About Swegnson

Swegnson · ‎April 15, 2020

The link is not helpful. The issue is where it says "Answer the questions about things like your 2020 filing status, income, and deductions." It provides no ability to do that at a granular enough level.

Swegnson · ‎April 12, 2020

I realize many folk do not need to file estimated taxes, so this question is aimed at those who do and Turbo Tax employees who handle customer complaints. I have used Turbo Tax for many years, since at least 2004. Every year I provide feedback to the effect that the Turbo Tax interview and sub-topics for estimated taxes are woefully inadequate. IMHO they need to provide people the ability to easily modify changes to the prior year in dramatically more granular detail than they do today. It is so aggravating.

Swegnson · ‎March 20, 2020

The suggested link returns "Access Denied".

Swegnson · ‎March 15, 2020

No, there are no empty W2 forms hanging about.

Swegnson · ‎March 15, 2020

When I finish entering for the Federal return and go to the State Taxes section it shows my state and then below that "Other Installed States". Here it shows California and Connecticut, neither of which I require any more.

Swegnson · ‎March 13, 2020

Strangely enough, these instructions do not seem to work in my case, if in fact I am following them. I am using TurboTax Premier 2020. In the top left corner of my screen I hit File, then Remove State Return. However on the next screen there is no State listed to remove. In a way, not surprising, because I have not yet installed any. But as I said in my original post, every time I update TurboTax there is a reference to California, even though I have not used the CA State Return in several years.

Swegnson · ‎March 12, 2020

Some years ago I did my daughter's taxes when she lived in California (I am in NY). She does her own now and I no longer need any state other than NY. How can I tell TT to stop installing CA? Every time I update TT California is installed and/or updated.

Swegnson · ‎February 9, 2020

I purchased and installed TT Premium for Windows several weeks ago and activated it at that time. NowTT is again asking me to activate it. Why? Is this going to happen over and over. I am afraid it will tell me that it is already activated and therefore my product key is no good.

Swegnson · ‎June 1, 2019

In the end I answered this for myself. What one really has to do to deal with NY state estimated tax is go directly to the worksheet form. First, pay attention to the selection at the top of the form where you are asked to select a payment option. The default is to pay 100% (110%) of the prior year tax (eg. 2018 for 2019 estimates). If you do not change this any and all changes you make to 2019 in the detail below are not used. If you change this selection to a percentage of 2019 estimated taxes you start to be in business. Unless 2019 will be essentially identical to 2018 you would be well advised to develop the information in a spreadsheet outside TT and then enter the information in the summary lines of the TT worksheet. One of the greater failings of TT IMHO is the inability to deal with estimates thru the interview and then readily see the full set of calculations as you can with the current year taxes.

Swegnson · ‎June 1, 2019

In the Estimated Tax section TT has you enter Social Security under Other Income, but as part of the total, not a discreet line item. They need to be included for the Federal Estimated Tax calculation, but should be excluded for the state estimated tax calculation. How can I tell TT to do this, or trick TT into doing this?

Date Registered	‎June 1, 2019 11:09 AM
Date Last Visited	‎April 15, 2020 11:09 AM
Total Messages Posted	11
Total Cheers Received	4

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