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Get your taxes done using TurboTax
Could be the Retirment Saving Tax Credit (RSTC), especially if you have any contributions to a Retirment plan showing in box 12 for either of those W-2 forms.
OIF so, go thru the RSTC section Q&A on the Deductions&Credits page and indicate you were a student during 2023 (even if you weren't)....that removes the credit that may be much smaller than the cost of the upgrade+State. Unless of course, the Credit is a big $$ one that more than makes up for the upgrade., and you were not a student.
OF course, a PDF download of the actual forms from the IRS and filling them out manually is always an option.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 19, 2024
9:23 AM