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Several  states do not have a state income tax.  So these states will not show up in certain drop down lists.   Leave boxes 15, 16, and 17 blank when you enter a W-2 for these states.   Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming

To enter investment income accurately, it may be recommended to use TurboTax Premier. TurboTax Deluxe has limited capability for entering details regarding investment activity. Here are the steps for reporting wash sales in TurboTax desktop.   Open or continue your return. Search for wash sales and select the Jump to wash sales link. Answer Yes to Did you have investment income in 2024? If you land on Let’s finish pulling in your investment income, select Add investments. From here, you can import or manually enter your 1099-B. On the OK, let's start with one investment type screen, select Stock, Bonds, Mutual Funds. Then select Continue. Answer the questions about your sales. Choose Enter one by one when asked. On the Now we’ll walk you through entering your sale details screen, enter your info. Check I have other boxes on my 1099-B to enter and enter the wash sale loss disallowed in box 1g. Select Continue and answer any follow-up questions. Just an FYI, if the program suggests an upgrade to Premier to enter your investment activity, it may be a good idea to upgrade to enter the wash sale activity.   @GayleS03   

It depends. See the following information about 529 Plans for nonresidents working in New York (NY). Out of State Savers -- Qualify for a New York State tax deduction: If you work in New York and pay New York State income taxes, you may be entitled to a state tax deduction of up to $5,000 ($10,000 if you're married filing jointly) on contributions to your Direct Plan account.* *New York State tax deductions may be subject to recapture in certain additional circumstances such as rollovers to another state's 529 plan, withdrawals used to pay elementary or secondary school tuition, rollovers to a beneficiary's Roth IRA account, or qualified education loan repayments as described in the Disclosure Booklet and Tuition Savings Agreement. State tax benefits for non-resident New York taxpayers may vary. Tax and other benefits are contingent on meeting other requirements. (From the link above) Direct Plan Tax Benefits - Review for your situation. If you do decide you should amend, then use the instructions below. An amendment for the state begins with the federal return even if you are not amending the federal. How do I amend my federal tax return for this year?

to illustrate the example, I did a quick mock up in TT based on an 18k safe harbor with the Q1-2 underpayment showing the penalty and Q1-2 overpayment showing no penalty, see below.  so yes if you overpay earlier in the year and meet safe harbor by the end of the year you will not have a penalty.   At the end of the day it all depends how material any underpayment errors are - in the example above the penalty is $40; even tho the underpayment rate is 8% the underpayment is extinguished by the overpayment within a couple of quarters which stops the penalty from accruing.   re your calculation it sounds like you have a good handle on the salary+RSU whether it's X or Y they sound close; but if you leave interest/dividends/cap gains until the end and didn't include that in your estimation as you go, then you could end up with larger payment needed in Q4 and back to either a penalty or using Form 2210 AI method to reduce it.  Again depends how material this is vs. X or Y.  Personally I take a stab at estimating this for the year, include that in ES payments quarterly and then review later in the year.   Underpayment penalty No penalty

@DavidD66 wrote: The safe harbor elections mean you don't have to determine if the cost is for a repair or an improvement.  That doesn't mean you have to capitalize the cost of a repair because it exceeds the safe harbor amount.  If it doesn't qualify as an improvement, it is a repair and maintenance expense.  It does require an analysis of the facts and circumstances.       Right, but the dollar limits are going to be tough to meet for a roof replacement on a rental house, unless I am mis-remembering the limits.   It's worth verifying, of course. 

Do you mean your refund?   Your "return" is the Form 1040 you submitted to the IRS.  Money you get back is your refund.   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  

Unless you qualify for credits, your refunds are based on how much money you've paid in during the tax year. It sounds like you're only paying what you owe. To get a bigger refund, you'd have to take home smaller paychecks.

Here is the dependent support worksheet.  This will tell you if you paid over half of their support and the expenses that qualify.  Most living expenses qualify.   You do not have to show proof when you file your return or send anything in to prove that you can claim them. But filling out and keeping that worksheet along with any proof (like bank statements) is always a good idea to keep with a copy of your tax return. 

Contributions made to “Bright Start” and “Bright Directions” College Savings Programs and “College Illinois” Prepaid Tuition Program -go on IL Schedule M Other Additions and Subtractions for Individuals. Total of all addition to income transfer to Form IL-1040, Line 3.   To report the contribution in TurboTax: Open your IL return  Continue to the screen Here's the income that Illinois handles differently.   Scroll down to Education  Click Start next to College Savings and prepaid tuition plan contributions.    

No. TurboTax does not have a stand-alone D-400 Form. The TurboTax program is a complete package that files your federal and state returns. Once you purchase the program, you will enter all your federal information and then the information flows to your North Carolina resident's state return.    If you are just looking to file the NC state return only, you can file it directly with NC here.   @RobertBowen 

Have you viewed the Taxpayer/spouse income allocation worksheet in forms mode for New York?  This worksheet matches the adjusted gross income on the New York return.  To view select forms in the top right hand corner.  Scroll down to New York and select TP/Sp Inc Alloc.     @EHelen 

It depends. If you are not a resident of North Dakota (ND) then the IRA and HSA deductions would not apply to their state return. They would apply to your resident state return.    If you have ND income from wages and did not perform work in ND then you would be filing that tax return for a refund of any tax withheld.  If you did perform work in ND, even though you did not live there, then you do have taxable income for ND.  ND 2024 Tax Instructions (see page 5 for ND source income) For number 2 above, if this describes your situation, See the instructions below.    State Returns - Your resident state requires you to include all worldwide income. Assume both states require income tax returns to be filed:  Report the income on each state return that is from the nonresident state Report it on your resident state and receive credit for taxes paid to another state. Credit for taxes paid to another state is allowed by a resident state when the same income is being taxed to another state.  Your resident state does not want you to pay tax twice on the same income. The credit that is allowed will be the lesser of: the tax liability actually charged by the nonresident state, OR the tax liability that would have been charged by your resident state In most cases complete your nonresident state first.

When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596