All Posts

No, it is too late to file an extension for tax year 2023 and tax year 2024.   File your 2023 taxes as soon as you can.   Here is a link to get started with your 2023 tax return using the desktop software.   

You should not file your state tax return if your federal tax return is not complete and final. The state tax return takes information from the federal tax return. If you file your state tax return before your federal tax return is complete, some of the information in the state tax return might turn out to be wrong. In addition, if you make changes to your federal tax return it might automatically change the state tax return in TurboTax, so it will no longer match the state tax return that you filed. You would then have a very messy situation where you have to amend your state tax return, but you no longer have the original state tax return in TurboTax. I strongly recommend that you wait to file your state tax return until you have finished your federal tax return. If you have not already missed the state filing deadline, file an extension for the state tax return.  

Enter all of the boxes when you enter the 1099-R.   TurboTax will automatically transfer state withholding to your state return and apply the federal withholding to your Form 1040.  Where do I enter a 1099-R?

Review your fees and remove anything you don't need.   How to Review your Fees   You also have the option to switch to a cheaper TurboTax Online product. Before switching, make sure the new product fits your tax situation and forms.   As a last resort, you can clear and start over to remove all fees and start from scratch as long as you haven't paid, registered, or deducted the TurboTax fee from your refund.   See this TurboTax FAQ

Don't submit your return and don't submit payment.   Review your fees and remove anything you don't need.   How to Review your Fees   You also have the option to switch to a cheaper TurboTax Online product. Before switching, make sure the new product fits your tax situation and forms.   As a last resort, you can clear and start over to remove all fees and start from scratch as long as you haven't paid, registered, or deducted the TurboTax fee from your refund.   See this TurboTax FAQ

@PatriciaV Thank you very much and this is also the answer I am looking for. There is a small twist with my situation though - My wife and I own a LLC (pass-through entity), which invested in a partnership-A, who withheld state tax from its distributions but not reported in it's K-1 (I can see it from its statements). In this case, can I also report the state tax withholding as you suggested during my Federal/State tax return? I was hoping the tax withheld can somehow be reflected in my LLC's K-1 first, which will then flow through to my federal tax. I do not know if there is a way to do it (I purchased TuroTax Business). Maybe it's not necessary if I can just follow what you suggested here and directly put it in my Federal and State tax. Appreciate your further advise.

Yes, it is separate from your federal return refund.    For Washington state?   This credit is offered by the Washington State Department of Revenue and provides up to $1,290 to those who qualify.   We’ve partnered with WA State to simplify the application process and offer it through TurboTax for free.