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I always use Turbo Tax Online Premium per my situation. This year for 2025, I was NOT presented DIY Premium option.  I was presented Turbo Tax Online Premium "With Expert Assist" only at a higher price.  I have already filled up my data, and unable to downgrade now.  I wish I was presented only Premium without Expert Assist.    Kindly pass on my feedback to your technical team so they can present such option to other customers.  Looks like I will be paying for the Expert Assist this year without any need for it.   

user[phone number removed] Level 1     My Previous reply didn't go where I thought it would.  This suggestion is the one that worked for me: Don't know if this will help others, but this is how I got it to work (on my Mac). I opened my 2024 tax file using TurboTax 2024.  It notified me that there were updates necessary to the software.  I allowed it to update TurboTex 2024 and open my last-year's file.  Then I re-saved the file.  I then quit TT2024, re-opened TT2025, and was able to transfer the data. Good luck.

How does the "disclaimer" statement apply to can't save a TT file to pdf?  I have that trouble.  I was able to save the Federal return to pdf, but not the state.  It is Middle of March and forms should be updated, etc.  But I can't save a state file... 😡

I recently moved to Canada in December and need to file my taxes for last year. I do have an account with you that I used before to file my taxes when I was in Canada for a working holiday year. I now have a new social insurance number and don't know how to change that with you. I need 5o file my taxes for last year according to cra to be able to create an account with cra which I need.  

Thanks for the advice! I meant to ask if I should make a note about the reason for the 2024 carryover adjustment being due to the 2023 amendment.    Fortunately we had a net capital gain in 2024, so no carryover into 2025.

I have used Turbo Tax (with various editions) for many years, at least 20.... I have always used a PC, and it has worked fairly well for me, even though I am only moderately proficient with the computer.  This year I changed to a Mac, and it has been very difficult.  I have often found it easier to use the forms and follow my last year's printout in some cases to determine where to put a response.  Either it is the TT software or the Mac that has a problem.  I find it extremely difficult to save, difficult to open my file ~ I often have to reboot my computer to see if it will open.  Maybe it is the new tax program, the BBB, that was passed, that makes it problematic.  I don't know.  But I have asked questions on this forum and have been thankful for the people who have helped me find answers, so I could get my taxes done.    My current problem is that I seem to only be able to save a PDF file of my federal tax return and not the state return.  Still working on that issue.

In Virginia, municipal bond interest is only exempt if the bonds were issued by the Commonwealth of Virginia or a Virginia political subdivision (like Fairfax County or the City of Richmond). Interest from "out-of-state" bonds (e.g., Maryland, New York, or a national muni fund) is fully taxable in Virginia and must be added back to your state income.   The reason TurboTax isn't "transferring" it is usually due to how the state breakdown was handled in the Federal 1099-DIV/INT section. Here is the fix:   When you enter a 1099-DIV or 1099-INT in the Federal section, TurboTax asks: "Tell us more about your tax-exempt interest." If you selected "Virginia" as the state where the interest was earned, TurboTax assumes the income is "double-tax-free" and will not pull it into your Virginia return.   Instead, when it asks Tell us more about your tax-exempt interest., select multiple states.  Then you will need to enter just the Virginia portion of the tax. The exact amount may be listed in a supplemental disclosure form but it may be listed  as a percentage.  If this is the case, you will need to multiply the percentage by the amount of the total interest to enter the VA portion. The remainder will be allocated to ‌multiple states.    

No we are under 65.    The point is that Turbo Tax online Premier for state filing for NJ is showing me additional $1000 exception which per my situation is not applicable per NJ 1040.  This has never happened earlier.  For this year, I have decided to not use TT for NJ state filing . Thank you for your time in looking into this matter. 

It may be because your income is too high. The $40,000 SALT deduction begins phasing out when your Modified Adjusted Gross Income (MAGI) is over $500,000.  The deduction amount is reduced by 30% of the amount in excess of $500,000.  The deduction hits a $10,000 floor when your MAGI hits $600,000.

Hello,    Thank you for your response. Yes, I did enter the recharacterization in my 2024 taxes. Is the Form 8606 automatically generated by Turbotax or is this an IRS form that must be completed and submitted separately? l looked at my 2024 tax forms in Turboxtax and couldn't see this form.