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If you lived out of state as of 1/1/2025, please enter Out-of-State (see selections below) on the screen Your County of Residence. This screen should be the third screen you see after entering your part-year return for Indiana.    Select one of the following if you lived in another state: Out-of-state - Illinois Out-of-state - Kentucky Out-of-state - Michigan Out-of-state - Ohio Out-of-state - Pennsylvania Out-of-state - Wisconsin Out-of-state - Other States

No, you will enter the QMID of the property you installed that required you to upgrade your panel. To enter the replacement of  your electrical panel: Open your return to the deductions and credits section Go through the home energy credits until you reach Did you have any of these residential energy property costs in 2025, select yes In the US, select yes home energy audit, yes or no placed in service by you, select yes continue continue Did you install improvements or replacements for enabling property, select yes - it was for your heat pump continue select your heat pump and enter the QMID for it total cost Take a look at your form 5695. Line 25 to see enabling property is checked, your heat pump is checked, and  the cost you entered for the subpanel work. To see the program screen, see my post here.

The programming department is aware of this issue and working on a solution.  It is expected very soon.  There has been an update today that may fix the issue and if not then please check back next Thursday.

The programming department is aware of this issue and working on a solution.  It is expected very soon.  There has been an update today that may fix the issue and if not then please check back next Thursday.

I most definitely used the Return of Excess Contribution form.  The 1099-SA code 1 only included the amount distributed for qualified medical expenses.  The total 2025 HSA contribution as stated on line 12W of my W2 was $5746.15.  I reached the figure of $2792 by adding the EE and ER contributions from June-October.  The interest was easy to calculate because this was simply a bank account that accrued a small amount of interest each month, thus the $18 and change.   I called the custodian and they told me that I will receive the 1099-SA with code 2 for the distribution in early 2027 to be included with my 2026 return.  I will follow your recommendation and include the interest on this years return.   Thank you for your guidance.  It has been very helpful.  

Yes, you can set up Special Allocation percentages for the 1231 gain.    First, confirm that "Makes Special Allocations" is listed as Yes under Business Info >> About Your Business. Go to Partner/Member Information and click Done at the bottom of the Member Summary page. Continue to the page "How to Enter Special Allocations" and click "See Demo" at the bottom. Follow the example for Special Allocation by Ratio or Percentage to enter the percentages on Sch K-1 Wks using Forms Mode. For Section 1231 gain, you would enter the allocation code on Form 1065 p5-6 Sch K Line 10. To confirm the allocations, open Schedule K-1 and check Line 10.

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

It's possible that the RSU income may have triggered the Schedule G-L.  I did a mock return with the download version of TurboTax with Non-resident NY income and PA resident income and got to a screen "Taxes paid to other state(s) summary". If I clicked the pencil icon to edit it, this would trigger the Schedule G-L.  Each of you could fill out their own form, however, only your husband would need to fill this out - but if the New York income is his wage income, there won't be any need to include Schedule G-L as it won't impact anything in the return.  That could explain why the Schedule G-L didn't show up in previous year's returns.

You enter the Form 1099-MISC as received, it should show the federal taxes withheld in box 4 of the form.  Those taxes are entered by TurboTax on your Form 1040 Line 25b.   To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the Form 1099-MISV and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2025 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

To be technically correct, you would have to defer to the laws where you live regarding ownership of property to decide who the income belongs to. Whoever was entitled to the interest income should report it on their tax return. If it is a joint account wherein either one of you could withdraw the funds and have legal title to them, then you could enter it on either tax return by agreement between the two of you that one of you is entitled to it.         

The "missing" data on Lines 8-12 is usually not an error, but rather the software's way of following IRS Publication 590-B. If your software uses the Taxable IRA Distribution Worksheet (based on Pub 590-B) to calculate your conversion, it often bypasses Lines 6 through 12 on the actual Form 8606.   Why it does this: If your basis (Line 5) is equal to or greater than the total amount converted, the math becomes a "short circuit." Instead of showing the work on the form, the software performs the calculation on a background worksheet and just "jumps" to the final result on Line 13.   The Asterisk (*): That little star next to Line 13 is the giveaway. It technically means: "Calculated using the IRS Publication 590-B worksheet instead of the lines above."   Even if those lines are blank, the form is valid and will be accepted by the IRS as long as the following is true:   Line 13 shows the correct non-taxable amount (usually your total contribution, e.g., $7,000). Line 16 (in Part II) has the total amount you converted. Line 18 (Taxable amount) is $0 (or just the amount of any interest/earnings).   If the three conditions are true, this 8606 is correct.