2024 TurboTax Tutorial for Beginners | Complete Walk-Through | How To File Your Own Taxes

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Welcome back to the 2023 tax filing season in 2024! It’s another year of getting those taxes done!
This video and my channel are NOT SPONSORED by TurboTax and I am NOT a tax specialist or certified--I'm just a fan of their software and use it to file my own taxes--everything shared is from learning on my own and through research.
Whether this is your first time, or you've done it before--everything you need to know is on this video, or in another one on my channel.
What's In This Video?
6:30 Entering Your Personal Info
9:35 Entering Income: Wages and Income
10:08 Entering a W2
13:07 W2, Box D
16:37 Investment Income
21:01 Deductions & Credits
26:10 Standard vs. Itemized Deduction
28:07 Underpayment Penalties
32:02 Finish and File (Copies of Your Return, E-File, and What's Next)
32:09 Paying w/ Your Refund vs. Paying with a Credit Card & Turbo Tax Fees
35:38 E-Filing & Early Filing w/ TurboTax
Important Resources
-------------------------------------------------------------
- TurboTax Website: turbotax.intuit.com/
- Turbotax Help: • Find Anything on Turbo...
- Turbotax Taxcaster (Know What You're Getting Back Now w/o Doing Taxes): • Know Your Refund $$$ N...
- Filing Property Taxes Using Turbotax: • File #Real Estate and ...
- File An Extension: • Get a Tax Extension NO...
- File and Amendment: • How to File an Amendme...
- What's New/Get Ready for Tax Season in 2024 for the 2023 Tax Season:
tinyurl.com/IRS-2024GetReady
- Important Deadlines: tinyurl.com/TurboTax-Deadlines
OR tinyurl.com/IRS-2024Deadlines
- What is a W2 form?: tinyurl.com/TurboTax-W2
OR tinyurl.com/IRS-FormW2
- What is a 1099 form: tinyurl.com/General-1099W2
- "Where's My Refund?" - Federal Income Tax: www.irs.gov/refunds
//
Hello there! My name is Becca and I'm here sharing everyday skills for everyday people. Not everything is "common sense", and we don't always want to ask questions about the things that come so easily to others. I gotchu! Here on this channel, we go through everything finance, career, and life hack related to give you the jump start you need for success in all areas of life.
Interested in More? Check these videos out:
1. 2024 Tax Deadlines: • 2024 Tax Deadlines You...
2. File a Tax #Extension : • How to File an Extensi...
3. File #Self-Employed Taxes as a #Business Owner: • How To #Easily File as...
4. File an Amendment w/ TurboTax: • How to File an Amendme...
5. File An Extension, Quick and Easy!: • EASY & QUICK: No FORMS...
Disclaimer: This video is not sponsored and all information is provided honestly of my own free will. Links within this description may be affiliate links.
#smallyoutuber #smallcreator

Опубликовано:

6 янв 2024

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Комментарии : 538

@user_28373 6 месяцев назад

Oh my god I just wanna thank you from the bottom of my heart for making this. Thank you so much Becca! I’m 19 and I don’t know how to do taxes, I never received any sort of help from my family and parents for this. This was sometning I dreaded for for a long time as I had to learn everything alone and it seemed so terrifying and dreadful. Seeing a full worked up tutorial showing what to do eases my stress so much. Thank you so much and thank gosh RU-vid exists.

@everydaywithbecca 6 месяцев назад

Ha! A decade ago, I was lucky enough to have someone teaching me. Glad that we’ve got RU-vid these days for every single thing we have questions about. Happy to help. Lastly, WOO-go you! Get your taxes done and out of the way. Cheering you on from the sidelines. 🎉🎉🎉😊

@mikeveemadeit 4 месяца назад

"Sit back, relax, grab some coffee, maybe something stronger..." Love you already.. hahaha.

@everydaywithbecca 4 месяца назад

Ha! Thank you, and thanks for your support.

@joshuajames3913 5 месяцев назад

Just a quick glance at this comment section before I watched the video and I LOVE that you respond to everyone. Amazing. I haven’t filed my taxes myself in many years. I think this is the year I start again. Thanks.

@everydaywithbecca 5 месяцев назад

Aw, thanks! I sometimes miss people, but hope I get most of them. People are here because they need help, and I wouldn’t be much of a resource if I didn’t respond. Glad people are so interactive on here! Good luck with your taxes! Reach out with questions.

@velikayim2182 5 месяцев назад

Just got done with my tax return in 25 minutes, thanks to you!!!

@everydaywithbecca 5 месяцев назад

You’re amazing! Glad I could help. Hope the season goes smoothly for you!

@miguelvillarba4144 5 месяцев назад

First time doing my taxes all by myself and this was really straightforward and helpful. Thank you!!

@everydaywithbecca 5 месяцев назад

Glad tit was helpful! Good for you! Best of luck this season. Reach out if you need help!

@user-wu5le3to4s 5 месяцев назад

Thanks for you post it's very helpful for an older person to fill for the first time.

@everydaywithbecca 5 месяцев назад

Glad it was helpful! Good luck this filing season! Comment or email me if you need more help!

@jessica662 3 месяца назад

thank you some much becca! this is my first time doing my own taxes and this video made it helpful, fast, and easy! 👏🏻

@everydaywithbecca 3 месяца назад

So glad to hear it, Jessica! I hope that this tax season goes well for you. Reach out if you need any more help.

@arjuna6197 6 месяцев назад

Thank you so much I just turned 19 and I’m very independent when it comes to these things and you really helped me out with this I feel so much more comfortable with this and I get anxiety thinking about doing this every year but I feel more eased with you explaining it thank you so much !!

@everydaywithbecca 6 месяцев назад

So glad to hear it! Look at you being responsible! Happy to help. Reach out with any questions and best of luck to you this season!

@jonathanmarquez1110 5 месяцев назад

How much money did you make back ?

@tonybenson9735 6 месяцев назад

Thanks Becca….your video was very helpful

@everydaywithbecca 6 месяцев назад

Good! I’m so glad to hear. Thanks for sharing!

@mortazarahmani5505 6 месяцев назад

Thank you so much for your explanition and helping me, I love your confident. I also I enjoyed watching your video thank you ssooooooooooooooooooooooooooo MUCH

@everydaywithbecca 6 месяцев назад

You’re so nice! Thanks for your feedback and for leaving encouraging words. Appreciate you!

@Ltmotley 6 месяцев назад

Thank you so much for the best tutorial on YT! You provide a great overview with such expertise, knowledge, professionalism and humor. Love the gifs as well! Appreciate your attitude, personality and in general, the way you provide such useful and helpful info. in a friendly manner. The outstanding videos you post are very much appreciated!

