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Linda55247 and BrittanyS the so called "expert", please look here: https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869/page/3   1.) The bug is well established and has not been fixed. Even I did what is recommended on above link by "nosadciw" to get around your buggy TT directing me consistently to schedule A rather than schedule B   2.) Secondly, I printed out the tax return and added a cover letter to state of NY. Stating that your buggy software was incompetent to let me file my NY NR return electronically.   I think you should atleast give 50% or more refund to people filing state of NY NR on 203F and 203B. Because;     - 203B was not even generated for me.   THIS IS SUPER FRUSTRATING AND EXHAUSTING AS WELL AS MAKING US PAY FOR GAS (OR CHARGE on EV CAR) AND POSTAL SERVICES + TIME!!  

No.  TurboTax does not mail tax returns for you.  When you mail a tax return, you have to sign and date it yourself in ink, and attach copies of your W-2's and/or any 1099's that show tax withheld.   If you are getting a refund, it will be okay to mail it after the filing deadline.  Or...if you owe tax due--request an extension and pay your tax by April 15, 2025 and mail the Form 1040 when you get home to print it.     https://turbotax.intuit.com/irs-tax-extensions/   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808  

Q. Do I still need to report the 1098-T form when filing my taxes? A. No.   The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.  If you claim the tuition credit, you do need to report that you got one or that you qualify for an exception (the TurboTax interview will handle this) You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T.    Scholarships that pay for qualified educational expenses (QEE - tuition, fees, books and other course materials) is tax free.  Scholarship amounts that exceed QEE is taxable income, on the student’s tax return. Room & board are not QEE. If box 5 of the 1098-T exceeds box 1, TurboTax (TT) will treat the difference as taxable income, unless you enter additional QEE at books and other expenses.   If your stipend is not included in box 5, it is entered separately. In the 1098-T interview, one of the follow-up questions will be do you have any scholarships not shown on the 1098-T. Enter the additional scholarship/stipend there.  When asked if any was used for room and board, answer yes. Then enter the amount you want to be taxable (usually all of it), in the pop up box. R&B are not "qualified educational  expenses".  So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.  This will put it on line 8r of Schedule 1 (this line was added in 2022).

Yes, to file an extension for 2024. If you are using a desktop version of TurboTax you can file an extension for your tax return using the instructions in this link: How do I file an IRS tax extension?    If you   used TurboTax Online, to apply for an extension in your TurboTax program, you can do the following: Click on the search icon in the upper right of your TurboTax screen Type "extend" in your search box Click on the link "Jump to extend" Your screen will say "Applying for an Extension" Answer "Yes" to the question "program," Select "Continue" Follow the TurboTax screens and answer all of the follow-up questions   Your TurboTax screens will look something like this:         You can click this link federal tax extension to start an extension.   Click here for How to File a Tax Extension: A Step-By-Step Guide

Line 5 of Georgia Form 500 - Individual Income Tax Return is your filing status.  This transfers from your federal tax return.  In Georgia, you have to use the same filing status that you used on your federal tax return, with one exception.  If one spouse is a resident and the other is a nonresident without any Georgia-source income, your Georgia return may be filed jointly or separately.  How you answer the interview questions in the "About me" section and in the Georgia State Taxes section will determine whether you are given the choice to change filing status from what is on federal return.     

Thanks, Vanessa. If I list my unreimbursed expenses (veterinary care, training, food, etc.) as cash donations on my taxes, and the 501(c)3 for which I'm fostering doesn't declare that amount as a contribution on its taxes, is that an issue for the rescue group?

If you already filed, or you can't find this option in TurboTax, you can apply for a payment plan (Form 9465) at the IRS Payment Plans and Installment Agreements website.  Make sure you've filed your return before applying through their site.   If you haven't filed yet, go to File, and on the How do you want to pay your federal taxes? screen, select Request an IRS payment plan.   Most states offer an installment payment plan as well, although the procedure varies from state to state. You can contact your state Department of Revenue for details.   Payment Plan in TurboTax

 You have to report your carryover every year.  If you don't amend your 2023 tax return, you will lose $3,000 because you can't  "skip" a year and carry the loss forward.     Refer to the TurboTax article What is a capital loss carryover? and How do I enter my capital loss carryover? for more information.   Since your capital loss carryover didn't transfer,  refer to the TurboTax article How do I enter my capital loss carryover? for navigation instructions to enter it.  

Yes, you may be able to claim your 34-year-old daughter as a dependent if she meets certain criteria. Here are the key points: Qualifying Child: Since your daughter is permanently and totally disabled, she can be considered a qualifying child regardless of her age Gross Income: Her gross income of $5,000 is below the 2024 threshold for a qualifying relative, which is $5,050 Support Test: You must provide more than half of her financial support   For more detailed information, you can refer to the IRS guidelines on dependents here and TurboTax's help article here.  

Yes, that is correct. TurboTax Online can only file one Federal Tax return. TurboTax Desktop can file up to 5 returns.  If you used TurboTax Online you will need to create new accounts for each of your kids to file their returns now. 

That cannot be done....sorry. The “summary” given to you by TurboTax must have confused you.  That summary just nets out the difference between a refund you are getting and an amount you owe.   Or it adds two refunds or tax “due” amounts together.     The federal and state treasuries are completely separate from each other.     Your state tax due cannot be paid from a federal refund.   And….your federal tax due cannot be paid from a state refund.     Neither refund can be used to pay the amount due to the other one.   If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2025.      If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.    https://www.irs.gov/payments     https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212     https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403      To apply for a payment plan with the IRS   Apply Online for a Payment Plan     You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0