About EdwardK

EdwardK · ‎June 7, 2019

If you are using TurboTax Online, the QuickZoom function is not available to use. If you wanted to review other forms/schedules/worksheets, you would have to pay to print (not necessarily e-file yet): How do I print a copy of my TurboTax Online return before filing? If you are using TurboTax Online and don't want to pay to print, you will only be able to preview Form 1040: How do I preview my TurboTax Online return before filing? If you are using TurboTax CD/Download, you could switch to Forms Mode Windows (Forms Mode Mac) to review all forms/schedules/worksheets since you would have already paid for the software.

EdwardK · ‎June 7, 2019

If you purchased MAX benefits or Premium Services with your tax year 2017 return, you may receive email communications from IDnotify. Please review the following link(s) and the link(s) embedded on the webpage(s) for more information: Who is IDnotify and what is their relationship to TurboTax? How do I log into IDnotify?

EdwardK · ‎June 7, 2019

It depends. As you can see, Schedule A Line 6 reports Real estate taxes and Schedule A Line 7 reports Personal property taxes. They are both property taxes but different types. If you already filed your tax return(s), it should not matter too much since both lines are included on Schedule A Line 9 and the total itemized deductions on Schedule A Line 29. Please review the following link(s) and the link(s) embedded on the webpage(s) for more information: What's the difference between real estate tax, property tax, and personal property tax? Where do I enter the property or real estate taxes I paid in TurboTax Online? Where do I enter the Personal Property Tax I paid?

EdwardK · ‎June 7, 2019

If your state tax returns have already been Accepted, you will need print and mail MI-1040CR-7. Per the 2017 MI-1040 Individual Income Tax Forms and Instructions: "Schedules received alone. Only the MI-1040, MI-1040CR, MI-104CR-2 and MI-1040CR-7 forms may be filed alone. All other forms must be filed with a completed MI-1040." If TurboTax instructions printed with your tax returns, you should follow them. If not, per the 2017 MI-1040CR-7 Home Heating Credit Claim Instructions: Mail your claim to: Michigan Department of Treasury Lansing, MI 48956

EdwardK · ‎June 7, 2019

Please review the first link in my answer.

EdwardK · ‎June 7, 2019

Yes. However, TurboTax primarily determines which state tax returns you need to file based on what you enter on the PERSONAL INFO tab in TurboTax CD/Download (pay extra attention to Other State Income at the bottom of the screen) and related income sources, i.e. W-2, Form 1099-R, etc. Thus, you should review each of those areas in the program to determine whether you need to file the nonresident tax return. Typically, a credit for taxes paid to another state is claimed on the resident state tax return for double-taxed income on the nonresident state tax return(s) (TurboTax may calculate automatically). After completing your federal tax return, you should allocate income and complete nonresident state tax return(s), first (if applicable) and the resident state tax return, last (if applicable). If you are certain the NY state tax return does not apply, you may remove it. If you can't remove it for some reason and still don't believe you need to file it, you may select to file by mail and not actually mail it and you still should be able to e-file the other tax returns. Please review the following link(s) and the link(s) embedded on the webpage(s) for more information: How do I clear my state return in the TurboTax for Windows Desktop software? What is my state residency status? When would I have to file returns in more than one state? Multiple States—Figuring What's Owed When You Live and Work in More Than One State Why would I have to file a nonresident state return? How do I file a nonresident state return? How do I prepare a full-year resident state return?

EdwardK · ‎June 7, 2019

To add, edit, or delete NY State College Savings (Section 529) Plan contributions, please review the following instructions: If you are using TurboTax CD/Download, open appropriate tax return. On the top, select STATE TAXES tab. On the Let's work on your state return screen, select Continue. On the Your State Returns screen, select Edit on New York. On the Your 2017 New York Return screen, select Continue. If you have not gone through the NY state tax screens yet, answer questions and Continue to the Changes to Federal Income screen. If you have already gone through the NY state tax screens, on the You Just Finished Your New York Return screen, under Changes to Federal Income, select Start or Update on Adjustments to federal income. On the Changes to Federal Income screen, under Education adjustments, select Start or Update on New York 529 college savings account activity. See attached screenshot.

