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@Opus 17 wrote: I've asked for an investigation.  Same. I also contacted several FAs at Merrill in an effort to discern whether they know of any change from prior years. It's going to take time, though, since they have to pass this inquiry up the chain.

Sorry Online is only good for 1 return and 1 account.  So you need to setup separate accounts for each person.  The offer to switch to Online is only good for 1 return and account.     You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

@DX-hound wrote:  I've read other posts which talk about "pass-throughs" but that totally confused me. "Pass-through" would mean you collect the tax from your renters on behalf of the taxing authority (county, city, state), do not report it on your income tax return BUT also do not deduct the taxes paid on your return (i.e., it's a direct pass-through from the renters to you to the taxing authority).

About Publication 15 (Circular E), Employer's Tax Guide states here:  When you receive a new Form W-4 from an employee, don’t adjust withholding for pay periods before the effective date of the new form. If an employee gives you a Form W-4 that replaces an existing Form W-4, begin withholding no later than the start of the first payroll period ending on or after the 30th day from the date when you received the replacement Form W-4. For exceptions, see Exemption from federal income tax withholding, IRS review of requested Forms W-4, and Invalid Forms W-4, later in this section.   Show this to your employer. The problem could be you gave it to them on a pay date so it was effective.

Sorry, Online is only for 2025 now. Online for 2024 and prior is closed now so you can not start a new 2024 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Ventura 13 to install it on. If you can't install the Desktop program or if you have a simple return and want to file for free, you can fill out the blank IRS forms by hand. Here are some basic forms….. Here is the IRS 2024 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2024.pdf OR if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2024.pdf And 2024 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2024.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2024.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2024.pdf Then when you do file 2025 enter 0 for the 2024 AGI since you are filing 2024 late. You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.

You can decide:   You will be asked "How do you want to enter your qualifying overtime?". Select "Help me calculate my eligible overtime" if you want the software to determine the tax-free portion for you based on your pay totals. (RECOMMENDED) Select "No help needed" only if you already know the exact deductible premium amount. Enter Your Pay Data Using your year-end paystub, fill in the fields on the screen titled "Let's get some details from your year-end paystub". For Time-and-a-Half: Locate the field "Enter your total time-and-a-half pay". (This is the Overtime Base + Over Premium 0.5) Option 1: If your paystub lists the total dollar amount paid for overtime, enter that number. Option 2: If your paystub only lists hours and rate, multiply (Overtime Hours × Overtime Rate) and enter the total dollar result. For Double-Time: (ONLY .5 of the premium is deductibe) If applicable, enter the amount in the field "Enter your total double-time pay". If none was received, leave the box blank. Do NOT enter a zero.

Gee,  I guess it could be ok since it's in the same year.  A lot of times people ask how to have more withholding taken out for prior paychecks on their W2, which is not possible.   Did you get a bigger gross paycheck?  Like for a bonus or something?  Then they would use a different withholding table.    

You can get a refund if you purchased your TurboTax software within the last 60 days.   See https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US

Okay, after some more digging I figured it out. It is part of the NJ tax filing process to ask for total of IRAs at EOY (tax year). TurboTax creates a form called "Pensions, ... Wks" in the NJ section which records withdrawals for the tax year. It also SHOULD copy the value from the previous tax year, but this year (2025) it failed to do that, so I had to find that worksheet in my 2024 filing and hand-copy it across.

If you live in New Jersey, all your income will be taxed there.  You would get a credit on your NJ return for any tax paid to NY on the same wages. so you're not double-taxed.  If you can open your 2024 return and look at your W-2 entry, I'm wondering if you have something odd in the State section there.     In Box 15, you should have NJ with an amount of Wages in Box 16, and amount of tax paid to NJ in Box 17.  If the Wages in Box 16 are less than Box 1, TurboTax may have added them together in order to report your total income to NJ.     If you have NY in Box 15, and an amount of Wages in 16, and a Tax in Box 17, again the wages in 16 may have been added to Box 1 to report the total to NJ.  If you can share what is in those boxes on your W-2, we'll try to help.   @chardiamond 

Please explain-----did you already e-file?   If you already e-filed you cannot submit any additional forms or make any changes unless the e-file is rejected.   If it is rejected you can add more information or make changes before you re-file.  If the e-file has been accepted, you have to wait until it has been fully processed and then use a Form 1040X to amend.  1040X will not be available until late February.

It depends. PA 529 FAQs states: Pennsylvania taxpayers can deduct up to $19,000 in contributions per beneficiary per year ($38,000 if married filing jointly, assuming each spouse had income of at least $19,000) from their Pennsylvania taxable income for the purposes of determining their state income taxes.   You may want to review his income sources and what stats are selected.