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I'm going to have to agree that OP has it right.  I tried to file for an extension on Form 4868 for 2024.  There is no way on TTax to do it electronically.  You have to MAIL it in.  With snail mail, figure on a minimum of 1 week to get there (I'm in Hawaii).  It's just a hassle and one never knows whether the IRS even received the extension request.  It doesn't particularly disturb me that I have to mail it in, because I have pre-figured my taxes and know I will receive a sizable refund.     TTax has an online lure where they claim you can file an extension for free by going to their website.  But once you are informed that you can file for an extension, they want to sell you a TTax program!  This is really ridiculous.

I need a copy of my 2023 extension. TurboTax was unable to complete my tax return because it didn't have a way to show my state taxes. I never filed the permanent tax. Do you have a copy of the extension?

I'm having the same issue, because box 14 doesn't specify, so TurboTax doesn't allow me to continue my tax return without specifying one or another. I work at a private company, but there is also no place to specify that. It's not "us" getting hung up on it, it's the program hindering us from proceeding. Box 12d has DD and a different sum than box 14. Does that mean that it's partially taxable? what, of so does one enter to be able to proceed the tax return?

It depends. If you purchased the property before 2012, there is no capital gains tax or income. If  purchased in 2012 or later, you will pay tax on the income. AZ does not have a separate capital gains tax rate, it is just income.    Side note for later viewers, AZ changed the laws in 2025 and are effective 2026, all taxable gains irrespective of date acquired. See SB1331 - 571R - Fiscal Note.   You can also claim a credit on your resident state return for the tax paid to AZ. You get credit for the lower state tax on the lowest taxable amount. Each state calculates taxable income differently.  Each state has its own tax rate/ system. You get the lowest of both categories as a tax credit.

Thank you so much for your responses, I really appreciate the help. I'm still not getting the results that I believe is correct. I'll round the numbers for simplicity. Payments made to the university are on an 1099-Q sent to my student, and being handled separately. The 1099-Q represents a payment to me from the 529 for the value of "prepaid tuition". I expect to pay taxes on the earnings, but not be penalized. 1099-Q distribution of 17,000.  Earnings of 2000, Basis of 15000.    My Schedule 1 Line 8z correctly shows the 2000 as additional income. My Schedule 2 Line 8 incorrectly shows an additional tax of 200. My 5329 Line 5 correctly shows the 2000 as additional income. My 5329 Line 6 incorrectly is blank as the amount not subject to the additional tax.   I'm just not seeing a way to indicate that these earnings are taxable, but not subject to penalty. Unless I manually enter the 2000 onto the Schedule 1 with the same descriptor, and remove the 1099-Q/ 5329 form,  BUT that's feels like I won't be submitting the correct forms. Any thoughts?  

It should be on 1040 line 6a.  You probably don't have a taxable amount on 6b.  Depends on your other income.   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0

If you are filing a joint return, all of your income is combined and the tax due is also a combined amount.  If you were receiving a refund, the refund would be in both names.  Share tax due.  Share refunds.  

On his federal return, he should answer yes, that someone can claim him, but no, that person will not claiming them.  Assuming you are claiming him on the federal return and you have a filing requirement, he should select YES to the 3rd question.  This allows him to take an education credit, but doesn't allow an exemption on the CA return.  So, he doesn't need to make any adjustments on his CA return.   He won't get his exemption on the state return since he will answer YES to the Can someone else claim you? question.   If he answers NO to the 3rd question, that would change his answer to NO, no one can claim me.   And if that is the case, you could not take the credit on your CA return.      @Buttercup21 

The error you are getting is because you are completing the form 4852 in the wrong section of TurboTax.  You will need to go into the program as if you were entering a W2. Follow these steps to complete your form:   Continue your return. Navigate to the W-2 section: TurboTax Online/Mobile: Go to W-2. TurboTax Desktop: Search for W-2 and select the Jump to w-2 link. Fill out your W-2 using the information from your last pay stub. Answer any questions until you get to Let's check for uncommon situations. Check the box next to Didn't get a W-2 and select Continue. On the Let's check if you need a substitute W-2 screen, select Yes then Continue. Answer the follow-up questions. Select Print to download and print your IRS Form 4852. You will have to file a paper return.