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Thank you, but I'm using Turbo Tax Premier not Online.  Somehow during the Smart check I was trying to fix the error and accidentally stopped the Smart check and the Federal income section is done. ... See more...
Thank you, but I'm using Turbo Tax Premier not Online.  Somehow during the Smart check I was trying to fix the error and accidentally stopped the Smart check and the Federal income section is done. But I know the error wasn't fixed. I can see this error in the form format schedule E worksheet. Where can I go back I redo what you suggested with Turbo Tax Premier?  
Several  states do not have a state income tax.  So these states will not show up in certain drop down lists.   Leave boxes 15, 16, and 17 blank when you enter a W-2 for these states.   Alaska, F... See more...
Several  states do not have a state income tax.  So these states will not show up in certain drop down lists.   Leave boxes 15, 16, and 17 blank when you enter a W-2 for these states.   Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming
This error usually requires an uninstall and a fresh install to resolve. Sign In to your Intuit account and go to My Products/Downloads to download a fresh copy.   Do you have a saved PDF copy of y... See more...
This error usually requires an uninstall and a fresh install to resolve. Sign In to your Intuit account and go to My Products/Downloads to download a fresh copy.   Do you have a saved PDF copy of your return to check your 2024 data?   @jellis002 
Hello again, @NCperson.  I've had an unexpected visitor and several volunteer activities, so only got back to this today.  An amended return for my daughter yields an additional refund of $2,400 beca... See more...
Hello again, @NCperson.  I've had an unexpected visitor and several volunteer activities, so only got back to this today.  An amended return for my daughter yields an additional refund of $2,400 because it changes her status to HOH.  I also went through the worksheet you provided, but things are very murky as to whether my granddaughter is a qualified dependent because of support that my husband and I provided to both daughter and granddaughter in 2025.  It is also complicated by a taxable scholarship that exceeds tuition costs and raises my granddaughter's taxable income considerably.   I have learned a lot, and I really appreciate your help and advice.  
Thanks Amy:  That's consistent with what I was finding, but seemingly not with what the program is trying to tell me to do.  Unless I missed it, you're just asked for health care premiums (no mention... See more...
Thanks Amy:  That's consistent with what I was finding, but seemingly not with what the program is trying to tell me to do.  Unless I missed it, you're just asked for health care premiums (no mention of pre-tax issues), AND, despite the fact that we are MFJ, it proposes to take all premiums paid (a number I have to provide, but the guidance would suggest that ALL premiums are eligible), and it wants to allocate the entire amount to my wife -- despite the page you referred to suggesting an allocation based on relative income.     So, can you check that and pass it along so folks don't get misled, or should I make a bug report?  Not a big deal, but it did spend time tracking down the amounts before I realized that something wasn't right.  And I'd hate to see anyone actually claim what the program seems to tell you is OK.     Appreciate the confirmation.  This is a pretty unusual case, so I can see how it wouldn't get spotted right away.  Hope it can be patched.          
I posted this in another forum but maybe it was the wrong forum so am reposting here. I have an approximately $800 underpayment for California state taxes.  Originally it said I had a penalty but th... See more...
I posted this in another forum but maybe it was the wrong forum so am reposting here. I have an approximately $800 underpayment for California state taxes.  Originally it said I had a penalty but then I answered questions about last year's taxes and now there is no penalty.  I don't think I meet the safe harbor rules but last year I did get a refund.  The 5805 form is not included in the forms that I need to send to the California FTB but I did look at the form and it shows "penalty exception 1 $500/250".   However when I manually input my information into the form and do my own calculations I seem to have a very small penalty of about $9 so is this why the form is not included because this is a very small amount or is there a bug of some kind.   I revisited the underpayment section, deleted and input the same information few times and still no penalty fee.  Would appreciate some guidance with this. Also is tax liability defined as what you owed throughout the year or what you owe after you complete tax forms.  I assumed that liability means what you owed throughout the year.   The program did create estimated payment vouchers but rather than using these I increased my withholding which I believe is acceptable.  I will be earning a lot less this year than  last year.  Thanks. 
Since the NYC UBT credit is a state-specific adjustment, it does not typically "flow" automatically from the Federal K-1 entry. You must navigate to the New York state interview:   Start the Ne... See more...
Since the NYC UBT credit is a state-specific adjustment, it does not typically "flow" automatically from the Federal K-1 entry. You must navigate to the New York state interview:   Start the New York State Return: Go to the State Taxes tab and begin or revisit your New York resident return. Continue through the interview until you reach the screen titled "Take a Look at New York Credits and Taxes". Under the "NYC and Metro Commuter Taxes" section, look for "Credit for NYC Unincorporated Business Tax (IT-219)". Select Start or Revisit. You will need to provide the Partnership Name and EIN from your K-1 and your distributive share of the NYC UBT paid by the partnership. This is often provided in a supplemental statement or "Attachment" to your K-1, rather than a numbered box. The credit amount depends on your taxable income. If your NYC taxable income is $42,000 or less, the credit is 100% of the UBT paid. It scales down to 23% for incomes of $142,000 or more.  This is a non-refundable credit. It can reduce your NYC personal income tax to zero, but any excess cannot be refunded or carried over to future years.
What happens when you try to pay for your Michigan Efile?  Do you get an error?  When entering a payment, you're going to a Billing server, and you may not have a good connection.  Try disabling your... See more...
