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Thanks @CatinaT1  for the reply. I tried what you suggested with different values. Here are answers and results 1st Question: Should this activity be excluded from the Massachusetts return?  I always answer No here since some of it should be included. 2nd Question: Do you have any Massachusetts differences to report? The relevant form here is MA Schedule E-2 and is basically only Federal info for the Box 1 income and it asks about Interest from MA and non-MA banks. If I answer No all income is included on MA and I am not asked to allocate income. If I answer Yes I am given a table for Mass Differences and Amounts. Not really sure what to enter here. Is it an amount for the MA income? Is it an amount for income after the move? Do I enter two amounts, one for MA and another for non-MA. I went through this a few times with each of the answers.  FYI, these  entries appear MA Differences Smart Worksheet on MA Schedule E. I click continue and answer questions about: Did partnerships renovate a building in an Economic Opportunity Area during 2025? No PTE Excise Credit claimed: 0 MA and non-MA bank interest: both 0 Click Done to complete Partnership (K1) entry Now I am asked Differences between Federal and Massachusetts. I am shown Total as if a full year MA resident which is the sum of all entries I made in the table above. The only way it makes sense to me is to do the two entries. Then for the Massachusetts amount, I need to enter a negative value because positive values increase my MA income even more than the full K1 Box 1 income.  What is also concerning is the help that appears when clicking on the link in the instruction - Differences can arise from items such as bonus depreciation that was taken on assets on your Federal return, but not allowed on your Massachusetts as if you were a full year resident. This does appear to correctly represent allocating the amount based on moved date. The other option I tried was to change the Massachusetts Main Form for Nonresident and Part-Year Resident. This caused the MA Schedule R/NR form to be generated and causes the Income Adjustments questionnaire to appear where I can specific Massachusetts Income While Resident for different types. Also, I entered 0 for all entries for Massachusetts Income While Nonresident. The problem with doing this is the error check ends up removing the MA Schedule R/NR because there isn't any nonresident income which causes all the K1 Box 1 income to be allocated to MA.   Can you give me suggestions on how to correct this?

Si vous avez payé pour le service de révison par un expert, vous auriez dû avoir l'option de prendre un rendez-vous avec un expert à partir de votre déclaration, avant l'envoi par IMPÔTNET.   Ce service vous donne accès à un expert pendant le processus de préparation de la déclaration, pour poser vos questions, et, avant l'envoi pour effectuer un révision.   Nous vous suggérons de communiquer avec le soutien téléhonique et vérifier s'ils peuvent vous trouver une solution.   Merci de choisir TurboImpôt.

At the Tax Home a status of "printed" means it has not yet been efiled in that account.   Had you intended to efile it?    If you want to efile it, open your return interview back up.   To do that you can click on a link "Add a State".  That doesn't add one, but will open the interview back up.   Once back in the return, go through the state return and the State Review to be sure all is still in order, since there may have been some updates since you were last in that section.   Then go to the FILE section and select to efile the state return.    NOTE:  You cannot efile the state return by itself unless the Federal return was also previously efiled and was accepted.   Be sure you go all the way to the final screen and click on a big orange "Transmit Returns Now" button.

If you had no errors in your return, try deleting Form 5695, step through the Home Energy Credit interview again, checking the correct boxes and indicating your main home, and skipping the REVIEW tab and go right to FILE.   @Caitn1 

Federal return still being rejected for 5695, despite today's update   "There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return"   We have no Enabling Property checked.

We can help you with your letter or notice from the IRS.   Addressing your letter or notice as soon as you receive it could prevent further IRS contact or examination.   Look in your IRS letter or notice, and select the corresponding number in this article (like CP11 or CP01A) for more information about what to do next.     What should I do if I receive a letter from a state tax agency? It’s best to contact your state directly to learn more about the letter you received. Select yours from this list.  

If you are using the Online version you need to use Premium to enter a K-1.   To enter a K-1 go to Federal Taxes Tab or Personal (Home & Business version) Wages and Income Scroll down to S-corps, Partnerships, and Trusts or to Business items Schedules K-1, Q - Click the Start or Update button   Be sure to pick the right kind of K-1. There are 3 kinds, 1041, 1065 & 1120S Enter each k-1 separately. ps....you don't enter K-1s you get for IRA, 401K or retirement accounts.

Bonsoir J'ai des articles catégorie 8 dont le taux est 20% mais le calcul de fait à environ 7% ce qui n'est pas normal et je ne veux pas faire une entrée directe qui pourrait m'empêcher de soumettre mon rapport d'impôt.  C'est le formulaire TP 128

Trying to avoid IRS labeling me an HCE again like in 2024 (last year was restricted from contributing to my ROTH 401K) I asked my company and they did not have a clue, likely because they let Fidelity manages the 401K. What is shown below is the top part of my W-2 form (replaced actual $ amounts with ####.##) Followed by my last paycheck stub for 2025, I know the total needs to stay below $160k, worked less hours last year to avoid HCE for this year, but left a lot of money on the table, so want to calculate my salary for this year more accurately. AI states how to add this up (I only believe AI 70% of the time, I see errors here added as underlined) 1. Start with Gross Salary (W-2 Box 1:( Take your 2025 W-2 taxable wages. 2. Add back 401(k) contributions: Add back any money you contributed to a 401(k) (as this is included in HCE definitions). Not quite correct, you only add back in the Pre-tax (BEFORE TAX DEDDUCTIONS) 3. Add back pre-tax benefits: Add back salary reductions for medical, dental, or FSA (Cafeteria Plan contributions). Again, only add back in Pre-tax (BEFORE TAX DEDDUCTIONS 4. Exclude Company Match: Do not include any 401(k) match or profit-sharing contributions made by your employer. (these are labeled as “EMPLOYER PAID BENEFITS BELOW”, I think? 5. Result: If this total exceeds $160,000 (for 2025 look-back to 2026 HCE status), you are an HCE.   Two questions below  1.) My HCE being <$160k is these two numbers added together? (green)  2.) Not the same amount due to my 401k pretax contribution? (red): Sorry for having to split the image up to post it here.......

Do you want to do another return for someone else?   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   The Desktop program can do unlimited returns and efile 5 federal for free.  You can buy the Desktop Download program directly from Turbo Tax TurboTax® 2021-2022 CD/Download Tax Software, Compare Desktop Tax Preparation For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later