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MaryK, I was encouraged by your request yesterday to look at our return,  I sent the diagnostic file as you suggested.  [removed]-20562666 but there has been no response since. Are you still working on it? I am very concerned that time is running out. Please recommend a solution so i can efile. Thanks. Tony

Yes, you can.    Open the link below to see the instructions: How do I make estimated tax payments? In order to print out the estimated tax payment forms, open your filed return, search for your 1040- es, and select the "Jump to" link. Then, follow the instructions to estimate your income for the new year, which will create the 1040-ES payment vouchers.   Another option is clicking in My Account section, then select Print Center to print the 1040-ES forms.   

If you are trying to report a foreign carryover credit select the following: Federal Deductions and Credits Select Take a Credit Continue through until you get to the screen that says Foreign Tax Credit Carryovers. This should generate form 1116 and include it with your return. 

Here is how to enter. Go to the Federal tax section. Select Wages & Income. Scroll down to Unemployment and Paid Family Leave (often found under the "Unemployment" header). When asked "Did you receive unemployment or paid family leave benefits?" select Yes. Enter the details exactly as they appear on your 1099-G. Once the information is listed here, it will populate your Massachusetts return.

Thank you for this information and that you were able to successfully e-file your CA return.    In order to forward your comments to our development team, it would be helpful to have a TurboTax ".tax2025" file that has experienced this issue. If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." On a Mac computer, choose Share or Help >> Send to Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any additional States that are part of your return. @kentca1 @tpmonroe 

Yes, you are correct. It should be reported by using the steps below. Once completed this will move the income to the Schedule 1, then the 1040.  1. TurboTax Online/Mobile > Search 1099misc > click See more (or the Jump to.. link) > click the highlighted 1099-MISC 2. TurboTax Desktop > Search > 1099misc > Click the Jump to.. link 3. Enter the 1099-MISC exactly as printed, and then Continue 4. Enter Paid Family Leave 5. Select None of these apply, then Continue 6. Select No, it didn’t involve work….. and Continue to 'How often did you get income for Paid Family Leave?' 7. Select ONLY the tax year for which this specific 1099-MISC was issued.  8. Do not select the year that you received the 1099. Select the year for which the 1099-MISC was issued. Select no other year.  9. Select No, it didn’t involve an intent to earn money, then Continue 10. Select NO, then Continue 11. Click the DONE button  This will complete the entry and you can continue to work on your tax return.

You can try to use the constructive receipt rule. https://www.law.cornell.edu/cfr/text/26/1.451-2   (a) General rule. Income although not actually reduced to a taxpayer's possession is constructively received by him in the taxable year during which it is credited to his account, set apart for him, or otherwise made available so that he may draw upon it at any time, or so that he could have drawn upon it during the taxable year if notice of intention to withdraw had been given. However, income is not constructively received if the taxpayer's control of its receipt is subject to substantial limitations or restrictions.   To have the interest be non-taxable, you can either: a. leave the 1099-INT off your tax return.  This will probably trigger an IRS letter and you would need to explain why the interest is not taxable.     b. Enter the 1099-INT and then enter an item of miscellaneous other income with a negative number to offset the interest, with a brief explanation.  This may still trigger a letter asking for more information.    c. File by mail instead of e-filing.  Don't include the 1099-INT as income.  Attach a copy of the 1099-INT and a written explanation of why you are not treating the interest as taxable income at this time.     The interest will all be taxable if it is applied to the buy-in cost, of course, and not just the part that is reported on a 1099-INT for that year. 

Follow these steps an let us know if anything is different:   If your in the Online version of TurboTax. Log into turbotax Under Federal Deductions & Credits  Select Home Energy Credits. Energy efficient home improvements Scroll dow an select [Yes] [Continue] You should now have a series of questions regarding your home and the improvements made.  

I did not directly input anything on Schedule.  I simply responded to Turbotax questionaire like I have done in previous years. How can I get TT to display the full Schedule C so I can review and/or make corrections where necessary or to force TT to go over all the questionaire.  Everytime I search for Schedule C and select it, it takes me directly to the Self-Employment Income and Expenses section.

James is correct, if you have a child and have not lived with the spouse over 6 months of the year. It is the one exception that allows a married person to file as HOH (Single with a dependent) rather than MFS or MFJ.

I would assume that means the account has to be deposited and completed by the 15th, not just payment sent by the 15th? So I need to wire it today vs send a check dated the 15th.   Amending the return to show the 1099-R update can be completed post 15th?

If you are in a loop where you are trying to file but you keep getting a message to review a worksheet you can try the steps listed below.To break the TurboTax filing loop, clear your browser’s cache and cookies, or try using an incognito/private window. If that fails, re-run the final "Review" section, check for hidden Form 8915 errors, or log out of all devices to stop the loop Clear your browser’s cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies. Try using an incognito/private window.  Re-run the final "Review" section Completely log out of all devices to stop the loop Disable your popup blocker Try a different Web browser, such as Chrome or Firefox. If you are using a VPN, disable it. Make sure your internet connection is strong and stable If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.    Please return to Community if you have any additional information or questions and we would be happy to help.

Yes, you can enter summary transactions. A solution can be to enter summary transactions if you have many transactions. Your digital statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate) You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales?