All State tax filing posts

Re: CA state ID# for 1099-S

AmyC — Tue, 14 Apr 2026 04:07:19 GMT

Yes, the 1099-S box 2 is used for inputting the 1099-S. You want the IRS computer to match those numbers.

In the "Cost" or "Basis" box, enter the sum of your Buying Cost + Improvements.

Use the "I had selling expenses" or "Other details" section to enter your commissions and 2025 closing costs.

The program will do the math.

I worked as a non-resident in Oregon 3 days a week and at home in washingon 2 days a week, but was taxed by Oregon for 5 days a week. How do I adjust my taxable wages?

ScottR21 — Tue, 14 Apr 2026 04:05:35 GMT

I am using Turbo Tax online Do It Yourself Premium, and there is no option to adjust my Oregon wages for the percentage of days worked in Oregon. How do I adjust my Oregon income to reflect the percent of time actually worked in Oregon?

Re: Arizona Return Rejected

jeffreyknoll4627 — Tue, 14 Apr 2026 04:04:27 GMT

I also ran into this issue. I haven't seen a solution, but I believe I have figured it out. There is confusion over AZ Sched A lines 1,2,3 and lines 1A,2A,3A. The actual problem is with lines 1A,2A,3A which are on page 2 of AZ Schedule A in the section "Adjustment to State Income Taxes". The problem is if you claimed AZ tax credits (line 2A) greater than the state tax you owe (line 1A), line 3A would be negative. In this case TT enters zero for 3A, but apparently the state verification computes a negative number which does not match the zero on the return. So, technically the error message (re: the calculation) is correct but logically not. The state validation needs to check that if 2A is greater than 1A, a zero is a valid value for 3A. I believe TT Tax should also check what you entered for state tax credits, which ultimately goes to 2A, does not exceed 1A and at least give you a warning. The state also should adjust the form line 3A to say if negative, enter zero. I reduced my state tax credit to the amount I owed, (not the full credit which was more than I owed, and would not be applied anyway), so the calculation of 3A resulted in zero. Following this my return was accepted.

Re: where can I take the additional senior tax deduction?

AmyC — Tue, 14 Apr 2026 04:02:32 GMT

The program will handle it for you. You can see the standard deduction on line 12e and the new senior deduction on line 13b coming from the new schedule 1A.

where can I take the additional senior tax deduction?

tonyacridland — Tue, 14 Apr 2026 03:59:17 GMT

There is no option in TurboxTax to take this senior deduction.

Re: Maryland Local Tax is very high in the return Turbotax generated = 68% of State Tax. How can ...

AmyC — Tue, 14 Apr 2026 03:53:58 GMT

Here is a breakdown of why this is happening and how to verify if TurboTax is actually making an error.

In Maryland, the state tax and local tax are calculated using the same taxable income base, but with different rates.

State Rate: For most middle-income Marylanders, the state tax rate is approximately 4.75%.

Local Rate: Most counties (like Montgomery, Prince George’s, Baltimore City/County, etc.) charge 3.20%.

The Ratio: 3.20 divided by 4.75 = 67.3%

If you live in a high-tax county, your local tax will almost always sit right around 67% to 68% of your state tax. If your income is higher and you hit the 5% or 5.5% state brackets, that ratio might dip slightly, but for the vast majority of residents, your observation is mathematically consistent with Maryland’s tax structure.

If you still suspect an error (for example, if you moved or the county listed is wrong), check these three areas in TurboTax:

Check Your County Residency:
Go to the Personal Info section. Ensure you have selected the correct county of residence as of December 31. If TurboTax thinks you live in Baltimore City (3.20%) but you actually live in Worcester County (2.25%), the calculation will be wrong.
Verify Form 502, Line 28-31 for the local tax calculation.
- Line 28: Maryland Taxable Net Income.
- Line 31: Local Tax.
- Divide Line 31 by Line 28. The result should match your county's 2025/2026 rate (e.g., 0.032 for 3.2%).

To print or view your forms, including all worksheets:

In desktop, switch to Forms Mode.
For online:
1. On the left side, select Tax Tools
2. Select Print center
3. Select Print, save or preview this year's return
4. If you have not paid, select pay now

Re: How can I file for the remainder of my solar tax credit?

DawnC — Tue, 14 Apr 2026 03:49:12 GMT

If you have a carryover solar credit, go through the Energy Credits interview. How do I enter Home Energy Tax Credits? You will find energy credits in the Your Home section in Deductions & Credits.

Re: I work in the city, but I don't live in the city.. somehow it has me living in the city, but ...

AmyC — Tue, 14 Apr 2026 03:45:35 GMT

Follow these steps:

Federal
1. Go to My Info > Edit your name.
2. Check the section: "Tell us the state you lived in."
3. Look for a specific question below it: "Did you live in a Michigan city with a local income tax?"
4. Select No (or ensure you haven't selected Jackson there).
State
1. Open to the Michigan interview.
2. Proceed until you see a screen titled "Michigan City Tax Returns."
3. Click Start/Edit next to Jackson.
4. It will ask for your Residency Status. Select Non-Resident.
5. The Allocation Screen: It will then ask how much of your income was earned in Jackson. Since you work there, you'll likely report your full W-2 wages, but the software will now apply the lower 0.5% tax rate instead of the full resident rate.

