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@rmkull3175  To fix the Form 2210 error in TurboTax (often related to Line D withholding not matching), delete Form 2210 and re-enter the data, or answer "Yes" to annualizing withholding. Common fixes include reviewing "Underpayment penalties" in "Other Tax Situations," checking that the total withholding matches the 4-column breakdown, or deleting the form using the "Tools" option to resolve calculation bugs.

yes, that's exactly what I did but it then takes you down a path which is, for a lay person, so far removed from any of the documentation the RSU administrator for my plan provides in once place (sounds like Computershare in general suffers from this issue) that I pretty much had to pay to have my taxes done in 2024 by a Turbotax Bene Gesserit who knew the "weirding way" (it's a Dune reference, nothing untoward).   Essentially I was paying a TT person to map the terms used in my 1099B form and then being educated on where to dig up other bits, pieces and parts of the information in 2 or 3 other documents (my RSUs were all in another currency to boot) required to reconstruct the poor blown up transaction -- Computershare grenaded the full transaction, left some remnants and then the taxpayer is left to reconstruct the pieces-parts shrapneled around their system; once reconstructed you then take a bone saw to the original transaction to carve it into the shapes that fit into the Turbotax entries.    Sorry to go so long.    It could all be a lot smoother if the arcane Turbotax screens weren't directly intersecting obtuse financial institution reports.   I guess that's why I'm not a (tax) accountant by trade?  Maybe it's a prime use case for TT to apply shiny AI tools to this scenario... ? 

@lweuve  It seems that your total medical expenses are under the threshold so you would then during the interview have to input them during the WI state interview as it is separate of the  Wisconsin allows taxpayers to deduct qualified medical expenses that exceed 7.5% of their federal Adjusted Gross Income (AGI). While Wisconsin generally follows federal rules, it offers a specific, separate subtraction for qualifying medical insurance premiums paid with after-tax income, which can be claimed even if you take the standard deduction.  To input the insurance premium it is part of the WI interview.  enter post-tax Wisconsin medical premiums by navigating to your Wisconsin return, proceeding through the state interview to "Here's the income Wisconsin handles differently," and selecting "Start" next to Medical Care Insurance. Enter your premiums in the applicable section (employee, self-employed, or other/retired) to ensure they are subtracted from income.

I called and after more than an hour on the phone, someone was finally able to take payment over the phone for the state forms and download a link onto my intuit account.  But then, I wanted to efile the state return...wouldn't process the payment.  I get to call back and see if I can get someone to process the payment. Clearly it is a billing interface with the desktop version in my case.  I'm about ready to give up on TurboTax.

I too have been forced to the PPP LOAN QUESTION, even though I have no PPP loan (and, by the way, no clergy income and/or housing either). Since the PPP Loan screen offers no option to skip it, you're forced to choose between 2020 or 2021! So, to placate the program: - checked the box for 2020 and answered the questions with fake info, specifically $0 tax exempt income - went to FORMS mode (desktop version) and opened the PPP Loan Statement - cleared all boxes in the Smart Worksheet located in the bottom half of the PPP Loan Statement - TurboTax erased all explanatory info from the PPP Loan Statement (effectively creating a blank statement) - once my return passed TurboTax Federal Review, went back to Forms and deleted the blank PPP Loan Statement

If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099. Delete it and enter it here, Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button   Then on the next screen be sure to answer Did you live in a Foreign Country?  NO.  If you are married you need to say No for each spouse.  

@wolfentears  You are likely receiving this message because you accidentally checked a box saying you had Marketplace (Healthcare.gov) insurance. To fix this, you must delete the 1095-A form entry in TurboTax and change your answer to "No" regarding Marketplace insurance, often found under Deductions & Credits > Medical.

