All Posts

On TurboTax 2025 Desktop Windows I was not offered a chance to review Federal underpayment penalty.  I did receive this notice for the State of Michigan return when I got to that point.   I only noticed the Federal penalty at that point as I was looking at the year-over-year comparison summary.  

You can file your extension at our Easy Extension website.   An extension gives you until October 15, 2025 to file your taxes instead of the tax deadline of April 15, 2025. You must file an extension by April 15, 2025 to get extra time to file your taxes without a penalty. There's no further extension past October 15, 2025. An extension does not give you extra time to pay your taxes, which are due on April 15, 2025. Even if you can't pay your taxes by the deadline, file an extension anyway so you can avoid the late-filing penalty.   How do I file an IRS tax extension?   How do I file an extension for my personal state taxes?

Just terrible and dishonest.  I've used Turbo Tax for decades and decided to stay with it this year because of the supposed free Federal prep, which ended up costing me $79, because apparently, I must have entered an item that boosted my return out of the free category.   THERE WAS ABSOLUTELY NO NOTIFICATION OF WHEN AND WHY THIS HAPPENED DURING THE PROCESS, AND OH, BY THE WAY, THEY WANT ANOTHER $40 FOR ME TO PAY WITH MY REFUND.   Nice FREE $119 Federal tax return TurboTax!  You have lost a longtime customer. Really a crappy way to treat people.  This will be remembered next year!

If you filed her final tax return for 2023 or earlier, you can do it, although it is not recommended. you must take care to remove any remnants of her tax returns. There is no good reason not to create a new account for yourself.   @froomist 

You can file your extension at our Easy Extension website.  An extension does not give you extra time to pay your taxes, which are due on April 15, 2025. Even if you can't pay your taxes by the deadline, file an extension anyway so you can avoid the late-filing penalty.   How do I file an IRS tax extension?   How do I file an extension for my personal state taxes?

If you are eligible for earned income credit it is added automatically to line 27 of your Form 1040.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP32_US_en_US?uid=m62rmz09   https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/use-the-eitc-assistant   https://www.irs.gov/pub/irs-pdf/p596.pdf  

 In TurboTax Online, follow these steps to print/view your TurboTax Electronic Filing Instructions and Worksheets after you have filed:   Sign in to TurboTax  Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include government worksheets Select View or Print Forms

The extension gives you until October 15, 2025 to file your taxes without getting a failure to file penalty.  You don't get extra time to pay your taxes so you must pay any taxes that you may have that are due by April 15, 2025 so you won't be assessed the failure to pay penalty.   Refer to the TurboTax Help article How do I file an IRS tax extension?.  If you need to file a state extension, review the article How do I file an extension for my personal state taxes?

...Additionally I had to right-click on those fields in 2210 Part1 Line 10 and choose "Override" so that I could enter data.   After that, TurboTax did not recalculate all the rest for me.  I had to manually compute values and individually override all dependent fields.   In my case, the penalty/underpayment went to zero, but the previously computed interest lingered until I cleared it manually in the Part 2 "INTEREST" worksheet.  

The State and Local Income Tax deduction is transferred from Your W-2 or 1099 form so you don't have to enter yourself.  If you have additional State and Local Income Tax to deduct, follow the instructions that expert DianeW777 gives: Instructions to enter withholding not already entered on a W-2 or 1099.