@everydaywithbecca 6 месяцев назад

You’re so sweet! Thank you for your encouragement and feedback. I appreciate your words. Love knowing that I’m helping someone out there! Good luck to you this season! Reach out if you need anything.

@user-pp8ly2wn6t День назад

Your videos are very useful and provide lots of information. I have received lots of help after watching this post, please continue to share this kind of information. Thank you.

@LibreDeudas 6 месяцев назад

Thank you! 🙏🏼

@everydaywithbecca 6 месяцев назад

You’re welcome! Reach out if you need any help!

@lifeismagical3123 6 месяцев назад

I subscribed because you really help people. Very caring.

@everydaywithbecca 6 месяцев назад

Thank you! You’re too kind. Appreciate that.

@arturolopez9898 6 месяцев назад

¡Muchas gracias 🙏! Very very helpful.

@everydaywithbecca 6 месяцев назад

Glad to hear it!

@tw8725 4 месяца назад

Thank you Becca! I just want to make an update on the 5:19 "Review and Sign" slide. TurboTax is now requiring users to sign their names before continuing to the next step.

@everydaywithbecca 4 месяца назад

Thanks for the update. TurboTax is always updating the way they do things. Good to know!

@user-pb7hn1xl5d 5 месяцев назад

This Video helped me so much!!! Do you happen to have a similar video for someone with dependents?

@everydaywithbecca 5 месяцев назад

I don’t for TurboTax, but to add dependents, just use the search bar and type in “dependents”. It’ll let you “jump to” dependents and add your dependents and then bring you through corresponding screens thereafter.

@TraciMann 5 месяцев назад

Yay!!!! Thank you ❤

@everydaywithbecca 5 месяцев назад

Have a good tax season!

@mikepowell7938 6 месяцев назад

Your the best 👏🏾👏🏾👏🏾

@everydaywithbecca 6 месяцев назад

Thanks! Appreciate your support!

@tanyamarie3493 4 месяца назад

Nice!! Thank you!

@everydaywithbecca 4 месяца назад

You’re welcome!

@kemisthekid8782 4 месяца назад

thank you for this useful video. 🏆

@everydaywithbecca 4 месяца назад

Thanks for your feedback!

@mr559 4 месяца назад

Thanks for the help!!!

@everydaywithbecca 3 месяца назад

Thanks for your support and for watching! Good luck this season!

@ericscottstevens 4 месяца назад

Great info ! Sick and tired of low federal refunds and spending $$$ on someone to fill out my forms. Losing money because of preparer fees plus she is retiring soon and I have made the decision to start doing this for myself.......finally. Plus a co worker said she uses TurboTax so I am diving in and seeing what I can do this month.

@everydaywithbecca 4 месяца назад

Congrats to you for making the jump! Good luck and reach out with questions! (Those fees definitely add up!)

@elvinpena6273 5 месяцев назад

Thanks!

@everydaywithbecca 5 месяцев назад

Wow! You’re officially my first super thanks. I’m so grateful-thank you from my whole heart! 💛😊

@relaxationmusic7094 6 месяцев назад

Thank you for your efforts!

@everydaywithbecca 6 месяцев назад

You’re welcome! Thanks for tuning in! Good luck to you!

@mortazarahmani5505 6 месяцев назад

Right now to be honset, I feel better about taxs becuase of youuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuu Becca Lee

@everydaywithbecca 6 месяцев назад

Reach out with anything you need this season! Good luck! Thank you!

@julpv 6 месяцев назад

This video is great! I've watched since last year on how to file my own taxes. I recently got married and am wondering what the best options are. Filing jointly or separately. Would love to see a video on the differences and benefits of both! Great video!

@everydaywithbecca 6 месяцев назад

I don’t have one as of now, but did find this great resource for you! Maybe I’ll make one this year. Thanks for the feedback and for coming back! turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/amp/L7gyjnqyM

@cyntovar 6 месяцев назад

Can you show us a quick video when you have children/dependents? Im not sure if I didnt catch it on your video. Thanks 👍

@everydaywithbecca 6 месяцев назад

I don’t show you in this video and don’t have one right now, but if you use the search bar on TurboTax when you’re logged in, and type in “dependents”, you’re able to add them there. Individual information on each and a few answers to questions about their living situation. Or, if you prefer you can go to “my info” and it’ll take you to your basic info and the option to add dependents. At the beginning of this video, on the Home Screen where I put in my info, I don’t click the “I have dependents” button. When you’re starting, make sure that you do click that so that TurboTax will allow you to add them in.

@user-lw2lu2lg1f 6 месяцев назад

Thank you for this tutorial. This is the first year in some time that I am doing my own taxes and I have found your approach empowering. At what point could you have avoided going to the Deluxe package? Also, do I need download my tax forms from last year in this year's filing? Thanks!

@everydaywithbecca 6 месяцев назад

At a certain point, you may not be able to avoid upgrading. For example, if you have investment gains, this would require an upgrade and be required to be reported since its income. However, if you have a simple filing and don’t want to input other deductions that would require an upgrade (non-cash donations/cash donations to a charity) that would technically help you, you could choose to not include these to avoid an upgrade, knowing that they may help you in terms of deductions. That sounds complicated-TurboTax, actually offers a quick check for you to use to see how much you’re estimated to pay in costs. Check it out here before filing and see if TurboTax is an option you want to explore: turbotax.intuit.com/personal-taxes/compare/online/ Also, check out my video regarding tax services this year. You might find a better fit in that list. Video is here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qkL3rSggeVk.htmlsi=G62JgKdeuiVWnjFS

@everydaywithbecca 6 месяцев назад

Thanks for tuning in, by the way! Appreciate your support and feedback!

@vincentleegraham358 6 месяцев назад

Wow I loved this video!!!! Should I do my taxes rn since if the bill passes or not it’ll be retroactive?

@everydaywithbecca 6 месяцев назад

I would look at the bill to see if you’d be someone who qualifies. It has a lot to do with income levels, and if you believe it would affect you, then I’d wait. To be safe, you can wait altogether, as it could still change in general. If you end up filing up early and have to amend, I do have a video on amending. Check that out or send me an email if you need more help in the future. Best of luck to you this season!

@vincentleegraham358 6 месяцев назад

@@everydaywithbecca okay thank you! What’s your email I have a couple of questions lol sorry😭

@everydaywithbecca 6 месяцев назад

Contact.beccalee@gmail.com No problem! Talk soon.

@jamesbedolla1829 6 месяцев назад

Very helpful video, this is my first time filing my taxes and I need help figuring out if I should file my social security pension that my father left me when he passed. It would appreciate it a lot.

