...oh...and if the password autofills from some type of password generator...someone indicated that won't work...and needs to be typed in manually (not sure if it is true, but another possibility) ... View more

IF you prepared separate MFS tax returns for the states...using a different file or account from a Federal MFJ tax return, and the Federal acceptance was thus in a different file or account, then you are stuck with printing/mail filing the state forms.  The accepted federal has to be for the same file/account.   ... View more

1) if you have 2-factor authentication....not sure that works.....might have to turn it off.   2) Saw a few folks who had to change their password to aa simpler one, especially if it contains special characters beyond numbers and letters.   No other thoughts for the moment, but unless you have a lot of brokerage sales requiring the Form 1099-B/8949, any 1099-INT, 1099-DIV, and 1099-R forms are usually fairly simple to enter manually.    ... View more

If you also changed your last name when you married, it could be a situation where one tax authority has your new last name and the other doesn't......yet... ... View more

@judithann822    But it really depends on what type of form you are entering....for 1099-R forms it is usually required to be the same as the value in box 2a  (or the Federally-taxable amount of box 1 if 2a is empty or marked "undetermined") .  If not entered that way, many state tax forms will end up being wrong.....at least for a 1099-R. ... View more

@geoff_schulz      Did you indicate on the follow-up page that part of the box 1a value was due to US Govt interest (i.e. dividends), and then there that amount after that?   For the majority of 1099-DIV forms, the value in box 1a contains a huge mix of dividend type, not all are for US Govt.....so you have to break out the US Govt amount on the pages that follow the main 1099-DIV form.  Certainly it is possible that all of 1a (for certain situations) is from US Govt obligations, but that's fairly uncommon.   Edit that 1099-DIV. On the main form page that shows boxes 1a, 1b and 2a ? 1)  .....make sure those boxes show whatever your Mutual fund sent out. 2)  Then check the box to expand the form to show all the other boxes  (if you do have any other boxes to fill out).  3)   Scroll down to the bottom of the page and hit "Continue" 4)   Check the box for "A portion of these dividends is US Govt interest"   and Continue. 5)   Enter the US Govt interest amount in the box, cannot be greater than box 1a.  Be careful in that some of box 1a may be due to other types of dividends and interest (We can't know what you securities and mutual funds hold) ...& Continue thru the rest of any questions presented.   should be OK now, if you enter the correct amounts ... View more

You should usually pre-pay the tax as an estimated -payment, by the end of the deadline for the quarter that the distribution is made.....especially if you convert it all and don't have any taxes withheld.    (when I converted parts of my 401k to a Roth IRA (direct transfer), I could request no withholding, so that it all went into the Roth...but I also paid quarterly estimates separately to pre-pay the taxes )    Certainly, a lot depends on how much is converted.  $1000 is nominal and may not require any extra estimated payment  steps, but 5,000 or more starts to get more serious consideration __________________________________________ Even if you do pay all that is needed in the quarter that  you convert, there can still be an  unexpected underpayment penalty show up in some of the automatic default calculations that are done.  that is less likely for conversions done, and estimated payments made in the first quarter, and more likely for conversions & estimated payments done in later quarters.  But even if a penalty does show up when you prepare your taxes, many times it can be eliminated, or sharply reduced by going thru the Underpayment Penalty interview in the software, where you can indicate in more detail exactly when all your income (and the conversion) and when  your payments were done, broken down by quarter.   ... View more

The numbers on the summary menu Deductions&Credits page ?   IT's somewhat dependent on what you entered already...but it can be the total of all withholding on all W-2 for Fed+State+local tax withholding on all your W-2 forms...if you also had a 1099-R form, then it will include all that withholding too....or any other 1099-??? form type that had fed/state/local withholding too..      And if you had a state refund for 2019 state taxes, but you let the state keep part or all of it for 2020 taxes, then that $ amount is added in too. ___________________________ I'm not sure it is a particularly useful number to be displayed there.....only if you made a huge entry error...like showing $10,000 or greater than was remotely possible for your total withholding from all sources....then you would go back to all your forms and investigate ____________________ I've never actually found a reason to make any additional entries within that section, but I "guess" it might occur for some unusual circumstance.   ... View more

@mcdolsen  That's been ready for a couple months now.....have you downloaded and run the manual update yet?   One person said they had to turn off their virus protection software before their update truly took hold....don't know what virus software it was though.  Most providers would let the update thru, but some virus software has protection levels that could be set to some high level.  Also, a partially-installed Windows update can block full update installation of TTX too...reboot just in case.   Here's the manual update if you are using a Windows computer  (I couldn't  get Chrome to download it...I downloaded with Edge)   https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/00/26041 ... View more

When an e-file is rejected...nothing gets saved by the IRS about that payment choice.   TTX only sends the information to the IRS when you e-file. The IRS does the payment Debit.....and if yours is rejected, then the IRS retains nothing about your file or payment. _____________________________ And in case you were wondering....paying the software fees was an entirely separate step. ... View more