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question everything

(47,397 posts)
Tue Feb 6, 2024, 06:04 PM Feb 6

I had hard time with TurboTax online. The special refund may have had something to do with it

If you care to follow the step by step.

We have been itemizing our deductions for many years. The premiums for Long term care alone are close to $10,000. Add regular doctors visits, prescription medications - spouse's expensive asthma inhalers - state and property tax, charity, and we pass the standard deductions.

When one itemizes deductions, if one gets state refund, it is taxable on federal return in the following year

But this morning I kept getting a message that the state refund was not taxable. I even got a representative from TurboTax to view my screen and she could not help. I think that she even had someone else to view. Something wrong with the software I told her.

The connection finally ended and, desperately I made some crazy maneuvers that resolved it.

I had not filed yet, ready to do it, but before I had to "fix" the Minnesota return. On Form M1M there was already entry of the special refund; ours was $520 and it has to be removed. This was a screenshot and I was not sure how to fix it, then I just deleted it on that image and everything is fine.

This aggravation may have been unique to our return but either way you will have to "fix" that refund.




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I had hard time with TurboTax online. The special refund may have had something to do with it (Original Post) question everything Feb 6 OP
Thanks. PlutosHeart Feb 6 #1
Used Free Tax USA Randomthought Mar 15 #2

PlutosHeart

(1,256 posts)
1. Thanks.
Tue Feb 6, 2024, 06:34 PM
Feb 6

We are going to the senior center I think to get ours done.
I dread this year because for some reason NO State taxes were taken out and husband does not remember signing a form to change our regular State Tax status to "zero deductions". We are screwed. Just sent a form in to his TRA correcting it.
Now I dread the Fed tax form as well.

Randomthought

(834 posts)
2. Used Free Tax USA
Fri Mar 15, 2024, 07:16 PM
Mar 15

I've used TurboTax for years but decided to try Free Tax USA.
Lots easier to use and the instructions very clear. Also answered some questions that I have had for years.
Our retired people taxes are not complicated, just a bunch of 1099s.
Anyway free federal filing and $14.99 for state. I will use again

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