Thanks for the reply! Reporting my Edward Jones (EJ) info on TurboTax (TT) is ALWAYS the bane of my tax season.   To clarify the issue: - EJ consolidated tax form 1098 Box 11 shows value (Z) - EJ "Potential State Tax Exclusions from Municipal and US Territory Obligations," shows two states (State 1 and State 2) with different exclusion amounts (X, Y respectively) - Sum of X+Y does not equal Z, which TT rejects as an error and will not let your proceed   Resolution - Entered exclusion amount X for State 1 - Entered exclusion amount (Z-X) for State 2 (Multiple States) - TT accepts change   I'm using a CPA next year.   Thanks again for the help! ... View more

it only makes a difference if some of the interest is from your resident state and that the interest is exempt from  resident state taxation.   this varies from state to state.  some exempt all of their interest, some exempt none, and some exempt interest only from certain obligations.   so even if you find out $x came from your resident state you have to go farther and find out what obligations the dividends arose from and then whether they're exempt in your state.    only you can decide if it'll be worth it.  if you decide to pass use TX for the state. Texas has no individual income taxes so all the dividend-interest will be taxed by your resident state.    ... View more

madg,   Sorry for the delay in response.  I was at my daughter's wedding and away from my computer for several days.   From your summary description, it appears you should be filing as an IL resident and do not have any CA earned income or CA-sourced investment income that would require a CA 540-NR filing.  However, did you receive any 1099 forms that showed CA as the state of residence? ... View more

The news is that the US Department of Labor has stated that no benefits will be paid for the week ending after July 31, 2020.  The last $600 payment will be applied to the week ending 7/25 or 7/26, depending upon the individual state's definition of their unemployment week. ... View more

It should have said why you needed to upgrade to Deluxe.   There are 2 free versions. In the regular Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 OR There is also The Turbo Tax Free File program which is free for federal and state.  And has more forms than the Federal Free Edition, like Schedules A, B, C , D, E, F, EIC, H, K-1, SE,  etc. To qualify for the Free File website  you just need to meet one of these 3 things AGI $36,000 or less Active duty military with AGI of $69,000 or less OR qualify for EIC (earned income credit.) In order to use the Free File program, you have to start it at a special website. Try signing in at the top right https://freefile.intuit.com/ ... View more

pillitto,   Don't know why the email notification didn't reach me, but based upon your updates, the answer is simple:    You report the income under the 1099-R section of your US resident 1040 tax return.  Be sure to enter the 30% income tax figure in box 7 that was withheld in that same dialogue screen so that you don't end up paying that tax twice!   BTW, it is good that income tax was withheld!  In my volunteer work in the free IRS VITA/AARP TaxAide I've seen too many instances where none was withheld and the taxpayer was then hit with a large tax bill that included interest and underpayment penalties. ... View more

Hi,   Does the import still work? When I click the "Get your Identification Code" link, it just brings me to the regular logon page.   Thanks. ... View more

You can only buy the download for prior years. You have to buy a separate program for each year. They only sell the last 3 years. You need a full Windows or Mac computer to install it on. You can buy any version. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. Buy the download here https://turbotax.intuit.com/personal-taxes/past-years-products   If you want to file for free you can fill out the forms by hand. Here is the IRS 2018 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2018.pdf And 2018 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2018.pdf 2018 Tax and EIC Tables https://www.irs.gov/pub/irs-prior/i1040tt--2018.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2018.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2018.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2018.pdf Sch 4 : https://www.irs.gov/pub/irs-prior/f1040s4--2018.pdf Sch 5 : https://www.irs.gov/pub/irs-prior/f1040s5--2018.pdf Sch 6 : https://www.irs.gov/pub/irs-prior/f1040s6--2018.pdf Prior year returns can only be printed and mailed. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. And don't forget state. Important! Mail Federal and State in separate envelopes and mail each year in separate envelopes.   ... View more

If you are e-filing, the software should automatically send the federal return and the other state returns when needed. If you are filing on paper, which is what I've always done with my kids, I handled it by preparing the set of tax forms, mailing them to my kids with instructions to sign and make copies both for their own records and for the states that require a copy of the federal and/or other state returns. For my own CA paper returns, I haven't always attached signed copies of the other return(s) but have never been queried by the FTB about it. ... View more

One item from www.healthinsurance.org strongly suggests that your FL coverage would have to have been active through at least the end of December:   Outside of open enrollment (ie, if you’re enrolling due to a qualifying event), the regular schedule in all but two states works like this (unless you’re enrolling due to loss of coverage, marriage, or adding a dependent; these scenarios are discussed below:( If you enroll by the 15th of the month, your coverage will take effect the first of the following month. If you enroll between the 16th and the end of the month, your coverage will take effect the first of the second following month. So an enrollment completed on May 9 would have a June 1 effective date, but an enrollment completed on May 17 would have a July 1 effective date. Source: https://www.healthinsurance.org/faqs/if-i-enroll-in-the-exchanges-will-that-coverage-take-effect-immediately/ Follow us: @hio_org on Twitter | healthinsurance.org on Facebook ... View more