In TurboTax, enter the sale of your home under Federal Taxes > Wages & Income > Less Common Income > Sale of Home (gain or loss). Use the "Search" bar to find "sale of home" and select the "Jump to" link to get there. The tool will walk you through the sale details The sale of a primary residence exclusion under IRS Section 121 allows homeowners to exclude up to $250k (single) or $500k (married filing jointly) of capital gains from taxable income.  If you owned the home and used it as your residence for at least 24 months of the previous 5 years, you meet the residence requirement. The 24 months of residence can fall anywhere within the 5-year period, and it doesn't have to be a single block of time. All that is required is a total of 24 months (730 days) of residence during the 5-year period. Unlike the ownership requirement, each spouse must meet the residence requirement individually for a married couple filing jointly to get the full exclusion. If you were ever away from home, you need to determine whether that time counts toward your residence requirement. A vacation or other short absence counts as time you lived at home (even if you rented out your home while you were gone). If you become physically or mentally unable to care for yourself, and you used the residence as your main home for at least 12 months in the 5 years preceding the sale or exchange, any time you spent living in a care facility (such as a nursing home) counts toward your 2-year residence requirement, so long as the facility has a license from a state or other political entity to care for people with your condition. If you don't meet the Eligibility Test, you may still qualify for a partial exclusion of gain. You can meet the requirements for a partial exclusion if the main reason for your home sale was a change in workplace location, a health issue, or an unforeseeable event. There are other exclusions for military/ divorce, etc.    To calculate the gain/loss on the sale.  Selling price - selling expenses  is your net realized.  You then must subtract your basis in the home and property which would be adjusted for all  capital improvements you made and reduced by all prior depreciation you took or were allowed to take during the period it was a rental.  You can utilize your depreciation schedule from TT in the year you last used it as a rental.  Your basis would include the $25K in capital improvements done while a personal residence too. You also must reduce your basis by any insurance reimbursements.   For more detailed information please review the IRS Topic No. 701. https://www.irs.gov/publications/p523   @RuffyK

Thank you for your reply @AmyC . I am using the Desktop version on a Mac, and I am looking for the kind of thing you describe in your Step 6, where I can differentiate between Federal and Ohio amounts, but I cannot find such a screen or line for Unreimbursed Medical Expenses (or anything similar). I can find (and have used) allocation lines for the following Income Allocations: • Non-Ohio State and Local Government Interest and Dividend Income • Nonbusiness Interest and Dividend Income • Wages, salaries, tips, guaranteed payments • Nonbusiness Capital Gain or Loss • Nonbusiness income (loss) from rental and royalty activity And I do also see the following Deduction Allocations: • Health Savings Account (this shows up on IT NRC Line 14, not line 8). • IRA Deduction But there is no screen or line for unreimbursed medical expenses or for Schedule of Adjustments Line 44. Regarding the Form entry mode: There is no option to change the Column B of Line 8 directly (this is what I need to do, as you correctly state). As you say, IT NRC line 8 does source back to the Schedule of Adjustments, but there is nowhere on the Schedule of Adjustment to distinguish between Federal and Ohio amounts (there is no Column A or Column B on the Schedule of Adjustments. Column A and Column B are only on the IT NRC. One hypothesis: I did NOT itemize deductions for my Federal taxes, so the only place the unreimbursed ACA premiums show up is on the Ohio Schedule of Adjustments Line 44 (and then incorrectly on IT NRC Line 8 Column B). There is no Federal amount/deduction. The Ohio IT NRC recognizes this, as there is no Federal column for Line 8. There is ONLY an Ohio Column B. Maybe Turbotax is getting confused because there is no Federal Deduction to allocate. Just a guess.

You will still get the first original full refund (and keep it) or need to pay the first tax due. You should not amend or change your return until you get the refund from the original return or your payment has cleared.   The amended return will only be the difference you get back or need to pay. You can confirm this by printing your amendment and looking at the 1040X. Line 18 should be your original refund amount and line 21 should be your additional refund. If you paid on your original return it will be on line 16 (but don't include any penalty on 1040 line 38). If there is an amount owed with the amendment, it will be on line 20.   Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.

I followed your instructions. I put $400 for refund received, $400 for taxable amount, and $516 for total payments. In the Final Review it gives me an error:    Check This Entry: State Tax Refund Worksheet: Payments and withholding must exceed sum of individual payments. It looks like the total amount you entered from your 2023 NY tax return is less than the individual payments you made that year (estimated tax, extension payment, or payment when you filed your return). It should be higher than, or at least equal to your payments...."   I do not understand this at all. Can you please explain? Thanks!