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If you are on the Online version, the "Restart" button often fails to clear "State" forms like the CRP. You have to manually excise it from the form list:   Open your return and click Tax Tools in the left-hand menu. Select Tools. In the pop-up window, select Delete a form. Scroll through the list until you find the CRP Worksheet (it will likely be under the Minnesota state section). Click Delete next to it and confirm. Crucial Step: Look for a form called "State Information Worksheet" or "Minnesota Information Worksheet." If you see it, delete that too. This is often where the "Renter" flag is hidden. Log out and back in again to change the form. If you are using the software, go to the forms mode to locate each form.  once these are located, you will select these one at a time.  Wehn the form appears on your screen,press delete at the bottom to remove the form(s).  

Thanks for the response. Here is the page in question. I just added the first asset for my rental and this is the page I land on.  Part one - do any of these apply - Not really- Not sure about the last but guess what....I need to add another asset. It clear states in the direction that I will be able to add another asset after selecting YES. I picked yes untill all the asset were in place then couldn't understand why it wasn't asking about the sale of the asset.  Then went back and answered NO.  It should say Yes or No.  

There are many different MAGI calculations for different things.   See Schedule 1-A top lines 1-3 to figure the MAGI for Schedule 1-A.  Mainly it’s your AGI from 1040/1040SR line 11a. https://www.irs.gov/pub/irs-pdf/f1040s1a.pdf

ok thanks, to confirm. Even though I did retire early, Federal says I took early retirement (code 2). But for the state, even though I did not meet their normal age of retirement, which is 65; and that I did retire before hitting their early retirement age of 55, I still can claim exempt from PA state tax for this pension because I did not start collecting until after I hit 55? Correct?

Looks like TurboTax is defaulting to the IRS Optional Sales Tax Tables, even if you enter $0. This happens because the software is set up to find the largest deduction based on your state and income, even if it doesn’t match your calculations. Here’s how to make TurboTax use your state and local income tax instead of sales tax.   1. The "Delete" Method (Clean Slate) If the software is "remembering" your old numbers, you need to delete the entry entirely rather than just zeroing it out.   Go to Federal > Deductions & Credits. Find Estimates and Other Taxes Paid and click Revisit/Start next to Sales Tax. Look for a screen titled "Places You Lived". You should see your state listed. Click the Trash Can icon (or "Delete") next to the state entry. log out and back again to save the change. Once deleted, continue through the prompts. This should clear the "memory" of the sales tax calculation.   2. Manual Selection (The "Choice" Screen) After clearing the sales tax info, TurboTax should ask you how you want to handle the SALT (State and Local Tax) deduction. It will usually show a comparison screen: "How do you want to deduct your state and local taxes?"   Select the radio button for "Income Taxes" explicitly. Note: If you are using the Desktop version, you can click Forms in the top right, open Schedule A, and manually check the box for Line 5a (Income Taxes). 3. Check for the "Cosmetic Bug" There is a known UI quirk in the 2025/2026 versions where the "Deductions & Credits" summary page always shows a sales tax number, even if it isn't being used for your actual return. To see what is actually happening:   Online: Go to Tax Tools > Tools > View Tax Summary > Preview my 1040. Look at Schedule A, Line 5.  Desktop: Just switch to Forms Mode. If Line 5 shows your Income Tax amount, the software is doing the math correctly, and the summary screen is just being unhelpful.    

I understand. When you are in your tax return in TurboTax Desktop, the 'Search' selection is at the top right in the gray bar, with a magnifying glass right beside it. Occasionally, when I use it, another box pops up, and  I just close it and enter my search word or words.    

Are you Married Filing Separately?  If so, you will need to enter your spouse's name and SSN on each of your separate returns.  If you're using TurboTax Online to file separate returns, you'll each need your own account.  You wouldn't be able to prepare a separate return for your husband in your account, or your info will already be there (or vice versa).    In TurboTax Desktop, you can go to File >  New Tax Return to prepare a separate return. If this doesn't apply, if you can give more details about your situation, we'll try to help.    @jenniefalero 

What line are you looking at?    Line 38 shows Estimated Tax Penalty - which is just the penalty.   The interest continues to accrue.   Form 2210 shows the penalty portion details.      More info and penalties and interest

