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You paid 2024 state tax estimated payment in Jan 2025. Follow these steps: Go to Federal > Deductions & Credits. Locate Estimates and Other Taxes Paid. Click Start/Revisit next to State Estimated Taxes. 2024 state estimated taxes paid in 2025 By correctly dating it in 2025, TurboTax should realize it is not deductible on your 2024 Federal Schedule A (since you didn't pay it in 2024), which often clears the conflict on the Refund Worksheet. I agree that you do not want to file a return with an override but sometimes a temporary override will break the cycle and reset the program. If the program is still not working, try an override and go through the step by step section completely through the federal and state and look for where information changed. Correct items in step by step and then you can cancel the override.   Finally, sometimes you will see an error popping up until you have finished a state return and the program has a chance to put all the pieces together.

@sweiner7    OK...then another FIX.  Didn't realize you uploaded PDF files.   Delete the 1099–INT or 1099-DIV forms you imported as PDF files.   Those PDF uploads can cause all kinds of errors......probably on worksheets that only desktop users can access and correct..   Delete each one and enter them manually...."Type it in myself".   Only imports of specialized tax files, directly from the creator of those 1099-INT or -DIV forms, are error free 96.22% of the time   Yes...someday.... the A.I. that is used to interpret those PDF forms will be able to do that without error, but not yet

Thank you.  I had the same issue when using the desktop version of TurboTax Premier.  No IRA distributions but two 1099-R to report for a 401K to IRA rollover and a Roth 401K to Roth IRA rollover.  Line 4 on Form 1040 has the rollover box checked but no amounts.  Line 5 on Form 1040 has the rollover box checked and company distributions.   Filed over the weekend and the federal form was rejected for this reason "F1040-478 - If Form 1040, 'IRADistributionRolloverInd', 'IRADistributionQCDInd' or 'IRADistributionOtherInd' is checked, then 'IRADistributionsAmt' or 'TaxableIRAAmt' must have a non-zero value.

@GlueFactoryBJJ wrote: Back to the issue at hand, by saying they are requiring Win11 for "security reasons", I guess they are saying that the last ~20+ years of software that we've bought from them have NOT been secure.  Wow, that sounds like a class action lawsuit waiting to happen! Sounds like a loser unless you can show that there have been security breaches over those 20+ years.

Hi Patricia, Thanks a lot! I found a way to do it with the TurboTax Business Online version as well. I did below steps, which seems to be the same idea you outlined in the Desktop version, but done with the Online version: 1. In the "Forms" section from bottom left-bar, go to Form 1065 p5-6: Return of Partnership Income, section "Partners' Liabilities Smart Worksheet". There, on section D (Recourse), assign the Special Allocation (for example "A") next to the balance you want to assign to owners 2.  In the Schedule K-1 Worksheet form, for each owner, go to Special Allocations sections, and enter the loan amount per owner next to the chosen special allocation ("A" in this example) With above flow, TurboTax was able to show no errors in the error-check phase, and the resulting Schedule K-1's of all owners reflects the correct recourse loan amounts I hope it helps! Thanks

@user17730888585   You probably don’t have to amend state either.   What state?   Most states do not tax Social Security and subtract it out.   So if you didn’t have any taxable Social Security showing on the original return it won’t change anything on state.

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

TurboTax does not receive any kind of tax refund, federal or state.   Have you factored in the TurboTax account fees and the TPG service charge of $40 plus any applicable sales tax? Review your TurboTax account fees - Sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents click on View Order Details   If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com    

@wokndadog wrote: Grok suggest that there are at least two reliable alternatives which will still function locally on a windows 10 pc.   Here is the link https://x.com/i/grok/share/3c6f5b27b16e42fe9c0a52be0736ea9c Oh my God! Am I Grok? I copy and pasted a sentence in your link below:   "The only two consumer-level desktop (downloadable/installable) tax software options for DIY filers doing 2025 U.S. federal + state returns are H&R Block and TaxAct."   What's funny? I wrote almost EXACTLY THE SAME THING and posted it on THIS BOARD on numerous occasions over the past 4-5months. What do these Bots do, just scour the net for relevant information and re-post as their own? You might want to think carefully about where these bots get their data.     

Since you received the K-1 schedule you need to enter it in TurboTax. It is normal to be asked business questions regarding the K-1 Schedule. Answer those questions, if you don't know all of the information requested ask for help from the person who gave you the schedule. Once done, you don't need to delete anything.    @user17729486203 

The first 3 or 4 Intuit support staff did not know about this. Crazy! You have to: 1. Fully update your windows software and then 2. Update Visual C++ to version 14    Thanks for the info and the link!    

If you have filed the 2025 tax return and it has been accepted you cannot change the bank information.   If you have Not filed the 2025 tax return, you can change the bank information when you are in the File section of the program on Step 2.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   You will have to print, sign, date and mail the federal tax return to the IRS, it cannot be e-filed by TurboTax. Go to this IRS website for the address to mail, by state - https://www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment