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This usually happens when the state return is filed before the federal return is fully accepted.   If your federal return has already been submitted, try the following steps to fix the issue:    In your TurboTax account go to the State tab. Click on Delete button, next to the SC return. After is already deleted, click on Add State and enter the information again. Go through the state review process and continue to e file again.   If, after doing that, the issue persists, then:   Log out of TurboTax. Clear your browsers (cache and cookies) from your computer to clear out any remaining data. How do I delete cookies  How to clear your cache   

@MonikaK1 ,   I didn’t annualize her income.  She’s 89 years old, retired, and receives a couple of pensions, dividends, and interest on CD’s.  She paid all estimated taxes on time.  I still do not understand WHY TT/IRS thinks she underpaid her ES taxes since she’s getting a refund.   TT automatically checked Box E.  She filed a joint return in 2024 with my Dad. This year she’s filing Single.  Line 8 is smaller than Line 5.  It says that she must file page 1 of Form 2210, but she isn’t required to figure her penalty (since boxes A-D are NOT checked.   Line 38 on her return is blank. The right side is greyed out.  So I don’t know if she will owe an underpayment penalty and the IRS will figure that amount and send her a notice, or whether she truly doesn’t have a penalty.   Thank you.

Okay but Turbotax appeared to know about it since they updated their program.  It guided me to do an amendment.  But there are a lot of new stuff on the forms.  I'm kind of trusting TurboTax.  It looks pretty straight forward but how do I know if it is correct?  I never got a notification from either TurboTax or Idaho.  It was just by rechecking my return that it came about....Can't find any real guidance online.

Why are you asking this?   Is someone saying that they can claim you as a dependent?   You cannot be claimed as anyone else's dependent if you are over 19 and earned more than $5200, or over 23 and earned over $5200 if you are a full-time student.   The criteria that must be used to claim you as a dependent: You can claim a child, relative, friend, or fiancé (etc.) as a dependent on your 2024 tax return as long as they meet the following requirements: Qualifying child They're related to you. They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They're under the age of 19 (or 24 for full-time students). No age limit for permanently and totally disabled children. They lived with you for more than half the year (exceptions apply). They didn't provide more than half of their own support for the year. Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5200 in 2025.   (Not counting Social Security) You provided more than half of their financial support. When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent. Related Information: What does "financially support another person" mean?  

Thanks. Ok then I guess I should leave things as is and not manually fill in form 5805.  The money I received and withholding taken out was approximately the same monthly throughout the year.  As for withholding I made sure that the increase is equal to the total of the estimated payment vouchers. In fact it's slightly more. This is the first year I have owed an amount like this to the state so I have never had to deal with underpayment or vouchers before.  

TurboTax sometimes "sticks" a value in a hidden field that you cannot see or uncheck. The most effective way to clear this is to remove the asset and re-enter it from scratch.   Go to the Federal tab and select Wages & Income.  Navigate to the section where the asset is located (usually Rental Properties and Royalties or Business Income and Expenses). Find the Asset Summary or Depreciation list. Delete the specific asset causing the error. (Note: Take a screenshot or jot down the asset's cost, date placed in service, and prior depreciation first). Run the Review/SmartCheck again while the asset is gone to ensure the error disappears. Re-add the asset. When you get to the "Special Depreciation Allowance" screen, ensure you select "No" or leave the SDA section blank. Method 2: Manual Form Deletion If deleting the asset itself doesn't work, there might be a corrupted Asset Entry Worksheet lingering in the background.  In the left-hand menu, select Tax Tools > Tools. In the pop-up window, select Delete a form. Look for the Asset Entry Worksheet associated with that specific asset (it will usually have the asset's name). Select Delete next to that worksheet. Go back to the interview section and re-enter the asset info.