@everydaywithbecca 6 месяцев назад

It depends on the benefits and your total income. IRS website: www.irs.gov/faqs/social-security-income/survivors-benefits/survivors-benefits Investopedia makes it a little easier to understand: www.investopedia.com/ask/answers/102814/are-social-security-survivor-benefits-children-considered-taxable-income.asp#:~:text=If%20survivor%20benefits%20are%20the,are%20not%20responsible%20for%20taxes. You should receive a 1099 from social security and use this for reporting. Send me any other questions!

@galato4234 4 месяца назад

Thank you for this video, Becca. What do you think about the download that Turbotax offers?

@everydaywithbecca 4 месяца назад

Which download are you talking about? The download of your returns/copies, or another download?

@Ashahnaz109 3 месяца назад

Hi thanks a lot for showing us how to file one's own taxes. I did my own this year. I have a question. How to modify or add 1098 info after I already filed? My younger sister took professional help this year but did not add 1098 info. I don't know whether the professional used TurboTax for filing. I would appreciate any guidance. and also does it need to be done before the due date?

@everydaywithbecca 3 месяца назад

In order to add a 1098 to a filing that has already been submitted, you would have to file an amendment. The easiest way would be to find out what program she did use, and if it is a program program, she can access like H&R Block or TurboTax, then to submit an amendment through that software. Another option would be asking that professional that helped her do her taxes to submit an amendment on her behalf. Worst case scenario, you would have to either manually fill out the amended tax return form (1040-x), or re-create her tax filing through one of those software, selecting “mail in” when it comes to the transmit screen, and then creating an amendment from that filing created on the software. This last option would require you to select “mail in” because you really really only want to create the filing in the system that does not have that filing yet. Because she has already submitted it to the IRS, you would not want to electronically submit the same return. Once the return is created in the software, you can use that duplicate “fake” filing document to create an amended return.

@bolagerges8352 5 месяцев назад

Thank you so much for the great tutorial, and please I will try doing by myself this year for first time. So, I am married having two kids. Is it better to file joint married or married filling separate? Us there is difference between turbotax online website and the software version?

@everydaywithbecca 4 месяца назад

It depends on your financial situation. Then it’s breaks it down here: turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM You can filing either way, but only one of you can claim the kids-each kid can only be claimed once. TurboTax online requires that you pay (unless you have a simple return that’s free) per federal and state filing. The desktop version only requires you to pay once for up to 5 federal filings, and then any fees for your state filing. The real difference comes down to having your information online with their online version, versus having it stored on your computer with the desktop version. Some people feel more secure without putting their info on tuebotax’s online servers. Some people also have to filing more than one and so they prefer to just get the desktop one instead of making a new account for each filing online (if you need one, if your wife files separately, and if your kids are old enough to be working and need to file as well). Send me more questions that you have!

@jonathancoleman6482 3 месяца назад

Thank you so much

@everydaywithbecca 3 месяца назад

You’re welcome! Thanks for tuning in’

@aksaniamorris3042 6 месяцев назад

This was sooo helpful. I got to the end and saw my returns and was about to file but I couldnt cause I had to pay😂😂-. I was apparrently using the deluxe version. Gonna do it over again using the free version because my whole point of learning to do it was to not pay for it to be done. Hope there is a free version. Thank you sooooo much. Also, I didnt see a part where they asked for bank account information to refund the money. Is that done after filing or what?

@everydaywithbecca 6 месяцев назад

So glad it was helpful! Thanks for your feedback! Congrats on doing it on your own, too!!! There is a free version, but, depending on what you are trying to claim, and the types of assets that you have, you may not be able to do it for free. Usually the free version is for people with very basic tax returns. You can go to this link and scroll to the bottom. It will tell you what qualifies for free filings and what would require an upgrade to a paid version: turbotax.intuit.com/lp/ppc/2958?srqs=null&cid=ppc_gg_b_stan_all_na_Brand-BrandTT-BrandTTFree-Exact_ty23-bu2-sb8_683555754655_142950093519_kwd-354495957291&srid=Cj0KCQiAqsitBhDlARIsAGMR1Rgydrz7SlLyhs-JVdGi5oWQCXb_Gl80Fx7oWTC5lrNDuRp9D6DyRigaAvLUEALw_wcB&targetid=kwd-354495957291&skw=file%20for%20free%20turbotax&adid=683555754655&ven=gg&gad_source=1&gbraid=0AAAAADkGAVmbtg1RJNGKAzZUj1PQ4NCny&gclid=Cj0KCQiAqsitBhDlARIsAGMR1Rgydrz7SlLyhs-JVdGi5oWQCXb_Gl80Fx7oWTC5lrNDuRp9D6DyRigaAvLUEALw_wcB&gclsrc=aw.ds As for the bank account information- that actually comes after you pay for the return. Also, it only happens if you get a refund from the IRS. In other words, if you are getting a refund and you have already paid for TurboTax fees, or qualify for the free version of TurboTax, then you will be taken to the refund options to route your refund to your bank account. Reach out if you need more help !

@aksaniamorris3042 6 месяцев назад

@@everydaywithbecca You must be an angel! Thank you🙏

@aksaniamorris3042 6 месяцев назад

Had to come back and thank you. Followed your steps and advices and my tax got accepted so my returns are on the way. Thank you soooo much. Can’t believe people are paying $120 usd and more for people to do this for them. You are a gem!

@everydaywithbecca 6 месяцев назад

@@aksaniamorris3042 look at you! That’s amazing! Congrats on getting that done. Glad I could help. Let me know if you need anything else. 😊

@mariar5265 5 месяцев назад

thank you

@everydaywithbecca 5 месяцев назад

You’re welcome! 💛 Good luck this season!

@BUY_YOUTUB_VIEWS.80 5 месяцев назад

Another incredible video that left me inspired. ✨

@everydaywithbecca 5 месяцев назад

Thank you!

@maryguzmanmuro4384 5 месяцев назад

What are your thoughts on using the online version vs the digital download/CD? Any benefits or downfalls?

@everydaywithbecca 5 месяцев назад

I haven’t used the cd version since I was 16. My parents really likes using the cd because they didn’t trust the online system to keep their information secure. I prefer the online version in general but I also like to have easy access to my things all the time and only file one return from my family. The online version only allows you to file one federal return per account. If you are helping a family member file their return, they will have to make their own account. The CD allows you to file multiple returns. Here’s a full comparison: ttlc.intuit.com/community/taxes/discussion/what-are-the-differences-between-turbotax-online-and-turbotax-desktop/00/723206/amp

@tanyayeang3159 6 месяцев назад

Can you show a video on how to do the 1099-MISC for the tax rebate we received?

