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You do not want to transfer a pdf.  You need the tax file.  The transfer of the 2023 tax file must be done before you enter any 2024 information.   How to transfer last year’s return?    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s  

Hiwatt,   You are so very much welcome!  Sad that the TuboTax Tech Support was unable to assist/resolve for the past 2 years and had to self-resolve my own issue.   Posted hoping the issue would assist others and eliminate the additional frustration during tax season.  Have a great day!

The percent of business use of the home office is missing from the calculation and therefore the result is that the calculation shows a loss for your business.   When you go through the Federal Review of your return, this error will be flagged and you can enter the amount on that review screen.  The amount to enter is the percentage of time that you spend in your home office making money for your business.  If all of your time is spent working in your home office for your business, then enter 100%.   You can also make the correction to the calculation using Forms Mode.  Use these steps:   Click Forms on the top row of TurboTax. Go to Form 8829. Scroll to the section titled Line 8 Calculation Smart Worksheet and enter your percent of business use of the home office on line B. Click Step-by-Step at the top of the screen to go back to the input screens.   @fireflya21   

Per Indiana Department of Revenue, an individual's county of residence is determined by the county where the taxpayer maintains their primary home. Thus if your home is in one county and your parent's address is just for mailing in another, then use where you actually live.

The Missouri Form MO-CR is for 2024 Credit for Income Taxes Paid to Other States or Political Subdivisions. This form is completed automatically in TurboTax. An image of the form and instructions are shown above.

If your rental property is located New York but you are not a resident of New York make sure you first set up that state properly in My Info (TurboTax Online) or Personal Info (TurboTax Desktop). That way, when you do your state taxes, we'll be ready to go.   To enter your rental: Open or continue your return. Navigate to the rentals section: TurboTax Online/Mobile: Go to rentals. TurboTax Desktop: Search for rentals and select the Jump to link. Answer Yes to the question Did you have any income from rentals or royalties? On the next screen, Let's see if you're a real estate professional, select any options that apply to you. On the screen What are you here to report?, select Rental property and Continue. If you have more than one rental property to report, no problem—just start with one, and we’ll come back to the other one(s) later. On the following screens, enter all the info we need about your rental property, including a description of the property, your rental income, any expenses and assets, and other less common situations about your rental. Tips:  Rent is considered income in the year you received it, not the year it applies to. This means that a rent payment for the month of January 2025 collected in December 2024 is reported on your 2024 return. If you're also filing a nonresident state return to report income from an out-of-state rental property, be sure to complete your nonresident state return before you prepare your resident state return when you get to the State taxes section. You can enter up to 45 rental properties in TurboTax.

Are you using TurboTax Online? If yes, then you need to select "I transferred all or part of this money directly to charity" on the "Do any of these situations apply to you?" screen.   Please note you must be 70 1/2 or older to make a QCD and get this option in TurboTax.   @tpaull 

Q. Can he claim the tuition reported to him on Form 1098-T to claim the Education Tax Credit even though technically I paid it? A. Yes. Although the general rule, in taxes, is that you must be the one making the payment, to get the deduction or credit, there is an exception for education.   Q.  I do not think I can claim as a dependent.  However, he had a part time job and earned some income? A. If his income was over $5050, you cannot claim him.  However, if he takes 12 credit hours (full time) for one semester (not quarter, it has to cover parts of 5 months), the dependent rules change.  See full dependent rules at: https://turbotax.intuit.com/tax-tools/tax-tips/Family/Rules-for-Claiming-a-Dependent-on-Your-Tax-Return/INF12139.html https://www.irs.gov/help/ita/whom-may-i-claim-as-a-dependent

Yes, I qualify for the deduction. Turbotax says I qualify then it has me put all the info in.  When it calculates everything it says that I have a net income of zero so I have to carry it over to next year. However, I don't have a net income of zero.