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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

This conversion is taxable. And the tax due on this conversion depends on your tax bracket when you add the amount of conversion to your projected taxable income in 2025.   For example, if your marginal tax bracket for the conversion is 32%, then you'll owe $32,000 of additional taxes on a conversion of $100,000.   The marginal tax brackets for 2025 can be found in this IRS document.

If you do not pay in enough tax from withholding and estimates, you may have to pay a penalty for underpayment of estimated tax. The penalty is an Estimated amount. Even if you are getting a refund you can still owe a penalty for not paying in evenly during the year. Generally, most taxpayers will avoid this penalty if they owe less than $1,000 in tax after subtracting their withholdings and credits, or if they paid at least 90% of the tax for the current year, or 100% of the tax shown on the return for the prior year, whichever is smaller. It is included in your tax due or reduces your refund. If you get a penalty on 1040 line 38, you might be able to eliminate it or at least reduce it. You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you. It's form 2210. How to add form 2210 for Underpayment Penalty https://ttlc.intuit.com/community/tax-payments/help/how-do-i-add-form-2210/00/25703   It's under Federal or Personal (for Home & Business Desktop) Other Tax Situations Additional Tax Payments Underpayment Penalties - Click the Start or update button

First, the fact that some of it is taxable to the federal, tells me the employer paid for some portion of the premiums. See Life insurance & disability insurance proceeds | IRS. This means if you paid all of your premium, all of your disability is tax free. If you paid 40% of your premium and your employer paid the rest, then 40% of your disability is tax free. Second, IL DOR is limited in who is not taxed on disability. Link for IL Univ employees above - not taxable  IL municipal Retirement Fund - not taxable    Social Security - not taxable Third,  if you have private insurance that has a federal taxable portion, it sounds taxable in IL. (I called and escalated to a senior service specialist at IL DOR- this is for TY24 and rules do change).   My thoughts are that disability is actually is taxable  to the state if it is taxable to the federal, except for the definitely not taxable section. Maybe that section is larger and they just didn't mention everything.   Note: the federal does share filings with the state. You may have federal income but not state, depending on your situation.  @williamsb645 IN also begins with the federal AGI so you may get a tax credit on IL for tax paid to IN.

There are a number of reasons why your refund amount may change from one year to the next. Some of the most common reasons are because you earned more income this year, you did not withhold enough taxes from your pay or you did not make enough estimated tax payments, or your deductions and credits were reduced this year.  For more information, please review, "Why did my refund go down compared to last year's?".  

I'm having the same trouble.  I get a message that says "Success! We've got your tax data.  You can return to Turbo Tax" but when I return to TT, the download isn't there.  I have made sure all antivirus protection and shields are down. I'm not on TT Online, I downloaded the software. I'm on Windows, but my daughter had no trouble importing onto her Mac.   I'm out of ideas. I guess it's time to go manual.  

Based on your Medicare tax, your Medicare wages are $151,862. If you are filing married-separate, you would be subject to the additional Medicare tax on income at that level. Otherwise, I suggest you delete you W-2 entry and see if the Form 8959 disappears, then re-enter it.    To view the forms in your program:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links     

Yes, this nonresident credit is strictly calculated to remove or credit the tax calculated on the entire year's income which is the first calculation on the Maine (ME) return. The credit for your part year residency has nothing to do with a 'credit for taxes paid to another state on the same income'. Tax calculations on several states start with the federal income and then is adjusted in situations like yours.   It seems the credit should be correct as it stands because it has nothing to do with the DC part year resident return. The key information in your post from the ME instructions is exactly what I am explaining: You tax liability is first calculated as if you were a resident of Maine for the entire year.   You are then allowed to calculate a nonresident credit on Maine Schedule NR that will reduce your Maine tax by the portion of the tax that is related to the income your earned outside the state while a nonresident. @khbloomer 

You can't attach the Mortgage Credit Certificate in TurboTax. However, depending on your state, you may be able to mail, fax or submit this online to your State Department of Revenue.   You can use this link to find your State Department of Revenue contact information or see if they have a process for submitting the form to them directly. Click this link Department of Revenue website for more details.

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.

Unfortunate but understood, thanks for clarifying. I'm glad to just be done with this mess and start fresh with 2025.   I had excess in 2024 as well but that was removed timely in January 2025, so I will thankfully only pay the taxes on that excess in the 2024 return and on the earnings in the 2025 return.    

There is a difference between a License Code (for Desktop) and an Activation Code (for Online).    If using TurboTax Online, you can activate your code to your account on this link.  If using TurboTax Desktop, you can download/install your software from this link.