You can't transmit your return without electronically "signing" it. Your five-digit IRS PIN is your "shared secret" that constitutes your e-signature. ... View more

You will not be able to delete Schedule SE in TurboTax as long as there is data flowing in from another source.   The solution by Community contributor @Cindy0H is the correct one.   @hankgturner The IRS does not see the Schedule SE Adjustments Worksheet. Worksheets to not get filed with the tax return.   @alex124 ... View more

If you received interest or dividends, you may have checked the box asking whether you had a financial interest in or signature authority over a foreign financial account.   This question only comes up once and there is no way to return to it, except by deleting your interest and dividend info.   Tap Tax Tools in the left column Then Tools Select Delete a Form Delete Schedule B Select Continue With My Return at the bottom Re-enter your interest and dividends Continue until you see Did you own or control a foreign bank account, trust or financial asset in 2021? Say no ... View more

DRIP shares are stock purchases under a dividend reinvestment plan (DRIP). Instead of paying you a cash dividend, the company buys additional shares for you.   The dividend used to buy the new shares is taxable and reported every year on Form 1099-DIV.   Your cost basis is this taxable dividend amount used to buy the DRIP shares. ... View more

Keep Form MI-8453 with your records.   Michigan says:   If the MI-8453 is used to sign the e-file return and the return is e-filed by an individual taxpayer, the MI-8453 should be retained by the taxpayer.   Do not mail this form to the Michigan Department of Treasury unless requested to do so.   If the MI-8453 is used to sign the e-file return and the return is e-filed by a tax preparer, Michigan Department of Treasury recommends that the preparer retain it for six years. Do not mail this form to the Michigan Department of Treasury unless requested to do so.   Where do I mail the Michigan Individual Income Tax Certification for e-file MI-8453? ... View more

The sale of your stock is non-Massachusetts income because it was sold when you were a resident of Washington, and you reported the cost basis as MA income by filing a nonresident MA return and including the W-2 that includes your rewards income. ... View more

Your Robinhood Markets (HOOD) stock is Massachusetts income because its connected with your MA employment.   Your Form 1042-S is non-MA income if was all earned while you lived and worked in Washington. The address is not very important. People move and addresses don’t get updated. ... View more

Some states handle capital gains differently from federal. Someone would need to look at your tax returns to know what’s going on.   IRS doesn’t handle state taxes so emailing the IRS will not help.   You can call you state tax department or TurboTax.   How do I track my state refund? has links to all the state tax websites. Look for directions on the site about how to contact someone.   To speak with a TurboTax tax specialist: What is the TurboTax phone number? ... View more

You can use TurboTax to amend a 2020 tax return to add a net operating loss. However you’ll have to calculate and enter the amount yourself.   TurboTax does not calculate a net operating loss, nor does it carry any amount forward (because that would require a calculation).   How do I amend my 2020 return? ... View more

The $29 charge is for Plus. This service includes Audit Defense and identity theft monitoring and restoration.   Follow this link to remove Plus: Can I remove PLUS Benefits before I pay? ... View more