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New York handles multi-state income a bit differently from other states.  Instead of allocating income, it allocates the tax.   The return will report all income earned in all states to calculate the tax and then pro-rate the tax to account for the percentage of income that is New York source or resident income.    If your son's permanent home is not Georgia or New York, that state may also tax the income as his resident state.  While Georgia tends to follow the rule that someone is a tax resident after 183 days in the state, there is an exception for students who maintain their residency in another state (as evidenced by things like voter registration and driver's license issue state.)  When preparing the return, the resident state should be prepared first in TurboTax, and then the other state(s).  This will allow TurboTax to calculate any credits for taxes paid to other states on the resident state return.

What was the nature of the assessment? Is this in reference for state taxes paid in 2025 for tax year 2022? Or, are you referring to a special assessment for local improvements?   Assessments on state/local taxes are generally deductible on federal returns as state and local tax deductions if they are for general public welfare, but special assessments for local improvements (e.g., sidewalks, sewers) that increase your property value are not. You must itemize, and total State and Local Tax (SALT) deductions are limited to $40,000 in tax year 2025.   @NMPERRY23     

Thanks for your suggestion: I did not find the line numbers you discussed on the step-by-step data entry screens, so I suspect you would have me go directly to the K-1 forms and enter/override the data in those lines.   I am considering an alternate approach: On 1040 screens where the LLC's K-1 information is entered, after I check the box for "required to pay expenses ..." I could enter all of the health insurance costs and all of the LLC's expenses I pay directly. This leaves only a couple of expenses remaining on the LLC's 1065.    By entering all expenses directly into the personal 1040, K-1 input sections, TT appropriately limits the Health Insurance deduction based upon profits from the 1065 K-1s.   It appears the tax implications are virtually identical with the two approaches.   What would you suggest: 1) all expenses, including healthcare,  entered on the LLC's 1065 per your guidance; 2) all expenses, including healthcare, included on the 1040, K-1, expense and healthcare data entry sections?

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

To clarify, you withdrew more than the RMD and rolled over the excess amount?    If yes, then please review these steps (assuming you have code 7 in box 7):   Click on "Search" on the top right and type “1099-R” Click on “Jump to 1099-R” and enter your 1099-R Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen (this should be less than the amount distributed) Continue until "How much of this distribution applied to your December 31, 2025 RMD?" screen and select "Some of this distribution was a RMD" and enter the amount of RMD (this should be less than the amount distributed) On the "Tell us if you moved the money through a rollover or conversion" screen select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"   Please note RMDs cannot be rolled over, therefore you only get the rollover question if your distribution was more than your RMD.

If you are referring to your Form W-2 you can get back to the TurboTax screens where you can edit your Form W-2 using the steps listed below.    Click on "Search" in the top right of your TurboTax screen. Type "W-2" in the search bar. Click on the link "Jump to W-2" Follow through your screens to your w-2 entries and edit your EIN. You may need to delete and re-enter your Form W-2 if this does not clear the error. To do this, you can follow the steps listed below.    If you used TurboTax Online you can: Click on "Tax Tools" in the left panel of your TurboTax screen Select  "Tools" Click on "Delete a Form" Scroll down the list of your forms to find -Form W2 Click on the trash can to the right of your form to delete it If you used TurboTax Desktop, you can: Click on "Forms" in the top right of your TurboTax screen to switch to "Forms Mode" In your left panel of your TurboTax screen find Form W-2 Click on "Delete Form" at the bottom of the form Click on "Yes" to confirm the deletion Then go back to your W-2 entry screens using the instruction above on how to edit your Form W-2 and re-enter your W-2 information.    Click here for How do I manually enter my W-2?  If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

You will be able to clear your return and start from the very beginning if you haven't filed yet. Click on the link below for instructions on how to clear and start over. Choose whether you are using the Online or Desktop version.  How do I clear and start over?   If it continues to indicate that a payment was made, reach out to TurboTax support for further assistance: TurboTax Customer Service    

I tried that and it did NOT work, STILL can not file my return electronically. Turbo Tax even said they KNOW there's a problem but offering NO solution to it. They tell you to PRINT OUT and MAIL in your return, Turbo Tax really SUCKS this year, First they want you to upgrade your computer to a Windows 11 model - so there's added expense right there. Which I did. And now it won't let you file electronically - which NY State says you HAVE to do!

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Sorry---W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses