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Thank you for your help but I am looking for a refund for the $25 I had to pay to submit my state tax only to find out Turbotax said that I could not electronically file them.  I will have to mail them.  I would like to know how I can get that $25 refunded.  Thank you again. 

The method you offer is ridiculous. I don't have the desktop version of TurboTax. You need to make my files available to me in an easier way. I need tax documents from previous years because I didn't file with the state to get my refund. Please fix this. Thank you 

Sorry, I’m not sure you fully understand my question here. my 2024 return shows ZERO lump sum since that did not come in to vent until 2025. That was the first year and most everyone is concentrating on the BBB with enhanced senior deductions and no tax tips and OT. No one is really focusing on lump sum payments for some 3 million people who were the only ones affected by this! allow me to explain in more detail because many so-called tax experts and COAs seem unaware of the changes here.   in Jan 2025, Biden signed in to law a bipartisan bill from the previous year doing away with both WEP and GPO legislation affecting ALL government workers , whether federal, state or local. They set a date for retroactive payments starting January 2025 (even though some folks should have gone back further but that’s a different discussion) for the previous tax year, 2024.   Both my wife and I qualified and received lump-sum SSA payments in 2025 for the previous, earlier year - 2024. It’s all on the 1099-SSA in black and white. I was somewhat surprised I had to brief my TurboTax “expert” about this because he was, apparently unaware of the new rule and couldn’t find it on my docs submitted! Hardly a good look, I’m sure you’ll agree.   so, given all that, I instructed him to look at our numbers and see if it was more advantageous to opt for the lump sum method to lower our tax liability since we seemed to be eligible for the first time this past year. As I understand it, the whole purpose in doing this is to see if the lump sum method would LOWER your tax liability and if so, opt for that calculation instead if the standard 85% which we had the previous year and most people also have.   Having closely looked at our return and the 6a, 6b & 6c lines on the 1040-SR, we have our total, gross SSA benefits for 2025 listed on 6a, 85% of 6a printed on 6b, which is of course the taxable portion of 6a AND box 6c checked with an X. That means the lump sum method was used in this calculation and would normally be LESS than the straight 85% calculation, correct? I’ve read IRS Publication 915, Chap 11, an AARP article on this very subject and even spoken with a TurboTax CPA. All I require is a straight answer on why my taxable SSA is shown as 85% while at the SAME TIME the lump sum box is checked. Surely, it’s an either OR situation? Either it’s 85% taxed OR if the lump sum method shows a LOWER tax liability and you opt for that, then that LOWER amount is taxable and put on Line 6b. How can it be both 85% AND lump sum method? That makes no sense t me. It als made no sense to a CPA I spoke with today either!   And the other issues on TurboTax is once you sigh up for Full Service with a tax expert, once they file and the IRS accepts the return, the chat feature is immediately disabled! Why? I’ve had nothing but comms issues with the guy who did my return. I only spoke to him twice and now he’s leaving many emails because none of the calls are scheduled and he’s 3 hours ahead of me, it’s a big mess. I see my rights as a Full Service customer is that I should still be able to ask tax questions until Aprl 20. It’s very frustrating and I’ve spoken to 3 additional TT CPAs who are unable to fully answer hardly any of my questions. I truly regret being a first-time customer if this is standard MO. At least Liberty Tax gave personal face-to-face advice, instructions and answering any and all questions as it in previous years.   Aplogies for the long rant, but I’m having a real hard time jumping through the TT hoops that seem to be counterproductive. And having to explain my situation multiple times to different people…..

Hmm ok I am able to open the "2025-ishares-gold-trust-data-table.xls" in google docs but what am I supposed to do with it exactly? It just lists some "0.018x" numbers for "Date Gold Ounces Per Share Per Share Gold Ounces Sold To Cover Expenses Proceeds Per Share", per month.   Is that calculator I linked (https://costbasistools.com/gold/iau.php) no good?

Hi,   I have received 3 W2s this year, 1 for regular salary, 2 from Sedgwick (who handles paternity leave) , on 1 W2 , there is no state tax deducted, also box 16 is empty , this W2 form corresponds to PFL benefit, and 2nd W2 form from Sedgwick has box1 and box16 populated with same amount, this represent employer top up during paternity leave. My question is for W2 form which corresponds to PFL benefit(which is CA tax exempt), in schedule CA(540), how should I go about the subtraction for this amount?