

Both Uber and Lyft only issue 1099 forms to drivers who meet certain requirements. You’ll get a 1099-K if you made at least $20,000 or provided at least 200 rides and/or deliveries You’ll get a 1099-MISC if you received $600 in incentives or other payments (like referrals or bonuses). If you don’t meet these requirements, Uber and Lyft will provide you with Tax Summaries that have all the information that you’ll need to enter into TurboTax. Related Information: Where do I enter my Lyft/Uber income? Where do I enter my Uber or Lyft expenses?

How can I fix my 1099 import issue?

TurboTax Help — Tue, 10 Sep 2019 17:52:05 GMT

We recently became aware that when you imported your 1099 forms, some 2018 Wells Fargo 1099 forms may not have been available for import. Therefore, your 2018 tax return may be missing some of your 1099 forms and we’ve temporarily suspended the ability to e-file for the small number of affected customers. But don’t worry, e-filing will open back up on Tuesday, February 19, 5pm PST. To make sure that your 2018 tax return is accurate and you get your maximum refund, we strongly recommend that you delete and re-import your Wells Fargo 1099s to ensure all forms are present. TurboTax Online instructions Sign in to your TurboTax Online account. Select Take me to my return. Select Federal from the left-hand menu. Select Wages & Income (Income & Expenses if in TurboTax Self-Employed) at the top of the screen, or make sure you’re in this area. Select Edit/Add next to any 1099s related to Wells Fargo (you may have to scroll down to see the different 1099s in the different sections). Select the trash can icon to delete the 1099 entry. Answer Yes to the question Are you sure you want to delete this 1099? (Deleting your existing Wells Fargo 1099s will prevent possible duplicates in your tax return.) Repeat this process to delete all of your Wells Fargo 1099s. Re-import all the 1099s you d...

What is a 1099 consolidated tax statement?

TurboTax Help — Fri, 06 Sep 2019 22:55:01 GMT

A 1099 consolidated tax statement combines 5 forms – 1099-INT, 1099-DIV, 1099-OID, 1099-B, and 1099-MISC – into a single, multi-page document. If you have a brokerage account, you should get a consolidated tax statement from your broker in February. It's not uncommon to get a second, corrected statement in late February or March. There is no single screen in TurboTax where you enter a consolidated statement. Rather, enter each 1099 form on its own dedicated screen, but only if it contains non-zero amounts. For example, if you see dollar amounts in Form 1099-B on your statement but the other four 1099 variations only contain zero-dollar amounts, only enter the 1099-B in TurboTax. The quickest way to get to a particular 1099 entry screen is to search for the form inside TurboTax (in the example above, you'd search for 1099-B) and then select the "Jump-to" link or the go-to button.

Should I enter a 1099 from my broker's statement if it contains all zeros?

TurboTax Help — Tue, 27 Aug 2019 21:25:35 GMT

No. Although your consolidated 1099 tax statement includes forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1099-OID, don't enter any that contain nothing but zeros. Blank 1099s aren't reported to the IRS, despite what your statement may lead you to believe, and will generate errors when you try to file. Similarly, don't enter 0.00 in TurboTax to match zero-dollar boxes on your 1099. Just leave 0.00 boxes blank when entering your 1099, unless the program specifically instructs you to enter something (this is uncommon).

Resolved: TurboTax Self-Employed error: Home office start date must be on or after the business start date

TurboTax Help — Fri, 30 Aug 2019 22:49:20 GMT

If you're using TurboTax Online Self-Employed you may see an error stating the home office start date must be on or after the business start date. Double-check the business start date and the home office start date are correct. If the error persists, try the workaround and sign up for updates. Resolved This error was resolved in a recent TurboTax update on 8/28/19 Sign up We're investigating this issue. Click here to sign up for notifications regarding resolution of this issue.

¿En qué caso tendría que presentar declaraciones de impuestos en más de un estado?

TurboTax Help — Sat, 29 Jun 2019 00:34:16 GMT

Si eres como la mayoría de los contribuyentes, solo tendrás que presentar una declaración de impuestos estatales, usualmente en el estado del que eres residente. Si vives y trabajas en un estado que no cobra el impuesto sobre la renta, es posible que ni siquiera tengas que presentar una declaración de impuestos estatales. Pero si tienes ingresos de varios estados, si tienes una propiedad o realizas negocios que generan ingresos en otro estado o si tu empleador te retuvo impuestos para el estado incorrecto, es probable que, además de tu declaración de impuestos estatales de residente, tendrás que enviar una declaración de impuestos estatales de no residente. Y si te mudaste de un estado a otro, es probable que tengas que presentar declaraciones parciales en varios estados para ese año. Incluso, podría ocurrir que tengas que presentar una declaración de impuestos estatales de no residente si empezaste a trabajar en otro estado antes de mudarte o continuaste trabajando en el estado anterior después de hacerlo. TurboTax se ocupa de las declaraciones parciales y de no residentes y determinará qué declaración (o declaraciones) debes presentar de acuerdo con los datos que proporciones en la sección Personal Info.

2018 Form 8960 deductions

TurboTax Help — Wed, 21 Aug 2019 17:57:43 GMT