Your SSA1099 for Social Security needs to be entered on your federal return. Neither CA nor OR tax Social Security, so there is not an issue for your SS in those states. You do not need to stress over how much SS you received in CA vs OR.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
For the sale of the house:
If your gain was more than $250,000 filing Single, or more than $500,000 filing Married Filing Jointly the sale must be reported on your tax return. Whether you re-invested the gain in to another house is irrelevant. If you have a Form 1099-S go to Federal>Wages and Income>Less Common Income>Sale of Home (gain or loss)
If you owned and lived in the home as your primary residence for at least 2 of the last 5 years on the date of the sale, you do not have to report the home sale if the gain is less than $250K filing Single, or less than $500K filing Married Filing Jointly (and you both owned and lived in the home for at least 2 years).
- If you are using online TT, you need Premium software to report the 1099-S
You did not mention whether you had any other income during 2024 like pensions, IRA distributions, investment income, W-2's etc.
MOVED OR NEED TO FILE PART-YEAR STATE
https://ttlc.intuit.com/questions/1901560-how-do-i-file-if-i-moved-to-a-different-state-last-year
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-r...
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-r...
ALLOCATE PART YEAR
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/allocate-split-income-part-y...
https://ttlc.intuit.com/community/returns-and-forms/help/when-would-i-have-to-file-returns-in-more-t...
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
