State tax filing

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It's pulling up one of the forms I uploaded, but I don't see where there error is or how to fix it.

This is a test question.  Please archive it when the test is complete. : updated

Why does turbo tax calculate the STAR Credit (School Tax Relief) on Form 1127 on lines on Schedule B Lines A1 and A2 when these credits are not eligible anymore and should be a credit on the NY State return which Turbo Tax did not apply it to that return either.

For New Mexico, Turbo Tax seems to be using the 2024 PIT-ADJ Instructions, instead of the 2025 PIT-ADJ Instructions.  As a result, it is miscalculating the net capital gains deduction limit to be 40% up to $1,000,000, instead of $2,500.  The 40% limit now only applies to net capital gain income from the sale of a business that is allocated or apportioned to New Mexico. See below.  https://www.tax.newmexico.gov/individuals/online-services-overview/personal-income-tax-forms/2025:LINE 16. Net capital gains deductionYou may deduct all or part of your net capital gains reportedand claimed on your federal tax return. You may deduct thegreater of:• 100% of your net capital gains, not to exceed $2,500; or• 40% of up to $1,000,000 of your net capital gain incomefrom the sale of a business that is allocated or apportioned to New Mexico pursuant to Section 7-2-11 NMSA1978 for the taxable year for which the deduction isbeing claimed.2024LINE 16. Net capital

Intuit Approved305-44-1001123 Street RoadAnywhere, CA 90210Sherry Woods

Check on my refund. My social security number is 326-25-4537, Bob Friendly bob.friendly@gmail.com 

Received a Letter of Adjustment from Michigan Department of Treasury.  They zeroed out my 2025 form 4884 retirement and pension benefits subtraction.  The letter provided no reason for the adjustment, just the adjustment to zero and the following collator adjustments due to that change, zeroing out our refund and ending with a balance due. I have completely reviewed my 2025 Michigan Income Tax Return and found no errors.Curious if anyone knows the reason for this adjustment or if this is happening to many people from Michigan. 

I did not claim any donations on my Federal forms because I was taking the standard deduction, so it would not have counted. But for IN taxes I need to claim that donation for the University to get a State match. Should I go back to my Federal form and add that donation?

TurboTax 2025 Desktop (MacOS) chooses the College Tuition Credit instead of the College Tuition Itemized Deduction even though it's better. The College Tuition Itemized Deduction is calculated using IT-272 Worksheets 1 and 2. It doesn't appear TurboTax filled out these worksheets because they aren't present in the "New York Forms" menu. If it had, it would have calculated that using the College Tuition Itemized Deduction resulted in higher tax savings than College Tuition Credit. The "College Tuition Qualified Expenses Optimization Worksheet" form doesn't seem to work. Why doesn't TurboTax fill out IT-272 Worksheets 1 and 2? How did it decide to use College Tuition Credit instead of College Tuition Itemized Deduction?  

I live in NC

Maryland gross income is calculated from federal income with both additions and subtractions (for dependent tax payers). If that income is below the threshold to file, then you don't owe any state taxes, correct? So if there was no tax withheld from your income, then there would be no reason to file. But if you did file a state return (because you were a part-year resident, moving to another state I guess?), but the tax liability was entered as zero, how can you still owe local/county tax? If the state tax is zero, then wouldn't the county tax also be zero?

I live in California and work remotely for a New York employer. I understand that there is tension between the NY convenience-of-the-employer rule and the CA rule (that all income earned while present in CA counts as a California source). There is mixed guidance online about whether I can claim a credit on my CA return for the NY tax. Turbotax automatically applies the credit. Will the Turbotax Lifetime Guarantee apply if this interpretation turns out to be incorrect? 

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After selecting e-file of Federal and State Returns, the program asked about "...need a little information that we didn't need earlier."  The info was in regard to last year's tax return. I inputted the info it asked for but after selecting Continue, ''...taxable portion on income is calculated using the worksheet below.  Clear this value" Deleted info , Continue button, goes back into review and "...need a little more info..."  Last year my State Tax bombed because something got screwed up, I submitted a "hard copy" and mailed it to State. So no matter what I input to last year's entry, the Turbo Tax program doesn't like the answer and goes back and asks for the information again and no matter how I try to manipulate the input, it's not acceptable. HOW DO I BREAK THIS LOOP?

We make estimated quarterly payments based on dividend income. In the 4th quarter, we sold stock for a capital gain and made a higher 4th quarter estimate. We filed our taxes through TurboTax and they said we had no penalty. Now, two months later, we get a letter from the Indiana government saying we owe $27 penalty. The amount is no big deal, but I'm not understanding why TurboTax didn't calculate this? My research shows it may have to do with the timing of the payments and we possibly should have filed IT 2210, however, when we go back into our taxes, it just keeps saying no penalty is owed. I want to understand how to deal with this to prevent the same problem in the future. 

Hi - I posted this issue a few years ago and was unable to find an answer.  I think it is a hard bug in the software.  Why isn't it fixed already?  I ended up having to file the MA return on the MA Tax Connector website in order to take the Research Credit carryover.  Again this year (2025), I am unable to use the Research Credit carryforward.  Here is the issue...  I will not have a 2025 Research Credit, but I do have Research Credit carryovers from prior years that I want to use for 2025.  I enter the prior years' credits on Schedule CMS.  In the last row that I enter, the 1a field "Credit Type" turns red.  The error shows as "Credit type Schedule RC should be completed to claim the Research Credit since credit type REARCH and related credit information has to be entered on Schedule CMS".  Sooo I open the Schedule RC, put all 0s, but this does not work.  The field is still red and shows the error.  I have tried ent

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It's been excepted since April 18th but I still haven't received

I paid $4000 state income tax in 2024; how do I deduct that on my 2025 federal tax return?

Who do I co tact

I should pay tax on the Wisconsin LLC income, but I should not be paying tax on my salary to Wisconsin.

Where is the Document ID # on the back of my New York State driver's license? The form is not accepting the number

For my S Corp filing I noticed on the California Accumulated Adjustments Account (Schedule M2 of Form 100S) that "State Tax Refund" is added as an adjustment in line 3 automatically.  Line 2 (Ordinary Income), however, already includes the state tax refund (1.5% CA Franchise Tax refund for overpayment) which flows automatically from Federal From 1120S.  This refund is listed under "Other Income" on the federal form and it has its own line item on the Other Income Worksheet ("State Tax Refund") so it seems like it should be there.  Ultimately this results in the retained earnings on the state Schedule M2 being higher than the equivalent Federal number by the amount of the State Tax Refund (since it is being double counted).  Should this line item in the State Schedule M-2 be overridden or should it not appear differently (or not at all!) in the federal filing for some reason?  Appreciate your input.

Why does TurboTax require that I also file the Federal Form electronically if I only want to file Arizona 165 electronically and mail in the Federal return?