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Philadelphia doesn't generally refund the taxes you paid while working in Philadelphia.  However, you can claim a credit on your NJ resident tax return for these taxes paid to an out of state jurisdiction.   Here's how you can handle your Philadelphia  (PA) taxes while living in NJ using TurboTax:   1.  Enter Philadelphia Wage Tax in TurboTax: Go to the Personal Profile screen. Scroll down to Other State Income and select Edit. On the Did you make money in any other states? question, answer Yes and make sure your non-resident state(PA) is selected from the drop-down[3]. Select Continue to return to the Personal Profile screen. After you finish your federal return, you'll automatically move to the State Taxes section, where you'll see your non-resident state(s) listed in addition to your resident state[3]. 2.  File a Philadelphia  (PA)  Return First: You need to file a Philadelphia (PA) return to report and pay the local wage tax and eventually receive credit for taxes paid.[1][2]. This step is crucial because TurboTax requires you to complete the non-resident return first to properly credit the taxes paid to Philadelphia on your New Jersey return[   Additional Tips: Select the long form (if the option is available) even if TurboTax defaults to the short form. Only report the income attributable to the nonresident state. If preparing a nonresident return solely to recover erroneous tax withholdings, enter 0 on the screen that asks for the amount of income earned in that state. This will eliminate your tax liability for that state, resulting in a full refund. If you live in a reciprocal state, consider submitting an exemption form to your employer so you don't have to file a nonresident return next year.   References TurboTax Community [1] I Live in NJ, but work in PA. I payed Philadelphia Local Tax. Do I file ... [2] Solved: I live in NJ and work in Philadelphia. I am getting tax credit ... [3] Should TurboTax Deluxe automatically have credited taxes paid to ...  

It depends. If you know you are eligible for the head of household filing status, then you should select that for your extension. This would eliminate the need for your husband's PIN. When you actually file your tax return go back to your Personal Information section and make your changes to allow TurboTax to determine your filing status as usual. How do I file an IRS tax extension? Guide to Filing Taxes as Head of Household

Q1) Can I file as married jointly? A1) No. Her $70K income (and being a dependent) prevents you from filing jointly, even if you are getting a refund.  Q2) Who pays taxes on her income if she was a dependent that year? A2) She does.   The family should rethink this whole plan.  The best thing to do is for both couples to prepare their taxes both ways and see how the family comes out best overall, before filing, See a similar question at:  https://ttlc.intuit.com/community/taxes/discussion/can-i-claim-my-daughter-who-got-married-on-december-19th-2015/00/36733

You'll need to enter a placeholder SSN (such as all zeroes) for your wife so that the return can be properly calculated. The return won't be able to be filed electronically, so you'll have to print and mail it to the IRS. 

Don't let TurboTax create a business. I suggest you delete the 1099-MISC you have entered, and anything that was created in the self-employment section and start fresh. Here is how to report the 1099-MISC:   Navigate to Federal Taxes > Wages & Income > I'll choose what I work on > 1099-MISC and Other Common Income> Income from Form 1099-MISC> Start or Update Answer Yes to the question Did you get a 1099-MISC Enter the 1099-MISC as printed, Continue Describe the reason for this 1099-MISC: "Paid Family Leave" or similar. Select None of these uncommon situations apply, then continue Select No, it didn’t involve work that's like your main job and continue The next screen asks how often you get income from this source.  Select only the year of this specific 1099-MISC, 2024. Next, select No, it didn't involve the intent to earn money Verify that the amount is now populated on Schedule 1, Line 8z "Other Income."

If you paid back the funds within 60 days, this qualifies as a rollover which is not taxed. You have to indicate that you paid back within 60 days and keep the proof of it in your tax records.   This is how you do it in TurboTax Online:   Open your tax return Click on Federal in the left-hand column, then on Wages & Income Navigate to the list of income categories Locate the section Retirement Plans and Social Security and click on the arrow on the right Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R). Enter your form 1099-R and follow the interview When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)

If you file jointly, and are not filing just to get the taxes back, then her parent would need to amend their return (or the IRS would do it for them and send them a letter telling them they owe however much they received for claiming her).   A parent can only claim a child if married filing jointly when they are only filing to claim a refund.   If you do not want to have any changes to the parents return then you would need to file as married filing separately. 

