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I wanted to know how much I have to pay the tax
I have the exact same issue -- TT Online is not adding my mortgage interest to CA return. Can someone please help. I tried deleting and then recreating CA return and that does not help. 
  did you get an answer? I'm just now trying to get started with 2024 deluxe for Mac. It can't find 2023. & of course when I opened 2023 it demanded i update. & now when I open it, it does not show ... See more...
  did you get an answer? I'm just now trying to get started with 2024 deluxe for Mac. It can't find 2023. & of course when I opened 2023 it demanded i update. & now when I open it, it does not show my return. Last year It would not import H&R Block which i had to use since Mac was too old. But got new mac & used TT last year thinking this year it should go smoothly.  I seem to remember this happening several years ago also.  
you earn money where you PHYSICALLY work.  You pay taxes to the state where you a) physically work and b) physically reside.  Where the employer is located does not matter.  You will report all your ... See more...
you earn money where you PHYSICALLY work.  You pay taxes to the state where you a) physically work and b) physically reside.  Where the employer is located does not matter.  You will report all your income to ID and ID only. 
Open TT2023 does not show my return which i'm trying to import into 2024 Both Deluxe for Mac
I use TurboTax to calculate my 2024 tax. I have $214,000 long term capital gain in 2024. I also have long term capital loss carryover of $204,000 from prior years. I am hit with AMT, and the loss car... See more...
I use TurboTax to calculate my 2024 tax. I have $214,000 long term capital gain in 2024. I also have long term capital loss carryover of $204,000 from prior years. I am hit with AMT, and the loss carryover was not applied in calculating AMT tax, nor is it carried forward to next year. Is this correct? Could a TurboTax expert explain the AMT rules regarding loss carryover?
I am doing 1040 and 1041 and the 1099's cover the entire year (dividends)...deceased date was may 2024...the question screen allows me to adjust the ordinary dividends (nominee option), but no questi... See more...
I am doing 1040 and 1041 and the 1099's cover the entire year (dividends)...deceased date was may 2024...the question screen allows me to adjust the ordinary dividends (nominee option), but no question screen for adjusting the qualified and withholding to split them up as well...I notice the worksheet has  blank lines to fill in for those adjustments ......do I fill in the adjusted amts.....    
@ j_pineda003 wrote: I got the same thing, still haven’t received it.  If you applied for the Washington State Working Families Tax Credit, their website says it can take up to 90 days to pro... See more...
@ j_pineda003 wrote: I got the same thing, still haven’t received it.  If you applied for the Washington State Working Families Tax Credit, their website says it can take up to 90 days to process. Here's the refund lookup tool at their website: https://workingfamiliescredit.wa.gov/get-help/my-dor-help-center/apply-online-my-dor/refund
Sorry, I do not see any of these options. I have the application version via Mac
ah, the old "phantom 1099" trick  - - that was a good one a few years ago, I'll bring it back. Thanks.
Were you able to resolve this issue? EmployER contribution to a solo 401k is a business expense and therefore should reduce tax liability. This is not being reflected on turbo tax. Deferral is zero... See more...
Were you able to resolve this issue? EmployER contribution to a solo 401k is a business expense and therefore should reduce tax liability. This is not being reflected on turbo tax. Deferral is zero because I already contributed $23k under my w-2 employee contribution. Can anyone help?  
I'm getting the same message. Filing in IL and MO (IL resident, employer in MO, but they sent 2 versions of @w-2, one with a portion for IL and one for MO as I worked remotely for more than half the ... See more...
I'm getting the same message. Filing in IL and MO (IL resident, employer in MO, but they sent 2 versions of @w-2, one with a portion for IL and one for MO as I worked remotely for more than half the year). Initially I entered everything just as it appeared on the W-2's, but because my remote work IL wages were higher than MO, Turbo Tax seemingly had a bug that wouldn't allow me to eFile. It was saying "Form MO-NRI: TP Remote Work Income should not be greater than total Missouri wages entered on your federal return". turbo Tax seemingly had a control where if the employer broke out the wages between 2 states and the non MO state was higher, it throws an error disallowing efiling. To get past this I updated the IL and MO numbers to be the same as the federal and then just used the MO remote work section to divvy up the income earned while working in MO vs the remote income when I was working remotely in IL. That seemed to correct the error on the MO side, but then it brought about an odd situation the original poster mentioned here - cannot eFile when sum of IL wages plus out of state wages on all W-2's does not equal total wages reports on IL Schedule CR.  My wife had a similar situation where her employer is in MO and she did remote work in 2024, BUT that employer put all of the income in MO and only took out MO taxes. The system seemed to have no issue with that. Seems Turbo Tax has some work to do in coding their system to properly handle when an employer monitors in which state work happens and issues multiple W-2's to address it. Or they at least need to give us some sort of workaround that still allows us to eFile. Now it looks like I have to manually file my IL return.
I have double and triple checked the estimated Federal and State tax entry, yet the State for some reason shows that I paid $1909 more than I did.    I found this after going thru the CA section ti... See more...
I have double and triple checked the estimated Federal and State tax entry, yet the State for some reason shows that I paid $1909 more than I did.    I found this after going thru the CA section titled "Here's the income that Ca handles differently."  After selecting "Done with Adjustments" I get a page stating, "Take a Look at California credits and taxes."  Directly below that in a shaded blue box is a statement that says "Estimated Tax Payments." and to the right is a value that is $1909 more than I paid.     What am I missing? I thought maybe because Ca only has estimated taxes paid 3 times vice 4 its pulling in a bogus value?  But I filled in the 4th period with zero $s to no avail.   And yes, this puts me at a dead stop for filing and politely paying the Feds and the State lotsa money. LOL.
@jmontalvo1964 wrote: i need 2023 tax returns This answer assumes your 2023 return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online... See more...
@jmontalvo1964 wrote: i need 2023 tax returns This answer assumes your 2023 return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions (you don't actually have to prepare a return), and then when you are far enough into the process the left menu column will change, and you'll then see a Tax Home option.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2024 return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.
I live and earn all of my income in CA, and my spouse lives and earns all of her income in VA. We've filed our joint federal return easily enough as well as her VA return. Since I earned no income i... See more...
I live and earn all of my income in CA, and my spouse lives and earns all of her income in VA. We've filed our joint federal return easily enough as well as her VA return. Since I earned no income in VA, that state required her to file MFS and it was as easy as making a dummy federal return with her documentation to ensure that the input for her state return, which we printed for paper filing, is all correct. Working on the CA state return is a little trickier, though. Since we're married, do we have to consider her VA income as part of our overall income on the CA return? If so, and she's already paid her taxes in VA on that income, will CA simply ignore her income? Can we just leave it off as my income only was earned in CA and hers was earned and taxed in VA? I filled out CA taxes with a dummy federal like we did for her VA, but I wanted to make sure omitting her was OK because the community aspect of CA income rules is confusing us.
It says I have a penalty for underpayment of my estimated taxes as I'm filling out my 2024 taxes. I haven't submitted anything yet. It also shows I have to make an amendment even though I've never sub... See more...
It says I have a penalty for underpayment of my estimated taxes as I'm filling out my 2024 taxes. I haven't submitted anything yet. It also shows I have to make an amendment even though I've never submitted for 2024. What's the reason?
@kelly_lowry did you work ? did you both work? you stated what you aren't,  but what are you? 
I purchased the downloadable version of Turbotax from Amazon but the license key/redemption code is not valid. How am I supposed to complete my taxes?