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Very helpful, but the question and answer format does not come to a screen that says lets check for other credits. It just goes to the next set of questions. Then I get back to this menu (image 1) and if I click on update to the taxes and credits, it just goes back to the same question and answer list (Image 2).   

Hi @rwasirius ,   Sorry that you ran into issues here!   We cover the steps of what you might need to answer in this article here, for each step of the Needs Review process:  https://deductibleduck.com/docs/how-to-guides/import-turbotax-win-mac-desktop/

Thank you, I have been using Turbo Tax Home and Business on subscription for many years.  I use this for my family taxes, including my children that are now young adults.  As a tax preparer,  I have used many software platforms for professional returns since 2011.  Turbo Tax is the only one that has this particular systemic issue with double or triple charging the first state return filed.  It occurs because the software forces users to enter credit card information twice.  Once just after entering the banking information and again after the system does an addition check and save of the return.  That is a systemic flaw in the software and the reason for the double and triple billing.  If Turbo Tax does not want to honor the one free state, then do not advertise it.  Turbo Tax was already successfully sued for another unrelated false advertising issue, so I would think they would want to assign a team of technicians to solve this issue quickly.   

Yes, you will have a penalty simply because you made a payment late. Estimates had to paid evenly or you would have been considered as paying late since you missed a payment period, or two. This is a factor even if your payment before January was enough to cover the 110%.  The IRS is required to collect the money when it's earned as well as interest and penalty if paid late.   @disilvios1 

If you already e-filed you are stuck with "5 days early" if the return is accepted.  If it rejects you can try to remove that option in the FILE section before you re-file.       "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

We added an article about whether charitable donations reduce state taxes and it does very much depend on state, but we covered all 50 states + DC in the article to give you an idea if it's worth it or not.

I have had $3000 of Federal tax withheld and owe $2775 in taxes, so I have a tax refund of $225. Do I have a "tax liability" that enables me to receive the tax credit on form 5695? Or do I need to owe more in taxes than the amount that's already been withheld? The IRS language regarding this issue is not clear to me.

Yes, for 2025 employers are not required to report the qualified overtime on your W2.  Some will provide a supplemental statement, but if yours does not, you can use any reasonable method- just be sure that you enter the overtime premium (the half of the time and a half) if that is how it is reported on your pay stub.