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Para presentar tu declaración federal y estatal simultáneamente con TurboTax, necesitas pagar por la presentación de ambas. TurboTax no vende la declaración estatal de forma independiente; siempre está vinculada a la presentación federal. Puntos clave: 1. Ediciones de TurboTax: Existe la Edición Gratis para declaraciones simples, además de ediciones como Deluxe, Premier y Self-Employed para casos más complejos. 2. Con todas las ediciones, normalmente debes pagar una tarifa adicional para presentar la declaración estatal, excepto en algunos casos con la Edición Gratis. 3. No puedes presentar solo la declaración estatal sin presentar primero la federal en TurboTax. 4. Para presentar ambas declaraciones inmediatamente y de forma simultánea, debes pagar las tarifas correspondientes para federal y estatal. Esto aplica para usar TurboTax en línea o en software. Debes preparar ambas declaraciones y pagar para presentarlas electrónicamente al mismo tiempo.

The only thing you may need from prior returns is your prior-year AGI for identity verification when e-filing. You don’t add a prior-year return to your current one.    For your 2025 return, you’ll file Married Filing Jointly, and just enter both of your 2025 income.

Thanks!   I believe to e-file for IL I need to have filed for IL in the previous year (needs the AGI).   Since IL will process my 2024 return slowly, I guess I will not be able to e-file 2025 before the 2024 is accepted (which will be slow).   As such, I will be mailing the return for both years. (I know it's one day late, but I was traveling on Apr 15)

Thank you MaryK4: I ended up finding how to use the correct taxable amount in for 1099-R, box 2a, and TurboTax was excellent at navigating me to a Form 4852. I attached the VA letters of withholding and on Lines 9 & 10 of the Form 4852, was able to detail exactly why the 1099-R, box 2a, amount should be adjusted. All the correct calculations flowed properly and my reduction in income was recorded properly. I thought it best to mail in my return because I still owed. Your other suggestion about using a negative value in "Other Income" to offset the 1099-R, box 2a, amount, is a good idea, however, I thought the cleanest way and more explanatory was to go with option one using the Form 4852. Besides, I had already completed my return using the first method. Your information to me was very helpful and gave me confidence that I didn't have to file, pay, and then refile an amended 1099X return. This should work out and I would definitely be able to survive any questions about the way in which this was finally done.

Please see the following article for assistance changing bank info for direct deposit. Keep in mind if you've already filed your tax return, it may be too late to change your bank account for direct deposit. 

Para saber si necesitas presentar una declaración de impuestos en EE. UU., considera estos factores clave: 1. Ingresos: Si tus ingresos brutos superan ciertos límites establecidos por el IRS para tu estado civil y edad, generalmente debes declarar. 2. Estado civil: Los límites de ingresos varían si declaras como soltero, casado que presenta en conjunto, cabeza de familia, entre otros. 3. Tipo de ingresos: Incluye salarios, trabajo por cuenta propia, intereses, dividendos, ingresos por alquiler, entre otros. 4. Otros requisitos especiales: Por ejemplo, si puedes reclamar créditos tributarios, recibiste pagos por desempleo, o si recibiste una distribución de cuentas de retiro. Cada año, el IRS publica tablas de ingresos y reglas específicas para presentar declaración. Es importante revisar tu situación personal para determinar si debes declarar.

You can reach TurboTax support at 1-800-446-8848, available daily from 5 AM to 9 PM PT. You can also connect with a representative by typing your question in the help search bar, selecting Contact Us, and choosing the option to speak with a live specialist.

Contact your state department of revenue.  See this - https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/01/25573?search-action-id=623234285215&search-result-uid=25573

Respond to the IRS audit notice and be prepared to remove the EIC claim if she does not meet the IRS qualifying child relationship rules, to avoid penalties. Unless she is your legal niece (child of your sibling) or was legally adopted, she will not qualify for EIC. If you provided over half of her support, you may still be able to claim her as a qualifying relative, but that does not make you eligible for the Earned Income Credit.   Who can I claim as my dependent

If the IRS rejected your tax return when using the original 2024 AGI from your 2024 federal tax return, Form 1040 Line 11 and the IRS rejected your tax return when using a 0 (zero) for the 2024 AGI then you will have to print and mail your tax return.   See this for how to print and mail a tax return - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258?search-action-id=623233086515&search-result-uid=26258