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KrisD15,   Is that your answer as a TurboTax professional?  If so, I would like to go on record as saying 1) that is very rude and 2) MAGI has nothing to do with bond iterest being tax exempt at the state level.  Maybe get a new day job.   This needs to be fixed...

Estimated tax payments that you paid towards your 2025 federal or state taxes will be entered in the Deductions & Credits Section of TurboTax. Follow the instructions below:   For TurboTax Online: Go to the Deductions & Credits Section  Select Estimates and Other Income Taxes Paid Select Start under  estimated tax payments Select Start next to the type of estimated tax payments that you made.    Refer to the TurboTax Help article Where do I enter my estimated tax payments? for detailed instructions.  

@user17760361635 Complicated situations are often the reason taxpayers use paid professionals. There are many forms, schedules and situations not handled by Turbotax to keep the cost of the software low if you think $200 is a lot, it's not when compared to what a pro would charge. Their time at over several hundred $ per hour + computer usage charges.  

Having similar problems to other posts regarding the use of foreign tax credit carryovers from prior years. Turbotax ignores the prior years and is not using the oldest tax credits first. Mine are all simple dividend tax credits from Canada steadily over the past 10 years. How do I get it to correctly identify and use these old credits first?

To stop a deleted vehicle expense sheet from showing in TurboTax, you must delete the underlying vehicle entry in the Business section, not just the form itself. Go to Business Income and Expenses, and review your business expenses. You can use the trash can icon to delete the vehicle under the Vehicle Expenses section.   Sometimes, re-entering the vehicle and then deleting it again clears this error.   If you are using TurboTax Online you may have to clear and start over to resolve this. See: How do I clear and start over? If you have additional information or questions regarding this, please return to Community and we would be glad to help.

You can get a duplicate SSA-1099 by downloading it on  my Social Security account online. You can also call the Social Security Administration at 1-800-772-1213 to request a duplicate SSA-1099.   Refer to the Social Security website Get tax form (1099/1042S).

In TurboTax Online: Sign in and select Continue or Pick up where you left off On the left-side menu, click Federal Select Wages & Income Find the specific section for your 1099 (e.g., Interest and Dividends for a 1099-INT/DIV, or Retirement Plans for a 1099-R) Click Edit/Add or Show More next to that category Look for the button that says + Add another or Add a 1099 You’ll be given the option to Import (upload a PDF or sign in to your bank) or type it in yourself  

You can get to the TurboTax screen(s) where you can apply your TurboTax refund to the next year's (2026) taxes to change your answer using the steps listed below. If you have already input an amount under Appply How Much? you will have to first go to that screen and delete the amount. Then go back and select No if you do not wish to apply any of your refund to your 2026 tax return.   If you are using TurboTax Desktop: Go to the tab "Other Tax Situations" in your gray bar that goes across the screen Scroll down to "Additional Tax Payments" After "Apply Refund to next year" click on "Start" Continue through your TurboTax screens and answer all follow-up questions If you are using TurboTax Online: Continue your tax return Click on "Federal"  Click on "Other Tax Situations" Scroll down to Additional tax payments Click on "start" next to "Apply Refund to Next Year"  Continue through your TurboTax screens and answer all follow-up questions   Click here for How do I apply my refund to next year's (2026) taxes?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

@AnnettB6 TurboTax asks two questions, 1. the amount of the refund, which I understand is the refund for 2024 paid in 2025. 2. "Payments and withholdings". Is this amount supposed to be for 2024 or 2025? The "circled-i" information implies that it is for 2024. Bonus question: why is this even needed?

Since you can't access forms In TurboTax Online, if you entered a 1099-B Treasury Bond Sale with Accrued Market Discount, in the New Jersey interview, you'll get a screen for 'Disposition of Property'.  If the AMD shows with an amount, check the 'Omit' box to exclude it from your NJ return.  It may already show with an entry of $0, if you selected NJ as your state in your original entry in your Federal return,  in which case you don't need to exclude it.   Otherwise, you can do as another poster suggested and Efile your Federal return, remove the 1099-B item with AMD and file your NJ return.    @advaitjoshi  @betows