turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

TurboTax 2025 carryover issues

TurboTax 2025 Premier has two carryover issues from TT 2024:

a) Carried over 2024 state estimated payment paid in 2024 as being paid in 2025 giving incorrect schedule A deduction

b) In calculating 2024 state refund impact, believe the worksheet is incorrect.  Amount above 2024 $10K state tax deduction cap was more than 2024 state refund therefore none of the refund should be taxable, yet worksheet shows some of the refund is taxable. 

 

a) Can be corrected in the forms carryover worksheet, but extremely doubtful 2025 updates will  correct carryover errors.

b) Unsure how to correct calculation.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
dmertz
Level 15

TurboTax 2025 carryover issues

Bug a) has been noticed by several users:

https://ttlc.intuit.com/community/taxes/discussion/tt-2025-desktop-carryover-worksheet-bug/00/371090...

 

Regarding bug b), for now an override might be needed.

 

Early releases of TurboTax are notoriously buggy.  I would not recommend beginning your actual tax return for any tax year until the following January when TurboTax is somewhat more stable.  I would treat any tax return begun prior to that as a test tax return.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question