All Posts

This does not really answer the question.   I can use Override to report the amount on the Misc Dedn worksheet so they will flow into Schedule A, Line 16. But what I want to try to do is avoid the error warning that says you shouldn't electronically file because it can't error check where there is an Override.   Is there a way to use EasyStep avoid using override and thus allow you to error check and file electronically?  

This year, the screen "Let's enter [name]'s HSA contributions" has sometimes not shown up in the normal interview - no doubt an accident of the dynamic nature of the screens in the TurboTax interviews.   So far, the effective workaround is to do an HSA Reset to delete all your HSA data and start the HSA interview over again.   If I am not mistaken, we have been talking in another thread, right? I don't remember, did you do the HSA Reset once already, and did the behavior of the interview change?   @hybridview 

@aazuber Some of us who reply in this forum discourage using refund processing for a number of reasons, including the extra cost, the chance of your refund going astray due to mix ups with the third party bank, and the chance that if your refund does not come soon enough, TT can go into your bank account and take out its fees while you are still waiting for your refund.   But, sadly, there are many users who simply lack the funds to pay upfront before they file their tax returns, so they absorb the extra cost and take chances with refund processing.

@TaxFiler22204 the answer is "no".  note it asks whether you were a resident of another state FOR THE ENTIRE YEAR.   You did not live in VA for the entire year and you did not live in TX for the entire year.  

@Dougster1    Find it yet...it's on the Other Tax Situations, down towards the bottom of the page at the menu item for "Form W-4 and estimated taxes".   When you start in there, they let you skip the W-4 stuff.  

This does not really answer the question   I can use Override to report the amount on the Misc Dedn worksheet so they will flow into Schedule A, Line 16. But what I want to try to do is avoid the error warning that says you shouldn't electronically file because it can't error check where there is an Override.   Does TT Premier allow you to use EasyStep to enter this data without having to override and thus allow you to error check and file electronically - or is it the same as Deluxe? In other words, should I upgrade to Premier for this one item?  

I think you will have already paid your $$ before it tells you. So last year I efiled the state without the proper form and immediately sent in a paper amendment with supporting documents. And the check I included with the amendment was short paid from the efile amount due by the matching amount of the credit. 

Thanks Amy....I am no Tax Expert and I know enough to be dangerous....lol...so I am trusting TurboTax.  The Line Item I noticed that I can't get a straight answer is that on the new TAX Summary Form I noticed that there is 12,000 under Qualified business Income Deduction that was not on the original filing.  Is that something new with Idaho?  Why would that show up?

@georgep4055    You enter the 1099-DIV just as it come form the Brokerage. Then as you step thru the entries on that form ("Edit it if it was imported), on one of the pages after them main form there is a checkbox that you check  for "A portion of these dividends is U.S. Government interest"   Then on a page later they allow you to enter what sub-amount of Ordinary dividends came from US Govt securities....but if box 1a contains other dividends, you need to supply the exact sb-amount yourself.  Then that amount won't be used as taxable income on your state taxes  (it may be combined with any box 3 $$ on a 1099-INT form....if any)

"I never got ....any documentation...."   Really----why did you not print out a copy of your own tax return for your records?   Your 2024 AGI is on line 11 of your 2024 Form 1040.     The five digit PIN is a self-select five digit number that YOU make up for yourself.       You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf