Tax Year Prior to 2020: Let's talk to a specialist

[JotikaT2]

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[hblb2237]

i am extremely frustrated.  I  have tried repeatedly to verify my email and nothing works. I cannot complete filing and it must be done today. Can you help me?

[tilleytax2020]

I have a 1099R distribution that is from an annuity account. I have a cost basis in this account that I can't seem to get the taxable portion of this 1099R to recognize. What am I doing wrong

[gloriah5200]

Some annuities report to you on the 1099R the distribution received (box 1) and the taxable amount of it (box 2a).  It just needs to be entered in completion and it is completed.  In this case, the difference between the two boxes may be the amount reported in box 5.

Some annuities are reported to you on the 1099R and you have to provide the cost basis and use the simplified method in order to determine the taxable and nontaxable portion.

Please clarify more details on the type of annuity it is, the payer of the annuity, and whether or not the boxes 2a and 2b and 5 are completed.

If box 2a is blank and the box for "taxable amount not determined" is marked, then you may need to use the simplified method to calculate the taxable amount.

[flymklc]

entering data for 1099-R I read that the PA Dept. of Revenue needs to have a copy of the 1099-R's in the instructions to mail the PA return there is no mention of this. Do I need to sent in 1099-R's with my PA return ?

[KatrinaLO]

If you are having issues and need assistance, please contact customer support. Please see the Customer Support phone number here. If you would like to reach out through our website, please see the TurboTax FAQ below for contact information: https://support.turbotax.intuit.com/contact/

[POWPOW2020]

Why haven't I received my refund yet? It says my estimated refund time is 03/02/2021

[JeanneLO]

TurboTax does not receive updates on your refund status after your tax return has been accepted by the IRS. The date posted in TurboTax is an estimate based on the average time most people receive their refunds. Sometimes it can take much longer.

Please see this information from our expert @ToddL99 on why your tax return refund may be delayed: Refund Delay.

@POWPOW2020

[billlinam1959]

I get an error message that a payor name is an estimated name. How can a name oa a payor be an estimate?

[billlinam1959]

Please give me a number to file a technical complaint.

[VolvoGirl]

Please post it here first.  I bet we can help you or explain it.  We have seen almost anything that comes up.

Or Contact Customer Service
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https://support.turbotax.intuit.com/contact/

What is the Turbo Tax phone number
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

[icschnei]

I am trying to file my return but my K-1 listed line 20.  I am not an active particiapant and would like to remove line 20 since it does not apply.  How do I do it.  The program will not let me file because of line 20 is indicated.

[JotikaT2]

You will need to delete the input exactly as you entered it.  You will edit your information in the federal section of the return.

1. Select Income & Expenses
2. Scroll down to All Income and select S-corps, Partnerships, and Trusts
3. Select Schedule K-1
4. Proceed to the applicable section and edit your information from your Schedule K-1 form as applicable

@icschnei

[larrylemke22]

My inquiry is two-fold:

My 2020 return has already been sent in via Turbo Tax, accepted and I have received a refund.  I received $1,035 instead of what was on my forms that was a total of $2,235.  IRS said the  refund was changed because I was not eligible the get credit of Recovery Rebate.  Turbo Tax filled out the form showing that I should get $1,200 added to line 30, form 1040.  Who made the mistake?  Is there a way to recover the $1,200 difference that I was expecting.  It looks to me that the Recovery Rebate Credit Worksheet should not have been done.  Please explain.

The other item I need help with is after filing and being accepted and paid the refund, I have received a schedule K-1 form that I assume must be filed.  How do I go about filing an amended return to include this form?  Can it be done with my Turbo Tax account?  What do I do?

Thanks in advance for any help and/or clarification on these two matters.  I appreciate your time and expertise.

[VolvoGirl]

No you can't get the 1200.  It was not suppose to be on line 30 if you already got the first and second Stimulus payments. The IRS knows they already sent it to you.  You can't claim it again.  Your refund was too high.  

You might have reported the wrong amounts you got or got the second one after you filed or entered the wrong amounts in the wrong 2 boxes.  If you entered the total you got for both rounds in the same box it would think you didn't get the other one and gave it to you again.