@everydaywithbecca 6 месяцев назад

I don’t believe I have this on the schedule right now to create, but If you use the search bar in TurboTax to search “1099” or “1099-misc”, and then click “jump to”, it should take you right to that place in TurboTax where you can enter that info. You’ll literally just make sure that you enter everything to match your form.

@ragnarulrichson778 6 месяцев назад

Not sure who owns turbo tax but the annoying adds have convinced me to seek your direct competitor.

@everydaywithbecca 6 месяцев назад

H&R Block? I’ve got a tutorial on that too. Either way, good luck this tax seaskn!

@Trex505shorts 6 месяцев назад

@@everydaywithbeccalol good luck.. it is always a gamble doing taxes. You never know how much your gunna get back.

@everydaywithbecca 6 месяцев назад

@@Trex505shorts to help my family out, I always check in whenever we have big changes, and I use the IRS’ W-4 estimator. Basically, this tool shows you how much you have already paid in taxes, and what your estimated taxes are going to be. Let’s say use do this in the middle of the year, and you see that you are going to beginning a large return back. If at this point, you need more money on a weekly basis from your paycheck, then you can lower your withholdings. If you do this and see that you are going to owe a lot and don’t want to pay that much when you file taxes, then you can increase your paycheck withholdings so that you’re paying a little bit every paycheck rather than one huge sum at the end, when you file your taxes in the new year. Here’s the link to their tax estimator: www.irs.gov/individuals/tax-withholding-estimator Obviously, a lot of things can change - new laws can be passed, but it can be a great way to see where you’re headed as tax season gets closer

@user-je6gw3py8m 5 месяцев назад

@@Trex505shortsshould b said tat how much u gonna owe irs

@JustDisc 5 месяцев назад

@@Trex505shortsyeah, because the government has no idea wtf to give back. Ever notice how almost everyone owes money last year? Maybe it all had to do with Covid and all the money they had to fork out 🤔…

@jrodas28 6 месяцев назад

Hi there. First, thank you very much for your video. Second, on form 1040, I have been carrying an amount on 5a and for 2023 in 5b will be $2,909. How I can fill it?

@everydaywithbecca 6 месяцев назад

Can you clarify what you mean by “carrying”? Did you receive pension and annuity payments during 2023, or do you have them from previous years? If you received a 1099 for your pension payments received, then you’d enter that into TurboTax. TurboTax will then put it into 5a and 5b. Some links that might help: ttlc.intuit.com/community/taxes/discussion/irs-pub-17-says-that-pensions-and-annuities-should-be-entered-on-1040-sr-lines-5a-and-5b-on-my/00/1910710/amp www.irs.gov/e-file-providers/line-by-line-instructions-free-file-fillable-forms#:~:text=Line%205a%20is%20a%20manual,the%20right%20column%20(5b). www.thebalancemoney.com/pensions-and-annuities-3193176

@tiffanywelchhomesteadnmama5524 5 месяцев назад

For the portion that asks about did you have any expenses as a teacher, does homeschool teaching count? I have curriculum, supplies, ID cards, travel, ect. Thanks :)

@everydaywithbecca 5 месяцев назад

Did some digging-it looks like homeschooling isn’t categorized as an educator expense. Depending on your state, you may be able to file for other deductions regarding homeschooling. More info here-scroll through it for the links to the qualifying states that have credits you can look into: ttlc.intuit.com/community/tax-credits-deductions/discussion/can-i-claim-teacher-expenses-for-homeschooling-my-elementary-student/00/511381/amp

@jeanwolf6169 6 месяцев назад

Hi becca..it is mandatory to put an IP pin?if i don't put the IP pin. do you think irs can reject my tax return.

@everydaywithbecca 6 месяцев назад

An IP Pin is not necessary- it’s either requested from the IRS by people, or the IRS issues it if you are a victim of identity theft. If you don’t have one, you can continue without.

@miragexl007 6 месяцев назад

turbo tax for Years..like over 10 easy. And have enjoyed it. But considering going to Tax person to check things, namely us Paying Some Tuition this past year. Only thing that's changed, our income going up and paying like 10-15000 in tuition on 2 kids. Wondered if that would make a difference based on what we make...And that we take the Standard Deduction (which went way up a couple years ago and far out topped our deductions...made it Much easier!)

@everydaywithbecca 6 месяцев назад

It’s definitely good to consider a professional if there has been so many changes in your life. I’d also recommend just doing a search online yourself of different credits you could claim. Right off the top of my head, make sure you’ve got the lifetime learning credit”, which lets you claim up to 2k of tuition and books/materials. Also, you may qualify for the student loan interest deduction. Good luck this year! Let me know how it goes.

@g.t.richardson6311 6 месяцев назад

I have for 20 years easy, had three kids go,thru college Turbo tax is pretty good walking you thru the education credits Depending on your income of course, the first 4 years you can get 2500 credit for each student based on the tuition you paid,,, that being said there are income limitation phase outs, and if you used a 529 or ESA withdrawal for part of it

@everydaywithbecca 6 месяцев назад

@@g.t.richardson6311 Agreed! They do a good job of helping us out. Glad that it's worked so well for you and you've come this far with it! Love hearing this feedback.

@jacobhines83jhjh69 5 месяцев назад

Thank u so very much very informative video is there a line where I put my 6 digit security pin #?

@everydaywithbecca 5 месяцев назад

This should be under the personal information section. If it doesn’t come up, you can use the search bar to look for “IP pin” “jump to” that section.

@jacobhines83jhjh69 5 месяцев назад

@everydaywithbecca thanks Becca I appreciate it 😃

@everydaywithbecca 5 месяцев назад

@@jacobhines83jhjh69 hope it worked well!

@Tootsie806 4 месяца назад

Too late for me this year, but after paying $150. For a simple tax return, I’ll give it a try next year.

@everydaywithbecca 4 месяца назад

Take a look at cash app taxes too if you’re located in the United States. I filed my own taxes for free using cash app taxes this year. Great option for someone who has used in online system before and knows how to navigate their taxes.

@cathleen.c4764 5 месяцев назад

Thank you And I have a question is Turbo tax said I missing “province” Do you know what’s that meaning?

@everydaywithbecca 5 месяцев назад

Are you using the Canadian one? If you’re in Canada, or selected to file taxes for Canada, it’ll ask you for a province. If you’re in the US, then double check to make sure you didn’t put down Canada.

@garymichael74 3 месяца назад

I have two jobs do I need to put both information at the same time or do each job separately?

