All Posts

Here's another possibility that can cause an upgrade. Did your 1099-R trigger either of the following?   The situations below would require an upgrade to Deluxe.   Did you have any early withdrawal penalty from your retirement plan, which would require Form 5329? Did you require a Form 8606 for distributions from a non-deductible IRA?  Or an IRA to Roth conversion?

Maybe not everything. Info could be missing if you had foreign tax credits or had investments in widely held fixed-income trusts.  Municipal interest may or may not be taxable in your state if it has an income tax 

At the end of deductions, it told me that choosing Itemized would be better, even though my itemized deductions are less than my standard deduction.  So I chose Itemized.   I realized my property tax deduction had been mistyped, so I lowered it and noticed my tax bill went lower!  Then I completely removed my property tax and my tax due went lower still.  I then removed my sales tax deduction, and my tax due went up alot!  All this is due to the AMT impact that I'm right on the edge of triggering, and only the prop/sales taxes are added back to determine AMT taxable income, mortgage interest isn't! The joys of our tax code! That's when I tracked back to what was affected.  I corrected it by typing '0' in Sch A, line 5a.     If I change Schedule A, line 5a from '0' back to blank, my tax due jumps again.   I have no state income tax; I'm in FL.   Mike

If they are incorrect, you will need to file an amended return to correct your return.  You can use TurboTax to amend it even if the original return was not filed with TurboTax.  You will not be able to electronically file the return and will have to mail it in.     To amend the return, you will have to recreate the original return, make sure all the amounts match the original return that was filed and finish it as if you were mailing the return.  After this you will need to choose the option to amend the return,  you will only need to correct the information that was incorrect on the original return.  Once you complete the corrections, mail your return.     Before you amend, make sure that your original return has been fully processed by the IRS, this means that you have received your refund or that you have already paid if you had a balance.  Make sure that you do have to amend a return, calculation issues are usually resolved by the IRS.  Some of the most common situations where you would need to amend are if you missed a credit, need to add/remove a dependent,  change your filing status, or add additional income.    How to File an Amended Tax Return with the IRS Do I need to amend?

@lemonswee   Your employer would have to   Remote workers who are 100% remote from outside New York State and NEVER come to the New York office are not subject to the convenience rule. See Matter of Hayes v State Tax Commission, 61 AD2d 62, 64 [3d Dept 1978]; Therefore, if you are an employee working remotely from outside of NYS, make sure your agreement states that you have no obligation to report to the New York office at all. All meetings should be held remotely. 2. The agreements MUST Comply with the bona fide employer office rule in TSB-M-06(5)I found here chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.tax.ny.gov/pdf/memos/income/m06_5i.pdf 3. The convenience rule applies when the employee is assigned to a New York office, regardless of the state he works remotely from. If a business has multiple offices and it’s possible to reassign the employee to a different office, the New York convenience rule would not apply.  If you are a nonresident and your primary office is in NYS,  and your employer withholds NYS taxes then you most likely do NOT meet the convenience rule nor the rule that you never have to come to NYS.  Then all days telecommuting are days worked in NY unless your employer established a bona fide employer office at your telecommuting location. “The policy justification NYS utilizes is that since a New York State resident would not be entitled to special tax benefits for work done at home, neither should a nonresident who performs services or maintains an office in New York State” (Speno v Gallman, 35 NY2d at 256).   New York State established rules in Technical Service Bulletin TSB-M-06(5)I, which states that if the employee’s home outside of New York qualifies as a bona fide office of the employer, then the days worked at this home office will be treated as days worked outside of New York.  Please see TSB-M-06(5)I for details on what constitutes a bona fide employer office. It can be found here: https://www.tax.ny.gov/pdf/memos/income/m06_5i.pdf   You would get a credit for taxes paid to NY when you complete your resident state return.  You should be paying estimated taxes to your residential state if they are taxable.   If you still believe your employment agreement and set up meets the NYS onerous rules and  your employer refuses to make the correction, you can file a New York nonresident tax return and allocate zero income to New York. But since your W-2 shows New York income, you will probably have a letter audit from the NY Department of Taxation questioning why your tax return shows zero and you will have to proved based on the requirements why you should not be subject to the tax and your employer will be required to write a letter on your behalf. You will have to explain to them that you never lived or worked in New York, and that your employer erroneously withheld New York tax and showed New York income on your W-2.    (added INFO: Many companies have offices outside of NY and will often assign employees to those offices to eliminate this burden.  Do note anyone who works in NY for more than 14 days would also be subject to non-resident NY withholding taxes.).   To do the allocation.  You must first do your Federal return.  Input your W-2 as given. Then work on your Non-resident NY return.  During the interview under the "New York Income Allocation" screen to set New York wages to $0. Under "Allocate Wages to New York," select methods such as "Allocate by Percentage" or "Days" and set them to zero. You will also have to allocate all other income outside of NY such as dividends, interest, capital gains, etc.   Upon completing the Nonresident return, only then can you complete your state tax return, where you will get a credit for taxes paid to another state based on doubly taxed income at the lower tax rate of the 2 states.

