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a month ago
TurboTax will use the deduction on your NJ return that is more advantageous for you. TurboTax transfers data from your federal return to your state return and to calculate your NJ deduction you will...
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TurboTax will use the deduction on your NJ return that is more advantageous for you. TurboTax transfers data from your federal return to your state return and to calculate your NJ deduction you will need to enter your property taxes on your federal return. Make sure that you entered your real estate property taxes on your federal return, under itemized deductions.
Before you begin troubleshooting your state return, go back through your federal return and make sure everything is correct. After you review your federal return, select the State Taxes tab and review the state section. Pay close attention to the information, especially if you have made changes to your federal return. There might be new sections that need to be completed.
Troubleshooting common federal to state transfer issues
Property Tax Deduction/Credit for Homeowners and Renters
a month ago
Instead of uploading the form, enter it manually. The "Household too large" error happens when the import tool reaches its limit on how many dependents or forms it can connect to one tax file at onc...
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Instead of uploading the form, enter it manually. The "Household too large" error happens when the import tool reaches its limit on how many dependents or forms it can connect to one tax file at once. It also doesn’t identify which household member the 1098-T belongs to.
A 1098-T needs to be tied to a specific person on your tax return—it can’t be left unassigned. If you’re claiming your child as a dependent, you’re the only one who can take the American Opportunity Tax Credit (AOTC) or Lifetime Learning Credit (LLC) for their education expenses.
If the names or Social Security numbers don't match, or if the dependent isn't marked as a student, the 1098-T import won't work. If you have more than one student at the same college, separate 1098-T's would be required for each student.
a month ago
I talked with 3 members of your support team and have done all that is suggested. i have spent 4 Hrs on the phone with no solution. i cannot purchase or process payment to EF state? I was told th...
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I talked with 3 members of your support team and have done all that is suggested. i have spent 4 Hrs on the phone with no solution. i cannot purchase or process payment to EF state? I was told this is internal on your end. When is this going to be fixed???
a month ago
Look at the worksheet in Forms Mode. There should be some sort of checkbox indicating you want that information to carry to the K-1s.
a month ago
TurboTax seems to be using the (old) $10,000 limit instead of the 2025 $40,000 limit on deductions for state and local taxes.
a month ago
The Arizona tax liability for 2024 after deducting any tax credits is on AZ Form 140 Line 52 (Balance of Tax).
a month ago
@Stacey94 wrote: If TT is adding it, when is that supposed to happen? In an update sometime later this month or in March.
a month ago
Unmounting the drive worked but still seems unnecessary for Turbotax to look on backup drives. I use CCC which backups my entire system so I expect there to be a backup version of Turbotax. Anyways...
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Unmounting the drive worked but still seems unnecessary for Turbotax to look on backup drives. I use CCC which backups my entire system so I expect there to be a backup version of Turbotax. Anyways thanks for your help.
a month ago
I filled out my refund online through turbo tax. I keep getting notifications saying the IRS accepted my return every other day.
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a month ago
@AmyC NYS issued 1099-G forms to individuals who received the 2025 rebate check, but the year indicated on the 1099-G is 2025. To clarify, generally, if you receive a 2025 1099-G from any state...
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@AmyC NYS issued 1099-G forms to individuals who received the 2025 rebate check, but the year indicated on the 1099-G is 2025. To clarify, generally, if you receive a 2025 1099-G from any state with a 2024 year on it, this implies it is taxable if you itemized your deductions in 2024. This is because you would have gained a federal tax benefit in 2024 from the taxes paid to that particular state, and therefore, if refunded, you must recapture that deduction at the IRS level and report it as income in 2025. The same principle applies if you received a 2025 1099-G with a 2023 year on it; its taxability depends on whether you itemized your deductions in 2023. However, this situation is different. The rebate check was not a refund for taxes paid in 2023; instead, it was a general refund distributed to all families meeting specific income limitations. Therefore, what NYS is indicating with this 1099-G form is that if you itemize your deductions in 2025—for instance, claiming $10,000 in NYS income taxes paid and $12,000 n property taxes paid—you will need to report this rebate check as other income to the IRS. Failure to do so would result in a duplicate gain for you. Consequently, there is no need to review your 2023 tax records to determine if you itemized. This rebate is exclusively taxable for individuals who itemize their deductions in 2025.
a month ago
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@DawnC NYS issued 1099-G forms to individuals who received the 2025 rebate check, but the year indicated on the 1099-G is 2025. To clarify, generally, if you receive a 2025 1099-G from any stat...
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@DawnC NYS issued 1099-G forms to individuals who received the 2025 rebate check, but the year indicated on the 1099-G is 2025. To clarify, generally, if you receive a 2025 1099-G from any state with a 2024 year on it, this implies it is taxable if you itemized your deductions in 2024. This is because you would have gained a federal tax benefit in 2024 from the taxes paid to that particular state, and therefore, if refunded, you must recapture that deduction at the IRS level and report it as income in 2025. The same principle applies if you received a 2025 1099-G with a 2023 year on it; its taxability depends on whether you itemized your deductions in 2023. However, this situation is different. The rebate check was not a refund for taxes paid in 2023; instead, it was a general refund distributed to all families meeting specific income limitations. Therefore, what NYS is indicating with this 1099-G form is that if you itemize your deductions in 2025—for instance, claiming $10,000 in NYS income taxes paid and $12,000 n property taxes paid—you will need to report this rebate check as other income to the IRS. Failure to do so would result in a duplicate gain for you. Consequently, there is no need to review your 2023 tax records to determine if you itemized. This rebate is exclusively taxable for individuals who itemize their deductions in 2025.
a month ago
Thanks - I do not see anywhere to add a state. I tried to add a Tax Document and it let me do it (nothing I didn't already have), but said it's not going to add it to the return. In Tax Home all I ge...
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Thanks - I do not see anywhere to add a state. I tried to add a Tax Document and it let me do it (nothing I didn't already have), but said it's not going to add it to the return. In Tax Home all I get is the "you're all done" and "ready to mail" status, with an option to download. There doesn't seem to be anyplace else to add a state.
a month ago
Here are the instructions to view prior-year tax forms.
How do I view, download, or print a prior-year tax return?
a month ago
Trying to check eligebility for "pay with your refund", doesn't accept my full name
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a month ago
If my parents do not work but receive SSI, should I claim them as dependents?
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a month ago
Where were you living during your internship? The District of Columbia or Virginia? And for how long?
This information will determine what state tax return you may need to file and whether or ...
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Where were you living during your internship? The District of Columbia or Virginia? And for how long?
This information will determine what state tax return you may need to file and whether or not it is a part-year return or a non-resident return. Your W-2 (if you received one and had state withholding) can help determine which state return you need to file. (Washington state does not have an individual tax return filing requirement.)
DC and VA have a state income tax reciprocity agreement, which means that when you live in either DC, VA or Maryland and work in one of the other states/jurisdictions, you only pay state tax in the state where you live.
Here are the filing requirements for DC and VA:
District of Columbia tax return filing requirements
Virginia tax return filing requirements
a month ago
2024 tax documents
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a month ago
Go to Federal>Other Tax Situations>Additional Tax Payments>Apply refund to next year
a month ago
please show me how to apply my refund to 2026 taxes
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a month ago
This year, I wanted to start tracking partner basis for the partners in TT. When I enter a beginning balance in the partner entry screen it is not carrying to the K-1.
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