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The energy efficient home improvement credit can only be used to reduce income tax due.  If you have any income tax due then the credit will be applied to reduce it.  If you don't then the credit will be rolled into future years.   Keep in mind that the credit can't be used to reduce self-employment tax.  If you have any self-employment tax on your return then that will be paid as a separate bill from the energy efficient credit.   @MJ991 

The instructions linked by RobertB4444 state that "taxpayers may be required to submit documentation".  It does not denote when they must submit documentation.  As @aaustinf notes, the instructions for form 104 indicate claims over $5000 need documentation.  This is still a bit unclear as it does not state if that is a single donation over $5000, or total donations over $5000.   @RobertB4444 @aaustinf

In TurboTax Online, file an extension by following these steps:   View the entries down the left side of the screen at Tax Tools. Select Tools. Select File an extension. In addition, Free Federal tax extension is available here.   Extension for personal state income taxes here.   An extension does not give you more time to pay, it is only an extension of time to file.

The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund Have a social security number that is valid for employment All of the above are true. I did not understand what is meant by, they did not file a joint return? Daughter - 22, son -18, Full time students

Prepare the New York nonresident form before the California return. Answer the questions in the interview. Yes, this may involve calculation on the part of the user.   Each state has its own rules for calculating taxable income for nonresidents. New York has one form, Form IT-203, Nonresident and Part-Year Resident Income Tax Return, that covers taxpayers who were nonresidents either part or all of the year. See this New York webpage for more information.   When you prepare California, you can claim a credit for any tax paid as shown on your New York return. TurboTax will prompt you for the information.   @dombhuphaibool 

Thank you for your reply!    I have an additional question regarding estimated quarterly payments. In case my spouse's employer is withholding more taxes from their income, would that mean that I do not have to make estimated quarterly payments as we will file jointly and their withholding would offset any amounts I owe at the end of the year? Is it an option to increase my spouse's withholding instead of making estimated quarterly payments for federal, state and self-employment taxes?

Has this issue been fixed?  Father died in mid January 2024 and we never received a PIN for 2024 from the IRS.  Have entered his birthdate and run into exact same problem.  TT will not move forward and let me e-file.

This would be transferred from  your federal return.  You can go back to federal>>Personal info and then select edit next to the person. If this is for a state that allows you to claim additional dependents not claimed on your federal, then go back to the section for the dependents.  You may have to walk through all the steps again dependent on the state. 

It sounds as if you‌ made the decision to close in 2025 (since you indicate that it was after you filed the return). In that case, you will file a return next year for 2025 (it may be all zeros, and that is okay) and mark that one as the final return.