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Just starting TurboTax, on my Mac Desktop, with screen: Let's Get a Jumpstart on Your 2025 Taxes. I want to use the 2024 tax return from Turbotax that's on my computer. The tax file from 2024 on my computer does not have the same name as the one highlighted on Jumpstart page, and the Continue button does not do anything

The 5 digit pin is an electronic filing pin that you create for your signature. Each year you can create a new pin, you don't have to remember the one that you used last year.   For more information, review What's my signature ID?  and the IRS article Self-select PIN method for Forms 1040.

Report depreciation on your Rental Property assets under the Rental Properties and Royalties (Sch E) section of Wages & Income on TurboTax Online.   Refer to the TurboTax article Where do I enter income and expenses from a rental property? for navigation instructions and Tax Deductions for Rental Property Depreciation for more information.

Thank you very much!!!  When I did the first subtraction, I got $4092.04 It seems that is already including what is on line 29 of 8962. So that's all I need to do.    It's obvious I am not a tax expert and actually feel pretty dumb about now. lol. The amount on Schedule 1, line 17 is the same as it was before; but when you told me to add line 29 of 8962, that turned the light bulb on for me.  The amount Turbotax was using was more than we paid for the year, but I was not considering that we had excessive advance PTC and was actually paying that back with our tax return - so our total was suppose to be more than what we paid for insurance from Jan-Dec. At least that's what I think now...   I feel like before long I am going to have to pay a tax professional. This is getting pretty complicated.  

The $35 fee was probably to get the federal refund deposited 5 days early.   Not just to get the Direct Deposit.   The state should come to the same account.   Check the printout or PDF of your return; look for the state cover sheet with the Turbotax logo.  It should say how you are getting the state refund or paying a tax due.   

I am not having any success getting my test not to work.   OK, we have some more things to look for. Please read "Income Tax Topics: Charitable Contributions" on the Colorado website. In particular, note the following:   Additionally, the charitable contribution subtraction cannot be claimed by any taxpayer who is not allowed to claim a standard deduction on their federal return.  Taxpayers who cannot claim a federal standard deduction and therefore cannot claim the charitable contribution subtraction include, but are not limited to: taxpayers who can be claimed as a dependent by another taxpayer; married individuals filing separate returns if either spouse claims itemized deductions; non-resident alien individuals; individuals who file a federal tax return for a period of less than 12 months in order to change their annual accounting period; estates, trusts, corporations and other legal entities. Do any of these apply to you?

Thank you and I am so sorry for your loss!! It is so very difficult. We used turbo tax (installed it on my desktop) to do our taxes jointly for the about 3 years. This is the first year I am without him.    I have to check if I can log into the joint account here. I hope to God they don't have his old cell. I can't log onto the IRS anymore at all because they want to send a code to his old cell and they have nowhere to change the number. I will see tomorrow if I can get on here. I am wondering how to navigate the death of a spouse with the turbo tax program. I think I would pay for one of the experts on here.  I got approved for an extension, through his name and social as he was the primary name on there. I am doing a big move back east (in Cali now) in a few weeks so once settled I will do a tax return jointly.  Have a wonderful Easter if you celebrate!! Best, Teri

  LUMP SUM PAYMENT FOR FAIRNESS ACT Your 2025 SSA1099 will show the extra payment you received in 2025 as a result of the Fairness Act.  Look in the bottom left corner.   It will say something like “Includes $XXXX  Paid in 2025 for 2024. When the software asks if you have a lump sum payment say yes.  The program will help to determine if is better for you to attribute the sum to 2024 or to 2025, based on your AGI for each of those years.   This will all be done within the 2025 program; you do not amend 2024. https://www.irs.gov/faqs/social-security-income/back-payments/back-payments

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

I haven't tried to e-file yet.  However, In the Review stage, TurboTax says that I'm not eligible to e-filing my state taxes in the District of Columbia.  The stated reason: "Return is non-resident return."