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Thank you for your reply.  Let me give you some more specific information in order to see if you have any additional advice before I file (I am on extension).  The instructions (page 9) for 2024 NYS IT-201, line 28, subtractions from Federal AGI, state the following:   "If you include an amount on line 28 from more than one line on Form IT-201, submit a schedule on a separate sheet of paper showing the breakdown from each line."   In 2024 I received interest on US Treasury obligations (exempt from NYS tax) reported on IT-201, line 2, Interest and, for such interest comprising dividends from qualifying funds, on IT-201, line 3, Dividends.   The interest on US Treasury obligations reported on line 2 and that reported on line 3 are combined by Turbotax and the total is subtracted for NYS purposes on line 28.  I have the schedule called for by the above instruction but Turbotax does not provide an option to attach it to my eFile (NYS requires eFile) even though I have indicated in Part VIII of the NYS Info Sheet that I have a schedule to attach.   Question: In this situation does Turbotax not provide an  option in eFile to attach a schedule or am I just not seeing how to do it?   Thanks again.

The W-4 form is used to provide information to your employer so that they can determine how much to withhold from your paychecks. You can calculate how much you should have withheld by using the TurboTax W-4 Calculator 2024.    Refer to the TurboTax Blog Understanding Your Withholding Allowance on Your Form W-4 and What Is a W-4 Form? for more information.    

It depends.  Was the home your primary residence?  You may not have to pay taxes on the profits (up to $250,000 or $500,000 if MFJ) if you meet certain conditions.   The three tests that you must meet are: Ownership - You must have owned your home for at least two of the five years before you sell your home. Use - You must have used your home as a personal residence for at least two of the five years prior to the date that you sell your home. Timing - You can't exclude the gain of another principal residence that you sold within two years of the current sale. If you meet these requirements,  you don't have to pay taxes on the first $250,000 (500,000 if you are married and file a joint tax return). If your profit is more than $250,000 ($500,000 if MFJ) then, the excess is reported on Schedule D as a capital gain.   For additional information, refer to the TurboTax article Tax Aspects of Home Ownership: Selling a Home and the IRS article Topic no. 701, Sale of your home.   If your home sale was your second home, you will pay capital gains on the profit. You will calculate your profit by subtracting the adjusted cost basis plus selling expenses from your proceeds.   The IRS considers the home that your parent sold you as a gift.  Refer to the IRS FAQ What is the basis of property received as a gift? to help you determine the basis.

When will the TurboTax software problem leading to the following error : The sum of capital gains before June 25 in box 52, and capital gains after June 24 in box 53, must equal the total capital gains in box 21. Review and adjust your entries. be fixed? Note: all the values in these T3 boxes have been entered correctly.

  here is the screenshot. I have tried diagnostic support with multiple reps. have tried updating turbotax, updating chrome, updating my computer, redownloading turbotax, re-entering my info. nothing has fixed it.

I accidentally hit the upgrade button as I was finalizing my return. When I called customer service they said if you do this there is no way to cancel it, short of doing your return over. So short of doing this I appear to be on the hook for $ 200.  (Two returns @$100.00 ea). My returns do not need your review as I am in my seventies and have only a basic return. This is a lot of money to me and my wife. This appears to be a built in rip-off to me. I have used Turbo-Tax for decades. I am stressed out at having to do my return again because you are trying to defraud people. I will never use your service again. I am involved with many seniors organizations  in Calgary and will make sure I spread the word about your seedy practices. Hopefully,  you will lose a few hundred more customers as you deserve to have no customers. 

Can you delete the form and reenter?   If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button.

Thanks for responding, that makes sense.   For what it's worth, and in case someone else finds this thread with a similar issue:  the support person at healthcare.gov said to go ahead and file it with the 1095 I have and the tax credit calculated.   The IRS should reconcile the tax credit on their end and make any adjustments to the return amount.   They will have the 1095 sent by my employer that shows I was eligible for employer insurance, and thus not eligible for the credit .