If you are in the Step-by-Step mode:   Go to Wages & Income > Business Investment and Estate/Trust Income > Schedule K-1.  Click Edit next to the Partnership in question. Continue through the screens until you see a screen titled "Describe Your Partnership." * Check if you are marked as a Limited Partner. Usually, Limited Partners are defaulted to "Passive." Continue to the screen titled "Describe Your Participation."Make sure you indicate you materially participate in this screen.  

Thanks. So even if I don't meet the safe harbor rules if I had a refund last year I do not have to pay a penalty.  It is somewhat confusing, IMO.  The taxes I owe to the state this year are more than $500 as I indicated in my original post.  

That difference is likely due to the Virginia Income Tax Rebate and how the tax software is applying the "Tax Benefit Rule."   Why the "Entered" vs "Allowed" differs Under the One Big Beautiful Bill Act (OBBBA), the 2025 SALT cap is indeed $40,000, but the IRS still requires you to report the net state tax paid.  Direct Offset: TurboTax often subtracts state refunds/rebates received in 2025 from the state taxes paid in 2025 before putting the total on Schedule A, Line 5a. The $184 Difference: If you paid $2,727 for 2024 but received a $200 rebate, and your tax situation (due to the 2024 $10k cap) meant only 50% of your state tax was "beneficial" for federal purposes, the software would reduce your 2025 deduction by $100 ($200 rebate × 50%) to account for the "recovered" benefit. There is no "error" to fix; the software is correctly preventing an audit trigger. The IRS rules state that if you get a rebate for a tax you deducted in a prior year, you must either report that rebate as income or reduce your current year's deduction. TurboTax is choosing the latter (reducing the deduction), which is mathematically the same result but keeps your "Total Income" figure lower.    

You need to edit your business entries and on the screen that says Your (name of business) Business, choose the Special Situations option under Final Details. On the next screen where it says Do you have any of these other business situations? See the option that says I have money invested in the business that I am not at risk of losing, etc... Passive activity loss carryover will also be an option in that section. Uncheck those boxes to indicate "no" to those questions.   For the QBI issue, after you enter all of your business income and deductions you will see the questions regarding qualified business income (QBI). There you can indicate your business does not qualify for QBI treatment.

Si vous utilisez TurboImpôt Bureau, cliquez sur RÉVISER - Imprimer une déclaration de revenus ou des formulaires. Vous pouvez pré-visualiser avant de sauvegarder et d'imprimer.     Si vous utilisez TurboImpôt en ligne, cliquez sur Terminer et soumettre un déclaration. Rendez-vous jusqu'au Centre de production et cliquez sur Imprimer et poster vos déclarations.   Vous pouvez pré-visualiser avant de sauvegarder et d'imprimer.         Merci de choisir TurboImpôt

I am interpreting this as you are the GREAT Grandmother and your daughter, grand daughter and great grandchildren all live with you?   Yes. A 1040X is the appropriate form to file. But as to who should claim the kids and what status to choose depends on a few things.    To file as Head of Household, you have to: Pay for more than half of the expenses for a qualifying household Be considered unmarried on the last day of the tax year or if married not have lived with your spouse at all for the last 6 months of the year Have a qualifying child or dependent    If your daughter is not providing over half of the cost of the upkeep of the household, then she cannot claim head of household.  She can still claim the kids for the child tax credit and Earned Income Tax Credit, but not head of household.   If you are the person who covers the costs of over half the household expenses, then you would be able to claim them again and file as head of household as long as your daughter agrees to it. The other thing to consider is who has physical custody?  If the women in your household have physical custody for more than 6 months out of the year (over 50% of the year), then the father cannot claim the children as dependents for the purpose of head of household.  So the kids could have still been on your or your daughters return to file as HOH.  IF the father is the custodial parent having the kids over 50% of the year, then no one in your household would be able to claim the kids for purposes of head of household. In order for the non custodial parent to claim the child tax credit for the kids, the custodial parent needs to fill out form 8332 to give permission.  But, they can still enter the child on their return and claim other tax benefits such as the Earned Income Tax credit which is NOT available to the non custodial parent.