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Check this Arizona Department of Revenue website for details on credits for charitable contributions.  There are maximum limits to the credits offered for those contributions, so it may be possible that you contribution exceeded the maximum allowed to get credit for your full contribution.

What problem are you having, that you are filing Married Separate, and the Review is telling you that "Family should not be checked, etc."?   Have you tried what worked for many taxpayers, to just delete the 8889-S (see below)?   If this did not help, then do the HSA Reset and start over on the HSA data.   HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....

If you see the "Needs Review" tag for your self-employed business, the best option is to run Federal Review. Smart Check will provide more information about the entry that is missing or needs your attention. If the tag is not resolved after running Smart Check, try the following:   Log out of TurboTax Online, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again. Or try a different browser.    For more help, please see:  How do I delete cookies? How to clear your cache

If you refinanced in 2021, it will forever be a refinance.  The reason this is important is because you can only deduct the interest on the portion of the loan that was used to buy, build or substantially improve the home in which it secures. So if you refinanced it, and you took cash out for anything other than a major renovation or improvement to the home, the interest on that portion of the loan would not be deductible. 

A lot of how the information transferred from your broker is populated in TurboTax has to do with the file they provide. The electronic file transmitted to TurboTax may be different that what is on your printed Form 1099-B. It is best then to review the entries in TurboTax to make sure they match what is on your printed form.   You edit investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... You will see your investments listed and you can use the dropdown arrow next to them to find the edit option.

Since the exchange already happened, you don't "report" the conversion itself as a taxable event in the year you move in. However, the move presents a set of rules you must follow to preserve your tax benefits for when you eventually sell. Here are some things you need to consider before selling your house at a future date.   1. The Two-Year "Safe Harbor" Rule Before you move in, you must ensure you’ve met the holding period requirements. To satisfy the IRS (under Revenue Procedure 2008-16), the property must typically be treated as an investment for at least 24 months immediately following the exchange.   In each of those two 12-month periods, you must have rented the property at a fair market rate for at least 14 days.  Your personal use of the property during those two years cannot exceed 14 days or 10% of the days it was rented. 2. Reporting the Change in Use There is no specific tax form to "notify" the IRS that you are moving in. Instead, the reporting change happens on your Schedule E:   You simply stop reporting rental income and expenses for that property as of the date you moved in.  Depreciation stops: You can no longer claim depreciation once the property is no longer used for business/investment. 3. The Five-Year Ownership Rule If you eventually sell this home and want to claim the Section 121 exclusion (the $250k/$500k gain exclusion), you cannot do so after only two years of residency. For properties acquired via a 1031 exchange, you must own the property for at least five years before you can claim any primary residence exclusion.   4. Calculating Gain Upon Sale (The "Gotchas") When you finally sell the home, you won't get the full tax exclusion you might expect. You have to account for two things:   Depreciation Recapture Any depreciation you claimed (or could have claimed) while it was a rental must be "recaptured" and taxed at a flat rate of 25%. You cannot "exclude" this portion of the gain.   Non-Qualified Use Under the Housing Assistance Tax Act of 2008, you must pro-rate the gain based on "qualified" vs. "non-qualified" use.   Non-Qualified Use: The time the property was a rental. Qualified Use: The time the property was your primary residence. Example Calculation: If you owned the home for 10 years total—5 years as a rental and 5 years as a primary residence—only 50% of the gain (after depreciation recapture) is eligible for the $250k/$500k exclusion.   I know this information may be overwhelming but this is a fairly complex issue with many nuances. Knowing what to expect will mitigate any surprises when or if you sell your house at a future date.        

In order to get that box checked you will have to go through the interview process at the beginning again.  When you tell the system that you are filing married-filing-separately it will ask a series of questions.  They include asking if you and your spouse lived together for the majority of the year.  Once you've answered those questions the system will check that box.

I owed taxes were available in my checking account on 4/14  for the IRS and to date 4/16 the account has not been debited, IRS has not pulled the funds. Reached out to the bank and there are no pending debits after against the funds. How can the matter at hand be resolved?

Legal fees associated with discrimination lawsuits are deductible above the line, on the first page of your 1040, to determine your adjusted gross income. However, a few limitations apply here as well. You must be the party who was discriminated against and your lawsuit must have resolved after October 22, 2004. You can't deduct more than the amount you recover in the lawsuit. This deduction goes on Form 1040 Schedule 1 Line 8 and can include court costs as well as attorney fees.   To claim these fees in TurboTax, you can make a negative adjustment on Schedule 1. Go to Wages & Income Less Common Income Select Miscellaneous Income, 1099-A, 1099-C Select Other Reportable Income Any Other Taxable Income? Select, yes.  On the Other Taxable Income page: enter description: “Deductible Attorney Fees” Amount: enter in the adjustment amount as a negative number. This adjustment will appear on Schedule 1 Line 8z (reducing Total Income) and is included on the amount on Form 1040 Line 8.

The most common reason that money you expected from a refund is missing is due to an offset for debts like student loans, taxes, etc. You can check the IRS Where's my Refund or call the Treasury Offset Program at 800-304-3107 to see if any amount was withheld for an offset. 

Open your tax return and go to your self employment activity. If you are using TurboTax Desktop or TurboTax Online you can use the steps below: Search function in the upper right and type Schedule C. Click on the Jump to.. link This will bring you to the screen 'Here's the business info we have so far'. Select Edit beside your business and then scroll to Business Summary > Edit Scroll to see Other Situations > Actively participated in this work > Edit to answer Yes How do I report self employment income? Where do I enter my self employment business expenses