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@ljs1971    Yep...They seem to be slowly removing it in the interview......at least for a number of entry areas that have been newly rewritten each successive year.   BUT  (Premier Desktop, W11) I can still get the SD sheet in Forms Mode, for any box with the yellow color in it, like box 1 on a 1099-INT. ____________________ or...Like in Property Taxes...in the interview, unless an SD sheet was pre-existing on a particular field, I can only get it to show up if I use the "Edit" menu to add the SD sheet....but it does pop up with simple double click if I go to  Forms Mode and the line on the actual form it ends up on. _______________________ I really suspect that the various rewrites they are doing will eventually end it in the interview.

No. If you are filing a paper return, you do not need to attach Form 3852. You would only use it if you filed your return electronically and are sending a check separately.   If you are sending your entire return by mail, simply attach a payment (paper clipped, not stapled) directly to the front of your Form 540, made payable to the Franchise Tax Board. In the Memo line, write your SSN or ITIN and "2025 Form 540".   Additionally, you can use the State of California Franchise Tax Board's Pay by bank account (Web Pay). It's free and you will receive an instant confirmation number. If you use this method, you will not need to attach it to your return.

It depends. To enter contributions to a 401(k) as self employed see the link below. Review the steps to enter your employer matching (profit sharing) contributions. Where do I enter a solo 401(k) in TurboTax?

Yes, you add all your dependents' MAGI and report one number.   If your dependents have income, you'll need to report them (for the calculation of the Premium Tax Credit) whether they file tax returns or not. This is to determine the income of the household.

A last name mismatch with the IRS commonly occurs when the name on a tax return does not match records at the Social Security Administration (SSA), often due to non-updated name changes from marriage/divorce, spelling errors, typos, or hyphenation issues. The IRS uses the first four letters of a last name for matching.    Sometimes when the IRS has determined there is a mismatch, it is because the taxpayer uses two last names and the "wrong" one is being identified on the tax return as the last name.    See this IRS webpage for more information about name matching issues and how to resolve them.   You can choose to mail in your tax return if the IRS rejected it for a name spelling error, but it is generally faster to correct the spelling in your software and resubmit for e-file.    @Ravan 

@Periwinkle65   Are you using the Desktop program?   There is a $25 fee each to efile all state returns including the first one.   Or you can print and mail state for free.   Did it already charge you the $25?   What glitch?   

No.  In order for overtime pay to be deductible it must be for hours worked over 40 in a single workweek, and only the overtime premium (the extra "half" in time-and-a-half pay) is qualified for the deduction.    Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025  

Hi @CatinaT1,   It actually is not expired! I have attached a photo (from both the email and  webpage that opens when clicking the email link) with the expiration date highlighted and underlined. I believe in my original post I had mentioned the expiration date being 15Apr2026. Also, as mentioned in my original post there is no service code.  

This sounds like a good strategy.  Here are some things to consider before you execute your plan.   1. Will this strategy create any tax issues? If executed correctly, this should not create a major tax bill, but there is a specific order of operations you must follow:   You cannot roll after-tax money into a 401(k). Most 401(k) plans are only allowed to accept pre-tax rollovers. You must ensure that the $65k you move into the 401(k) consists only of your pre-tax contributions and any earnings.  The "Basis" stays behind. Your after-tax contributions (your "basis") must stay in the IRA. When you convert that remaining $15k to a Roth IRA, only the portion that exceeds your basis (any growth on those after-tax funds) will be taxable. Form 8606 is your best friend. You must have filed Form 8606 for 2023 and 2025 to track those after-tax contributions. When you do the conversion, you’ll use this form again to show the IRS that the $15k you converted was already taxed. 2. Does this approach help avoid the pro-rata rule? Yes. The pro-rata rule only aggregates "Traditional" IRAs (including SEP and SIMPLE IRAs). It specifically excludes qualified employer plans like 401(k)s.   By moving the $65k of pre-tax money into your 401(k) before December 31, 2026, your "Total IRA Balance" for the pro-rata calculation will only be the $15k remaining in the IRA. Since that $15k is almost entirely after-tax basis, the "taxable ratio" of your conversion drops significantly.   3. Does this setup make sense for 2026 Backdoor Roths? Yes. This is the "cleanest" way to set yourself up for recurring Backdoor Roth contributions.    Once you convert that $15k and effectively empty your Traditional IRA, your balance at the end of the year will be $0.  In 2026, you can contribute the maximum ($7,500, or $8,500 if you're 50+) as a non-deductible contribution to your Traditional IRA and immediately convert it to Roth. Since there's no pre-tax money left in any IRA to "taint" the conversion, the process becomes a simple, tax-free transfer.   4. Crucial Checklist for Success: Check with your 401(k) provider: Verify that your specific plan allows "roll-ins" from a Traditional IRA. Not all plans do. Verify the Basis: Look at your most recent Form 8606 to find your exact "Total Basis." If your after-tax contributions were $13k and the account grew to $15k, you will owe taxes on that $2k difference when you convert. The Dec 31 Deadline: The 401(k) rollover must be completed and your IRA balance reduced by December 31 of the year you perform the Roth conversion. If the money is still in the IRA on New Year's Eve, the pro-rata rule will catch you.

Here is how to do this in TurboTax Online:    Go to the self-employed section Find your business and choose Review. Find Business summary and choose the pencil to the right of Your business info. Under Tax details, you'll see the business code previously entered. Choose Edit to make changes.

Total DC Tax Withheld on a DC Form D-40 shows on Line 31.  If you made Estimated Payments, or applied any of your prior year return to this year's return, that amount shows on Line 32.  Payments with Extensions are on Line 33.  Typically, the amount on Line 36 would be the total of these payments.   Here's Form D-40 for reference.    @timmymaps