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If you have an Underpayment Penalty on your California return, you can go back through the California section in TurboTax and answer the questions in the California Underpayment Penalty interview to see if the penalty can be reduced or eliminated. It appears under Additional Tax Payments in the Other Tax Situations category in the California return once a penalty has been calculated.   You can also review the Underpayment Statement in the California Forms list. It provides a chronological listing by quarter of events or transactions that impact the penalty calculation, including rate changes during the year. If the dollar amounts and dates on the form are correct, the calculations on the statement appear correct.  

Si vous utilisez les formulaires, c'est dans le feuillet R1... au bas de la page sous "Renseignements complémentaires". Pour moi en entrant G-2 = 0.01$ ca a permis au formulaire LE-35 de calculer automatiquement des champs requis pour que la ligne 452 soit OK.

Did you receive Reject Code IND-181-01 for the 2024 amended Federal return because it lacked the current IP PIN? This number will be on the CP01A letter you received in December or January for your 2025 taxes. PINs for prior tax years won't work.   If you lost your letter or never received one, retrieve your IP PIN online at the IRS website. If you're unable to retrieve your IP PIN online, you can have it reissued (allow up to 21 days). Once you have retrieved your PIN, follow the instructions in this help article to fix the return.   The self-prepared TurboTax software is not supported for prior year returns. You can continue to access them in your Online account for seven years. See this help article for instructions to transfer your prior year return to TurboTax Desktop to continue with correcting and refiling your 2024 amended return.   

I discovered the same thing.  My itemized deductions came out to be exactly one dollar over the standard deduction.  So I decided to subtract $1 just to simplify my return using the standard deduction (and take advantage of the fact that my State tax refund would not be taxable next year).  BUT... reducing my deductions by $1 surprisingly caused my federal tax to increase by $246!      

I messed up my 2023 return ....  and I paid Turbotax for 'full service' for the 2024 return, and they said they fixed my mistake.  They said I just messed up how I entered my roth conversion in 2023.   I just looked at the original return they did for 2024 and Box 14 says $0  .......... but after they submitted that return, I noticed they messed up the return and should have done Itemized instead (that gave a bigger refund)    so they did an Amended Return, and in the Amended Return box 14 says $7,000   ... what a freaking mess ... guess I better contact support

Issues for downloading previous year of Turbotax desktop version for amendment. I made an appointment on line by typing I need technical support team with "Whoops! We hit a snag loading your data. Please try again" issues. They called me with 1-800 624 9066 phone number.  They navigate you with Intuit apps so that they can see the whole screen. 1.Uninstalled all security apps like AVG and Nord 2.Delete Browsing data 3.Checked chrome security checking/Privacy and Security/Site setting/Additional content settings-off&/Privacy and Security/chose No protection (not recommended). Then they will send you email with license # email. You will log in from the email and download the previous year desktop version of Turbo tax for amendment. Upper right top of the corner, the file start to download, but you must click "Download unverified file". Then, we were able to download it. Then open the amendment .taxfile for the previous year, click back arrow and click amending the file.

For the 2025 tax year, the Maine standard and itemized deductions begin to phase out for Married Filing Jointly (MFJ) returns with Maine AGI over $200,050. If your income is significantly above this threshold, your deduction may be reduced to zero. If you or your spouse marked that you "can be claimed as a dependent" on another person's return, Maine law requires Line 17 to be 0.    If neither of these apply, please post again and we can investigate further.  

The tax free amount previously recovered is the return of your basis, or amounts that you contributed that you already paid tax on.  You may be able to find this amount from previously filed tax returns- look for a "Simplified Worksheet" or you can contact your plan administrator for the details.  

See this California webpage for more information about claiming a parent as a dependent on the California state return. There is a Dependent Parent Credit on that return and the maximum credit is $610. It is not the same as the Federal Child Tax Credit or Other Dependent Credit and has narrow criteria to qualify.   You must meet all of the following: You were married/registered domestic partner (RDP) but filed separately Your spouse/RDP did not live with you the last 6 months of the year You paid over 1/2 of the household expenses for your parent You cannot file: Single Head of household Qualifying surviving spouse/RDP Married/RDP filing jointly   If you have an Underpayment Penalty on your California return, you can go back through the California section in TurboTax and answer the questions in the California Underpayment Penalty interview to see if the penalty can be reduced or eliminated. It appears under Additional Tax Payments in the Other Tax Situations category in the California return.   You can also review the Underpayment Statement in the California Forms list. It provides a chronological listing by quarter of events or transactions that impact the penalty calculation, including rate changes during the year. If the dollar amounts and dates on the form are correct, the calculations on the statement appear correct. @CP01 

Thanks, Vanessa for your detailed response.  I appreciate it.  (Turbotax wouldn't let me put in $0 in column B, so I left it blank and that seemed to work though it changed the amount owed by a lot more than what I believe I owe.)  I decided to file my return as is without trying to adjust the 8962 results.  I did a Direct Payment to the IRS for the extra amount I believe I owe for the "unearned subsidies" with the hopes that the IRS will eventually figure out that I should not have received them.  I'm hoping they won't see the mismatch and send me back the payment.  Hopefully, it will be a credit to my IRS account for 2025.  Its frustrating as there is no place to put a reason for a making a "balance due" payment when using IRS Direct Pay.  Thanks again for your help and expertise!