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State tax filing
Please have some mercy on the programmers. In the last few years, the IRS and state government have been "moving the goalposts" on a weekly basis, making constant updates necessary - and more necessary - constant testing to make sure that one change does not break a dozen other things.
Most carryovers are on the Carryover Worksheet, but there could be others (like your "State and Local Income Tax Refund Worksheet").
I don't know how common this is, but if you would like us to look at this situation, please give us a token.
A token is a 7 digit number that points to a "sanitized" version of your return, i.e., all personally identifiable information is masked out.
To send us a token, please do the following:
Online
- Log into your TurboTax Online tax return
- On the left, click on Tax Tools
- Under Tax Tools, click on Tools
- In Tools Center, click on Share my File with Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
Desktop
- Open your return in the desktop product
- Look along the top and click on Online
- Click on Send Tax File to Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
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February 22, 2024
2:30 PM