What happens when you try to pay for your Michigan Efile?  Do you get an error?  When entering a payment, you're going to a Billing server, and you may not have a good connection.  Try disabling your anti-virus software and VPN.  Have you tried closing the program, and stepping through the FILE section again?   You can also try clicking on the icon in front of a URL address in a browser window, and choose 'Allow' in Local Network Settings, then return to FILE.   @1JoeParker     
Hi Patricia, it is definitely in my 2024 taxes filed through turbotax both shown in my Schedule E and form 4562 for depreciable assets. None of that information, or that I had a rental property at al... See more...
Hi Patricia, it is definitely in my 2024 taxes filed through turbotax both shown in my Schedule E and form 4562 for depreciable assets. None of that information, or that I had a rental property at all, carried forward to 2025. I wonder if there is a bug somewhere, since it sounds like other people have the same issue.
With desktop TT 2025, I allowed Intuit to handshake with the investment banks and imported all the tractions' info.  To e-file the return, the filing instruction says I have to mail the Form 8453 sep... See more...
With desktop TT 2025, I allowed Intuit to handshake with the investment banks and imported all the tractions' info.  To e-file the return, the filing instruction says I have to mail the Form 8453 separately with all Form 8949s attached (7 pages this time).  It's not required, if you just file the return by mail. Of course, a lot more printing would be needed.  Not sure why this Form 8453 step is still necessary in this digital age.   It could well be a DOGE thing within the IRS turf.
MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594   There can be a numb... See more...
MY REFUND WAS LESS THAN I EXPECTED   https://ttlc.intuit.com/community/refunds/help/why-is-my-direct-deposited-refund-or-check-lower-than-the-amount-in-turbotax/00/25594   There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns. Next——check the IRS refund site https://www.irs.gov/refunds to see what the IRS says they issued for your refund.  Sometimes the IRS reduces your refund. If the IRS reduced your refund they will send you a letter in several weeks.     There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 35a on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.   Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,   It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.   Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $40 or $45  in CA)   How can I see my TurboTax  fees?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k      refund offset.       https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts  IRS Treasury Offset Program Call Center at 1-800-304-3107  https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts   https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301   Reduced Refund      https://www.irs.gov/taxtopics/tc203      NOTE: You can contact the IRS Treasury Offset Program Call Center at 1-800-304-3107 to ask if they have an offset for you on file. TurboTax would not have that information.   https://turbotax.intuit.com/tax-tips/tax-payments/who-can-garnish-an-income-tax-refund/L7cPPzDyc
Yes. Well done!    I don't know if you are a part-year GA resident or nonresident. Grad school - school usually implies parents are home base and you are temporarily in the state for an education... See more...
Yes. Well done!    I don't know if you are a part-year GA resident or nonresident. Grad school - school usually implies parents are home base and you are temporarily in the state for an education. Unless you changed license, voting, car, etc then you are a nonresident of GA.  
The Federal and state refunds come from 2 different places normally on different dates.   Some states are fairly quick with refunds, while other states can take a long time processing returns--even... See more...
The Federal and state refunds come from 2 different places normally on different dates.   Some states are fairly quick with refunds, while other states can take a long time processing returns--even several weeks--as they crack down on detecting fraudulent returns.     Here are some things you should check:   First, you need to be sure your state return was successfully filed.   If you efiled, be sure your efiled state return was accepted.  If you used Online TurboTax, you can check by looking at the Tax Home in your Online account.   Or did you choose to file by mail instead?  TurboTax does not mail it for you.  If you chose that method, you have to print, sign, date, and mail it.   The FAQ below tells how to check on a state refund.   When you scroll down further there, you will see a link for your state.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns... See more...
Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0
I've asked a Moderator to see what they can find out from TurboTax Tech to see if they are even aware and working on this.
Hi everyone,   I've been here before, received some valuable feedback but fell short of what I was looking for (totally a "me" problem in how I ask my questions).   The proposed strategy is below... See more...
Hi everyone,   I've been here before, received some valuable feedback but fell short of what I was looking for (totally a "me" problem in how I ask my questions).   The proposed strategy is below and my question is fly or no-fly?   For the 2026 tax year, the 0% long-term capital gains (LTCG) rate applies to taxable income up to $49,450 for single filers. Suppose one has zero ordinary income, no job, no nothing, but one has portfolio loaded with LTCG. Could an annual sale transaction of LTCG-loaded assets, properly crafted NOT to exceed $49,450 in gains result in 0% tax?   Thank you   PS. The obvious answer of how can one live on $49,450 would be that the proceeds of the sale includes cost basis plus gains so an illustration of 100% asset appreciation would mean something north of 100k total sale  proceeds.
Hi @gflynn1184  We've researched your case. You should receive a message from an expert very soon to schedule an appointment (if you haven't already). Please respond if you have any feedback or upda... See more...
Hi @gflynn1184  We've researched your case. You should receive a message from an expert very soon to schedule an appointment (if you haven't already). Please respond if you have any feedback or updates for us. 
When I went to make a payment for my Turbo Tax, the page indicated I got the deluxe version.   I wanted just the basic version.  I could not change the package, despite what the google search said to... See more...
When I went to make a payment for my Turbo Tax, the page indicated I got the deluxe version.   I wanted just the basic version.  I could not change the package, despite what the google search said to do.  How do I get a return of the difference?  How do I talk to a human?