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Are you referring to the Exclusion Amount on the Retirement Exclusion Worksheet?  If so, many pension distributions are not subject to the Hawaii income tax.   Hawaii Revised Statutes (HRS), states that certain kinds of pensions, whether paid by public or private employers, are not subject to the Hawaii income tax.   Hawaii allows a subtraction for qualifying pension distributions from:   Pension or annuity distributions from a public retirement system (such as Federal civil service annuity, military pension, state or county retirement system, and Distributions from a private employer pension plan received upon retirement if the employee did not contribute to the pension plan.

Generally, you can e-file your 2024 amended tax return using TurboTax if your e-filed your original tax return using TurboTax.   To amend your 2024 tax return using TurboTax Online follow the instructions below. Make sure you have a copy of your original federal and state tax returns.   Sign in to your TurboTax account Under Tax Home, scroll down to Your tax returns & documents and select 2024 Select Amend (change) return Select Amend Using TurboTax Online Follow the prompts on the next screens and answer the questions On the Tell us which 2024 return(s) you want to amend screen select  which tax returns you want to amend (both if you completed both federal and state) and select Continue Once you indicate why you want to amend your return, the refund/balance due sets to $0 Follow the prompts to amend your tax return For additional information on amending your 2024 tax return, review the following TurboTax articles: Video: How to Amend Your Tax Return,  How to File an Amended Tax Return with the IRS, and  How do I amend my federal tax return for a prior year?   Refer to the TurboTax article Can I e-file my federal Form 1040-X amended return? for information,  

Since you are using a Desktop version of TurboTax, you can go to Forms Mode, select Form 2210, and click on the Print button to print out the form. If there is nothing on Page 2 of the 2210, that page won't be printed.   TurboTax will include with your e-file any forms and schedules that the IRS requires to process your return based on your entries.   If you have information on Page 2 of the 2210, and you are not able to print it or save it to a pdf, and you would like to share a sanitized version of your tax file for further analysis, see below:   In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread @DSG4 

Wow! It's understandable that Safari on Mac doesn't work when called from a Windows virtual machine, it makes very little sense that the default browser Edge wouldn't work and it's astounding that Chrome doesn't work since that's the one that is most recommended as compatible. While this is more likely an Intuit problem than a Fidelity one, Fidelity strongly recommends Chrome and it is really the only one that Fidelity considers compatible fully with their website.

You can still file your 2022 tax return by using the TurboTax desktop download version. You can purchase the software here: TurboTax® 2022 Prior Year Tax Prep - File Past Years' Taxes.    Please note that you will need a full Windows or Mac computer to install and run the program. Keep in mind that it is now too late to start a 2022 or prior-year return using the TurboTax Online service or the mobile app, as e-filing for 2022 is no longer available.

I downloaded the desktop version last year (feels circa 2001) and tried to go back to online this year. It was a pain to try to import my return and continue. This year's online version is worse than desktop. I typically work through the sections out of order and go back to fill in other sections as I gather my documentation. The new flow makes it hard to find sections that you've previously skipped.  Be aware, if you try to switch back to online next year - it will only partially import the data from your previous return and you will have to type it in yourself. So frustrating!

I am having the similiar problem. Using desktop version of TT, I am able to import 1099-div, 1099-int, but nothing showed for 1099-B, from fidelity. I have to manually enter my stock trans info. is it normal? I don't remember I did this last year. thanks

Just to clarify- Yes, you will indicate that you made money in another state.  So your nonresident New Jersey return will report the sale of your home.  You will then be able to apply the credit for the taxes paid to another state on your Pennsylvania return.  @N2024   

@sumanthmvis   Namaste ji (a) Are  you  on work visa  or  long-term US person ( citizen/GreenCard ) ? (b)  FBAR is filed ( and ONLY on-line ) at  Fincen.gov   -- form 114 .  It covers liquid asset i.e. bank assets.  Generally the threshold is US$10,000  ( aggregated over all bank accounts  ). (c) For specified financial assets -- FATCA -- form 8939 is  attached to your return  ( federal only ) (d) For a comparison of FBAR and FATCA requirements , see this --> Comparison of Form 8938 and FBAR requirements | Internal Revenue Service (e) If you are not here temporarily, please re-consider owning Mutual Funds in India  -- these may be classed as  PFIC  ( Passive Foreign Investment Company ) resulting in  requiring  you to recognize  annual growth and  therefore being taxed. There is a lot of information on PFIC  at financial sites -- PFIC Tax Rules: What Expats Need to Know About Foreign Funds (f) why are you referring to form 3520 --- do you own a foreign trust or receive  distribution from one ?   Please answer my questions and I will circle back --yes ? If you wish for privacy , consider using PM  ( just NO PII -- Personally Identifiable Information ).  , else just add to this thread. Is there more I can do for you ? Namaste ji   pk    

The "Qualified Business Income Component Worksheet: Aggregation statement must be entered" error,  associated with TurboTax and Ref Code 7-066-538, indicates that you have triggered the requirement to provide a statement explaining how your business qualifies to be combined with another for the 20% QBI deduction.    QBI aggregation rules (IRC Section 199A) allow taxpayers to combine multiple trades or businesses into a single business for the 20% QBI deduction, primarily to maximize wage or property limitations. To aggregate, you must own 50% or more of each business for a majority of the year, share centralized business elements or interdependencies, and consistently report them annually.    It's possible you are seeing a prompt to "Check this Entry" because you indicated that your taxable income might exceed the phaseout threshold for the Qualified Business Income deduction. Otherwise, the "aggregation" screen does not appear.    For the 2025 tax year, the Qualified Business Income (QBI) deduction thresholds—below which the full 20% deduction applies—are $394,600 for married filing jointly and $197,300 for all other filers. The deduction begins to phase out for specified service trades or businesses (SSTBs) above these amounts, with the full phase-out ending at $494,600 for joint filers and $247,300 for single filers.    If you go back through the interview for each business activity and, when asked, indicate that your income might exceed the threshold amounts, then answer "No" to the specified services questions, you will again be given the option to combine the activity with another or indicate that the "business" is independent of any other activities.   If this doesn't resolve the error, follow these steps to “un-aggregate” them. In TurboTax Online:  Go to Delete a Form: In the left menu, select the dropdown arrow next to Tax Tools and then under that select Tools; in the pop-up window Tool Center, choose Delete a form. Find the QBI Component form for the aggregated businesses.  Delete that QBI Component sheet. Now, go to Review and start the review routine. You will have an error for each business that no longer has a QBI Component form.  For each of those businesses, you will see the “primary” form for that business (Schedule C, Schedule E, K-1). It will be highlighted for Question A in the Qualified Business Income Deduction Smart Worksheet. Double click in the highlighted Question A box, and you will get a pop-up asking you to link to a QBI component worksheet.  Create a new copy for that business (e.g., give it the name of that business). Continue until you have created a separate QBI component worksheet for each business that you do not want to aggregate. For TurboTax CD/Download, go to Forms Mode (in the TurboTax header) and follow steps 2-6 above.   Please see this TurboTax help article and this one for more information about how to enter information for the Qualified Business Income deduction and how and whether to aggregate activities for purposes of the deduction in TurboTax.