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If you enter all of your itemized deductions in the Federal section, TurboTax will flow them through to the state return. You will enter any adjustments needed for California in the California interview.   Review your California Schedule CA to see how your total itemized deductions were calculated. California has an upper income limit for claiming itemized deductions.  

Ok.  Thanks!  But, to make matters worse, Koinly put the 'trading fees' in the 'margin fee' tag.  I know that has to be wrong!  So, not sure how I'll get the 'trading fees' to apply to my P&L.   Maybe have to use a different tool?  Or just accept the way they did it?  Or include all the fees into the P&L. 

@gisela-v-rojas see my comment above. The only way I could do it with the online version was to switch the numbers for 2022 and 2023. Essentially, the online version lets you input for 2023 only, but has also autofilled your 2022 box with 2023's number (unfortunately). So, I took the 2022's number (retrieved from 2022 tax filings) and plugged it into the 2023 box.

@squid I also like to have several versions to figure out which one is the best to file.  This lets me experiment with the numbers.  I just can't seem to see them at the same time in a side by side format. I'm on a Windows10 PC.

All of the assets must be sold including the improvements, simply by going to each asset and indicate it was sold.  You should allocate the selling price and selling expenses across all assets and an example is here for you to help.    Use the original cost of each asset listed on depreciation, add those together then divide each one by the combined total to find the percentage of the cost for each asset.  Use that percentage times the sales price and sales expenses to find the selling price/sales expenses for each asset. If you want you can check the allocation of building and land in your county real estate tax office to determine the percentage of each.   Example:  Original Cost (of each asset on your depreciation schedule) $10,000 Land                = 13.33%  (special capital gain treatment) $50,000 House              = 66.67% $15,000 Improvements  = 20% $75,000 Total                 = 100%   Multiply each percentage times the sales price/sales expenses to arrive at each individual sales price/sales expense.

Same thing happened to me last night. I never efile state and decided to last night. The program knows it is already ineligible because I am getting a refund as a personal rep for my mother's estate.  TurboTax is going to get hit with a class action some day. I need a refund. You ripped me off. I guess that Intuit is banking on the fact that my credit card company will eat the $25 to appease me rather than bother to go after Intuit. 

Enter the dividends as reported on your 1099-Div form.  You have to enter both amounts in the appropriate boxes.   Under Wages & Income, go to Interest & Dividends, then scroll to 'Add Investments', 'skip import' and click on the Dividends tile. Enter the info from your form on the next page.    @pezmartinis   

That makes some sense. We are filing three, and I was able to find two of the missing files in the backup drive, but not the third one. This is so crazy. When you close the program, in mac at least, you are prompted as to where to save it. So I always save it under Turbotaxfiles and a subfolder for the year (i.e. 2024 for this year). It has always worked...but even the 2023 files had to be searched out in the backup drive. Something happened with the latest TTax update that erased files.

@squidlady I just can't seem to get that to work.  I also tried selecting both .tax2024 files in File Explorer and opening at the same time but TT gets launched with only one.  It doesn't matter if I do a Save As from within TT or make a copy with a new name from within File Explorer.

Can you clarify what you are trying to add?  Are you trying to setup a different TurboTax account?  If so, you will setup a different account using a different email.  Go to TurboTax.com and select create an account.   @mland