All Posts

@MythSaraLee There are no e-file fees for a New York state tax return, using the TurboTax online editions or the desktop editions. The state software software program charges are not income based they are a flat fee based on whether your are using the online or desktop editions.

E-filing fee in desktop software Did you purchase desktop software with state software included?  They sell Deluxe both with and without state software--so you have to be careful which one you choose.  And even if it does have the state software download included, that is for preparing the state.  There is an extra $25 fee to e-file the state.  You can avoid the state e-file fee if you print and mail the state instead of e-filing it.       ".....how do they come up with the total amount you earned for the year? "    "They" come up with a total amount of income based on the information the user entered.   All of your income has to be entered in the federal return--all W-2's, all 1099's, etc.-- and the information flows from the federal return to the state return.  The software then uses your state's tax laws to tax the income that is taxable in PA.  

Here are the steps to add the state withholding under deductions and credits. Start by selecting   Deductions & Credits.  In the Estimates and Other Taxes Paid section, click on the Start/Update box next to Estimated Tax Payments. On the next screen, Income Taxes Paid (or Other Income Taxes) scroll to Other Income Taxes Paid in 2024 Click on Withholding not already entered on a W-2 or 1099, Start/Revisit  On the screen 'Tell us about any tax withholding that you haven't entered yet'  Next to the type of tax payment (Federal, State, Local). Enter your payment(s)  @SJMiles12 

@B5407v   There is another way to get to amend.   Open and continue your accepted return.  If you don't see a button for Need to Amend a Filed Return? on your home screen then you can get to it here. Go to: Federal Taxes -or- Personal (for H&B) Other Tax Situations last section, Other Tax Forms Amend A Return - Click the Start or Update button   But first you should save your return with another name to make a copy to amend so you don’t change your actual return.   Go up to File-Save As (Duplicate on Mac).

CT is one of the state where you're allowed to claim the personal property tax you paid annually based on the value of your car in lieu of car registration fees.  Follow this link to learn more about the Personal Property Tax Deduction.

For 15.3% (.153) self employed tax, this is every week when we do cash out from PayPal? (I know its every platform there are to get paid to pay out while I only do paypal) Is the 15.3% also includes other taxes beside federal that you mentioned?

Depending on what your total income is, the 22% withholding would normally be sufficient to cover your tax liability.  To avoid a penalty for late payment of tax, you simply need to pay in 100% of your tax liability from the previous year on a quarterly basis. So, you can look at line 24 on your 2024 Form 1040 and divide that number by 4. That is the total amount of tax you need to pay in, between withholding and estimated taxes, on a quarterly basis in 2025 to avoid a penalty for late payment of tax.

@bagofchips wrote: Thx ok so I see now how 60% can arise. So what if the spouse filing separately enters the same numbers? Does that lead to another 60%, yielding 120% of mortgage interest getting used? Each spouse should only list the portion of interest they pay, and never more than the total (when combined).  If you are living together in harmony and sharing funds, you can divide the interest any way you like.   If you are separated, you would divide the interest based on your separation agreement or any court order.    (For example, suppose spouse A makes 75% of the marital income and spouse B makes 25% of the income, and the separation order requires spouse A to pay 75% of the mortgage.  Spouse A would list 75% of the interest and spouse B would list 25%.  Then, the limit calculation is applied, so spouse A would actually get to deduct 75% x 60% = 45% -- which is still 60% of the share they actually paid.)  

If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2025.      If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.    https://www.irs.gov/payments     https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212     https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403      To apply for a payment plan with the IRS   Apply Online for a Payment Plan     You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   WHAT IF I CANNOT PAY MY TAX DUE? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-payments/pay-taxes/L8aQBCpPO_US_en_US?uid=m9iryksw

Since I tried to Amend Federal 1040, TurboTax has overwritten original 1040 with Amended version. Now I cannot get back to Original 1040.  Even though I saved both Original and Amended 1040 versions in my files and can locate Original 1040, TurboTax unable to retrieve tax data to recreate a 1040 Return and i'm also unable to Transfer Info from Return to Start a New Return either. Unless there's some other trick here, do I really need to Start a new 1040 from scratch, entering my name, W-2 info, etc?

Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.   If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps:    TurboTax Online  In TurboTax Online, sign into your account. You should be on your Tax Home page. Scroll down to Your tax returns & documents. Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu). Once you're in your return, you can navigate around as usual. Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center. Click Print, save or preview this year's return TurboTax CD/Download  Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.   In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.

The section to enter your AGI from last year:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return How do I find last year's AGI?