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I saw the help article you linked.  I'm trying to amend a California return for 2024.  California is on the list in the help article.  That's why I'm asking....California is listed, but TurboTax isn't allowing an efile.  Who should I contact?  

Starting in 2024 there is a new question this year asking if you lived in a foreign place.  People have been answering it wrong or skipping it.  Go back through the Social Security entries.  And it is for each spouse.  So if you have a low amount on 1040 line 6b you might have answered wrong for 1 person.   You can go back into your tax return but be very careful not to change anything.  Click on Add a State to let you back into your return.  You should see this screen after you enter your Social Security and hit Continue.  What is checked Yes or No?     Also check if you ssn is valid for employment under My Info or Personal Info.   That can affect many things.  Needs to be yes.

You will only need to check this box if you are applying for a tax credit or deduction in which your U.S. residency is a qualifying criteria, such as the Earned Income Credit (EIC). Otherwise, you should just leave it as-is.   If you're receiving any error messages in the software regarding that box being checked, you may need to verify your inputs for interview questions in the Tax Home > Federal > Deductions & Credits menu screens that pertain to credits which have a minimum U.S. residency requirement, such as the EIC.   The IRS 2025 1040 and 1040-SR instructions What's New section (on page 6) helps explain the specific usage of that question box and when it is applicable to be used: Main home was in the U.S.  If your main home (and spouse if filing a joint return) was in the U.S. for over half of 2025, check the box on the front of Form 1040 or 1040-SR. Providing this information will help the IRS determine your eligibility for certain tax benefits, including the earned income credit.

And the answer is ....   After importing the various 1099-Cons forms, TT broke them up into the respective 1099-INT, 1099-DIV, 1099-OID, and the assorted Sch B capital gains forms.     I made the accrued interest adjustment (all US government notes) to the correct 1099-INT.  However, there were multiple sources of interest on the form and TT allocated the adjustment to each of the sources, proportionally.  That meant only a subset of the adjustment discount went to the US Government offset for the Illinois form, i.e., line 22 on Schedule M.   The solution is to create another 1099-INT that only holds the US government interest and apply the adjustment to that form. (Remembering to delete that interest from the original form.)  Unfortunately, that instruction is in the notes in a manner not obvious enough for me. So, I got to play around to uncover the issue.   Maybe this will help someone facing a similar dilemma.

POSSIBLE SOLUTION: after posting my question, above, I tried one more thing: I simply rebooted the computer. Note that this was rebooting AFTER having gone through the five methods described in the Intuit advice here. Nowhere on that Intuit page does the guidance suggest rebooting.   I don't know whether rebooting alone would have worked, or whether it is necessary to do what I did: go through the five steps and then reboot. In any case, that seems to have solved the problem, at least for now. After rebooting, I was able to start TT Deluxe Desktop without being asked to activate the license, and after shutting down the PC overnight the next day I was able to start and close TT Deluxe Desktop 3 times, each without seeing the activation screen.   Hope this helps others!

We did not have any after-tax contributions. There is nothing on the 1099-R which would suggest that. The RMD distributions all came from IRA/SEP/Simple plans-- with the box checked and code 7 entered.    What is really odd is that the lesser $ IRA RMD distribution has the biggest 'sales tax' discount on 1099-R Summary line 40.  The two columns of line 40 add up to the discrepancy on 1040 line 4a (correct) and 4b (incorrectly reflecting the 'Sales Tax' from 1099-R Summary form.   We can't figure out where TT is pulling this info from! We have removed forms and re-entered info 2 times now-- without (first pass) and with (second pass) downloading from financial institution.  Next up is starting starting a new return without importing info from previous TT files. Or using on-line IRS form.   This is a big PITA to say the least.   My faith in TT is waning rapidly-- after years and years of use.

It still doesn't appear to be fixed. when I try to force the numbers in the worksheet, either I'm doing something wrong or it is. I opened up last year's return and walked through it to see if I was remembering wrong. Nope. It was super simple last year. 

It depends. By definition, a Grantor Trust is a "disregarded entity" for tax purposes. Because of this, Grantor Trusts do not issue Schedule K-1s. Instead, the software is designed to produce a Grantor Information Statement (GIS) (sometimes called a "Grantor Letter"). This statement lists all the income, credits, and deductions that the grantor must report directly on their own personal Form 1040.   Regarding the issue of missing SSN, the software expects the income to flow through to the individual. If you are entering the SSN in a field meant for a "fiduciary" or "beneficiary" (which a grantor technically is not in the software's eyes), it may auto-clear the field because an SSN is not needed on this type of return.  An EIN is what is required if the trust is a grantor trust and if it is a irrevocable trust since the trust is considered a 'disregarded entity.    If you truly need to file a Form 1041 (which is common if the trust has its own bank accounts under an EIN), you must use the Trust's EIN in Box C. The Grantor's SSN should only appear on the Grantor Information Statement (the attachment), not as the primary ID for the return itself.    Here is a summary recommendation if this pertains to you.   If the trust has an EIN: Use the EIN for the return. Enter the Grantor's SSN only in the "Grantor Information" worksheet.  If the trust does NOT have an EIN: You likely shouldn't be using TurboTax Business at all. You should simply enter the trust's income directly into TurboTax Home & Business (Personal) under your own SSN.  If you need an EIN: You can get one instantly for free on the IRS.gov website.     

I assume you are referring to a rental property. You need to edit your rental entries and when you are done with the income and expense entries, you will come to a screen that says Let's see if you are eligible for the QBI safe harbor. On that screen you can choose the response that says "no I don't or can't (most common)."  You can still take the QBI election by indicating on the next screen that says Is this Qualified Business Income? that you want that choice.