All Posts

@CodeHead    Don't know whether it is the same for you as with my NC filing...putting in the bank numbers on Forms Mode doesn't fully accept what you've done.    But sometimes some other box needs to be set or question answered...before that will be accepted fully. The problem is that you can't know exactly what the software is looking for when in Forms Mode.   The best way to get it to go thru OK is to get back into the interview, run your KS software error checks, then step thru the review and filing process itself with the interview...something in that process completes some box or entry somewhere in the form, that should allow it to proceed. ______________________________ And depending on what you are trying to actually file: You cannot e-file a state, unless you either: a)  e-file the Fed part at the same time or b) if you've e-filed the Fed part already by itself, you cannot get the State e-filed later until the Fed e-file has been "accepted"  (not just transmitted to or received by the IRS...actually responded as being "accepted")  

you could continue to go around in circles or just input the 1099s manually, most are quick and simple to do and you likely need to review imported 1099s anyway and provide supplemental info for US Gov Obligations or Munis.   1099Bs can be input at summary level tho if you have any adjustments (wash sales, AMD - unlikely if these are mutual funds) or noncovered items those are best input one-by-one to avoid requirement to mail the 1099B details to IRS.

How to Resolve the Issue Create Separate Schedules (The "Copy" Method) instead of trying to fit all names on one form.  Form 1: Enter Taxpayer A’s info and their specific share of income/credits. Form 2: Enter Taxpayer B’s info and their specific share.  Do this for any other taxpayers that require the form Check Ownership Percentages The G-L form is usually calculated based on a percentage of ownership. Ensure that you haven't assigned 100% to both people; the total across all G-L forms must equal the total entity distribution. Verify Resident Status PA is very strict about residency. If one taxpayer is a resident and the other is a non-resident, they cannot be on the same G-L form. They must be handled via separate schedules to ensure the correct tax rate and credits (like the PA-40 NRC) are applied. Important Note on PA-20S/PA-65 If these forms are being generated as part of a Composite Return (where the entity pays the tax on behalf of the owners), you must ensure each taxpayer has a unique "Member Number" assigned in the partnership/S-Corp data entry screen. Without unique identifiers, the G-L form will almost always fail to display the second person.   If you are filing a joint PA-40 (Individual Return), remember that PA does not allow joint income reporting like the Federal 1040 does. Everything in PA is "His" or "Hers." The G-L forms must mirror this individual separation.  

This issue has been resolved.  Please be sure that you do not have any numbers at all in the business travel days or business income.  If you delete all numbers and let everything blank in regards to business, the error will clear and you can proceed.    @seghezzo 

The exclusion of gain of sale of your primary home is not limited to $500,000 in Pennsylvania as it is on the federal return. You can exclude the entire gain if you qualify per this article from the Pennsylvania Department.   If you enter the sale of your primary residence as such in the federal section of TurboTax, when you go through the state section you will see a screen that says Taxable Sale of Principal Residence. Choose continue on that screen and TurboTax will have you complete the Taxable Sale of Principal Residence worksheet, which will populate the entries on PA Schedule 19 that are associated with your home sale.   You enter you home sale in the federal section of TurboTax in the Wages and Income section, then Less Common Income, then Sale of Home (less common income.)

To fix the error in TurboTax, you typically cannot just change a single box on the summary screen. You need to "force" the adjustment in the Georgia State section of the software:   Open the Amended Return: Within TurboTax, select the option to Amend a filed return. Navigate to the Georgia State Return: Go to the "State Taxes" tab and select "Georgia." Locate "Adjustments to Federal Itemized Deductions": Look for a screen titled "Adjustments to Georgia Itemized Deductions" or "Georgia Subtractions." Edit Line 12b (The "SALT" Adjustment): Georgia requires you to add back any state and local taxes deducted on your federal return that exceed Georgia's allowance. If TurboTax allowed a $40,000 deduction on your federal return, but Georgia only allows $10,000, you must ensure Line 12b of the Georgia Form 500 reflects the difference (the amount that needs to be "added back" to your income). What to select for "Reason for Amending": Since there isn't a specific "SALT Error" button, select "Other" or "To report a change in Itemized Deductions." In the text box provided, type: "Correcting state and local tax (SALT) limitation to conform with Georgia law ($10,000 cap)." If you are looking at your actual forms, here is how the math should look:   Line 12a: This is your total federal itemized deduction (from Federal Schedule A).  Line 12b: This is the adjustment. To correctly limit SALT to $10,000, this line should equal: Total State and local taxes minus  $10,000. Line 12c: This is your final Georgia Itemized Deduction (12a minus 12b).  The result of 12a-12b= $10,000

@user17752188439    Yep...the IRS is changing things "on-the-fly".   What may have been true at the start of the year...may not be so right now. You might still get a paper check....but it will be delayed while they wait to see if you create an IRS account, and enter your bank info there.   If Not...then: ____________________________________________________ "What if I did not respond to the CP53E? (added Jan. 21, 2026) If you don’t respond to the notice, we will issue a paper check after 6 weeks. For updates on your refund status, visit Where’s My Refund."  

This is the U.S. TurboTax public user forum. For help with Canadian taxes, please post your question in the Canada TurboTax user forum., at the following link. https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-cahttps://turbotax.intuit.ca/tax-software/index.jsp

No, I did not have a previous mortgage that was paid off earlier in the year…I sold my previous home in 2022. I closed on my current home last June. My builder carried my construction loan and I paid an additional $3K mortgage interest on that loan.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     https://www.irs.gov/refunds   Refunds for tax years 2021 or earlier have been forfeited and will not be paid to you even if shown on the tax return form.  But if you owe tax due, you will still have to pay, and you will be billed later for the interest and penalties owed.  TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).       When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

It depends on the firearms.  If they were antique rare guns (ex. civil war collectible gun), that are collectible items, and you held them for more than a year, then the sale may qualify for the 28% collectible capital gains maximum tax rate. The 28% rate only applies if your ordinary income tax rate is greater than 28%.  If you fall into a lower bracket, then your rate would match that of your ordinary income tax rate.   If you held them more than a year and they were modern guns, then this would be considered personal property and capped at the 20% capital gains rate   If you held them for less than a year, they are taxed at your ordinary income tax rate regardless of if they are antiques or modern.   A Guide to the Capital Gains Tax Rates: Short-term vs. Long-term Capital Gains Taxes