Sorry you misunderstood.   You can not have a state tax due deducted from your federal refund.  NEVER.  You can only have the Turbo Tax fees deducted from your refund.  See,  Can I pay my state taxes from my federal refund?   Your only proof of payment is your bank statement or credit card showing the payment coming out.  Turbo Tax only passes your bank account number to the IRS or state for them to take it out of your account.  (Most states do not let you pay by Direct Debit so you have to mail in a check or go directly to the state's website to pay).  And some banks use different routing numbers for deposits and payments.  Double check the number you entered with your bank.   Check the printout or PDF of your return; look for the state cover sheet with the Turbotax logo.  If you owed tax, it will show the payment information and how/when you decided to pay.  Read the state payment instructions carefully since most states cannot be paid from within the TT system and requires additional steps.

If you have a qualifying dependent you can file as Head of Household.     Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.    

if you manually enter your 1099 and then you imported it this would duplicate your entries. You will need to delete one of the entries Here are the steps to delete your Form 1099:   Open your return. Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1099 that you want to delete

Normally returns take 24-48 hours to get approved by the IRS, some returns might take a little longer.  Filing married separate will not cause your return to be pending longer.     You can check  to see if your return was accepted by the IRS in TurboTax.     If you used TurboTax Online, you can see the status of your return on  the Tax Home screen of your account.  You should have also received emails updating you on your return status.     If you used TurboTax Desktop: Select File. Select Check E-file status.  

Sorry--you have done things backwards.   You should have begun from your original return exactly as it appeared when it went to the IRS, and then you should have used a Form 1040X to amend.   Change the return back to exactly as it appeared.  You start from the return as it was filed.   Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2   Use a mailing service like certified mail  to track so you will know it was received since you will have a long wait.   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return     You might need a conversation with  customer support to do this correctly. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

 During interview did you tell the program to used the itemized deduction?  go to Federal > Deductions & Credits and continue to the very end of that section until you see the screen that says "The Standard Deduction is Right for You!". Select "Change my deduction" to override the default and choose "Itemized" instead. Check State Impact: Note that choosing to itemize federally when the standard deduction is higher may not always be beneficial, particularly if your state requires you to use the same filing method Go to View on top> choose FORMS > choose Info Wks In part VI of the Info Wks Standard Deduction vs. Itemized Deduction do you have the box filled in on the top line to take itemized deduction regardless that the standard deduction is higher or something similar?   Please let me know.     @user17741347624

Thank you for your help   I'm actually a bit confused after reflection.    1. I was in NC for 120 days last year and in NYC for 245 days and I worked remotely in both states for some of those states. Since I was in NC less than 183 days and my living space was in NYC for all 2025 I think I would actually file as a non-resident for NC and full year resident of NYC. Is that true? 2. Regardless of whether I file as a NC non-resident or part year resident, the order of filing is IL non-resident (never lived there), NC non-resident (worked there for less than 183 days remotely), then NYC full year resident, correct? 3. If I file IL non-resident, NC non-resident and NYC full year resident:   a) How do I get classified as a non-resident to NC in Turbotax? For "what was your state of residence" do I mark " I made money in NC last year but never lived there or something else? b) Will NYC give me credit for the taxes I paid when I worked in NC? Would I need to file the "Other State Tax Credit" section for NYC to get a refund? c) In the wages allocation for NC, would the first line be my full W2 income marked as Not NC Source Income. The second line be the W2 income for the number of days I worked in NC marked as NonResident NC Source Income and that is all right? d) I would NO LONGER allocate the Rental Income from IL (where I never lived in 2025), Interest, Dividends and unearned income when I was working remotely in NC to NC on the Nonresident Income Allocations page using the number of days I worked in NC correct? This is because unearned income (not based on labor income) is only allocated to the resident or part year resident states when it was received, correct? e) I don't need to let NC know that I paid taxes to NYC in the "Other Tax Credits" section correct? 5. How am I getting back the tax that I paid to NC on the W2 that should have gone to NY for the was actually in NY? Because I never changed the address from NC to the NYC address.