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This probably has to do with a question related to your education credits, there is a question there asking about enrollment.  To go back to this section:   Login to your account Go to Tax Home and then Deductions & Credits Scroll down to Education Credits, select Edit  

This probably has to do with a question related to your education credits, there is a question there asking about enrollment.  To go back to this section:   Login to your account Go to Tax Home and then Deductions & Credits Scroll down to Education Credits, select Edit  

Wash sales cannot be combined into section totals.  They should be entered individually so that you can track your cost basis and know when you are allowed to use the information on a final sale.   Wash Sale Rule Defined: A wash sale occurs when an investor sells or trades a security at a loss, and within 30 days before or after, buys another one that is substantially similar. It also happens if the individual sells the security at a loss, and their spouse or a company they control buys a substantially similar security within 30 days. The wash-sale rule prevents taxpayers from deducting a capital loss on the sale against the capital gain of other stock. Affect on Cost Basis: The loss that occurs on a wash sale is added to the cost basis of the shares purchased that created the wash sale. When all shares are sold and there is no repurchase, that increased cost basis will be used in full and used to determine gain or loss. As long as you are tracking the wash sales and are not using them on the tax return when you are not allowed, then you can simply enter the same cost basis as the selling price. This will  reconcile your tax return with your Form 1099-B Proceeds which is what the IRS is comparing.   Wash Sale ends: The wash sale disallowed is not added to the net gain/loss rather it is adjusted and suspended so that it does not affect the total gain or loss for any pending wash sales.  The rub is that the broker only knows when a wash sale occurs, not when a wash sale no longer exists. This can spill over between two tax years.  Likewise you can have a wash sale during a tax year, and then fully dispose of the stock in the same year which would eliminate the wash sale rule for the final sale of the same stock.    It's up to you to know when you no longer have to consider the wash sale rule.    Example:  X bought 5 shares of ZZZ stock, at $5 per share, then sold it for $3 per share, however immediately before the original 3 shares were sold, X bought another 5 shares at $5.00 per share.        $25 for the first block of shares        15 is the proceeds creating a $10 loss  The $10 loss is now added to the cost of the new shares for an overall cost basis of $35.     Once the second block of shares is sold (5 shares with cost basis of $30) without any repurchase with in the 60 day window (30 days before or 30 days after the sale), and if they are sold at a loss, then no wash sale exists on the sale, and a loss is allowed.   @C-Starr 

There is NO shield icon on the URL, left or right side.   Entering manually for a complicated 1099-B (with DIV and INT and sales) from Schwab is not an option for me, it is way too complex. I need to trust that TurboTax is getting it right.

This issue is often caused by a discrepancy between the state abbreviation and the zip code.   To fix this, try the next steps: Go back to the W-2 or income section. Delete the state code and zip code entirely, even if they look correct. Manually type the 2-letter state code and the 5-digit zip code.  Don't copy and paste. Make sure no extra spaces, characters, or incorrect zip codes are included. Other options you may try: Delete the W-2 or 1099 that is causing the issue, and enter again manually. Clear your browser’s cache and cookies from your computer which often fixes ‌verification issues. How do I delete cookies  How to clear your cache  Be aware that:  You have to work on your nonresident state return first, then the resident state. Make sure that you answer “Yes” when select the correct non resident state, in the Personal Info section.

Are you referring to long-term care insurance premiums?  Or something else?  Please clarify.   Virginia Department of Taxation here states:   Long-Term Health Care Premiums   Enter the amount of premiums paid for long-term health care insurance, provided you did not claim a deduction for long-term health care insurance premiums on your federal return. The Virginia deduction for long-term health care insurance premiums is completely disallowed if you claimed a federal income tax deduction of any amount for long-term health care insurance premiums paid during the taxable year.   In TurboTax, in the Virginia state income tax return, enter at the screen Long-Term Care Insurance Premiums Paid.

Wash sales cannot be combined into section totals.  They should be entered individually so that you can track your cost basis and know when you are allowed to use the information on a final sale.   Wash Sale Rule Defined: A wash sale occurs when an investor sells or trades a security at a loss, and within 30 days before or after, buys another one that is substantially similar. It also happens if the individual sells the security at a loss, and their spouse or a company they control buys a substantially similar security within 30 days. The wash-sale rule prevents taxpayers from deducting a capital loss on the sale against the capital gain of other stock. Affect on Cost Basis: The loss that occurs on a wash sale is added to the cost basis of the shares purchased that created the wash sale. When all shares are sold and there is no repurchase, that increased cost basis will be used in full and used to determine gain or loss. As long as you are tracking the wash sales and are not using them on the tax return when you are not allowed, then you can simply enter the same cost basis as the selling price. This will  reconcile your tax return with your Form 1099-B Proceeds which is what the IRS is comparing.   Wash Sale ends: The wash sale disallowed is not added to the net gain/loss rather it is adjusted and suspended so that it does not affect the total gain or loss for any pending wash sales.  The rub is that the broker only knows when a wash sale occurs, not when a wash sale no longer exists. This can spill over between two tax years.  Likewise you can have a wash sale during a tax year, and then fully dispose of the stock in the same year which would eliminate the wash sale rule for the final sale of the same stock.    It's up to you to know when you no longer have to consider the wash sale rule.    Example:  X bought 5 shares of ZZZ stock, at $5 per share, then sold it for $3 per share, however immediately before the original 3 shares were sold, X bought another 5 shares at $5.00 per share.        $25 for the first block of shares        15 is the proceeds creating a $10 loss  The $10 loss is now added to the cost of the new shares for an overall cost basis of $35.     Once the second block of shares is sold (5 shares with cost basis of $30) without any repurchase with in the 60 day window (30 days before or 30 days after the sale), and if they are sold at a loss, then no wash sale exists on the sale, and a loss is allowed.   @Oldcat