@everydaywithbecca 3 месяца назад

You need to list each W2 or 1099 that you received for your job separately.

@elsadecegama674 4 месяца назад

Hello, Becca, thanks for this video. When submitting tax documents is it okay the documents I upload are pictures of the documents made with my smartphone and turned into a pdf? Is it possible those documents would be rejected? My Social Security award letter would have to be uploaded like that

@everydaywithbecca 4 месяца назад

I’ve done this before and it has worked just fine. As long as it’s a clear picture, you should be good.

@chaoticstylez 4 месяца назад

I have always used a tax preparer but its been getting more & more expensive. Would you recommend TurboTax for someone with multiple rental properties?

@everydaywithbecca 4 месяца назад

If you keep good records, it’s a good option for you to report that income. I can get complex, so if you don’t know how to do your taxes, or don’t have time to come, then it may not be a good option. It really depends on you, your ability to learn a little bit of technology, and the kind of records you keep for all of your mental properties. Also, it may be good to consider how much you paid for a tax repair versus what you would pay for TurboTax.

@emilysolis798 3 месяца назад

Hi Becca! If I live at home with my parents (not a homeowner), do I click “I paid rent”?

@everydaywithbecca 3 месяца назад

If you paid rent, then yes. You will need proof of rent paid though. If you didn’t pay rent, then no. Also, make sure that they aren’t claiming you as a dependent. If they claim you, then you have to mark down that you are claimed as a dependent.

@vanessaf714 6 месяцев назад

Is your 401k automatically included when adding your W-2 info or is that part of the IRA section?

@everydaywithbecca 6 месяцев назад

It should be listed in section 12 of your w2 if you are contributing through work. If you contributed to that same account or a different one your own and not through work, then you should list those contributions in the IRA section.

@w746deli6 6 месяцев назад

Hi I’m definitely going to need your help. I’m just waiting for one more piece of paper of information and I should have it all together. Is it OK if I reach out to you?

@everydaywithbecca 6 месяцев назад

Yes! Go ahead and email me.

@jamalalwawi7615 Месяц назад

What is the best and easiest tax software I can use as I am first time doing this

@everydaywithbecca Месяц назад

I’ve always opted for TurboTax, but everyone has their own preference. H&R Block, TurboTax, and tax slayer are pretty similar in their platform and ease.

@tishabritt 5 месяцев назад

My school issued us incorrectly an 1099NEC for an education stipend (cost of living). We were only interns and we were not contractors nor independent. Where do I input this total correctly. Its taxable ince as they did not take any taxes out. Im not filing the amount as an 1099NEC.

@everydaywithbecca 5 месяцев назад

If you haven’t filed yet, Search for 1099NEC and enter it. If you’ve already filed, you’ll need to amend your return and enter in the new one and the same way.

@roadstar499 6 месяцев назад

Question is this all done on turbo tax website? Also in 2023 my only income was from uber food delivery...ps i never filed my own taxes before...thanks

@everydaywithbecca 6 месяцев назад

My whole tutorial is done on the TurboTax website. Some people prefer to buy the software and do it on their home computer. Even if you do it this way, the steps are very similar. If you are filing as a single person, you would have to make at least $13,850 in 2023 to be required to file taxes. If you did not make this much, you are not required to file. Or, if you are filing under a different filing status, then there are other gross income requirements. Let’s meet this girl in income and are required to file- at this point, you would use the 1099 - K that you receive from Uber to report your income. To find it in TurboTax online, just use the search bar and type in 1099 - K. You should be able to “jump “to that area and start filling out your information.

@mohammeduddin2117 6 месяцев назад

At the end, this software let me do print as a hard copy, if I do efile?

@everydaywithbecca 6 месяцев назад

Yes! You’ll be able to print a copy or save it as a PDF. you can also always go back into your account and save/print it in the future if you lose that copy ever.

@cindyc6414 3 месяца назад

Hello, I need some help. I live in Illinois and work in MO. Last year I worked in the office 3 days a week and worked from home 2 days per week. This year on my MO state tax there's a field to enter Remote work amount. How do I calculate that amount?

@everydaywithbecca 3 месяца назад

I’d suggest you ask your workplace to issue an itemized statement of some sort showing your pay for in-office office hours vs. those remote hours. MO would be taxing the hours worked in office. Here’s a site that follows a forum regarding MO and remote work: ttlc.intuit.com/community/state-taxes/discussion/remote-worker-non-resident-tax-question/00/3178640#:~:text=If%20you%20were%20a%20full,file%20an%20MO%20tax%20return. It’s not exactly your situation, but it doesn’t mention MO can’t tax for hours someone works not in-state.

@TreRiot 6 месяцев назад

Ok so i haven't filed my taxes and ive been working since 2015 is there a way to find and do all of those

@everydaywithbecca 6 месяцев назад

Yes! TurboTax allows you to backfile taxes, but you may end up paying late penalty fees to the IRS if you owed taxes for any of those years. In the flip side, you could also collect refunds for previous years as well. Here’s more info from TurboTax : turbotax.intuit.com/tax-tips/irs-tax-return/how-do-i-file-back-tax-returns/amp/L535BxMms

@user-lw2lu2lg1f 6 месяцев назад

When do I enter my property tax? Does Turbotax bring it up in the filing when I chose the category "Own a Home" in "Tell us a bit about you" section? Thanks Becca!

@everydaywithbecca 6 месяцев назад

You can easily search for 1098, or search for “property tax”. More info here: ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/enter-real-estate-property-taxes-turbotax-online/L2bHCVCh7_US_en_US

@user-lw2lu2lg1f 6 месяцев назад

Great! Thank you, Becca!@@everydaywithbecca

@mickeysjoy 5 месяцев назад

Hi Becca, I do my own filing on Turbo tax. This year, I am in Thailand until late April. I have tried to log into my account and for my second verification, they always want to text my US SIM card, but this is not an option with my Thai number, which I tried to substitute. There is nothing on their website at all about using a difffent method, like email, to get my login approved...and there is no Chat help. Has this been a question previously for you?? I appreciate any info you can provide. Thx in advance

@everydaywithbecca 5 месяцев назад

Looks like you can verify in other ways. More info here: ttlc.intuit.com/turbotax-support/en-us/help-article/security-risk/account-recovery-request-turbotax-account/L3GhqZLVE_US_en_US It looks like you can use the recovery account form to submit identification showing that it is your account. I hope this helps. Let me know what happens.

@vickyh414 6 месяцев назад

do i get more of a refund if i have receipts for things i had to purchase for work?

