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Did you make a payment with an Extension to file?   If your extension payment from 4868 line 7 did not automatically show up on 1040 you need to enter it. So make sure it's not already there before you enter it!   For 2024 Federal Extension payments should be on schedule 3 line 10. And go to 1040 line 31.   To enter the amount you paid with an extension (including state extension) go to Federal Taxes (or Personal Tab for desktop H&B version) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Update button   Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid  

Hi @deblewis1652  Have you tried using 0 or confirmed the AGI with the IRS? Here's where can Get your tax records and transcripts with the IRS. View these related replies for more info on this topic:  -AGI Rejection of Spouse During EFILE -Rejected for SPOUSE AGI efiled -How do I file my return my mail? 

For Itemizers only: The 0.5% AGI floor applies to the sum of all your qualifying charitable contributions for the entire tax year & not each donation or each charity. Example: Your AGI: $300,000 0.5% AGI Floor: $300,000 times 0.005 = $1,500 Your Total Donations for the year: $5,000 Your Itemized Deduction: $5,000 (Total Donations)- $1,500 (AGI Floor) = $3,500 The amount equal to the floor is not deductible.  If your 0.5% AGI floor is $660, then that $660 is not deductible. If you donated exactly $660, your deductible amount would be $0. If you donated $1,000, your deductible amount would be $340 ($1,000 - $660).   You are also correct that official IRS clarity is currently limited, as the law is newly enacted and its major provisions only take effect in 2026. The IRS typically issues detailed guidance, publications, and forms closer to the effective date.   @jcgbus Thanks for the question!!

I've been requested to repost the Windows 11 install for non compliant computers. You need to download the Windows 11 ISO for 23H2 (Much older computers), 24H2 more current computers and 25H2. Create the DVD or Flash drive for the Windows 11 Install. Then under the Sources folder find setupprep.exe for the 24H2. Run Sources\setupprep.exe /product server. Install to upgrade your Windows 10. (If the install fails, you'll then have to do the same install from 23H2 - this will NOT upgrade to any of the newer installs. It will only allow updates that your hardware will support.) Once 24H2 is installed, do the updates. Once done now run the same install on the 25H2. Note: currently Windows 11 25H2 has issues with any computers formerly having previous OSs prior to 10. Do NOT install until MS gets a future fix for this.

Hi @williambaldwin17  Use this link for prior year taxes and select "Access it here" https://turbotax.intuit.com/personal-taxes/past-years-products/2023/  Your products are accessible through your Intuit account. 

Sorry, not buying your answer.  I am in the same boat as the poster.  Since he is older than 59 1/2, he has a qualifying event every day he wakes up; the wording, lifted directly from Pub. 575, with bold italics added by me to the key word, is "After the participant reaches age 59½".  "After" means it is not a one-time qualifying event; it lives on, and covers every day after he turns age 59 1/2.  Don't respond to me with "triggering event" nonsense; those words never appear in Pub.575, or in Topic 412 or 413.  "Triggering event" was invented by some financial advisor, not by the IRS, as far as I can tell, and "triggering event" is a horrible substitute for the actual words in Pub 575.   With respect to his RMD distributions, can you cite an IRS document that says that?  Because my financial advisor has given me the same line of "advice" - that prior distributions from the 401(k) completely eliminate using NUA on the company stock - but he is unable to cite anywhere that the IRS actually says that, and I can't find that anywhere in IRS documents. 

Thank you.   I finally figured that out and mailed the NY return. The real problem I had was that TutrboTax did an extremely poor job of explaining these rules after my federal was rejected.   The rejection was because last year's AGI, which I think TurboTax puts in, was wrong. Is this a bug, or did I do something wrong?

