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IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)  

No one is preparing or filing a "2026" tax return---not until 2026 is over and you prepare and file 2026 in 2027 next year.   Are you trying to find software for 2024 and 2025?   People are preparing returns for tax year 2025 now.   The current online software is for 2025, the tax year that just ended on December 31, 2025.   You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh @Nmgraham95

Purchased TurboTax 2025 - Should not be sold to Mac users. I spent 2 hours with tech support & No resolution.  Why are you selling it when you no it does not run on Sequoia    I left QuickBooks when my price tripled.   I will never buy another Intuit product.   

Yes, it seems likely that you should check that box - is that in the New Jersey return section?   Pennsylvania and New Jersey has a "reciprocity" agreement where if you live in one of those but work in the other, you will only need to pay tax to your home state and not your work state.  You should file a Pennsylvania Form REV-419 with your employer to have them stop withholding PA tax on your income.  In the meantime, you should file Pennsylvania income taxes on PA-40 to get a refund of the PA taxes withheld on your pay.

Are you working on a Schedule C for your real-estate business or on a partnership (1065) or a corporation (1120)?   Even without know the answer, you generally report 2024 sales on your 2024 tax return, and 2025 sales on your current year (2025) tax return.    Help me understand why you want to merge the sales?

It would help if you provided additional information: Did you receive a form 1065? Did you receive a Schedule K-1? Are you a partner / member or are you wanting to prepare the partnership tax return?

You can enter out of pocket health insurance premiums you have paid in addition to the amounts deducted from Social Security.   If you receive Social Security benefits, your Medicare is deducted from your SS.   When you enter the SSA1099 for your Social Security, the amount paid for Medicare flows automatically to the medical expense section of the software, so do not enter it again.     MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)    

if you itemized  deductions in any year and received a state refund for that year then the refund is taxable in the year you received it on your federal return. if you used the standard deduction, then it is not taxable.