@everydaywithbecca 6 месяцев назад

You can get deductions for work expenses, but this does not necessarily mean you will get more back. In many cases, you will though. This affects small business owners, and self-employed individuals, the most. Here is more information for you: www.cnet.com/personal-finance/here-are-the-work-expenses-you-can-deduct-on-your-tax-return-this-year/

@dexplorer3176 5 месяцев назад

Hi I last yr was my first tax filing and printed those paper and sent to CRA Canada. For my second tax filing now Do I need to print the tax file and send to CRA or I can just live it that way online? Please help

@everydaywithbecca 5 месяцев назад

It depends on what yours require. At the end of it, TurboTax will inform you what the next steps are. If you’re able to file online and transmit it electronically, you’re good to go. If TurboTax tells you that you need to mail it in, then follow the instructions and send it to the right place.

@tinatalbot3430 3 месяца назад

Hi, I have used free turbo tax in Canada for a number of years. This year I have a couple of medical expenses and several transit monthly passes to claim and it wants me to upgrade to input that info. I do not know how...my mom gave me a key code for Standard version.

@everydaywithbecca 3 месяца назад

TurboTax is starting to charge more and more for upgrades- they require upgrades when you have slightly out of the ordinary exceptions. I’m guessing because these are extra things that you want to claim (which put more money in your pocket), then they are requiring you to upgrade. I’m guessing that you are using the online version? If TurboTax is requiring you to upgrade, and you would like to use a free option, I suggest trying some of these other free options: www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/netfile-overview/certified-software-netfile-program.html If you scroll down a little bit, they show free options for you to use. They may not be like TurboTax, but at least they will be more cost-effective for you. Hope that this helps!

@x3AnnyLinh 4 месяца назад

Has turbo tax ever told you to enter your foreign source amount when it checks for errors? It's supposedly in the 1099 but I'd only find a percentage and the form says I paid 0 on foreign taxes. Where do I find it?

@everydaywithbecca 4 месяца назад

I’ve never had this come up for my own filings. I did find an answer for you though. Check this link out: ttlc.intuit.com/community/tax-credits-deductions/discussion/what-does-foreign-source-amount-must-be-entered-mean-where-do-i-find-this-number/00/592666/amp

@paolagregus709 4 месяца назад

The part about at minute 5.35 with "review and sign" - I don't have an option to skip it. However, I want to know what it is really asking for - because I understand it needs my consent to do the work of preparing and submitting my taxes, but the fact that I can deny it makes me wondering what it's truly asking. I'm under the impression that it's not just a place to save the work done on my return. Would love your thoughts on this, thanks!

@everydaywithbecca 4 месяца назад

Did some digging-TurboTax is asking for your permission to collect your data and share it with the IRS as a vendor/party on your behalf. In the event that you don’t finish your return, it’s asking if you allow them to keep this info on file in the interim prior to filing. It’s my understanding that they need this permission in order to store your data and eventually file your return.

@tarynbelcourt6049 6 месяцев назад

Can you show a video if you opened a new business in 2023, only poured money into it, just started taking clients ☺️

@everydaywithbecca 6 месяцев назад

I don’t have a video on this topic and I don’t believe I will be making one this year. For now, here is some help: If you haven’t made any money yet in 2023 from your new business, then there is no income to claim. The only way you would have in income to claim is if you got any kind of interest from your bank account for that business. The only thing that I would urge you to do is claim any business expenses that qualify as deductions. If you use the search bar and search for “schedule, C “ then click “jump to schedule C “, TurboTax will bring you to where you can input, your self-employed, business, income and expenses. Income comes first and then expenses. You’ll be able to either import expenses from a bank account or you can do them individually.

@angelabravo6767 6 месяцев назад

If we worked two jobs throughout the year, we would just add another w-2 when it gives us the option too? 16:13

@everydaywithbecca 6 месяцев назад

Yes! You would do that.

@devinstracener1215 6 месяцев назад

On my form box’s 7,8,10,11 have 0.00 in them. Do I leave that blank?

@everydaywithbecca 6 месяцев назад

Yes, just leave them blank.

@lilscottpt1089 6 месяцев назад

Hey I have a question do I click on I want to maximize deductions & credit cause I have my w2 & my unemployment paperwork?

@everydaywithbecca 6 месяцев назад

Yes. It’s just a way for turboTax to expand your options. You might get a few questions asking about what else you have after you click on that. If you ever don’t want to upgrade or pay more for clicking on certain things after that, then you don’t have to.

@lilscottpt1089 6 месяцев назад

@@everydaywithbecca ok thank you so much I appreciate it 💯

@dlo1682 4 месяца назад

What if I didn’t file my taxes last year and I want to file this year is there anything that I do different?

@everydaywithbecca 4 месяца назад

Nope. You’ll just select “I didn’t file last year” on the beginning and start fresh this year.

@phelanl2012 5 месяцев назад

hi, i am filing with turbotax for the first time. I am wondering how i can file for medical expenses such as IVF.

@everydaywithbecca 5 месяцев назад

Here’s more info from TurboTax: turbotax.intuit.com/tax-tips/health-care/can-i-claim-medical-expenses-on-my-taxes/amp/L1htkVqq9 From what this says, only medically necessary treatments and costs are deductible.

@aizamarieeyy4903 6 месяцев назад

how do i edit the deductions and credits if the payment has been submitted already?

@everydaywithbecca 6 месяцев назад

What payment? Did you already submit the return and get a refund? If so, you’ll need to hold onto that payment and submit an amendment. If you owe money, you should use the refund to pay the irs back, if you are still getting a refund, the irs will send you the difference that you are supposed to get.

@ghanaking5255 5 месяцев назад

I have TurboTax Free / Basic edition for three years now, and this is the first time I will do it on my own 😐. But after seeing this, I should be able to do it. I only have just the W-2 from work and a 1095-A form ( I have Covered California / LA CARE as my health provider ). Let's say if I do them halfway, will the information be stored or do I start over? I don't get paid again until March 9th and that'll be the time I will put some money in my account to cover the costs, but in the meantime, I'll watch your tutorial to see how it's done. Do I have butterflies doing this on my own for the first time, yes, but I'm sure I'll get it hang of it. Besides, it's usually my luckiest month, March is, my b-day is exactly ONE month from now today, and I can sure deserve a great birthday gift than my returns ( I'm 53 BTW, shouldn't be too 😬 doing this ), so thanks for posting this. Thanks 😀!

@everydaywithbecca 5 месяцев назад

Amazing! So excited for you to start doing this on your own. If you are using the CD desktop version, you will have to manually save so that you don’t lose the information you’ve put in. More info here: ttlc.intuit.com/community/taxes/discussion/saving-a-work-in-progress/00/1254711/amp If you are using the online version, it will save automatically for you, so that when you login, you can jump right to where you left off. Good luck and reach out if you need more help !