If you are using the same TurboTax Online account that you used last year, your 2024 tax return will be available by going to Tax Home from the left menu and scrolling down to the bottom of the page to Tax returns and docs. Click on 2024 to view a pdf or print your 2024 tax return.   If there is not a return shown for 2024, you may have used a different TurboTax account when preparing that return. However, if you are in the same account, any 2024 carry forward items, such as accumulated depreciation, should have carried forward to your 2025 tax return.

It depends. The error "must exceed sum of individual payments" means the software sees a discrepancy between the manual entry you made ($400) and the actual data pulled from your 2023 tax records.   The Solution: You should enter your actual total 2023 NY State tax payments (withholding + any estimated payments) in that field, rather than matching it to the $400.  Why? As long as your total 2023 payments (e.g., $2,000) are greater than your total 2023 refunds (Original refund + $400 Inflation check), the error will vanish. Is it okay if it's a different number? Yes. In fact, for the State return, it needs to be the accurate total of what you paid New York in 2023 to satisfy the software's audit check. 2. Ensuring the $400 isn't Taxed by NYS You mentioned that the worksheet shows a “taxable refund of $400.” In tax terms, “taxable” usually means it’s subject to federal tax. Since you live in New York, the software automatically includes that Federal "Other Income" on your state return. We just need to remove it from your state filing.   To ensure you aren't paying state tax, verify these two spots in your New York State return section:   Look for "Subtractions from Income": Navigate to the NY State taxes section and look for a screen titled "Changes to Federal Income" or "Subtractions from Income." The S-138 Subtraction: You are looking for an entry for NYS "Other" Subtractions. You should be able to select a code (often S-138 or simply "State Tax Refund") to subtract that $400. This ensures that while the $400 is added to your Federal Adjusted Gross Income (AGI), it is subtracted before NY calculates your state tax. Let us know if this helps!!   @jengakatz 

Yes, enter the rental unit as a single family rental, not a duplex where you live. This designation should resolve most of the issues you've encountered with personal days. Enter only the actual number of days that you were paid as rental days. If you didn't personally occupy the space at all, enter zero personal days.    The IRS defines Personal Use Days as any days that you used the rental space during the period it was available to be rented. If you did not personally occupy the space while it was rented, you would enter zero personal use days. (Personal Use Days generally relate to vacation homes that are rented most of the year but also used for personal vacations.) See IRS Pub 527.   If the unit was listed as available to be rented while you were making renovations, you would report the renovation costs as Rental Expenses. However, any expenses you incurred before you listed the property increase the basis of the property and should be entered as separate Rental Assets, subject to depreciation. (IRS Pub 527 Adjusted Basis)   Because your rental activity was sporadic during the year, you might set the "available to be rented" date as the day you first listed it as a rental property. As long as you didn't stop advertising the unit after that date, consider it to be available through the end of the year.   Since you previously reported this unit as a rental, you will need to include the accumulated depreciation when you set up the unit as a Rental Asset. Allocate the total from the prior period based on the square footage of the basement unit relative to the entire property. As an example, if the basement unit is 1,000 square feet and the total for the property is 2,000 square feet, the basement unit would be allocated 50% of the total prior depreciation (1000/2000 = 0.50 or 50%).   Use this same percentage for shared expenses, like property tax or utilities, that you cannot specifically identify for the basement unit. And, yes, report an allocated amount of any passive losses from previous rental use.

unfortunately posting here is unlikely to be seen by such executives or influence much, but you can write to the President here   https://www.intuit.com/company/contact/office-of-the-president/?cid=executives_intuit_click_us_oop-form_en_%7Ccontact_link%7C_oop

Once your return is filed, TurboTax has no control over the processing or the timing when the state releases your refund. If your state requested additional information, you’ll need to contact your state tax agency directly for an update or next steps, as they handle the review and release of your refund.  

Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.

ONLINE 2025 https://turbotax.intuit.com/personal-taxes/online/   You cannot use the license code from the desktop software to pay for using online TurboTax.   Seek a refund for the download. To request a refund for a TT product https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US?uid=m6meybc2