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Hello @MelindaS1 I
believe that I found the root of my problem.
Under the " Wages & Income" tab:
- 1099-MISC and other Common Income, Tax refunds, 1099-G, 1099-MISC, 1099-NEC,1099-K
—- State and Local Tax Refunds on Form 1099-G
—-- Did you get a state or local tax refund in 2025? [Yes / No ]
Based on the explanation given for that question, I originally selected "Yes" and input the amount of the refund. I changed that to a "No" and now everything works as expected.
It would be fair to say that I should never have entered this in the Wages&Income section. (I certainly won't repeat that mistake in the future.) But in my defense, I'll point out that the explanation in that area is misleading. It says:
StateRefundQueryI think the first bullet should say something like “You received a state refund for taxes you filed in a prior year *and* you applied some or all of last year’s refund to pay your 2025 estimates taxes”. I.e., it should not use the word "any".
Thank you for all your help in this. Without it, I wouldn't have learned how to track all this down in order to diagnose.
