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There is a problem with your online payment app.  When I try to enter an expiration date of 09-12 the program won't allow, it only goes to 08 for month.  this has previously been reported by other users and has not been fixed.  I believe it is an effort to force frustrated people to have the fee taken out of their refund which has a $40 additional processing fee.  This is crap, ready to use a different tax program next year!

I am using turbotax 2024, 2025 desktop version.  The 2024 saves in .tax2024 file.  The PDF is NOT the turbotax file extension.  I was able to import .tax2024 to turbotax 2025 and the new file is .tax2025.   If you can locate your .tax2024, that should help.  If you use a PC, open the "This PC" and in "Search This PC" (top right corner), type *.tax2024".  Hope you find your .tax2024 file.   Hope it helps.

You can enter your cost basis and depreciate your rental property by navigating to the rental property section and selecting add an asset to claim depreciation.    Here's how to do this in TurboTax Online:   Navigate to Federal > Income > Wages & Income Summary > Rentals, Royalties, and Farm > Rental Properties and Royalties (Sch E) Edit the rental using the pencil icon, or create a rental if not yet started. Choose add expense or asset, chooses Rental property in the list of asset options, then continue. Now, navigate to Assets in the expense list, choose the pencil icon next to Rental property.  Choose Add to add assets.  Enter information about the property, selecting Rental real estate property form the dropdown in the box titled Select an asset category. This selection depreciates the property over 27.5 years. Here is some information you may find helpful: Rental Real Estate and Taxes

Depending on which section of your return you are working on in TurboTax, you might not need to enter the address for Vanguard at all. Otherwise, please see the following suggestions:   As stated in this help article, which was recently updated:   You may receive a message like: ZIP code is invalid for Electronic Filing. You must enter a valid ZIP code for your state. Enter a correct ZIP code in this format 'nnnnn' or 'nnnnn-nnnn' TurboTax follows the IRS guidelines for acceptable ZIP codes. If the two-letter state abbreviation doesn't match the ZIP code, you'll receive this error when attempting to e-file. Solution If you receive the error mentioned above:   Double-check you entered the correct two-letter state code Make sure you've entered the ZIP code in either 5-digit or 9-digit format (for example 12345 or 12345-6789) Look up the correct ZIP code for the street address in question   If you have tried the above suggestions and are still having this issue, try these additional steps:   Try exiting TurboTax, restarting your device and starting TurboTax again. Try using a different browser. Chrome usually works well. Try clearing your cache and cookies.   If after trying all of these suggestions the issue persists:    See this help article and this one for instructions on how to contact TurboTax customer support depending on which product you are using.  

If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.   @turbotaxwontletmepay 

Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.

I am filing for CA state using TurboTax desktop (PC) version, but it may be the same for NM 1. Go to the state portion 2. On the bottom, click on "Other situations" 3. Under "Other situations", click on "Apply Refund to Next Year" 4. Enter the overpayment amount you want to apply for next year   Its similar to federal case, the "apply refund for next year" is under 'other tax situations' Hope it helps.

Got it. Thank you Very much.  In this case i will send only 709 form. Also what is private service mean? I am sending this form without any one preparing it. Its prepared by me.  Should i send to below one or the otherone? File Form 709 at the following address. Department of the Treasury Internal Revenue Service Center Kansas City, MO 64999    

Since the total amount received from your parents is less than $100,000 for the year, you do not need to file Form 3520. The IRS only requires this informational form if gifts from a foreign individual (or related foreign persons) exceed that $100,000 threshold in a single calendar year. (See 3520 instructions here.)   Because your parents are giving less than $50,000 per child, the combined total stays under the limit, meaning there is no reporting requirement for you, the account owner, or your sons as the beneficiaries.

I am having the same issue here in NJ and missing out on an additional 8K of deduction and am unable to get through to anyone at Intuit to resolve. The system does not seem to calculate the "phase out" and just blanket caps at 10k.