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Yes I received that screen but there is nothing on the page that explicitly says that the $45 fee only occurs if you have Turbotax take the state fee from a refund of the  Federal return.  Probably every person that complained on this thread didn't realize where the additional $40 or $45 came from.  There is nothing on this page that addresses how to avoid the fee.  I think this was a direct ploy that some wizard at Turbotax came up with to smeak an additional $40 (or $45) past the customers.

TurboTax charges for filing taxes based on the complexity of your return and the features you need. Here’s a quick breakdown: Free vs. Paid Editions Free Edition: Suitable for simple tax returns (Form 1040, W-2 income, standard deduction) Paid Editions: Required formore  complex returns (itemized deductions, self-employment income, rental property, investments) Common Charges Upgrading: If your tax situation requires forms or features not included in the Free Edition State Filing: Additional fee for state tax returns Additional Services: Options like TurboTax Live Assisted or Pay With Your Refund can add extra charges TurboTax Resources Why am I being charged for TurboTax Free Edition? Why do I have to upgrade from Free Edition?   Here are some free IRS resources for filing your taxes:   IRS Free File is available to taxpayers and families whose 2024 total adjusted gross income (AGI) was $84,000 or less.  A taxpayer’s AGI includes wages, tips, business income, retirement income and other forms of taxable income.  Through a public-private partnership between the IRS and the Free File Alliance, tax preparation and filing software providers make their online products available to eligible taxpayers. Each provider sets its own eligibility rules based on age, state residency and income. IRS Free File will guide taxpayers through choosing the provider that’s right for their needs  

When I bring up the list of forms, there is no idividual specific form called "Contribution Fund School District Number Smart Worksheet".    That worksheet is embeded on Page 2 of the Form K-40, which is the primary IRS form that Kansas requires to be completed.   I do not want to delete that K-40 form as I think I would have to re-enter all the other data I have entered for that form.  Not sure if it would even let me re-enter again if I delete it.    This is causing three problems on the Kansas K-40 form:  1) Not allowing me to indicate a blank for the site number on Item 43, which means I did not contribute to any Historic Site Contribution Fund.  2) Not allowing me to indicate zero for the contribution amount for Item 43.   3) not allowing me to properly complete the last Item 44 Refund amount.      Any other suggestions?

According to IRS, your RMD for 2024 is Zero.   Due to TurboTax issues. to avoid wrongful penalty, for each 1099-R, tell TurboTax that the calculated required amount is -0-. which, in your case, is true.   @janet73 

        sorry to ask again but there are two boxes on the 1040NR form   29A   Income from all sources. NJ instructions say to include all income and to take the figure from box 16, the State wages box. This is higher since  monies were given to a 403B and this figure in Box 1 is lower   The NJ instructions are as follows:    Line 15 – Wages, Salaries, Tips, etc. Column A   Enter the total of State wages, salaries, tips, bonuses, commissions, etc., from all employment both inside and outside New Jersey. Take the amount from box 16 of your W-2 (see sample below). Include all payments whether in cash, benefits, or property.   My question is for line 29B , which is "Amount from New Jersey Sources" In this box, do I enter Box 1 (the smaller figure), or Box 16 (which includes as you note, income regardless of the fact that a portion of it was directed into a 403B.    thanks again I work in New Jersey but live in NY. But by entering the lower number from Box 1 in 29B, my total state tax liability is oddly 10% lower so it wd be advantageous to list Box 1 in line 29 B.    Thanks again for your help.  

a QCD can be done from an inherited IRA. However, the standard QCD rules apply. Meaning, the current owner of the inherited account must be 70 ½ years old or older to qualify. It is not good enough that the previous owner of the IRA was beyond the QCD age.

Thank you for your response to my question.  I found the problem.  It turned out that when I entered my government pension, Turbotax assumed it was a second RMD, in addition to my IRA RMD.  That triggered form 5329 which calculated a whopping penalty for some reason or another.  I figured this out after hours of experiments with my IRA RMD reporting.  Finally I went to the entry for my pension and found the mistake.  Once I said it was not an RMD, it deleted form 5329.  Then the calculations for my RMD were correct.  Turbotax makes it increasingly diffecult to find and debug errors.  

I'm afraid that you didn't read the original post correctly. The person did NOT receive a 1099-G from WA ESD. You advised entering the 1099-G and then entering an offsetting entry under miscellaneous income. That guidance doesn't work because that person (like me) does not have a 1099-G. I guess the thing to do is find where to enter a 1099-G and hopefully there is a box there that says "I did not receive a 1099-G." 

Hi everyone, I ran into the same frustrating error trying to import my Wells Fargo tax documents into TurboTax, but I think I found a workaround that might help. Here’s what worked for me: Log into your Wells Fargo account Go to the “Manage Access” section and delete access for both: Intuit PLAID Back in TurboTax, try importing again: First, I tried importing from Wells Fargo, but it only pulled in my mortgage info—not helpful. Then, I selected Wells Fargo Advisors in the import list (using the same Wells Fargo login), and it successfully pulled in my 1099-INT and 1099-DIV forms. I was getting the same errors with the Wells Fargo Advisors option earlier, like many others here, but after removing access for Intuit and Plaid, it finally worked. I hope this helps someone else! I had a lot to import, and since I’m impaired, entering everything manually would’ve required filing an extension. Luckily, this worked. Good luck! —Thanks, ChatGPT, for helping me write this up clearly.  (it transforms my random babble into coherent stuff)

taxable amount on Form 1040 4b should be the taxable amount on NJ tax return. Other poster reported that NJ program starts asking about Traditional IRA parameters when a Roth distribution happens.  Is this what you see ? Such questions are irrelevant. the OP did overrides and filed a paper return to NJ.   Contact TurboTax Support if you would like TurboTax to fix this problem.   @bob4texaco