EdwardK · ‎June 7, 2019

Not necessarily. The messages and bars on Where’s My Refund? may change; and sometimes the same message is displayed continuously. Please feel free to review the following IRS link if you haven't already, 2017 Tax Season Refund Frequently Asked Questions. If applicable: I claimed the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC) on my tax return. When can I expect my refund? According to the Protecting Americans from Tax Hikes (PATH) Act, the IRS cannot issue EITC and ACTC refunds before mid-February. The IRS expects the earliest EITC/ACTC related refunds to be available in taxpayer bank accounts or debit cards starting Feb. 27, 2018, if these taxpayers chose direct deposit and there are no other issues with their tax return. Where’s My Refund? on IRS.gov and the IRS2Go mobile app remains the best way to check the status of a refund. Where’s My Refund? will be updated with projected deposit dates for most early EITC and ACTC refund filers on February 17. These taxpayers will not see a refund date on Where’s My Refund? or through their software packages until then. The IRS, tax preparers and tax software will not have additional information on refund dates, so these taxpayers should not contact or call them about refunds before the end of February. Also, if you chose to pay TurboTax with your federal refund, once the IRS reviews and approves your federal refund, the amount is sent to a third-party, who processes the TurboTax fees and the remaining amount is deposited into the bank account you provided. The state refund(s) must be reviewed and approved and will be sent directly from the state(s) (no third-party is involved). Please review the following link(s) and the link(s) embedded on the webpage(s) for more information: https://help.sbtpg.com/hc/en-us/articles/230418728-What-s-the-status-of-my-2018-refund- (You may use this link to track the status of your federal refund if you used the Refund Processing Service.) How do I track my state refund? (You may use this link to track the status of state refund(s).) What is the Refund Processing Service? Who provides the Refund Processing Service? Does "accepted" mean my refund is approved? My return is accepted but still not approved - is there a problem? Should I be worried? Why do some refunds take longer than others? Why is my IRS refund taking longer than 21 days? PATH Act delayed refunds for some filers

EdwardK · ‎June 6, 2019

The Oregon surplus credit (kicker) is reported on 2017 Form OR-40 Line 36/Form OR-40-P Line 61/Form OR-40-N Line 62. Thus, the amount is included in calculating taxes owed/refund due. Per the following link, Kicker percentage corrected, "The surplus will be returned to taxpayers through a credit on their 2017 state personal income tax returns filed in 2018. No 'kicker checks' will be issued as there were in the past, although a taxpayer's kicker credit may make up some or all of a regular refund check." Please review the following link for more information: 2017 kicker credit.

EdwardK · ‎June 6, 2019

Both forms are related to the Alternative Minimum Tax (AMT). You may review the following lines on your 2016 Form 1040: Line 45 Alternative minimum tax. Attach Form 6251 Line 54 Other credits from Form: a 3800 b 8801 c _____ Please review the following link(s) and the link(s) embedded on the webpage(s) for more information: What Is IRS Form 6251? What is the Alternative Minimum Tax (AMT)? Why am I getting hit with the AMT (Alternative Minimum Tax)? Can I claim the AMT (Alternative Minimum Tax) credit?

Date Registered	‎March 30, 2018 8:07 PM
Date Last Visited	2 weeks ago
Total Messages Posted	374
Total Cheers Received	5

If you are using TurboTax Online, the QuickZoom fu...

If you purchased MAX benefits or Premium Services ...

It depends. As you can see, Schedule A Line 6 repo...

If your state tax returns have already been Accept...

Please review the first link in my answer.

Yes. However, TurboTax primarily determines which ...

To add, edit, or delete NY State College Savings (...

Not necessarily. The messages and bars on Where’s ...

The Oregon surplus credit (kicker) is reported on ...

Both forms are related to the Alternative Minimum ...