All Posts

If you’re asked for three percentages—Enrollment Premium, SLCSP, and APTC—on a “Shared Policy” screen, you’re working with Shared Policy Allocation for Form 8962. These percentages aren’t listed on your Form 1095-A. You and the other taxpayer decide how to split the tax responsibility and credit.   The shared policy allocations are agreed upon by you and the other policyholders, such as a parent, an ex-spouse, or a child filing their own taxes. The IRS lets you choose any percentage from 0% to 100%, as long as the total between both tax returns adds up to 100%.   Example: If your parents are claiming 100% of the policy and you are just "bypassing" the form on your own return, you would enter 0% for all three boxes. Your parents would enter 100% on theirs.   The Rule: You generally must enter the same percentage in all three boxes (Premium, SLCSP, and Advance Payment) unless you have an extremely complex legal situation.   If you cannot agree on a split, or if you aren't in contact with the other person, the IRS provides a default formula based on the number of people who are on the policy. For an example, if there are 4 people on the policy and you are 1 of them filing separately, your percentage is 25%.   Before you determine your policy percentages, you should mutually agree on the percentage each of you will make to avoid any problems with your return.

OK fixed, thanks Monika and other TurboTax experts. The issue was having both a CA and AZ income stream to report taxes, entry errors in one state translates to entry errors in other state. My AZ income amounts were correct but reported in wrong part of schedule, which then created errors on the CA schedules. All good now!

The declaration to file your state page never pops up for me. Just the transmit return page and make pins for myself and my spouse and then click transmit return. I don’t get a prompt to check off any box for neither of us either. 

If the IRS has issued you an IP PIN in the past (usually due to identity theft), you will need one again this year. The IRS issues a new IP PIN every year.   Here are clear steps you can take to retrieve your IP PIN:   Check for IRS Letter CP01A. The IRS mails Letter CP01A each year with your current IP PIN. If you have this letter, use the PIN listed on it. If you don’t have the letter, get your IP PIN online at the IRS's Get an IP PIN site, or If you can’t access the online tool, request one by phone. Call the IRS at 1-800-908-4490 to have your IP PIN mailed to you (this can take up to 21 days).   We can't issue IP PINs and you won't find them on your tax paperwork. You can only get IP PINs from the IRS.   For more information, see How do I get my 6-digit IP PIN?  

You have a space or a decimal or something in that box making the program think box 14 is bigger than it is. Follow these steps: You do want to make box 14 blank to start this process.  Be certain there is not a trace of a blank, dot, anything in box 14.  Save the form. Log out of your program A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the box 14 information again. Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the box 14 information again.

https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.

You can also try using a IL-PIN to e-file the Illinois state return. Instead of looking up the number by license or ID, select your prior year AGI. You can also call the state at 800-732-8866 to retrieve your PIN.    If you cannot obtain an IL-PIN and do not have the proper identification, you may need to mail in your return.    @kimdalene 

Not sure why you are putting all of those details in the user forum.   We are not going to prepare your tax return or do calculations for you.   You need to enter your own information into the tax software.      

Thank you for taking the time to respond!  I agree that Oklahoma has a $17,000 cap on itemized deductions.  However, that is not the issue here.  The issue I have is with OK Schedule 511-D Line 2 related to the addback of state and local income taxes.  Turbotax is reporting a limited addback based on the prior year $10,000 SALT cap that was in place on the federal return (which has since been raised to $40,000 under the OBBBA for 2025).  To illustrate, I put in that I had $10,000 of state income tax and $5,000 of real estate tax on Schedule A, for a total deduction of $15,000 (note that I am not limited this year as I would have been in the prior year under the $10,000 cap).    For the Oklahoma return on Schedule 511-D Line 2, I need to add back state income taxes deducted on the federal return.  Instead of adding back the full $10,000 that I was able to claim on the federal return, Turbotax is adding back $6,667 (which represents the pro rata state income tax that would have been deducted had I been capped under the $10,000 limit) (e.g. $10,000 state income tax / $15,000 total tax deduction times $10,000 limit).   Unless I am mistaken and Oklahoma is still applying the prior year SALT cap, then it seems that this is a calculation error on Turbotax's part and Turbotax is overstating Oklahoma itemized deductions.

By default, TurboTax will start your state return using the same choice you made on your federal return.   If your state allows you to claim a different different, you will have that option when you complete the state return.   In Oregon, you can claim the standard deduction on your federal return and itemize deductions on your Oregon state return.    You can select the option in TurboTax when you prepare the OR return.