@ghanaking5255 5 месяцев назад

@@everydaywithbecca Hello... again ☺️! After watching your video three times overnight ( I was off today ), I went onwards to file, thankfully, my aunt was nice enough to send me $120 to go ahead and get it out of the way ( I don't get paid until next Saturday 😐, so THAT was a BIG help for me ) and it really was EASY to do... almost forgot to put in my work W-2 info, but I made it. Thanks for posting this video, almost had butterflies, but mission accomplished. The IRS accepted both returns three hours ago, so, I'm looking forward to both returns..... happy early birthday to me!!! Let's just say my returns are much better, WAY BETTER than last year ( around about $550 combined 😕... ). Aaaannnd I did it on my tablet, had to pause it for the funds to arrive in my checking account though, thank you once again! Now I'm done ☺️🎊!

@everydaywithbecca 5 месяцев назад

@@ghanaking5255 good! Glad you got it out of the way and your aunt was nice enough to loan you some money. What a blessing. Good luck the rest of the season! Reach out if you need more help!

@patquinn4902 6 месяцев назад

Really appreciate the video Becca. I do have a suggestion. I don't really think you can slow your rate of speaking because you mentioned you were aware of it and were trying to slow down but didn't or couldn't. I think you're just wired to talk fast. . But I found if I go to settings on RU-vid and change the audio speed to .75 it's a perfect speed. You may want to suggest it to your viewers. I was getting a headache trying to process all this new info at real speed but the change to settings did the trick.

@everydaywithbecca 6 месяцев назад

Ha! 💀💀💀 I’m laughing because I’ve never thought of that before. Looove the perspective and idea. Thank you! Appreciate you!

@carolownbey851 4 месяца назад

How do I file without paying the taxes at the same time. I can pay in a few weeks but not by the 15th

@everydaywithbecca 4 месяца назад

You’ll choose “pay by check”, and then use the IRS website to set up a payment plan.

@artlivz 4 месяца назад

I have done turbo tax for many years and there has always been a little calculator for the federal and state return amounts (usually near the top) to help keep me updated on how everything that I am imputing affects my return. I can’t for the life of me get that to pop up. Is it gone? Do you know how I can locate the calculator? It was so handy to have and helped me understand how everything that I input was impacting my tax numbers.

@everydaywithbecca 4 месяца назад

There should still be one. When I went through this tutorial, it’s on the top left.

@artlivz 4 месяца назад

Yes, I saw it on your screen. I still can’t figure out how to make it appear on my screen. I have tried so many things. I’m wondering if maybe using my iMac is causing issues or maybe my slow internet isn’t allowing the page to fully load. Idk what the problem is, but I can’t get that feature to appear on my screen. I am well into inputting my deductions/credits, so there should be enough info for it to pop up. (Also, a huge thank you for replying to me on this😊)!

@adanhusane8852 4 месяца назад

So i can basicly do my own accurate quote? Like i can go to a tax prep and do this to see where i can maximize my return ?

@everydaywithbecca 4 месяца назад

I actually have a video on using the TurboTax tax calculator. It is an even shorter version of the TurboTax filing. You only put in very basic information to see what you might owe or get back. If you don’t want to put in all information and make an account on TurboTax, you can use his calculator to estimate how much you will get back or have to pay before you go to a tax preparer: turbotax.intuit.com/tax-tools/calculators/taxcaster/ If you get confused on the website, search for my video to see how to walk through it.

@everydaywithbecca 4 месяца назад

You can use this tool to see if it’s worth filing on your own or going to a tax preparer and if they are worth it.

@chuksajuwa9304 6 месяцев назад

How are you going to retrieve your past tax info if you filed with another agency the previous year?

@everydaywithbecca 6 месяцев назад

You aren’t able to pull old info, but you can upload your information by dropping the file into their “easy fill” option. If you filed somewhere else, you’ll have to go to that company and retrieve last years copy or look at a hard copy if you have one.

@chuksajuwa9304 6 месяцев назад

Thank you.

@onkargoraya3025 4 месяца назад

Hi we are five family members 3 children and mom dad we three children a dependent but we didnt get tax return how to check and fill the tax again by turbo

@everydaywithbecca 4 месяца назад

Did you prepare a tax return last year? Just because you have dependents, and a family does not mean that you will get a refund. Depending on how you pay taxes on each of your paychecks, you could actually owe money. if you’re confused at all, you should check out my W-4 video for more help on making sure that your taxes are lined up during the year so that you get a refund or pay a minimum amount.

@darkchroniclez193 4 месяца назад

what section do i report any gambling winning?!?!? about 2k in winnings and it was not out of state please and thank you!

@everydaywithbecca 4 месяца назад

It will be listed in income, “other income”. You’ll use the form w-2g that you got from the casino/vendor and import that information. If you didn’t receive that form, you can still list it under the same section. More info here: blog.turbotax.intuit.com/income-and-investments/heres-how-gambling-on-college-and-professional-sports-affects-your-taxes-42523/

@andyf7107 6 месяцев назад

Hi Thanks for your video. i have a 18 yo son who has W2. I will claim him as dependent but where to put his w2?

@everydaywithbecca 6 месяцев назад

Hi there! If your son has a W2, then he has to file his own taxes. The only income that you can claim as a parent is interest income and dividends. Because you are claiming him and he is your dependent, make sure that when he files his return, he marks down that someone else is claiming him, and he is dependent on them. If you want more detailed information, you can check out Turbotax’s link here: turbotax.intuit.com/tax-tips/family/should-i-include-a-dependents-income-on-my-tax-return/amp/L60Hf4Rsg Let me know if you have any other questions. Good luck this year!

@angelabravo6767 6 месяцев назад

So if I’m 18 and is still living with my parents I’ll have to check “yes” for “Another taxpayer can claim me as dependent on their tax return”?

@everydaywithbecca 6 месяцев назад

@@angelabravo6767 it depends. Do you pay rent? Do they cover most of your expenses? If they do, then yes, you would be claimed as a dependent. Also, check with them to see how they are claiming you. If they’re claiming you as a dependent, then you can’t claim that you’re not a dependent.

@SDChillRide 5 месяцев назад

Does filling jointly would automatically be a deluxe upgrade?

@everydaywithbecca 5 месяцев назад

It shouldn’t. An upgrade will be from having other tax situations like maximizing deductions and donating to charity.

@MegaMark67 6 месяцев назад

I have marketplace insurance how do I enter the tax credits using turbo tax?