Thank you so much for the response, RogerD1. Please see my comments below in BLUE (all the way to the bottom) interspersed with yours.    For purposes of this determination, I'm going to assume that you are under the age of 62 and not eligible to take the NJ pension exclusion.   I am older than 62 but not eligible to take the NJ pension exclusion b/c we exceed the income limit.   New Jersey also differs from Federal treatment of traditional IRA contributions in that they are not deductible and are taxed.  When funds are withdrawn from the IRA, the part of the IRA that is the contribution part is not taxable while the part that is attributable to earnings is taxable.  Was the owner of the inherited IRA a New Jersey resident when the contributions were made?  And do you know how much they made in contributions to their IRA before you inherited it?   My parents were Massachusetts residents and never lived in New Jersey. The basis was from non-deductible contributions made in Massachusetts.   My understanding is that when people move to New Jersey, their IRA contributions are considered to be already taxed by New Jersey, and only earnings are taxable, even if they did not make the contributions in New Jersey.   If that does not also apply to Inherited IRAs, then presumably I would not be able to apply the basis. I do not know what their contributions were vs earnings. Presumably the basis correlates with non-taxable contributions and everything else is taxable so would be considered earnings by NJ?   Are you also withdrawing funds from your own IRA?  If so, this may complicate things as the non-taxable contributions for NJ on each type of IRA need to be kept separated to determine the taxable amounts.   We do not have any Traditional IRAs, just Roth IRAs. But my spouse and I did "backdoor Roth IRA" contributions this year, so we have to be clear that OUR Traditional IRA balances were zero by 12/31/2025. But we briefly had Traditional IRAs in 2025 prior to the conversions to Roths. There are two Form 8606s generated under our Federal return to account for these.   If you only have the inherited IRA:  As you go through your NJ return, after Wage adjustments, you come to a screen IRA Distribution for You.  This screen will show the Gross distribution and the Federal taxable amount that you input after making your Form 8606 calculations.   Click Continue.  The next screen is IRA Information for You.  This allows you to put in the value of the IRA on 12/31/2025.  There should not have been any contributions made by you to the inherited IRA in 2026, so the bottom box is left blank. On the IRA Withdrawal for You screen, you will enter the 2024 information about the IRA including the Unrecovered Contributions that were already taxed, as well as amounts withdrawn and the taxable amount of the 2024 withdrawal.  The bottom box for contributions made in 2025 could include the decedent's amount of contributions if they made any in 2025.  Click Continue. The Retirement Exclusion Summary page will show the amount that TurboTax determined for the taxable amount and will also show if any of that taxable distribution is subject to an exclusion (if you are 62 years old or older). If the amount of the contributions to the inherited IRA made by a New Jersey resident is high relative to the earnings, then very little of the IRA will be taxable to New Jersey.   This information was helpful in guiding back into the IRA information b/c I was having trouble accessing the input areas. But, as I have read elsewhere, it really doesn't seem like TurboTax can handle Inherited IRAs in either Federal or NJ State.    If I go into NJ part and add the Non-Deductible amount to apply to NJ, whatever I do, it just subtracts the whole amount from the distributions rather than pro-rating it.  If I go into the Federal part and enter the non-Deductible amount and the 12/31/2025 total, it messes up my Backdoor Roth and makes most of it taxable! Either I'm not doing this right, or there are too many moving parts for TT to cope.   So currently I am in this situation:   Federal - I manually completed Form 8606 and entered revised Taxable Amounts in the 2 Inherited IRAs affected by basis, so my Form 1040 is accurately accounting for the basis, slightly reducing the taxable distributions.   State - This is showing the full amount of distributions as taxable. If i use NJ Worksheet C, it calculates the reduction in taxable distributions exactly the same way as Form 8606. I cannot go into NJ Forms and change the figure on Line 20a to reflect this. However, if I enter the reduction in taxable distributions into NJ by inputting it as the total non-deductible contribution, it will subtract that number from the total, and I can "fudge" Line 20a to subtract the pro-rated non-taxable basis. This gives me a printable NJ 1040 that is accurate, I believe. But probably the associated worksheet will be incorrect in TT.   So basically I have to "fudge" both Federal and State, based on Form 8606 and NJ Worksheet C calculations I believe are correct.   My concern about being able to use Audit Defense stems from these "outside" changes I am forced to make.   I am then supposed to paper mail the returns, including my own generated Form 8606 with the Federal return. I assume I am supposed to paper mail NJ if I cannot e-file Federal?    I had hoped to e-file both, then send in a 1040-X with the Form 8606. But if I have to "fudge" NJ,  will that introduce incorrect information that will go to the NJ Taxation folks?   It truly would be simpler if I just don't even claim the basis in NJ. It is a small amount (less than $3,000) for about 600K in these 2 IRAs, and the NJ savings is probably less than $20 tax a year.   Is it acceptable to apply the basis for Federal and drop it for NJ? Assuming it is even eligible for NJ?

If this investment was sent to you as interest income, please see the following answer by Employee TaxPro Victoria: You can include this PR interest under the 1099-INT section as if you received a 1099-INT.    To enter foreign interest income in TurboTax Online (for TurboTax Online sign-in, click Here , then select "Take Me to My Return") or Desktop, please follow these steps:   Once you are in your tax return, click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home & Business) Next click on “Wages & Income” ("Personal Income" in TurboTax Home & Business) Next click on “I’ll choose what I work on” (jump to full list) Scroll down the screen until to come to the section “Interest and Dividends” Choose “ Interest on 1099-INT” and select “start’ Select "I'll type it in myself" Enter the name of the foreign bank, the amount (in USD) in box If this is reported to you as dividends, then do the same as above, except choose Dividends.

Do you have any self-employment income on your return?  TurboTax may have transferred it from the federal return.   You can try to delete the from from your return by following these steps:   TurboTax Online:   In the left sidebar, select Tax Tools > Tools. In the pop-up window, choose Delete a form. Find NJ-BUS-1 and any related NJ-BUS-1 worksheets in the list. Select Delete next to the form and confirm.  TurboTax Desktop (Windows/Mac): Switch to Forms Mode (icon in the top right). In the left pane, find NJ-BUS-1. Select the form, then click the Delete Form button at the bottom of the screen.