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Check your Federal return to see how any capital loss carryover affected your Federal AGI, which is the starting point for the California return. You would only need to enter any adjustment/ difference on the California return.   The California tax return Form 540 package will include a California Schedule D if you have any California capital gains and losses from the entries you make while completing the Federal return. In some cases, there may be California differences in how the gains and losses are calculated.    TurboTax will ask questions in the California interview in order to capture any information needed to adjust the entries on the California Schedule D. If there aren't any differences, then any California Schedule D prepared by TurboTax will show the same gains and losses as the Federal return.   The California Form 540 starts with your Federal Adjusted Gross Income and summarizes any differences between Federal and California on Schedule CA where the additions and subtractions are listed.   Yes, California also allows capital loss carryovers. However, unlike the federal government, California makes no distinction between short-term and long-term capital gains. It taxes all capital gains as income, using the same rates and brackets as the regular state income tax.   See the Instructions for California Schedule D for more information. Near the end of the instructions is the "worksheet" for capital loss carryovers:   California Capital Loss Carryover Worksheet Enter loss from Schedule D (540), line 11, as a positive number. Enter amount from Form 540, line 17. Enter amount from Form 540, line 18. Subtract line 3 from line 2. If less than zero, enter as a negative number. Combine line 1 and line 4. If less than zero, enter -0- Enter loss from Schedule D (540), line 8, as a positive number. Enter the smaller of line 1 or line 5. Subtract line 7 from line 6. This is your capital loss carryover to 2025. When you prepare the California return in TurboTax, at the screen "Here's the income that California treats differently", under Investments, you can click on the item "Capital Loss Carryover from Last Year" and make any needed adjustments.    

You cannot take any deductions for personal use cleaning and maintenance expenses.  So if the property does not qualify as a rental, then you cannot take a deduction.  If it is rented for less than 14 days and you use it for personal reasons as well, you cannot claim any expenses even if you are only cleaning for the rental. 

The IRS issues most refunds within 21 days if filed electronically; 4-6 weeks if filed by paper, assuming that there is no delay and nothing is holding your return.    Keep in mind that once your return is accepted for processing by the IRS and/or State TurboTax has no control over the processing of your return and/or release of your refund. If you have any inquiries on any delay you should contact the IRS or your state Department of revenue directly for further assistance. There is a couple of FAQs to help you track your refund   When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?      

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   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

The retirement plan contributions would not be deductible from her Medicare wages, so that amount appears correct since you said it equals her gross wages. The box 1 amount should be the Medicare wages minus the allowable contributions to the retirement plan, which appear to be $23,000 in this case, assuming there wasn't anything else that affects the taxable wages in box 1.

You can't finish a prior-year tax return in TurboTax Online. You will have to purchase TurboTax Desktop and download to your computer to prepare your 2023 return.   For more information, review the TurboTax Help article Can I prepare and file just my state return using TurboTax? and How do I file a 2022, 2021, or 2020 tax return?  

Any income documents, such as W-2's, and 1099's of any kind should be attached  to your mailed state return.  The Filing Instructions for your state return gives more info.   Normally, any pages that printed after your state filing instructions need to be included.   @Michelle154 

  You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses

You can do that.    Have you contacted the retirement plan to request a copy?  Or have you tried to import the 1099R?  Have you gone to the plan's website to look for your 1099R?   Remember that an extension does not give you more time to pay.   You need to pay your tax due by April 15.   The extension only gives you more time to prepare and file your tax return forms.   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  

Let's get the  credit you deserve. See Deduction Allowed in Year Paid to determine if you qualify.  Generally points aren't fully deducted. To deduct 100% of your 2024 points on this tax return, you must check the box "This is a new loan on which I paid points (origination fees) in 2024" and the box "I bought or improved my main home with this loan in 2024."   Reference: About Publication 936, Home Mortgage Interest Deduction     

For residents of Texas who are not including a payment, use: Department of the Treasury Internal Revenue Service Austin, TX 73301-0045 If you are including a payment, mail to: Internal Revenue Service P.O. Box  1302 Charlotte, NC 28201- 1302 Here is a list of all of the addresses for mailing this form: Where to file?