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@Kennyc971  wrote: They don't want to hear about overcharged and they add product to your bill that you declined.  Then want to charge for it! Like tax assistance.  Never used a person or asked for it. Decline in the beginning.  I will inform my bank of the overcharged if you don't correct the matter.  Quite a few folks end up in LIVE TurboTax unknowingly and don't use it but are billed for it.   There is a way to remove it prior to paying, but a lot of folks either don't realize it or don't ask for help in removing it prior to paying.   This is a user community forum, so TurboTax Support won't see or do anything account-specific through this.   Below I tell you how to reach Customer Support and how to escalate if necessary.   If you haven't already done so, you can speak to them by phone.  If phone triage asks your issue, say "billing issue." Support hours are 5AM-5PM Pacific, Mon-Fri this time of year. FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632   If you have already spoken to TurboTax Support, and if you wish to escalate your issue, you can file a complaint with the office of the the president of Intuit.   They say they will get back to you in 1 business day.  The contact form and a box for explanation of your issue is here: https://www.intuit.com/company/contact/office-of-the-president/

First, I recommend updating your program to make sure it is up to date.  This can be done by logging into your desktop product.  Select Online in the menu on the top, and then select Check for Updates.     Then follow the steps in this link to get a pdf of your return.  

If you tried to e-file the amended state return, you should have received an email letting you know if your return was successfully transmitted or not.  If you did not receive this email, you can contact us and ask an agent to verify whether your amended return was submitted or not.   If you mailed your amended state return in, you will need to wait for the state to process the return and check their website for updates.

Box 5 is comprised of scholarships and grants, and it would not necessarily be considered the employer.  But if there are excess scholarship funds that were not used for tuition, then the university would show as being the issuer of the income on your wages on Form 1040.   Please see are my scholarships, fellowships, or grants taxable for more details.   @Shannonwhite79 

Did you maybe enter an estimate you made in January for the 2023 4th qtr payment?   Did you check your bank statements for all the payments?  You’ll have to send CA proof you made the payments.  Your only proof is your bank account or credit card showing the payments.   How did you pay them?  Maybe one got applied to the wrong year or the wrong account.

Please see how do I amend my tax return in TurboTax Live Assisted Business or Full Service for directions.  You will need to contact us to obtain the desktop software which can be used to amend your business return.

I know this is some time later but I'm dealing with this situation now with my husband. I used the multiple jobs worksheet and did all the math. Can I put the total on line 4c for my husband's lower paying jobs w4 or do we have to do it on the higher paying job. I'm getting mixed answers everywhere I read

They don't want to hear about overcharged and they add product to your bill that you declined.  Then want to charge for it! Like tax assistance.  Never used a person or asked for it. Decline in the beginning.  I will inform my bank of the overcharged if you don't correct the matter. 

Folks - the answer is on the first screenshot of my original post, just click and do the form as instructed and it calculates everything correctly, including the losses carryforward(ed) from 2022 through 2023.  So there is actually no problem I am identifying, i just didn't understand what turbotax was asking me to do, and once I just did it, it worked. I doubt anyone else will make this mistake :).

I recommend contacting the IRS at this link for assistance.  There is a section at the bottom where you can request assistance.   You can also refer to how do I file an FBAR report (FinCEN114)? for more information on the filing requirements.

Assuming you are referring to using a room in your house for a home office, you can only deduct the area that is strictly used to business purposes from a self-employed job.  You cannot deduct any home office expenses if you are working as an employee.     Please see can I take the home office deduction for more details.