I have just about had it with Turbo Tax. After the struggle with the non tax exempt interest issue, now the March 20 program update has lost the credit for taxes paid to another state and I cannot see where to try to correct it on D-400 TC. Fortunately I printed out that form from before this program update, but I need to figure out how to get this corrected. I think I am using Deluxe but it may be Premier - whichever is the first step up from Basic.
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alright I tried one more time and somehow got the step by step interview to take me back to where I could enter the info that was lost......but why was it lost with the update to the program?????
@Retired_eng if you are filing a part-year NC resident form, which means you moved into / out of NC during the year, why would you have a credit for taxes paid to CA?
Can you explain your residency during 2024? what is the credit for? please explain.
CA taxes the gain on CA real estate realized after you move out of the state
@Retired_eng then that makes sense. Can't explain why you lost the data upon software refresh though.
I use Turbo Tax in theory for simplicity as I know how to do my taxes, even as complicated as the 2 part year returns make it this year. But this year it has been far from simple with Turbo Tax.
@Retired_eng - I wouldn't necessarily point to Turbo Tax. Filing part year returns across two states is complicated to begin with. And then having a tax credit to the other state in the residential part year return is complicated.
If this experience was complicated, think about how this would get accomplished with pencil and paper!!
no, I actually knew exactly how to do it, and had done it with assumed numbers last summer, and thought about doing it manually vs buying the second state return but I thought it would look better if all returns were done the same way, and this would save my printing and mailing the other returns to NC. Knowing this made it easy to catch the error post 3/20 update. Also, paying for "expert" advice and spending 150 minutes on the phone with an "expert" generated a solution to the non tax exempt income issue with an error.
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