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All of the information I can find says you have to file first before setting up a payment plan, but Turbo Tax does not let me file without setting up a payment plan. I have tried setting it up on the IRS website several times but it gives me an error message because I haven’t filed yet. How do I file?????

The method can vary.  You didn't say if your return is still in the preparation stage, or whether you have already finished, paid the product fees, and filed.    So let's start off as though you've already finished your return.   You can view/print/download a choice of PDFs.  To get the larger PDF with the worksheets, if your return interview is closed, you have to open your return back up and go to the Print Center as I'll explain in detail below.   NOTE:  When you open your return back up, do not make any changes in it if it has already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.   Log in, and at the Tax Home scroll down the page near or after the section "Your Tax Returns & Documents" for 2025, look for a link/button "Add a State." Click on "Add a State."  (you don't really add one.  That's just to open your return back up.) After the return interview is open, you should have a full left column menu.  Click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." NOTE:  If you are using a paid edition and have not yet paid, it will ask you to pay the product fees to proceed.  If you've already paid, it won't ask you about paying. A screen should ask what you want in your PDF:  Federal. state, or both (I always save both--just in case) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

If you have a carryover solar credit, go through the Energy Credits interview.   How do I enter Home Energy Tax Credits?     You will find energy credits in the Your Home section in Deductions & Credits.         

so i bought this week directly from TT for Tax year 2025 for $60.. did not realize it is one year membership only.  then i went on the taxaudit.com site, created an account and purchased the ones for the prior years for 39.99 ea.  (5 yrs 2020 - thru 2024).. was comparing the agreements between the 2 purchases and realized the following   TT Expiration Date of Membership: The Expiration Date of Membership is based on the Acceptance Date. If the Acceptance Date is on or prior to the initial IRS due date of the tax return without regard to an extension (typically April 15th), the Expiration Date of Membership shall be the initial due date of the tax return for the subsequent tax year (typically April 15th). If the Acceptance Date is after the initial due date of the tax return without regard to an extension (typically April 16th through October 15th), the Expiration Date of Membership shall be the extended due date of the tax return for the subsequent tax year (typically October 15th)   Direct Period of Membership: The Period of Membership begins on the Acceptance Date and continues for as long as the applicable tax return can be audited by the IRS or State

Follow these steps: Federal Go to My Info > Edit your name. Check the section: "Tell us the state you lived in." Look for a specific question below it: "Did you live in a Michigan city with a local income tax?" Select No (or ensure you haven't selected Jackson there). State Open to the Michigan interview. Proceed until you see a screen titled "Michigan City Tax Returns." Click Start/Edit next to Jackson. It will ask for your Residency Status. Select Non-Resident. The Allocation Screen: It will then ask how much of your income was earned in Jackson. Since you work there, you'll likely report your full W-2 wages, but the software will now apply the lower 0.5% tax rate instead of the full resident rate.

 If you can not move forward to e-file your tax return you can try these steps to correct this:  Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. Make sure you have allowed local network access by clicking the lock/info icon next to the URL. If you are using a VPN, disable it. Make sure your internet connection is strong and stable Try runing TurboTax as Administrator Try using incognito mode  Temporarily disable antivirus or firewall software that might be blocking data transmission If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  Please return to Community if you have any additional information or questions and we would be happy to help.

When I answered no to the allocation question, I noticed that the NQDC W-2 showed zero for the wages.  changing the allocation methodology didn't change it - it always read zero. Perhaps I need to delete this W2 and add it in again manually?

The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. If you have additional forms or attachments, you'll need to use a different TurboTax product.   Please see:  How do I remove TurboTax Expert Assist?   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products. Select Downgrade.   You could also try calling TurboTax Customer Service: Turbo Tax Customer Service   See Also: How do I downgrade to a different TurboTax Online product?   What if I don’t want to use Expert Full Service anymore?   If you have additional information or questions regarding this, please return to Community and we would be glad to help

Estimated tax payments that you paid towards your 2025 federal or state taxes will be entered in the Deductions & Credits Section of TurboTax. Follow the instructions below to edit your payments:   Go to the Deductions & Credits Section  Select Estimates and Other Income Taxes Paid Select Start under  estimated tax payments Select Start next to the type of estimated tax payments that you made.   For TurboTax Desktop: Go to Federal Taxes  Go to Deductions & Credits Select Estimates and Other Taxes Paid Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.   Refer to the TurboTax Help article Where do I enter my estimated tax payments? for detailed instructions.

W2 Box 11 is filled in with the same amount as shown in box 1 and box 16. IT-203 line 1 is zero, box 16 has the amount from W2 box 11.   In the allocation section, it asked if all my wages and self employment income was earned in NY, I said yes, so I didn't get the allocation screen.  Should I say no and then allocate the NQDC W-2 at 100%?