I believe I had already done everything that you suggest. I delved a little deeper into things and found on the Schedule A Line 5 State and Local Tax Deduction Worksheet that it has the correct value for 2024 estimated taxes paid in 2025 (line 3 of the worksheet), but further down (line 19, "state and local refund allocated to 2025") it has the same value amount of 2024 refund to be taxed in 2025 as computed by the proportioning equation I listed above. IOW, it appears that Turbo tax has decided that I am putting that value towards my 2025 taxes. I never use my returns towards the next year (just because I like to keep each year separate). Just the same, I double-checked my 2024 return and it shows none of the refund going towards 2025.
I believe TT has a bug. I poked around a little more and found some complaints from early in January regarding TT not handling the carry over information correctly. The thread says the problem was eventually fixed, but users had to re-import their 2024 return and start again. While I think my problem is still different (they were seeing all of 2024 estimated taxes going towards 2025, i.e., not just the paid-in-January ones), I have to believe we're stepping through the same area TT code. Perhaps the developers fixed one problem and created another?
I really appreciate all the help that I have gotten here, both @MelindaS1 and @KrisD15 . Not sure what I'll do next. Probably try the two fixes that people used for the other carry-over problem: reimporting my 2024 return or having to going in and modify things myself.
