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Thank you for the help.   The 'discount' is below $15,000 per year so no gift tax return will be needed.   It is a set amount but paid irregularly. We don't evaluate each month the amount owed so it sounds like I should I will report on line 8z as if it were paid regularly.    The only clarification I need is can I reduce the taxable amount by; Property taxes Insurance Utilities Repairs & Replacement of appliances, furnace, etc Or is it only improvements to the value of the property like you listed   Also, If I can use these to reduce the taxable amount it will most likely result in zero taxable amount most or all years. (taxes and insurance alone are $10,000 and they will likely never tender that much).  In that case there would just be no reference to it at all? My only concern is if there are payments via Zelle of say 8,000 could I some day be asked to show why? As if I'm concealing income.

James, I'm using the online version of TT.  After selecting non-resident on my IN return, the next screen asks for my state of residency--FL.  Next, number of days worked in IN--0.   Next, county of employment (redundant, since I didn't work at all in IN), but selected "Out of state--other states" as instructions say to do.  I have tried leaving it "No entry," but TT won't proceed without an entry there. Next, State Residency Information.  FL, all year, from 1/1/25 to 12/31/25.  It doesn't give the option of filling in dates prior to 2025.   I have tried checking both yes and no for filing a FL return, and that doesn't change anything, either. I know TT SHOULD put 00 on the IN return, but it's not; and I can't change it from the return.  It's putting in a county code from the IN county I lived in until I left in 2024, and I don't know why it's doing that, but I can't change it.      

Thank you for the token.  We are looking into the issue and will respond as soon as we have information to share.   @KevinP1 Because the Georgia partnership module has not been finalized, we needed to test a different return. Thank you for providing your token, though.

I have received my IRS REFUND less $800+ dollars and a letter from the IRS stating miscalculation on Social Security. Filed married jointly, US. My posted numbers were from 1099. Turbo Tax calculated WRONG. Whats going on? Larry 

Unless you are using the Desktop program you cannot view or print your return (other than the Form 1040) prior to paying.  See the following TurboTax article:  Can I print a copy of my return in TurboTax Online before I file it?  This has always been the policy.

You will get a notice from the IRS to provide new direct deposit information.   In accordance with Executive Order 14247, Modernizing Payments To and From America's Bank Account, signed on March 25, 2025, the U.S. Department of the Treasury, in coordination with the Internal Revenue Service and other federal agencies, is advancing the transition to fully electronic federal payments. This policy shift includes phase out of paper tax refund checks beginning Sept. 30, 2025, to the extent permitted by law.   You can find more information in this article.

Si el costo de TurboTax es mas alto que lo que esperabas, puedes revisar los servicios adicionales para determinar si los puedes eliminar.    Por ejemplo, si selecciono pagar con su reembolso, hay un cargo adicional. Si selecciono la entrega de su reembolso hasta 5 dias antes, tambien hay un cargo adicional.   Para mas ejemplos, aqui hay un enlace ¿Qué puedo hacer para reducir mis costos?

I've figured out that the under-estimation of Estimated Tax for 2026 was due to the fact that "Other Income" lumps together the following: - Interest income - Dividend income - Retirement income - Taxable Social Security benefits - Income from S corporations, estates and trusts, and partnerships (but not partnership self-employment income) - Rental properties (or your allowable losses from rentals) - Any other miscellaneous taxable income or loss you expect to have next year TurboTax should have separated them out.  You have to click on the Learn More link to figure that out and then add up those incomes yourself and enter that total into that one box.  For retirees, these categories form the bulk of their income.  TT's aim must be to make it easier and more secure for the user to get their Estimated Tax number. 

To get started with the TurboTax web browser app, you can visit TurboTax.com, and click "Sign up" or "Start for free" to create an account, then you will be asked guided questions about your income and deductions. This TurboTax version also allows you to import forms, and upload your Form(s) W-2.   The browser application saves your data automatically as you go along. You can choose to file on your own or get help from a tax expert (Expert Assist), or have a tax expert do your taxes for you (Full Service).   For TurboTax Online: Go to TurboTax.com/activate. Select I have an account or Create an account based on your situation. TurboTax will help you sign into or create your Intuit account. On the screen that says Welcome to TurboTax--let's get started, enter you activation code under 2. ... Select Continue. Select Finish activation. Click here for How do I get started with TurboTax Online that I purchased from a retailer? Click here for Video: How to File Taxes Online in 3 Simple Steps Click here for How to File Taxes Online     Please return to Community if you have any additional information or questions and we would be happy to help.  

The way that this is being reported in TurboTax is correct.  Following are the instructions for Massachusetts Form 1-NR/PY of page 29 for line 6a of Schedule B:   "Interest on U.S. debt obligations. Enter interest received on treasury bills, notes and bonds, savings bonds or other obligations of the United States, including its territories or dependencies. Such interest is tax-exempt in Massachusetts. For further information concerning exempt obligations of the United States, see TIR 89-8"   This instruction doesn't specify that this interest income needs to be apportioned for the amount of time of Massachusetts residence, so the full amount gets reported on that line.   There are places to apportion your wages in MA in TurboTax as well as the total income earned while you were a non-resident of the state to get the correct amount of total income apportioned to Massachusetts.  If you go back to the State section of TurboTax, then edit your MA return, you can click on Update for the Adjustments section which will take you through the screens to apportion your income to you non-residency of MA.   Massachusetts forms and instructions can be found here.  Scroll down on the page to get to the link for Form 1-NR/PY instructions.

The amount shown in the Federal Refund window is an estimate, not a final number until you actually get ready to file your return. Many factors contribute to the calculation of the refund shown.   Does your Rental Property show a profit for the year? You might review the Schedule E worksheet for this property to see how depreciation was reported and confirm the expense reduced the income for that property. An overall loss for the property may have been suspended as a carryover, as rental properties are subject to the passive loss rules.   See IRS Topic 425 - Passive Activities – Losses and Credits

Yes, I did  see the screen "Do any of these situations apply to [name]?" Yes , I did check the line  "[name] overfunded their HSA last year" Yes, I did see a screen with the title "Enter last year's excess contribution" . I entered the value of $ 3000

Yes, you can amend an amendment, but you should not amend until your first amendment is completely processed.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Thanks for your response.  You must be referring to the online version, because I am using the desktop version, and I don't get exactly the same responses.  I believe that I followed your guidance to the letter, but Turbotax is still telling me I am missing the exact amount of the QCD distribution and that I owe a penalty.  Looking at the 1040 form shows that it is taking the QCD amount into consideration between 4a and 4b.  Am I still missing something in how I have entered my 1099Rs?