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@ wendydotson wrote: Hello, My tax expert was supposed to call me at 11:30am today to file my taxes and they never called. I don’t want to lose the $150 prep fee. What happened? Sorry that happened, but no one here in the user community can explain or help with it.   Are you able to set up another appointment?  Or phone TurboTax and enlist their help. IMHO, they "shouldn't" charge you if you can't even connect to your Tax Expert, but I don't work for TurboTax.   Hours are 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

On my 2024 return, Line 12 has the standard deduction, $14,600.00.   Unfortunately, the discrepancy was not displayed in the software until the forms had been submitted. This was the first time it showed "Total Tax Owed" as an amount LOWER than what it said I owed when paying.   I really appreciate your assistance!   - C

I do not have the option as given in the reply.  Appreciate your help to enter NOL carried forward from previous year.   I faced the same challenge with the 2024 Desktop and was helped by Turbotax Support.

It depends where you are seeing the terms eligible and non-eligible in TurboTax. It likely has to do with rollovers.   What TurboTax may be referring to regarding a retirement annuity being "eligible" and "non-eligible" is whether it can be rolled over into another retirement account. If the retirement annuity meets the IRS guidelines for specific tax benefits and whether it can be rolled over into another retirement account.    Such as: A qualified plan is eligible to roll over into an IRA or another 401(K) within 60 days to defer taxation.  A nonqualified plan is non-eligible to roll over into an IRA.   If you mean qualified or nonqualified, that refers to the status of the retirement plan.  Qualified plans must cover most employees and are considered to be non-discriminatory. Non-qualified plans can be provided to select key employees or executives, and are not non-discriminatory in nature.   Qualified plans (like a 401(k) or 403(b) plan) are subject to laws under ERISA and meet strict IRS rules regarding participation, contribution limits, and vesting. Most employer provided retirement plans are qualified plans. Non-qualified plans (such as a  deferred compensation plan) are usually for executives or key employees, and lack tax-deferred aspects.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Here is how to enter the 1099-NEC in TurboTax Online:   1. Navigate to Federal > Income > Wages & Income Summary 2. Locate Other Common Income and select to expand 3. Select Start (or revisit) to the right of 1099-NEC 4. Answer Yes, you got a 1099-NEC 5. Complete the interview to report the income

PTE should not be listed in itemized, because that is how it is restricted by SALT. The whole idea is for it to be deducted as a credit on K-1, BUT Turbotax does not have such an option from the dropdown.