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Thank you I have some follow ups    1. I forgot to mention I have a rental property in Illinois and never lived there so I’d also be an Illinois nonresident correct?  NYC full resident, NC non resident and IL non resident?    2. Could you please also confirm my second question in the original post above? Here it is again:   In what order do I file each state to law sure I get the correct refund from whichever state? (NY , NC, IL)   3. Since NC withheld taxes on my W2 will it be refunded in my tax return when I put how many days I was in NC?   4. Can you please clarify when you mention I can file as a NC non resident if I made nyc my domicile? I had a NC license but I also got an nyc state id and I voted in nyc. I also had an apartment there the whole year even though I wasn’t there the whole year.  Does the above indicate I established domicile in NY?  Also just for knowledge if I hadn’t established NY domicile are you suggesting I’d need to file as NC part year resident instead of non resident (so all my income would be taxed for my days in NC rather than only the NC source income I believe)   5. Could you please confirm if one state should be giving me a credit and which one/for what?

At the screen Choose Type of Activity, did you select This K-1 has more than one value in boxes 1, 2, and 3?   If so, you would have entered box 1 income in one 'pass' and box 2 income in the second 'pass'.   However, the interest and dividend income reported on the K-1 should only be entered once.  Interest and dividend income should be reported in either the first 'pass' or the second 'pass' but not both.   The only exception would be if the preparer of the K-1 reports to you that the interest and dividend income reported on the K-1 should be allocated across the two activities.

You should be able to sign in to your TurboTax online account and check "Your tax returns & documents" in the Tax Home section.  make sure that you are using the exact same username/account as when you prepared the return. If you can't find your account, you can use this tool account recovery tool to find your user ID or password.   If you are using the Desktop/CD version, search your computer files for the .tax202y file extension.    You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support  See also: Why can't I find my return in Tax Home or My Docs™? Please return to Community if you have any additional information or questions and we would be happy to help.

To print your 2024 MI state return on TurboTax as a PDF:     If you have not signed in to TurboTax this year:   Open TurboTax and select Continue on the screen showing your prior-year summary Scroll down and select Your tax returns & documents Select the year you want, then select Download/print return (PDF) If you already started your return this year:   Sign in to TurboTax Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF Select the year you want and select Download/print return (PDF) How do I view, download, or print a prior-year tax return?

I have an error message showing up on my Federal Carryforward Worksheet that has only a zero listed on the second line and indicates I need to fill in a State or Local ID for that zero. TurboTax will NOT let me delete the zero NOR let me enter a State or Local ID for that zero! I also am not able to delete the Federal Carryforward Worksheet. The other recommended “fixes” do not work.   I've been working on this for hours and cannot resolve the problem. This is the only thing holding up my tax return.   A helpful solution is needed!

@DianeW777    I am at my wits end  :(     I did end up completely starting over, and the double entry is still there.  And when the TT does the check for errors on the state return, this comes up:   This "Honda Civic" entry should not be there, and I cannot for the life of me figure out how to get rid of it.  It has to be coming from my entry of business miles in the federal return and the questions surrounding the same.  I mark that I stopped using the car in 2025.  then enter the mileage info, ect.  Then I mark that I converted it to personal use where it has that question.  Then I go into the Less Common Business section and do the sale of business asset, which is the 1750 gain in the first entry on the above picture.  I don't know what to do....

You are correct that the wording on the 'Other Interest/Dividends Excluded Worksheet' is misleading, so that there seems an amount should not be present on Line A of the worksheet if a Massachusetts resident.   However, from my test return, I see this amount is from Schedule B, Line 3, but is not being used to calculate excluded interest on Line 6a, so does not affect your tax return for MA.   @ccarbon 

No, you do not have to pay a federal tax penalty for a one-month gap in your health insurance coverage while switching jobs. There is no longer a  federal tax penalty for not having health insurance. It  ended starting in 2019.   A few states like California, Massachusetts, New Jersey, Rhode Island, and Washington D.C. do still have their own healthcare mandate penalties. But most of them have a "short gap" exemption that would cover a one-month lapse due to a job change.   See also: What Is the Individual Mandate for Health Care Reform?   Please return to Community if you have any additional information or questions and we would be happy to help.

You don't get the room & board screen unless you previously entered a 1099-Q for that student, because  room & board are only qualified expenses for a 529/ESA plan distribution/withdrawal.    Otherwise, include computer, software and internet services  in  Required books or Optional Books.

Updates?!  I spent over one hour yesterday and nine hours today with two Intuit specialists on the phone and screen share and we still can't get TurboTax to install  on my win11 laptop!  We are supposed to try again tomorrow.  The errors are 2502 and 2503.  What fun!   -Win

A possible workaround, if you're only entering expenses for a 1099-Q: Instead of entering the educational expenses in the education expenses (1098-T) section, enter it in the 1099-Q section of TT. The workaround is: when asked who is the student, check "someone else" (Lying to TurboTax to get it to do what you want does not constitute lying to the IRS). On the next screen, enter the real student's name.  This will eventually give you one simple screen to enter all expenses. Press Continue at the 1099-Q summary screen, to get there. You will get a screen for non dependent student summary.  Click on the edit (pencil) symbol. 

"Tax on Excess Accumulations" specifically refers to a penalty for not taking your Required Minimum Distribution (RMD) from a retirement account (like a Traditional IRA or 401(k)).   The IRS requires you to start taking money out of these accounts once you reach age 73 (formerly 72); if you don't take the full amount, they will charge an "excise tax" on the shortfall (25% or 10% with a waiver).   The program thinks you missed an RMD because: When you entered your 1099-R, you may have answered "No" (or left a blank) when asked "Was this a Required Minimum Distribution?" If you have an inherited IRA, the RMD rules apply regardless of your age (a missed distribution). If you have multiple accounts and entered the total RMD amount into a single 1099-R, the program may think the other accounts missed their distributions. You must enter the RMD info for each 1099-R individually. It is often faster to delete the forms than to try to find the one wrong "Yes/No" click.   Open or continue your return. Under Federal tab, Click on Wages & Income. Scroll to Retirement Plans and Social Security and Click on Show More. Click Start/Revisit next to IRA, 401(k), 403(b) (Form 1099-R). On the summary screen, click the trash can icon next to every 1099-R listed. Add your 1099-Rs back one by one. When you see: "Was this a withdrawal of a Required Minimum Distribution?", Answer "YES" if you are over 73, or this is an Inherited IRA. "How much of this distribution was an RMD?", Click on "The entire amount was an RMD" (unless you took out way more than required). "Did you miss a required distribution?", Make sure you select "No, I took the full RMD" or "None of these plans failed to withdraw the RMD." If the tax is still there (Form 5329 - Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts is being generated): Click on Tax Tools, then Click on Tools, and then Click on Delete a Form.  Look for Form 5329 and delete it. If you actually missed an RMD, the program will ask if you want to request a waiver in the 1099-R section (answer Yes).  The IRS is often lenient if you show it was a "reasonable error" and you take the distribution immediately after realizing the mistake.