@everydaywithbecca 6 месяцев назад

You can look up “PTC “on the search section of TurboTax. Or you can look up form 8962. Once you do this, you can click “jump to “and it should bring you to the right spot. More in here: turbotax.intuit.com/tax-tips/health-care/what-is-the-premium-tax-credit/amp/L6gAHB5ld

@yellowscorpion100 5 месяцев назад

16:24 For the investment income, does credit card interest count?

@everydaywithbecca 5 месяцев назад

Credit card interest is something you pay, not income. Do you mean bank or CD interest? If so, you would get a 1099-INT, and that would be in “other income”.

@user-er2iq5xd9y 6 месяцев назад

Hello? This is my first time in filing tax, can I file my plane ticket from Philippines to Honolulu?

@everydaywithbecca 6 месяцев назад

Was that a work expense that was not reimbursed by your company? If so, yes-it may qualify for state taxes and give you a deduction, but it may not do anything for federal unless you’re self-employed and it was a work cost.

@Lily-se2op 4 месяца назад

Your show got me into TurboTax. I try to buy a CD software but just realize that my desktop has no CD connection. Is there any other way to download the CD to my desktop, which I prefer to start trying TurboTax? Pls kindly advise, thanks! Lily

@everydaywithbecca 4 месяца назад

If you already bought the cd, you can get a cd adapter for your computer, or return the cd (not sure if that is possible), and use the online version. The online version requires payment per filing.

@Lily-se2op 4 месяца назад

Thank you so much!

@everydaywithbecca 4 месяца назад

@@Lily-se2op you’re welcome!

@DanielMuguko 3 месяца назад

I want to do Tax training like you,where do i start?

@everydaywithbecca 3 месяца назад

I just started on RU-vid here with my own experience. Different vendors offer different training. You can start with H&R Block if you’d like-I’ve heard that their training is decent.

@alphadgbehnyan311 3 месяца назад

Hey thanks for your help… Also, rewatch your video, at 29:57 in the video, you show your SSID. Please go edit it before it get in the hands for the wrong person. I couldn’t find a way to dm you private about this. I’m sorry

@everydaywithbecca 3 месяца назад

It’s a fake ssi. Thank you for caring though!

@JavieraAraya-ub3gw 5 месяцев назад

HI! How can I do the return if I´m not in canada anymore and I´m non resident?

@everydaywithbecca 5 месяцев назад

If you made a taxable income in Canada, then you would go through SprintTax. More info from TurboTax here: ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/turbotax-handle-form-1040-nr-nonresident-aliens/L6XqFCkC3_US_en_US If you didn’t make money in Canada, or the US, know that TurboTax is made for residents of Canada in the US. to find other providers that offer tax support in other nations, I would search online resources for your specific home nation.

@ilovecocktails5094 6 месяцев назад

If i sale on amazon, i must put the information on my taxes ?

@everydaywithbecca 6 месяцев назад

Amazon should issue you a a 1099 that will report your income if you received more than $600. More info here: affiliate-program.amazon.com/help/node/topic/GW3SWP5L5WL5G9HY If you’re still confused, here’s another good link to review: quickbooks.intuit.com/r/running-a-business/amazon-seller-tax/#

@R-Mc 2 месяца назад

Where do you put your direct deposit information at

@everydaywithbecca 2 месяца назад

It will be at the end when you’re ready to pay/set up your refund method (if you’re getting a refund).

@TheRealPennylow 4 месяца назад

What if you pay rent , I’m currently renting a room for $700 a month . Bad enough you can’t even add your phone bill or grocery expenses . That’s kinda why I always go to someone in person but H&R charges allot

@everydaywithbecca 4 месяца назад

Unfortunately, federal taxes, do not give you a break or credit for paying rent. However, your state might. I would do a search on Google to see if your state offers a renters credit, and if it does, then TurboTax should bring you to that section when you start doing your state taxes.

@kenjung9380 5 месяцев назад

Thank you for sharing. I have a simple but serious question. If I quit my job and I don’t have any income for full year, do I have to file tax or do anything?? I’m worried.

@everydaywithbecca 5 месяцев назад

It depends on how much money you made during the year before you quit. Income guidelines here: www.irs.gov/newsroom/who-needs-to-file-a-tax-return

@everydaywithbecca 5 месяцев назад

Good luck! I hope everything goes well with your job situation.

@kenjung9380 5 месяцев назад

@@everydaywithbecca sorry. I don’t understand. Should I file tax if I don’t have income for the whole year of 2023?

@everydaywithbecca 5 месяцев назад

@@kenjung9380 if you didn’t have income, you are not required to file. To double check, look at the link I sent earlier.

@Zpheme12 6 месяцев назад

I'm guessing its always easier for single and no dependent Filers?

@everydaywithbecca 6 месяцев назад

Not always easier, just one less step. You could be single with no dependents, but have a lot of accounts and have a more complicated filing than someone who has dependents and not many accounts/assets. But generally people with dependents get a credit for those dependents so it makes a big difference in filing.

@user-bq5pl2np9s 6 месяцев назад

Dang.... All finished with Turbo Tax for 2023. I want to save and print my return in WORD. they are pushing PDF and to buy it....and I hate it. Any ideas??

@everydaywithbecca 6 месяцев назад

Yes! I use Adobe Acrobat. Although the full version requires a subscription, the basic version is free and allows you to view and sign documents if needed. helpx.adobe.com/reader/get-started.html#:~:text=Acrobat%20Reader%20is%20free%20and,with%205GB%20of%20free%20storage. Glad you got it done! Happy for you!

@pargolf3158 5 месяцев назад

Hi Becca, I'm confused right off the bat. Maybe I missed the first step in a previous video. You said "go ahead and create a turbo tax account", but you did not explain how to do so. I am assuming that you have to purchase the software, then load it on to your computer and follow the software instructions which will tell you how to set up the account.

@everydaywithbecca 5 месяцев назад

My tutorial goes through the online version. If you choose to use the online version like shown in this video, you just use your email to set up an account on their website. You don’t have to pay until you file. On the other hand, if you choose to purchase their CD software, then you have to buy that at the store, load it onto your computer and then begin your return. Depending on the version that you buy from the store, you can file up to five federal returns, one state return without paying more than what you paid at the store. The only time you would pay anymore is if you owe money to the IRS itself. TurboTax would not charge you anything else for the filing.

@pargolf3158 5 месяцев назад

@@everydaywithbecca Thank you so much. That explains it

@RachelMichelle-bk5be 6 месяцев назад

Where do I put in my ipp on the free version? Please help

@everydaywithbecca 6 месяцев назад

If you’re referring to an individual pension plan, use the search bar to search for “pension plan” and then enter in the information you got from your pension company.