All Posts

You can add the amounts from Box 1 together and then enter them.  If your Table A Box 1 has zero and your Table B Box 1 has a number, then report that number in Table B as Box 1.    You only need to enter it as one form. For your federal tax return, the Tables do not matter.  Table A is for Unemployment and Table B is for Paid Family Leave.   

 On a  Joint return there is only 1 AGI.   You use the same AGI for each of you.   You need your 2023 AGI to efile 2024. The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2023 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

I ended up just generating the extension form on TT desktop and selecting print so i could save it as a PDF and TT would understand I did do an extension for later updating. Then doing the "free file" extension on IRS website (no income limit when you are just doing an extension) to avoid snail mail (I don't have a printer at home so that was yet another issue!) and similarly logging into my home state tax website and doing the extension and payment directly on their website to avoid 3rd party sites and printing.  Got immediate acceptance emails from both so I knew they were done.  What should have taken 5 minutes took me 90 minutes last night.  I know I did this seamlessly in a prior year - unclear why it was removed from TT

Make sure that US address is selected as Address type.   The ZIP code may need to be deleted and re-entered.   Select the down arrow to the right of the state name to find the correct state name.    

Effective January 01, 2024, California does not allow IDC deduction - neither in one (first) year, nor amortized over 5 years or any other period. Is this not correct? Could you please clarify your suggestion? Thanks. 

You can try deleting Form 8880.   If you contributed to a 401k through your job, the form may regenerate as those contributions can qualify for the credit.      How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop

Did you pay  $100 with an extension to file?  If your extension payment from 4868 line 7 did not automatically show up on 1040 line 31 you need to enter it. So make sure it's not already there before you enter it!   To enter the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid

The Free edition is for very simple tax returns.  You can start for free; however, if the software requires more advanced features, there will be an additional charge.   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 Select [Start for Free] on the TurboTax Website.

The IRS's system is not state of the art.  So it often requires time to update before it can use information that has been uploaded into it.  You might want to wait 24 hours and try again.   @kach0169 

I also traditionally have to pay Estimated taxes every year.  This year Turbo Tax did NOT provide my CA State estimated payments, only Federal.  I do not see anywhere where I can find / generate my Estimated CA state payments following the posted instructions.  Please advise how to navigate to generate so I do not have to pay penalties.