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What was the solution for 2024?  I have the same problem for my 2025 return.  I'm a full time MA resident but TT is adding Form 1 NR/PY to my return.  I've spoken to the MA DOR and they say it is a problem with TT.   I've already spent over 7 hours on the phone with 5 different "specialists" and no one knows how to solve it

Las declaraciones de impuestos federales se toman aproximadamente 21 días a partir de la fecha en que fueron aceptados, asumiendo que todo está bien y que no le hayan mandado alguna carta.    Si reclamaste dependientes y si además en tu declaración están incluidos los créditos de los niños y/o el crédito tributario por ingreso EITC, puede que el IRS se tome un poco más de tiempo para emitir el reembolso.   Puedes seguir monitoreando tu declaración en la página del IRS, la cual te comparto en el siguiente enlace: Rastrear mi Reembolso  

This is not true.  Data from Charles Schwab can be imported to the Online version of Turbo tax now.   The problem is not with Charles Schwab, but with the desktop version of Turbo tax.   The Turbo tech rep told me they were aware of the problem.

Thanks, Dave My problem was resolved but the TurboTax issue is not. It should be clear to any novice using Turbotax what is happening, not by potentially eliminating (rational) alternatives. When answering No to both Roth questions and popping out of the process back to the income list leaves one hanging.  I didn't realize there was only one alternative because I had looked up "G" and this description said it was used for a full payout or a rollover. So, it appeared to me there was more than one more choice.  In any case, clarity should be the rule when dealing with software/user processes, even if redundent.

If you go back through the interview for each rental property and, when asked, indicate that your income might exceed $197,300 (or $394,600 if married filing a joint return), then answer "No" to the specified services questions, you will again be given the option to combine the rental into another or indicate that the "business" is independent of any other activities.   If this doesn't resolve the error, follow these steps to “un-aggregate” them in TurboTax Online:  Go to Delete a Form: In the left menu, select the dropdown arrow next to Tax Tools and then under that select Tools. In the pop-up window Tool Center, choose Delete a form. Find the QBI Component form for the aggregated businesses.  Delete that QBI Component sheet. Now, go to Review and start the review routine. You will have an error for each business that no longer has a QBI Component form.  For each of those businesses, you will see the “primary” form for that business (Schedule C, Schedule E, K-1). It will be highlighted for Question A in the Qualified Business Income Deduction Smart Worksheet. Double click in the highlighted Question A box, and you will get a pop-up asking you to link to a QBI component worksheet.  Create a new copy for that business (e.g., give it the name of that business). Continue until you have created a separate QBI component worksheet for each business that you do not want to aggregate.

Debes tener presente que el PIN No es uno solo por familia. El IRS emite un Número de Protección de 6 dígitos por persona.    Si los miembros de tu familia no han recibido su PIN por parte del IRS puedes obtenerlo ingresando al enlace que te comparto mas abajo: Obtenga un PIN para la Protección de la Identidad.   Luego que los recibas, entras a tu cuenta de TurboTax, buscas la sección “IP PIN” y vas a “Actualizar/Revisar.”  Asegúrate de que cada PIN sea ingresado individualmente en la misma sección.  

No. You can't type into the state forms in the online version. You must use the interview path to get the correct calculation.   Go to Federal > Wages & Income. Find your 1099-DIV from the money market fund and click Edit/Review. Navigate to the "Uncommon Situations" Screen: Continue past the main box-entry screen. You will reach a screen titled "Tell us if any of these uncommon situations apply to you." Check the box: "A portion of these dividends is U.S. Government interest."Enter the Dollar Amount: On the next screen, enter the specific dollar amount derived from U.S. obligations (e.g., Treasury Bills, Notes, or Bonds). This information is usually found in a "Supplemental Information" or "Tax Letter" from your brokerage (like Vanguard, Fidelity, or Schwab). Confirm the State Update: Once you finish the Federal section, go back to the State tab and run through the Pennsylvania interview. TurboTax will now automatically add that amount to Line 3 of PA Schedule B. This will subtract it from your PA-taxable income.

likely browser permissions issue, see   https://ttlc.intuit.com/community/taxes/discussion/uploading-from-vanguard/00/3791235   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

Do you see an embedded form under the Smart Check message? If so, you can enter a zero for all boxes that are needed to resolve this error. Note that there may be several messages that look alike, so keep entering zeroes until you reach the end of the Smart Check review.   If you have a passive loss to enter, use that amount instead of zero.

Yes, you can upload another W-2 into your TurboTax Online return. To get started, open and continue your return, then visit the Wages & Income section and look for W-2.   To upload a PDF of your W-2, select Upload and choose the file from your computer. TurboTax will extract and populate the information directly from your form.   If you can’t import your W-2 information, you can type it in by hand or use the TurboTax mobile app and your smartphone to snap a photo of your W-2. In some cases, manually entering a W-2 saves time and effort.   For more info, see How do I import my W-2 in TurboTax Online?