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Contact support to see if the expert you want is available this year.  The "Live" experts are seasonal employees who may or may not be working with TT this year. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/

This is a bug and is still not fixed as of Feb. 23. The bug is that 2025 Do It Yourself Premium Online TurboTax is trying to use the "Last-Month Rule" because it incorrectly thinks I did not have a HDHP in January 2024.   100% confirmed that if you switch HSA in January from "self" to "none" that the extra income is not applied.   If I switch my January 2024 HDHP coverage from "none" to "self", it applies extra income plus 10% penalty thinking that I broke the "last-month rule"     My Setup:  I had a HDHP every month of 2024 and contributed the max amount of $4,150 to my HSA in 2024.  In 2025 I had a HDHP for 10 of the 12 months.  During the 2 months of not having a HDHP I did not contribute to my HSA.     Some people have been saying just to leave January 2024 as "none" to trick the software, but I will not be making false statements.  I should not have to lie to the tax software that I am paying $99 for to get it to work.   Since TurboTax has known about this bug and have not fixed it in over 3 weeks, I will be switching to another tax software that has earned the $99 fee.   I have been using TurboTax for over 8 years and I am very disappointed that they are de facto forcing me to switch to another company.

Follow the following steps to make sure you answered the foreign account question correctly:   Go to Other Tax situations Go to Other Tax forms Select Prepare a report on foreign financial assets You will be asked Do you have any foreign financial assets? Answer No. This should tell TurboTax that you don't have any foreign accounts and you will no longer be asked to upgrade because of that.

The returns are calculated correctly. The Schedule NR on the Illinois (IL) return is completed correctly and exemptions are allowed  before taxing the income.    The IL return reduces the wage income by an exemption allowance on Schedule NR and so the actual income being taxed is lower than your wages as you discovered. When you go to the Indiana (IN) return the lower income is being used to determine if the tax to IN is below the tax charged in IL.    The calculations are correct on both tax returns. The credit may be less than you were expecting.   State Returns - Your resident state requires you to include all worldwide income. Assume both states require income tax returns to be filed:  Report the income on each state return that is from the nonresident state Report it on your resident state and receive credit for taxes paid to another state. Credit for taxes paid to another state is allowed by a resident state when the same income is being taxed to another state.  Your resident state does not want you to pay tax twice on the same income. The credit that is allowed will be the lesser of: the tax liability actually charged by the nonresident state, OR the tax liability that would have been charged by your resident state Please update here if you have additional questions.   @Mikes20222022

I have had similar income YoY over the last 3 years and my state return has been consistent and quite positive (it usually offsets my federal amount due). This year, it s almost nothing. The rate applied is also much higher than what i can find online as applicable tax rates for NY and NYC (i.e. it over-estimates my state tax owed by a meaningful amount) 

All of my institutions are on the partners list, but I'm using Turbo Tax desktop and each time a new browser window opens and I am asked to input credentials.  I do so and Import the data, and I get the response that tax data has been downloaded and I can continue to Turbo Tax.  However, the screen in Turbo Tax desktop has not changed, and I can only "Continue" the import process which re-opens a browser screen, or to "Skip Import".  The data doesn't actually get into Turbo Tax desktop even when I close out and re-open, the data has not been imported.  So I am stuck in a loop of constantly being asked to import and input credentials with out any next step being provided after I get the confirmation that the data has supposedly been imported.  

No.  Online is only good for 1 return per account.  Don’t use your account or you will overwrite your return and it will be gone.  And you have to pay for each account separately so it might get expensive.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return

I found out last year (TT2024) that TT is correct to limit deductions to 50% of AGI. If you donate 100% cash, you can deduct 60%. But if any of your deductions are non-cash, then the limit falls to 50%. I know this does not make sense, but I found out it is actually the IRS rule, sad to say.