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I compared overall numbers with and without 1099-DIV , the taxable income jumps by $32K. Nothing else changed on the return between the two    No 1099-DIV Gross Income $ 309,414.00 Taxable Income $ 267,169.00 Total Tax $ 51,283.00 Total Payments/Credits $ 41,110.00 Payment Due $ 10,173.00 Effective Tax Rate 16.23%   1099-DIV Adjusted Gross Income $ 342,234.00 Taxable Income $ 299,989.00 Total Tax $ 58,236.00 Total Payments/Credits $ 41,110.00 Payment Due $ 17,126.00 Effective Tax Rate 16.35%

No, the TurboTax Home & Business edition does not support the Form 1065.  It does support entry of a Schedule K-1 from a form 1065   To complete and file a Form 1065 using TurboTax you would need to purchase and install the Business Edition on a Windows based personal computer. Go to this TurboTax website for the 2024 Business Edition - https://turbotax.intuit.com/small-business-taxes/cd-download/

Yes, you can amend your state tax return using TurboTax. Here’s how to do it:   Go to the Amend screen. Select Amend (change) return, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop below instead. On the screen OK, let's get a kickstart on your 2024 amended return, select The IRS or state sent me a notice (this will allow you to amend only your state return without making changes to your federal) and Continue. On the next screen, select Something else and Continue. On the screen Tell us which 2024 return(s) you want to amend, select 2024 state. Continue until the Let's work on your state taxes screen. Select Amend next to your state return, and continue through the screens to make your amendments.

I can't edit or delete my comments, but Amy is correct about Big Home Tax. My code didn't work, and I was definitely caught off guard when I discovered the issue as I tried to submit my taxes. Not the surprise I needed at midnight! 😡   But, following Amy's advice, I texted Big Home Tax at the number on their webpage, and they immediately responded. They gave me a different code, and I was able to submit my taxes.

That is not what the post is about.  My AGI went up as well from 2023 to 2024, but my Sales Tax Deduction went down.  If the rationale is that if I made more then I spend more, my Sales Tax Deduction should be higher in 2024.  However, it's lower in 2024 than 2023.  My state is TX, have no state/local income tax, and am just taking the straight standard sales tax deduction.     I am shocked that no Turbo Tax experts on this community can explain why this is...

I suggest a quick quiz, Married to a nonresident alien, to determine the best action for you.   A US citizen married to a nonresident alien can file a joint return. You would include all income and also file a credit for tax paid to Canada on the income. Your filing status is determined by your marital status on Dec 31.   References: Nonresident Alien Spouse | Internal Revenue Service Filing with Non Resident Spouse Filing Separately Without Spouse SSN

No.   TurboTax Home & Business is only for personal returns (form 1040)   You can use TurboTax online for small businesses to prepare form 1065 by clicking here   Or you can use TurboTax Business CD/Download on a Windows computer (not compatible with Mac).   You can purchase TurboTax Business CD/Download from this page.