J_Ro
Level 2

State tax filing

that is a significant burden to bear based solely on such an arbitrary income level, but rules are rules. still...

 

i'd suggest seeking out a CPA to do your taxes, instead of using TT.  there are likely some legitimate loopholes that are able to reduce your AGI below the 75K threshold, possibly by careful examination of the exact dates you received your dividends, or other deductions that are uncommon.  TT is doing what the programmers tell it, which is first and foremost to protect their own interests.  this isn't always what is in your best interest; it is what is guaranteed to prevent them from being scrutinized by the IRS. 

 

there may yet be updates to the software (at least one, for certain) that will tilt your AGI downward if you can put off filing a bit longer. 

 

im not a tax adviser or any sort of financial proffessional.