Turbo Tax is so absurdly unclear in this department that they need to overhaul the PIN area pages of the software. I'm not sure if the following is accurate, but I'm going to tell you what every horribly unclear Turbo Tax source has on this subject.  They say you EITHER need your LAST YEAR'S 5-digit self-select pin OR last year's AGI, but they never tell you WHERE TO PUT LAST YEAR'S PIN if you're using that.   Now what makes this unclear is that when the Turbo Tax software page comes up for e-filing, they ask you to enter a pin and last year's agi.  What's unclear is.... is this THIS YEAR's pin you're entering?  Or your pin from last year?  Do they need to match?  Don't know any of that. That's why their software should be more clear on this. On the submission page it looks like you're entering a new pin for this year, and in the AGI box you can either enter last year's agi OR last year's pin you used, but they don't tell you this.  If this is the case, the page should very clearly state this. In addition, there's an IRS generated 6-digit pin which changes every year and they mail to you....all by request.  There's nothing on the Turbo Tax electronic filing page about this from what I remember. The whole thing is a mess and Turbo Tax could clear up a ton of confusion if the **bleep** page was more clear on this. Finally, many TT pages tell users that if the IRS 'accepts a return' from the previous tax year, that agi can and should be used in the agi box.  This is technically incorrect. What it should say is if the IRS accepts a return...that was filed on time use the agi.  IF you filed your taxes after the standard deadline the previous year, such as what I did because some in Florida got extended filing deadlines, even if the IRS at some point 'accepts your return' and CLEARLY has your agi listed in their database from the previously accepted return, they will not accept this agi.  If you put a zero (0) in your agi line they may accept it.  So if you get an electronic filing rejection and you know your agi is correct, use zero and retry. I shouldn't have to type any of this on here, Turbo Tax needs to make their software far more clear.

Thanks for info so far. When it says "donations" is it all the Charitable Donations added up (you specified Aggregate)?  each Donation (i.e. each check must be above .5% of AGI, which seems unreasonable)?  or possibly each entity your enter, i.e. Charity Org 1 - total for year must be .5% AGI and Charity Org 2 - total for year must be .5% of AGI? Also, I have seen some entities also say that the floor is also not-deductible, meaning if your have .5% of AGI is $660, then $660 is not deductible?  That doesn't seem right when I read the text of OBBB.  Any clarity coming from IRS for you?  I see nothing in IRS pages at this time. Thanks

@skramblr wrote: ....Basically you use a utility called Rufus to create an installation from USB and you have the option to remove the TPM requirement. This will let you install Win 11 on older hardware.... I bought a couple of new machines with Win 11 pre-installed but actually did use Rufus to upgrade a couple of really old machines from Win 10 to Win 11. The process went 100% smoothly and, frankly, was a no-brainer; absolutely zero issues after the upgrade.   However, we still aren't completely sure whether or not the 2025 TurboTax editions will download and install on Windows 10 (regardless of what Intuit is proffering). Thus, it might be a better approach to simply wait until the desktop products are released to see whether or not upgrading is even necessary. FWIW...

Bsch4477 ---  Why doesn't TPM1.2 meet requirements? The only requirement listed for TurboTax 2025 is Win 11. No mention if TurboTax even uses the TPM feature nor which version of TPM (1.2 or 2.0).  I also know many people will update their PCs to Win 11 without any TPM (using workarounds like Rufus). I have been checking to see if TurboTax has any TPM requirements and so far can find nothing that states TT actually need it at all.

Win11 officially requires a TPM, but there is a work around. Basically you use a utility called Rufus to create an installation from USB and you have the option to remove the TPM requirement. This will let you install Win 11 on older hardware without TPM. It really pretty easy to do this. Just google it for online instructions and even step by step videos. And about 14yr old hardware. I built my last PC in 2014 with fast processor/memory/etc. Over the years, it was updated with new faster SSDs and Faster Video card. It does gaming in 1080p and even some 1440p just fine. And if you are not a gamer, then why would you need the latest PC to browse the internet or run Word/Excel? You don't. Old hardware can run just fine for a lot of users.