Re: Non qualified deferred compensation plan

jvmiller513 — Tue, 14 Apr 2026 03:42:12 GMT

When I answered no to the allocation question, I noticed that the NQDC W-2 showed zero for the wages. changing the allocation methodology didn't change it - it always read zero.

Perhaps I need to delete this W2 and add it in again manually?

How can I file for the remainder of my solar tax credit?

mary — Tue, 14 Apr 2026 03:42:05 GMT

How do I file my solar tax credit?

I work in the city, but I don't live in the city.. somehow it has me living in the city, but I'm not sure where to change it

lashley12407 — Tue, 14 Apr 2026 03:38:59 GMT

(Jackson, MI)

Maryland Local Tax is very high in the return Turbotax generated = 68% of State Tax. How can that be? How do I fix it in Turbotax calculations?

richard.linowes — Tue, 14 Apr 2026 03:38:16 GMT

Maryland Local Tax calculation seems incorrect

Re: Non qualified deferred compensation plan

jvmiller513 — Tue, 14 Apr 2026 03:34:40 GMT

W2 Box 11 is filled in with the same amount as shown in box 1 and box 16.

IT-203 line 1 is zero, box 16 has the amount from W2 box 11.

In the allocation section, it asked if all my wages and self employment income was earned in NY, I said yes, so I didn't get the allocation screen. Should I say no and then allocate the NQDC W-2 at 100%?

Re: Spouse is part time NYC resident. W-2 income for entire year is NY State income. The final in...

AmyC — Tue, 14 Apr 2026 03:25:48 GMT

You are thinking tax liability which is not the same as income. Let me explain:

For example:

NY tax on your total federal income is $8,000
But only 10% of your income was earned in NY
NY tax liability will be 10% of $8,000 or $800.

Let me get you to preview your return and check.

If you are using the online version:
1. go to Tax Tools,
2. then select Tools,
3. select View Tax Summary,
4. on the left side, select Preview My 1040.
In the desktop program, switch to forms mode.

Keep going and you will see the NY percentage come into play

The Federal AGI is used as a denominator and the NY only income as the numerator to calculate the percentage of income earned in NY. on line 45.
NY determines the tax on your entire federal income, line 37, then multiplies the tax times the percentage just determined to create your actual tax on line 50.
Tax withheld on line 62
Refund line 68
Balance due line 70

how do I delete rent certificate for wisconsin return?

morganjaenke — Tue, 14 Apr 2026 03:25:44 GMT

Re: state of OH want me to put a number more than 0 in the out-of-state purchases Under sales/Use...

AmyC — Tue, 14 Apr 2026 03:22:21 GMT

Follow these steps:

Switch to Forms mode.
Look on the left side for the forms in your return.
Look for the red exclamation mark
Select that form
Look for the pink box
You can scroll on that form and delete an entry or the whole form.

Re: Non qualified deferred compensation plan

AmyC — Tue, 14 Apr 2026 03:12:07 GMT

Wages can't equal zero. Check this:

W2
1. Box 11: Is it definitely filled in? This is the "key" that tells NY this isn't "normal" work salary.
2. Box 16: Check Form IT-203, Line 1: If this is zero, but Line 16 is also effectively zero, NY thinks you’ve made an entry error on your W-2.
In the New York State portion of the program:
1. Look for a screen titled "Identify the source of your New York wages" or "W-2 Wage Allocation."
2. You will likely see the NQDC W-2 listed.
3. Instead of leaving it at $0, look for the option to allocate by percentage or manually allocate.
4. The Trick: NY State e-file servers often reject a "0" on the state wage line if the W-2 shows NY. To satisfy the error, some users find they must ensure the "Federal" amount and "New York" amount are reconciled in the Wage Allocation section. If the income was 100% earned/received while a non-resident, it should be allocated to your "Other State" or "Non-NY" column.

If the above fails, go back to your w2 and enter $1 in NY income box 16.

Re: why didnt turbotax have me fill out 8958?

AmyC — Tue, 14 Apr 2026 03:03:01 GMT

You only need it in community property states filing MFS where you lived together at some time during the year. You may not have been required to file it. If you do, search for 8958 with the magnifying glass and select the jump to link.

Non qualified deferred compensation plan

jvmiller513 — Tue, 14 Apr 2026 03:01:04 GMT

I m retired, part-time NY state resident with a non-qualified deferred compensation plan from my original employer. The proceeds are reported on a W2 in box 1 and box 11. On my NY State return, it looks like Turbo tax is correctly reporting this income on form IT-203 form, line 16 (line 1 is zero) but everytime I try to electronically file my NY state return, it gets rejected by NY state because "NYS Wages should not be equal to zero when W2 shows NY wages." Fed return was electronically filed with no issues. Does anyone know how to fix this problem? Did I miss a box to check somewhere?

why didnt turbotax have me fill out 8958?

Gamze — Tue, 14 Apr 2026 02:58:25 GMT