You can use the IRS website ID.me to request it. This IRS issued PIN is 6 digits long. Your signature ID (also called a self-select PIN) is a random 5-digit number you entered last year, right before you submitted your return.

There is no Payer ID or payer address for a SSA1099.  You are trying to enter it in the wrong place.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.      

Q. Are dividends from ETFs that US govt bonds and treasuries exempt from MA taxes? A. Yes. After entering the 1099-DIV, you will be asked if any of the $ are from US Govt.  Manually calculate the amount and enter it.  It will automatically transfer to the state return as a deduction.

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

You will need to enter it on your return, then select I share this policy with another taxpayer. Then you will be able to allocate an amount to you and your parents.  You can claim 0% or 100%, they can do the same as long as it adds up to 100%. Many times parents paid the premiums and will allocate the full amount to themselves, while the kids just enter the form and allocate 0%.  Just check with your parents to see how much they claimed for themselves. 

If your federal return was accepted that means the IRS has your federal return and will process that return; if your state return was rejected, the state does not have your state return.  You need to fix the state return and re-file it or print it and mail it to the state.    What is the rejection message that you got for the state return?

Philadelphia doesn't generally refund the taxes you paid while working in Philadelphia.  However, you can claim a credit on your NJ resident tax return for these taxes paid to an out of state jurisdiction.   Here's how you can handle your Philadelphia  (PA) taxes while living in NJ using TurboTax:   1.  Enter Philadelphia Wage Tax in TurboTax: Go to the Personal Profile screen. Scroll down to Other State Income and select Edit. On the Did you make money in any other states? question, answer Yes and make sure your non-resident state(PA) is selected from the drop-down[3]. Select Continue to return to the Personal Profile screen. After you finish your federal return, you'll automatically move to the State Taxes section, where you'll see your non-resident state(s) listed in addition to your resident state[3]. 2.  File a Philadelphia  (PA)  Return First: You need to file a Philadelphia (PA) return to report and pay the local wage tax and eventually receive credit for taxes paid.[1][2]. This step is crucial because TurboTax requires you to complete the non-resident return first to properly credit the taxes paid to Philadelphia on your New Jersey return[   Additional Tips: Select the long form (if the option is available) even if TurboTax defaults to the short form. Only report the income attributable to the nonresident state. If preparing a nonresident return solely to recover erroneous tax withholdings, enter 0 on the screen that asks for the amount of income earned in that state. This will eliminate your tax liability for that state, resulting in a full refund. If you live in a reciprocal state, consider submitting an exemption form to your employer so you don't have to file a nonresident return next year.   References TurboTax Community [1] I Live in NJ, but work in PA. I payed Philadelphia Local Tax. Do I file ... [2] Solved: I live in NJ and work in Philadelphia. I am getting tax credit ... [3] Should TurboTax Deluxe automatically have credited taxes paid to ...  

If you have already contributed $23,000 ate your W-2 employer, you can't use the Maximize function for an individual 401(k) because TurboTax does not support this situation.  To get the TurboTax to calculate the correct employer contribution only, remove the amount that you entered as an individual 401(k) employer contribution, unmark the individual 401(k) Maximize box, then go back and mark the Maximize box for a SEP contribution.  The employer contribution calculation is the same and the SEP Maximize function does not include any employee contribution.  The maximum permissible employer contribution will then be shown at the bottom of TurboTax's Keogh, SEP and SIMPLE Contribution Worksheet and on Schedule 1 line 16.   The self-employed retirement deduction is a personal deduction, not a business expense.  It does not reduce the amount of self-employment taxes.

Your fees are not based on whether you are getting a refund or the amount of a refund; your fees are based on the version of the software you used.even if you owe and are not getting a refund at all.  When you use online TurboTax there are separate fees for federal and state returns--you seem to think you only need to pay for the state, which is incorrect. How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund    If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.           Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     If you have not registered, paid or e-filed you can clear and start over in a lower version of the software. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost  

To view what you were charged for:   Gog into TurboTax On the left sidebar toward the bottom Click Intuit Account A screen with boxes will show up From the left sidebar Select Products and Billing For billing issues you can contact the TurboTax Support Phone Number   Edited 04/08/2025 | 7:39 am PST