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Why pay for this type of gamble.  I plan to jump to TaxCut 2025 after nearly 30 years using TT.  I think I can figure out the new interface and I believe TaxCut will import a TT 2024 return. B Santana   b santana

I agree completely! TT logic is flawed. If you are concerned about security, you would not put your tax information on the internet. It makes sense to allow TT2025 to run as software on a Win 10 or even Win 7 system for security reasons. It can be air gapped.  The tax return can then be filed by mail, or if the IRS allows Windows 10 access, directly submitted.   The simpler solution is to just transfer to H&R Block TaxCut 2025.

The whole purpose of purchasing TurboTax is for it to fill in the values and print the proper forms.   If I download the form from the state, it still has to be filled in by manual calculations.  The state program feature also has problems, as when it asked if I qualified for elder credits, it queried if I was a resident of more than 9 months , click yes or no.  It did not have the an no box, there was no way to correct the response.   After using TurboTax to mail in to file the state return, as flowing the steps laid out.  I got a response from the department of revenue that the forms were missing.     If I have to manually download and manually calculate values, what is the purpose of even using TurbotTax?      

That final screen in the TaxCaster tax calculator is very confusing. There is no place for IRA withdrawals and Social Security income under "What you told us," so they are not shown there. The IRA distributions that you entered, and the taxable portion of the Social Security benefits, are included in the total income under "Refund summary."  

Hi @dmoe54, the solar tax credit is "non-refundable." That means if you have no tax liability, the credit, unfortunately, does you no good. Only a small number of tax credits are refundable, and the solar credit is not one of them. The Solar Tax credit can only reduce tax that you owe.   However, could you clarify your situation? I am not understanding it all. You say you have no taxable income but that you take an RMD (from an IRA or employer retirement plan) and pay tax. Why would you pay tax if you have no taxable income?    Do you mean that you have tax withheld from the RMD distribution? Or that you pay an estimated tax payment when you get the cash? In either case, the Solar Tax credit is not affected because the non-refundable nature of the credit is not all about tax that you paid, but rather your tax liability. Tax withheld (or paid on a 1040-ES) is just an estimate of your taxes. It might be high or low. You might get a refund or you might owe tax when you file your 1040. The bottom line, though, is that if you have no taxable income, you won't have any tax liability to reduce by the solar tax credit. Sorry.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      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