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Please note that the TurboTax desktop software editions all include the same forms, schedules and worksheets.  The higher editions only provide more help and guidance.   If using the TurboTax Deluxe desktop editions for Windows, click on the Upgrade TurboTax link at the bottom right of the desktop program screen.

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.  

the company that manages the fund(s) (e.g. Nuveen etc) will issue a supplemental tax letter which breaks down the state %s so check their website for this information and use that to calculate the amount by state.   you don't ned to enter every state into Turbotax just your home state, territories (e.g. Puerto Rico) usually exempt from state taxes, and the rest that is taxable in your state you can input as "Multiple States".  Check the outcome on your state return usually handled as an "addition" adjustment to Federal income for the amount that is state taxable.

Here are the procedures for both the computer and the phone.   TurboTax Online Sign in to your TurboTax account. Go to My Info and look for the File an extension option. In some versions, it appears under Tax Tools in the left menu. Follow the prompts to e‑file your extension (TurboTax submits Form 4868 for you). TurboTax Online Sign in to your TurboTax account. Go to My Info and look for the File an extension option. In some versions, it appears under Tax Tools in the left menu. Follow the prompts to e‑file your extension (TurboTax submits Form 4868 for you).

When using tax software such as TurboTax, be sure to select the correct credit type for qualifying Solatube products. ✅ Use: Residential Clean Energy Credit (IRC Section 25D) ❌ Do not use: Energy Efficient Home Improvement Credit (IRC Section 25C) If your tax software is asking for a QMID (Qualified Manufacturer ID), you are likely in the wrong section. Solatube solar-powered products do not require a QMID number.

Your best option to resolve this form error is to remove the QBI carryover amount (and the regular tax dollar) on your current year return then re-enter the QBI carryover amount next year for this rental property. TurboTax asks about carryovers during the rental property info interview, where you can enter the total carryover amount and each specific amount by year.   @sho20bhit 

If your parents plan on claiming you as a dependent, you will need to indicate that you are a dependent of someone else on your return. If your parents claim you as a dependent, you should NOT mark that you “support yourself.

403(b), according to the 2025 Annual Report.   "Information about the activities of the retirement annuity, health insurance and life insurance trusts and the 403(b) Tax-Sheltered Trust as a whole is provided in the Statement of Fiduciary Net Position and Statement of Changes in Fiduciary Net Position (on pages 26-29)"

no you wouldn't add it to Box 11, as Box 10 (and Box 6) are meant to reduce income not add to it   Box 8 and 13 I'm referring to are on 1099-INT not 1099-OID.  Do you have a 1099-INT in the consolidated statement from Schwab reporting coupon interest from the same bond?   (again if your home state is CA and this bond is exempt from both Fed and State tax you can probably just remove Box 10 and it won't affect your taxes)

Depending on the type of installment sale you need to report on Form 1065, you may be able to enter this under Rental Real Estate, which has a step-by-step interview for the installment sale of rental assets.    Otherwise, the principal portion of the installment payments received during the year should be entered as Ordinary Income for Form 1065 Line 1(a). If you choose to enter Service Receipts by Category, you can add your own description for the principal amount. Entries under this topic go to Line 1(a).   The interest income from the installment sale should be reported under Interest and Dividend Income for Line 5. This topic includes interest from Banks, CDs, etc. (which includes all interest from investments). Only interest earned from trade or business operations is reported under Other Business Income.