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If you do not live in the US, select "Foreign or U.S. Possession" from the state dropdown menu in the "My Info" section. This option is located at the very bottom of the state list (past Wyoming) and tells TurboTax you are not a resident of any US state.   You are correct that the sales tax section of TurboTax only allows you to enter a state in which you lived to deduct either tax on major purchases or the simplified calculation based on state of residence. However, in the sales tax section, you can designate that you lived in a particular state for the period of time in which you made a major purchase. Also, if you are on active military duty, you should use the sales tax rate of your home state of record because to the IRS, that is where you are considered to live for income tax purposes.  

If you do not live in the US, select "Foreign or U.S. Possession" from the state dropdown menu in the "My Info" section. This option is located at the very bottom of the state list (past Wyoming) and tells TurboTax you are not a resident of any US state.   You are correct that the sales tax section of TurboTax only allows you to enter a state in which you lived to deduct either tax on major purchases or the simplified calculation based on state of residence. However, in the sales tax section, you can designate that you lived in a particular state for the period of time in which you made a major purchase. Also, if you are on active military duty, you should use the sales tax rate of your home state of record because to the IRS, that is where you are considered to live for income tax purposes.    

Yes. When your Form 1099-B shows a cost basis of $0.00, it usually means the broker doesn't have or didn't report your purchase price to the IRS. Using $0.00 as the basis on your tax return will likely show the entire sales proceeds as a gain, which can overstate your taxable income. You probably need to: 1. Check your records (purchase confirmations, trade history) to find the actual purchase price (cost basis) for the securities. 2. Enter the correct cost basis manually in TurboTax instead of the $0.00. 3. If you don't have the cost basis, you may have to report the sale and potentially owe tax on the full proceeds. Entering accurate cost basis helps ensure your capital gains or losses are reported correctly.

To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button   If you entered the amount from box 6 of the SSA-1099, the federal taxes withheld will flow to the Form 1040 Line 25b

To find and print your California estimated tax payment vouchers (Form 540-ES) in TurboTax Online, follow these steps: 1. Finish your California state tax return in TurboTax. 2. When you reach the end of the California section, TurboTax will ask if you want to make estimated tax payments for next year. 3. Answer Yes to calculate your estimated payment amount. 4. After completing your return, go to the File or Print section. 5. Look for the option to print your state tax forms and vouchers. 6. Select to print the Form 540-ES vouchers for your California estimated payments. You can mail these vouchers along with your payment to the California Franchise Tax Board.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

I did receive a k1 marked as final on it in 2025 with a loss of 1,900 for 2024.  The only thing I received for the “buyout/severance” payments for 2025 was a 1099-misc with the payment amount in box 3 which I received about a week ago   On the tax basis question.  I now know I am responsible for this information, but until I started looking this info up several weeks ago, I never knew I was supposed to keep my tax basis.  I guess I assumed the business accountant would have this info but I really never thought about it.  This was never explained to me by my business partner who was also the CEO/president/control freak of the company and used his personal accountant for the business taxes.   Much of the problems over the years is bc the business had to be formed quickly in 2012 as we had to leave the prior investment company hastily bc the formers owners of the business we worked for had to be turned into the SEC for personal trading violations.  Therefore, the normal partnership agreements, shareholder ownership, compensation, etc… were never formally set up.  

Here is an article that is on topic: How do I prepare a joint federal return and separate state returns?   To summarize, to file a joint federal return and separate state returns in TurboTax, use the Desktop version and follow these steps: Ensure your state allows separate filing if you filed a joint federal return. Prepare and file your actual Married Filing Jointly (MFJ) return with the IRS. For the 1st Spouse: Save a copy of your joint return, change the status to "Married Filing Separately," and delete the other spouse's income/deductions. Use this to generate and mail the first state return. For the 2nd Spouse: Start a new "mock" file from scratch as "Married Filing Separately" with only their data. Use this to generate and mail the second state return. Important: Only file the one joint federal return and the two separate state returns. Never file the "mock" federal returns used to create the state paperwork.