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It would be helpful to have a TurboTax ".tax2024" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online:    From the left menu select Tax Tools.  Then select Tools below Tax Tools.  A window will pop up which says Tools Center.   On this screen, select Share my file with Agent.  You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.  Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     The instructions for TurboTax Download:    On your menu bar at the very top, click "Online" Select "Send Tax File to Agent"   Click "Send" The pop-up will have a token number Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.     We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

It depends. TurboTax would automatically change the depreciation method to straight line (SL) if the business use dropped to 50% or less because it is required under the tax law.  Review the vehicle entry screens to double check the selections and mileage. Please update here to confirm your business  use percentage in 2024 (business miles divided by total miles).

How many children do you have in childcare?   For one child, the max amount of work-related expenses you can claim for the credit is $3,000 and this amount has to be reduced by any tax free dependent care benefits that you received. Since you had $5,000 in benefits, you wouldn't qualify for the credit for just one child.   For more than one child, the max amount of work-related expenses you can clam is $6,000 and this also has to be reduced by tax free dependent care benefits. In this case, you should qualify for a credit based on $1,000 of qualified expenses.   If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.   If you're using TurboTax Online: Once you're logged in to your account and have your amended return open, - on the left hand panel, click on Tax Tools and then choose Tools - on the pop up window, select Share my file with Agent - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information. - click okay and you'll get another message with a token   If you're using TurboTax Desktop: Click on Online in the top menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent' Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution   Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.

@tomokonakajima3    The $$ from Tax exempt dividends, is shown in box 12 of your 1099-DIV.   You break out just the $$ that came from your own state (and any US Territories), on one off the follow-up pages after the main form....as shown below for an NC resident.   (Except for some Special restrictions for residents of CA, MN, IL and UT) _______________________________________ _____________________________________ _________________________________  

If you lived and worked in CA for the entire year of 2024 and your spouse lived and worked in NJ for all of 2024, then you would file separately for the states which each of you filing as a resident of the state.  You would not file a non-resident return if you lived in the state for the entire year.  You can file a joint federal and separate states, or you can file separate federal and state returns.    How do I prepare a joint federal return and separate state returns?

TurboTax Free Edition is indeed free for both federal and state returns, but only about 37% of taxpayers qualify. Here's a bit more detail:   TurboTax Free Edition: Cost: $0 for federal, $0 for state, and $0 to file. Eligibility: Available for those filing simple Form 1040 returns only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, and student loan interest) How to Verify Eligibility: Continue through the program: As you enter your information in TurboTax, it will automatically verify if you qualify for the Free Edition Check your tax situation: Ensure your return is simple enough to meet the criteria for the Free Edition   Important Links TurboTax Free Edition TurboTax Free Edition Eligibility  

i.e., you might need to go back thru the Estimated taxes preparation Q&A area again.  You may have misstated something, like put in a too-high expected income amounts, or entered the wrong total for your "Expected" automatic withholding amounts.

It depends on when your contributions to the 401(k) were made. See the New Jersey (NJ) rules below. If you meet the criteria in 1 below, then you would select 'None apply'. If you meet the criteria for 2 below, then you would use the General Rule. You need to find out if you have any contributions that were taxable to NJ when they were made. NJ Retirement Income Rules Section 401(k) Plans If you made contributions:  On or after January 1, 1984, your contributions to your 401(k) Plan were not included as income when they were made, unless the contributions exceeded the federal elective deferral limit. As a result, you must report all distributions on your New Jersey Income Tax return because they are fully taxable;  Before January 1, 1984, your contributions to your 401(k) Plan were included in your income when they were made. If you made contributions to a 401(k) Plan before January 1, 1984, or you made contributions beyond the federal limit, use IRA Worksheet C to calculate the taxable and excludable portions of your distribution.  If all contributions were not included in your NJ income all distributions are taxable. If any of your contributions were part of your NJ income then the general rule is used to pay tax on only the earnings part of the distribution. Your plan administrator should be able to help you with the details.   The three year rule would only apply if you will recover your cost in the plan within three tax years after distribution begins and only if you have any contributions made before 1984.

Here's what the IRS says, in Publication 503, Child and Dependent Care Expenses, on page 10. "Expenses prepaid in an earlier year. If you pay for services before they are provided, you can count the prepaid expenses only in the year the care is received. Claim the expenses for the later year as if they were actually paid in that later year."