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Thank you @BillM223 Yes, the workaround of setting January 2024 to none works for me. With this adjustment, TurboTax’s statement now reflects a zero value: “We calculated [zero] of income must be included in your return this year because of the last-month rule. In rare circumstances, you may need to change this number if your marital status changed in 2024 or 2025.”

If you reported Form 1099-K last year or started to enter one this year, you will need to delete the form from your return. Please follow these steps in TurboTax Online: Login to TurboTax and click on Continue your return to get into the prep section. Click on Tax Tools in the left column. Click on Tools. In the list at the bottom, click on Delete a form.  Click Delete next to the relevant 1099K form. Click Delete Selected Form to confirm deletion. See also:  How do I view and delete forms in TurboTax Online? How do I delete a tax form in TurboTax Desktop?

1. You need to create a fake federal return as MFS to create the KY return you need to file.  If you want to create another online account, you will need to use a different email to create it. We recommend using the desktop version because it allows you to create up to 5 federal returns- the state does cost extra. Since you have already filed, you may want to continue with online. 2. Your spouse is not a KY resident and has no KY income, so there is no need to file. Since KY is your home of record, you must file and exempt your military pay.   To create your state return, follow the steps in How do I prepare a joint federal return and separate state returns?

The Recipient is the person listed on Line 4 of Form 1095-A (Recipient's Name).   The information from Form 1095-A is entered in TurboTax here: Deductions & Credits>Health Insurance Marketplace (Form 1095-A)

You'll report them as stock trades as though you had received them on a 1099-B.  Scroll down in the 'Wages and Income' section of your federal return and go to 'Investment Income' and click 'start' next to the 1099-B and use all of the information that is on the events contracts statement to fill out the form as though you received a 1099-B.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

In TurboTax Online, enter the state tax payments as follows:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Deductions and credits. Click the down arrow to the right of Estimates and Other Taxes Paid. Click to the right of Estimated Tax Payments. Choose which estimated tax payment needs to be reported.

When you go to file your MA amended return, there is a screen you can enter IRA contributions that were previously taxed by Massachusetts.  It is titled "Taxable IRA/Keogh Distributions - [name]".  In the first box, you could enter your contributions already taxed by Massachusetts.   This TurboTax Community topic addresses it also.

It depends.  A QCD (Qualified Charitable Distribution) usually produces a better tax outcome — especially if:   You use the standard deduction (don’t itemize deductions) You’re subject to RMDs You want to keep your AGI lower   But there are situations where donating appreciated stock.  If you itemize and donate stock you held over 1 year, you can deduct the fair market value (FMV) and avoid capital gains tax.  But it doesn't reduce your RMD.   QCD Capital Gains

You can confirm that you used the "Pay with my Refund" in TurboTax by checking your "Order Summary" for a $0 balance. It will also show a "Paid" status. This indicates that fees were deducted from your refund.    To check your order status, you can sign in to your TurboTax account and scroll to Your tax returns & documents in the left panel of your TurboTax screen. Select the current year, and click View order details to confirm your payment method.     You will also see an additional processing fee on your final tax document. Your payment status will indicate "payment complete" because a third-party bank is managing the fee deduction.    You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   You could also call TurboTax Customer Service: Turbo Tax Customer Service, if you think there is an issue with your payment. Click here for Can I pay with my refund?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.