All Posts

If you only want to remove the e-file fee, to avoid the $25-$30+ state e-file fee in TurboTax desktop or online, switch from e-filing to mailing your return. In the "File" section, choose to change your filing method to "File by mail" for the state. This allows you to print the forms (often requiring Adobe Reader). Back up from the step where it is prompting you to pay, or choose File again to restart the File section.   If you have no filing requirement for the state, you can delete the state return in TurboTax Online as long as you haven't paid:   Open or continue your return. Select State Taxes from Tax Home. On the Status of your state returns screen, select the trash can icon next to your state, then select Delete.   If you’ve already paid your state fees, you can’t delete your return, but you can start over by selecting Start Over next to your state return on the Status of your state returns screen.    

Again, thank you for the reply and information. However, I am told that they never reached the  "Nondependent student information summary" screen to be able to edit and finish your instructions. Is there another way they can get to this screen and be able to access the expenses screen? They said they went through the questions multiple times to ensure that they were answering correctly but still did not get to the nondependent student information summary.

Is it possible that your form is showing zero due because you have already accounted for payment of the additional amount due on the Illinois Form 1040-X?   In order for us to troubleshoot this issue, you could 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   Otherwise, for further assistance with this issue, see this help article for instructions on how to contact TurboTax customer support .   @Club1820 

My Federal marginal tax rate is 22%. My State marginal tax rate is 4.5% If I opt for Federal Standard Deduction, I will pay $484 less in Federal, but $688.50 more in state taxes. So it creates an incentive to itemize even though I'm itemizing less than the Federal standard deduction.   Assuming I increase my state withholdings, my Federal itemized deductions would increase to above the standard deduction. Now I'm leaving nothing on the table. However, let's assume I receive it all back from the state in the form of a state tax refund.   I will receive a 1099G which could become taxable income at the federal level since I itemized. When I file in 2028, TurboTax will need to complete the "State and Local Income Tax Refund Worksheet" (apologies called it the 1099G worksheet). This worksheet appears to give you the benefit of the standard deduction (line 7C & 7D in 2025) in case your state tax return brings you below that level.    I assume there are a lot of people who accidently itemize including their state income taxes on the federal, get a refund, and in effect take the standard deduction after they complete the "State and Local Income Tax Refund Worksheet"?     

It depends. Older, native Intel-based apps may not launch or function properly on the new Tahoe architecture.  Some Users running macOS Tahoe 26.2+ have reported that older versions of TurboTax (such as 2022) will not open, sometimes resulting in a "don't localize" error.   Please also see this TurboTax help article for troubleshooting steps for the Mac version. For tax years 2023 and later, you could use the TurboTax Online version in a browser instead; however, 2022 is not supported in TurboTax Online after April 15, 2026, since it is past the statute expiration date to file an amended return for a refund for most timely filed 2022 returns.   If you have already tried all of the troubleshooting steps, I recommend that you contact TurboTax customer support for further assistance. Thank you @baldietax for weighing in.   See here for a discussion of a similar issue.    @LickyMC 

when you enter a non-deductible contribution or 1099-R with Roth conversion, in the following questions you will be asked if you tracked basis in prior years and you can provide the updated basis carryover for your 2025 Form 8606 Line 2.   you would then need to file an amended return for 2024 to fix your 2024 Form 8606 Line 14 to match.

At a quick glance this strikes me as an overly convoluted plan that might not work out the way you think it will. There is no "full benefit" from itemizing deductions. If your federal itemized deductions are $30,000 and the federal standard deduction is $32,200, you get a $2,200 bonus for taking the standard deduction. You get to deduct $2,200 more than your actual deductible expenses. On the federal side there is no benefit to artificially inflating your deductions. Also, the IRS will sometimes question a deduction for state tax withholding that is unnecessarily high (though the amounts your are talking about might not be large enough to catch the IRS's attention). I don't know what you mean by "the 1099G worksheet." There is no form in TurboTax called 1099-G Worksheet. So I don't understand how you think it would reduce your federal itemized deductions. You also have to take into account that a large state refund for 2026 will be additional taxable income on your 2027 federal tax return. Is that where "the 1099G worksheet" comes in? I think you should work through Schedule 511-D in the Oklahoma tax return to make sure you understand all the restrictions and limits. You might not be getting the deduction that you think you would get.  

@ShenaWDL Using both the TurboTax desktop editions and Online editions for a period of at least 30 years, paying current year taxes owed from a current year tax refund has never been possible using the TurboTax software.  Nor is it offered by TurboTax when showing the options for paying the taxes owed.  Please point out on the following screenshot for paying state taxes owed where it offers the taxes owed to be paid form the federal tax refund -      

Hi Patricia, Thank you, I am seeing the line 7 on the Activity worksheets for our properties, and for each of the Hawaii properties it's less that the losses this year. I still don't have the answer for my original question: We had $36800 losses from Hawaii properties in 2025. Why doesn't the whole amount of $36800 carry over to the next year? Is it correct that on N-15, Hawaii losses get offset by non-Hawaii income and as a result only 1/3 of our 2025 losses for Hawaii properties carry over to the next year? We are paying no taxes to Hawaii for 2025, but we also don't receive any tax refund, so we would expect all the $36800  losses to be carried forward on Hawaii N-15. Why is it not so?