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It depends on whether you are an employee (W-2), or an independent contractor (1099), and what you are doing in those states. Just because you have customers in a state doesn’t always mean you earned income there for your taxes however visiting those customers does.    If you are a W2 emloyee and work for a company that requires travel to multiple states to meet customers, you are generally subject to the "Physical Presence" rule.   Most states claim the right to tax any income earned while you are physically standing within their borders. For an example, if you spend 10 days in Illinois and 10 days in Ohio, those states technically want their cut of the salary you earned during those 20 days. Some states have "de minimis" rules. For example, they might not require a tax return if you worked there for fewer than 15 days or earned less than a certain dollar amount. If you live in a state that has a "Reciprocal Agreement" with a neighbor (like Ohio and Michigan), you only pay taxes to your home state, no matter how many customers you visit across the border. If you are self-employed, the rules are stricter. Having a physical presence in the state almost always triggers a filing requirement if you earn over the state's filing threshold. In addition, even if you don't visit the state, some states use "Market-Based Sourcing."    If your customer is in California and benefits from your service there, California treats that as California-sourced income, no matter where you were when you did the work. California wants everything!!   There are other states that use Market-Based Sourcing such as New York, Illinois, Massachusetts, and Pennsylvania. In addtion, there are other states  such as Alabama, Arkansas, Colorado, Connecticut, Georgia, Indiana, Iowa, Kansas, entucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Nebraska, New Jersey, Ohio (for CAT), Oregon, Rhode Island, Tennessee, Utah, and Wisconsin that have recently adopted Market-Based Sourcing rules. 

You are correct, you would use $1,000,000 for the limit on mortgage interest for the first property since it was purchased between 10/13/1987 and 12/16/2017.    You would make two entries for the Form 1098 in TurboTax. The first one for the Condo and the second one for the primary home that is combined with the refinance loan.

If your refund was less than expected or dropped after adding information into the TurboTax program, you can preview your tax return(s) to make sure they are correct or to detect an input error.   TurboTax LIVE is an online service that offers on-demand access to CPAs, Enrolled Agents (EAs), or tax attorneys. You can get expert advice,, a line-by-line review or even full-service tax preparation.  This will ensure accurate filing and confidence that you are getting your maximum refund.   To add TurboTax Live to your return, you can sign into your account, open your return, and select "Live Tax Advice" or "Upgrade" from the menu. You can upgrade to Live Basic, Deluxe, Premier, or Self-Employed versions at any point, allowing you to get expert help or a final review before filing your tax return.     You can also try previewing your return to see if there were any errors.  Make sure all income items have been properly reported and any income tax withheld (shown on your W-2's for example in boxes 2 &17) is correct.  Your Federal Income Tax withheld from all documents (W-2, 1099, etc) should match line 25d of your Form 1040.   To preview your tax return in TurboTax desktop, you can: Switch to Forms Mode by clicking on "Forms" in the blue bar at the top right of your TurboTax screen.  Scroll through your forms in the left panel and  Click on ‌"Form 1040". To preview your Tax Return in TurboTax Online, you can:  Go to "Tax Tools" in your left panel, Select "Tools" and then  Select "View Tax Summary" and  Select "Preview Form 1040"   Click here for Why Is My Tax Refund Lower Than Expected?   Click here for How do I connect with a tax expert in TurboTax Live?     If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.  

You can start your tax return for free at this link which was previously provided by xmasbaby0.    The TurboTax Free Edition is for simple Form 1040s only, which means no schedules except for the Earned Income Tax Credit, Child Tax Credit, Student Loan Interest, and Schedule 1-A.   Tax situations such as owning a home, unemployment income, or self-employment income will prompt an upgrade that can support the tax forms that you require for an accurate return with maximum tax deductions.   See this TurboTax article for more details on upgrades from the Free Edition: Why do I have to upgrade from Free Edition?

@user17700577056 No, he does not enter the Form 1099-MISC anywhere else on the tax return other then gambling income.  The IRS expects this income on the 1099-MISC to be reported and it will be reported as gambling income.

@wic wrote: Merril Edge shows up up on your partner list but not on the turbo tax drop down menu ??? It was on  the menu earlier,  update has removed it.      Merrill Edge was NEVER on the menu this year (the 2025 tax year) and the omission is NOT limited to TurboTax (it's not on the menu for H&R Block either).   Call your Merrill FA or client services and make sure they're aware of the omission.

When you go through the Arizona (AZ) return it will ask you about sales from purchases before 2011.  See screen to look for and the selection to make using the information below for the entry of your gain. Be sure to enter only the amount of the gain.   Any Income Adjustments? I have a net capital gain or loss from the exchange of legal tender @rdelander 

@Opus 17 wrote: ....maybe check some stores that sell used clothing and household goods stores in your area (Goodwill, etc.).  Walk in and see what their typical prices are.  Or, if your items are better quality and could have been sold as a consignment shop, check a local consignment shop, or web sites like Thredup or eBay. These people (who formerly used ItsDeductible) are too lazy to do all of that, which is why they're so miffed about Intuit discontinuing ItsDeductible.   Sorry to be blunt, but that appears to be the case here. If it were otherwise, they probably would have been doing as you suggested all along.