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To find the bank information or other payment method used for an IRS tax payment, log in to your IRS Online Account to view your payment history or download a tax transcript. Alternatively, check your filed tax return copy (or 'Filing Instructions' page) or review your personal bank statement for the ACH withdrawal. IRS Online Account: View your payment history to see which bank account was used. Tax Return Copy: Look at the 'Filing Instructions' or Federal Information Worksheet (Part V) in your tax software or paper return for direct debit details.

If you still experience the issue, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

The -02 means dependent 2.   If a dependent mistakenly indicated no one can claim them and causes a rejection of the parent's return, the IRS now allows the first-listed (primary) taxpayer (such as the parent) to get an IP PIN and still successfully efile and avoid having to file a return on paper.   Your dependent will need to amend their return to indicate someone else is claiming them. See this TurboTax FAQ for help with amending.   The IP Pin will change each and every year. This is an Identity Protection Pin.      You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return") Once the return is open, then go to the Federal Taxes tab. Subtab Other Tax Situations Scroll down to Other Return Info. Choose Identity Protection PIN and Start (or Revisit.) Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?" Or another way:  Open your return if not already open.  ("Take me to my return.") Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS. In the Tools window choose TOPIC SEARCH. Enter IP PIN without quotes. In the selection list highlight IP PIN and click GO. Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?" There is a new procedure the IRS started last year for TY2024. It allows returns that claim dependents who have already been claimed on another taxpayer’s return to be efiled.   Here are some good references: IR-2024-294 Age, name or SSN rejects, errors, correction procedures Protect Yourself From Tax-Related Identity Theft: Get an Identity Protection PIN

Buy less and you'll have fewer physical items to donate and less to be concerned about with respect to itemizing charitable contributions of items.    Alternatively, donate the items and, out of your very charitable heart, forget about keeping track of each and every piece of old, used crap you donate in order to get a write-off on your tax return.   Another alternative = DONATE CASH! That is what EVERY SINGLE charitable organization prefers to receive, anyway, and can use 100%, not your old junk that they may or may not be able to sell AND that's an absolute no-brainer to enter on your tax return.

Getting back to the source of the data is exactly what you need to do.  If it is coming from the schedule E then you need to change that schedule E in order to change to the proper spouse.   @AnnoyedSD 

If you still experience the issue, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

You can check your pay stubs for the amount of wages and federal tax withheld each pay period and associate them with the time periods for each quarter.   Using the annualized income method to calculate any underpayment penalty on Form 2210 can be useful if you receive income unevenly throughout the year. This method calculates your tax liability as you earn income throughout the year instead of splitting your estimated annual tax liability into four equal parts.    See this TurboTax blog for more information.  

Hi MaryK4,   Thank you so much!!  Also, it seems that for tax year 2025, the federal deduction for State and Local Taxes (SALT) is capped at $40,000 ($20,000 if married filing separately). Hope I am correct on this.  

An EIN number is an identifying number for the Payor on an income document, like a W-2 or a 1099-R form.  If the credit was passed through to you by an entity like an LLC or Partnership on a K-1, enter their EIN.  If you're a sole proprietor, it may be your SSN.   @Kludke1964 

Click on My Info on the left side of the online program screen.  Edit your personal information. On the screen Let's check for some other situations uncheck the box Another taxpayer can claim me as a dependent on their tax return

I think what you mean is you filed your Kentucky tax return and then called the Department of Revenue and they told you you owe less tax, based on the return that you filed, than what shows on your tax return. If so, they should mail a letter explaining why. It is often because you paid in more tax than what you listed on your tax return. You will have to wait to see what the discrepancy is before you can trouble shoot your state return in TurboTax. Also, if you agree with the changes, you do not have to correct your return that you filed.    

Here is what I suggest doing to alleviate this issue. First go to the deductions and credits> medical> Affordable Care Act portion of your return. If there is a 1095-A listed in the summary, delete it by selecting the trash can icon.   Now go to:    tax tools>tools>delete a form  Look for Form 8962. If it is there, delete it. If using the software, go to the forms mode and delete it from there. After doing this, close your return to save the change. Now go back to the deductions and credits> medical> Affordable Care Act portion of your return. It should ask a question if you had marketplace insurance or if you have 1095-A to report, say no. You now know your issue has been resolved.