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You can enter the exempt-interest dividend amount for the state tax return(s) you are filing and list the remaining amount as coming from Multiple States.   The tax benefit for exempt-interest dividends will only apply to the state tax return(s) you are filing.   To enter the exempt-interest dividends from Box 12 of your Form 1099-DIV in TurboTax Online:   1. Go to Income>Investments and Savings and select Add/Edit   2. Add Investment or Review existing Form 1099-DIV   3. Enter information on Form 1099-DIV and advance to screen Tell us more about your exempt-interest dividends   4. Select I earned exempt-interest dividends in more than one state   5. Select from drop-down the state(s) you are filing and enter exempt-interest dividends from that state   6. Add another state and enter the remaining amount of exempt-interest dividends as coming from Multiple States

we can provide the same info as a TurboTax agent. What is needed is the rejection message or code. Certain reasons for rejection can not be corrected and will require you to mail your return. If mailed, use a tracking service,.. 

Thank you very much for your professional and prompt reply. Additional question about Part III Foreign Trust Balance Sheet of Form 3520A: The trust started 2025 with contribution to trust corpus (line 17) with the value of the apartment $300,000 (that was bought in 2024). Because in 2025 I paid $3,000 in paid expenses and I wired $500.00, how much should write in line 17 contribution to trust corpus as End of Tax Year 2025? If I add $3,500.00 to the Total Net Worth of the trust it would be $303,500.00, but actually at the end of the year the trust just owns the apartment ($300,000) and the bank account $500.00, so total $300,500. Can you please clarify how I should proceed? Thank you,

TurboTax has no control over Federal or State processing of returns.   However, you can check your State status on this site:  Check your state tax refund status Select your state from the map, and follow the links to find the state website to check on your return.  

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.      

First check that you are using your current year's  IP PINs. New ones are issued each year. If it was your child's SSN that was compromised, you'll ned an IP PIN for them When your return is rejected, you should get an email stating the reason. A rejected return is never accepted, so as of now, apparently, you have not yet filed your 12025 return 

After you have entered the information reported on your Form 1099-R, one of the follow-up questions should ask about your basis in the account, or any non-deductible contributions that were made to the account.     If you did not see that as part of the follow-up questions, you can also enter the basis of an IRA in the Deductions and Credits > Retirement and Investments > Traditional and Roth IRA Contributions section of your return.     As you get started in that section, check the box for the type of IRA you have and go through the screens until you see a question about 'any non-deductible contributions' to your IRA.  Check 'yes' and then enter the total basis of the account.  Remember, this is only asking for the contributions that were made, not the total value of the IRA.    

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

Until TT fixes the root issue, what I did was go to IRA Contrib Wks Form and on Line 19, update the amount to $0 with a note that no regular contributions were made.  In the QTP-to-Roth Rollover limit Smart Worksheet, this changed lines e (ex. QTP to Roth) and i (ATP to Roth rollover in excess of limit) to $0 as they should be and correctly updated lines 23, 24 & 27 to $0.   This has removed the 529 to Roth amount from taxable income.

Yes, you can set up a SEP plan for a year as late as the due date (including extensions) of your business's income tax return for that year.  If it is an S Corp or Partnership, the deadline of March 15th may have passed if you did not file the extension, but if it is a sole prop, you have until April 15th or October 15th (if you file extension.)  See Retirement plans: FAQs regarding SEPs.   NOTE: You can also look at a Solo401(k) if only for yourself.  The SECURE Act made it an even better option in some situations.  

Error 70001 indicates that Turbotax is "Already running under another account",  To resolve this issue: Restart your computer  If that fails, restart your router/modem to clear connectivity issues, Be sure you are running the software as an administrator, and  Check for pending Windows updates. 

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk     Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return  

There are a variety of ways to enter a W-2.   You can key it in by hand, import it, or using the mobile app, snap a photo.     W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.     Every 2025 W-2 that you received must be reported on your 2025 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.   ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36   And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2.