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Check the official supplemental tax info letter from the investment company which contains these %s that's the official source for filing; I don't think you get quarterly breakdown but they should tell you whether it meets the threshold.  e.g. Vanguard has a footnote "* This fund meets the threshold requirements for California, Connecticut, and New York, which require that 50% of the fund’s assets at each quarter-end within the tax year consist of U.S. government obligations."   If you're a high state tax you would ideally want to be in a MM fund with highest possible US Gov obligations that invest directly in Treasuries rather than repo market etc, E.g. Vanguard's VUSXX (100%) instead of VMFXX (60%); Fidelity's FDLXX (97%) instead of SPAXX (55%).  (2024 %s).  Firms like Vanguard or Fidelity use lower US Gov % funds as default for cash management so you have to explicitly buy into these other funds.   https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/USGO_012025.pdf

States with no state income tax: Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming and New Hampshire.    NH previously had a tax on interest and dividend (I&D) income, but this tax was fully repealed effective January 1, 2025. Therefore, for the 2025 tax year and beyond, New Hampshire residents will not pay state taxes on income from wages, interest, or dividends. 

2023 could only have been e-filed on or before October 15, 2024----did you check last year to see if the return had been accepted?     DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”     Does the IRS show a transcript of a 2023 return that you filed? https://www.irs.gov/individuals/get-transcript   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.      

E-filing is now permanently closed for 2024 returns.  You will need to print, sign and mail your return.   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 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.    

E-filing is now closed permanently for 2024 returns.   You will need to print, sign and mail your return.   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 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.    

>For New York State you will not be able to claim those unless the your fund holds at least 50% of it's holdings in US Govt Securities. Some states only allow exemptions on dividends for those funds holding a minimum percentage, usually 50%, of government securities at the end of each quarter.   Is the percentage of US Govt Holdings in the fund the same as the percentage published  under the description   "Percentage of ordinary dividends from U.S. government obligations" Is the percentage  that US Govt Holdings  comprise  of the entire fund at the end of each quarter a number that's even published by mutual funds? thanks

Form 568 isn’t available in TurboTax Home & Business. You’ll need TurboTax Business (the separate version) to file Form 568 for an LLC, even if it’s a single-member. Home & Business only supports personal and sole proprietor returns

@Marilynonmac wrote: I was charged out of the blue $105 today, unauthorized,  for software storage. I stored no software!  I want to discuss this. We filed our taxes last March via TurboTax Deluxe and should have been done until next year!  Now I want to delete my CC. Please call or email me: [email address removed] or [phone number removed]. Please credit my card for $105.00!!! This is a public Internet forum--a user community forum, not TurboTax Support, so don't post any personal info here.  But we can tell you how to reach them.   Where did you see a mention of "software storage"?   That's odd.   Or are you an Advantage customer with a standing order for the new desktop software version each year?  The new version came out yesterday.   If you are an Advantage member and have paid, then you should be able to download the new 2025 software.   In any case, no one can investigate your account from this user forum.   You would need to phone TurboTax Support to discuss it with them.  If asked, use keywords "Billing issue." Monday-Friday 5AM-5PM Pacific https://ttlc.intuit.com/turbotax-support/en-us/contact

Get your W-2 from your employer.   I NEED A COPY OF MY W-2  (or 1099)      W-2's come from employers.  There is not a federal or national website that provides W-2’s.     TurboTax does not have a copy of your W-2—the Wage & Tax Statement—issued to you by your employer, (nor does TurboTax have copies of your 1099’s).   Whether you entered your W-2 by keying it in yourself, importing from a payroll site or by snapping a photo using the mobile app—-TT does not have a copy of your W-2.  If you saved a pdf of your completed tax return, the worksheets will show the W-2 information you entered, but not the actual W-2.      You should always save those documents for your own records. You could ask the employer(s) for copies or you can get a copy from Social Security (for a fee of $62).   To get a copy of a W-2 from Social Security https://faq.ssa.gov/en-us/Topic/article/KA-02501   https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers/irs-procedures/transcript-or-copy-of-form-w-2/transcript-or-copy-of-form-w-2     You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript   Or you can pay the IRS $30 for an actual copy of your tax return which will include copies of your W-2’s      https://www.irs.gov/pub/irs-pdf/f4506.pdf      https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os  

"....my meaning balance..."?     What are you referring to?      Are you trying to check your refund status? First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst     Or did you mean something else that we do not understand?  

Online tax preparation and e-filing for 2024  returns is now permanently closed.  The system is in transition from 2024 to 2025.   Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024  return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device). Then you need to print, sign and mail it.      https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number       Very very soon the online system will go through a phase where your files will be temporarily locked up--so get your return filed asap.  

I was charged out of the blue $105 today, unauthorized,  for software storage. I stored no software!  I want to discuss this. We filed our taxes last March via TurboTax Deluxe and should have been done until next year!  Now I want to delete my CC. Please call or email me: [email address removed] or [phone number removed]. Please credit my card for $105.00!!! Richard M [phone number removed]

TurboTax for 2025 has just been released. I installed it and it is still an Intel only binary. If Intuit does not continue on the macOS platform past when Apple discontinues Rosetta 2 (currently, Apple is saying Fall of 2027), I will be going to the Windows Version and will be using Parallels on the Mac to run Microsoft Windows. I will make sure I have access to the Windows download for 2024/2025/2026 and on. Parallels is an incredibly complex piece of software and they took 3 to 4 years of constant work before it was available after they had the Apple Silicon machine. The Apple Silicon binary has been available for 2 years now. In addition, they are working on a way to run Apple Intel Binaries, essentially a replacement for Rosetta 2 when it no longer works. (This doesn't mean they will actually have a product that does this, but they are currently working on it, according to customer service. That is, an earlier version of Intel macOS could run on a New Apple Silicon Mac as an app the way Windows can.)