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Thanks for the response. @KrisD15  If I don't enter those transactions in the stocks interview, then the calculated W-2 compensation income in turbotax does not match the amount in W-2 box 14.   How does one reconcile those numbers ? Thanks

I did just that.  I selected that I was going to mail my tax due.   For no other reason than I don't know what else to do, I will close TT and recycle my computer.  Then try again using the "mail in" selection.   I wouldn't have thought this would be an issue with this software.

Roth IRA withdrawals generally do not count towards a dependent's gross income. Gross income includes all income received in the form of money, goods, property, and services that isn't exempt from tax Since Roth IRA withdrawals are typically tax-free, they are not included in gross income calculations However, if the withdrawal includes earnings and the account hasn't met the five-year rule or the owner isn't 59½ or older, those earnings might be taxable  In such cases, only the taxable portion would count towards gross income.   For more details, you can check out this source: Roth IRA Calculator to help you determine taxability.

The issue I have now is that I filed the CO state return with the error in it (I assumed TT worked correctly and did not examine the add backs to income). So I need to amend my return. However, the procedure you outlined did not work. Desktop version:  Save your return while closing the program. I saved return, closed the program. Update the program Done. Open I opened the return, renamed it to a new version, then entered the State Return section. See if the form is carrying correctly. If not delete the bad form and go through the steps again. Enter the DIV information again. I assume you meant to delete the 1099-DIV. I did and then re-entered it manually. Saved the return.  I then visited the "Amend a tax  return" section of the CO State return. I input the amount of my return with the filed return in the step by step method, and then viewed the CO 104X that is represented in TT. Still no change in the addition to income for the Tax Exempt Dividends in other states.    Any help is appreciated.      

@Bsch4477    I kept the QBI, but then before I file, TurboTax kept asking me to review the QBI numbers. Is that a technical glitch? I don't have a business so I don't understand why it calculated the QBI in the first place. Any advice? 

@MarilynG1 same situation.  I tried to complete the NY non-resident form on TurboTax and I did not see any questions regarding the rental property or the loss from it.  The income from federal transfered over but it shows up as zero and I also allocated zero to NYS as it is a loss.  Is there anything else that I'm supposed to do?  doesnt seem like that would be capturing the depreciation of the loss carryover either.  

@xmasbaby0    So you mean all the mortgage expenses (insurance, interests, etc) are all just itemized deductions?    I've heard that there are deductions or credits for mortgage points buy down and also moving expenses. Is that true?

Your response looked promising, but it may be out of date. I have both an "Annual Interest Paid" number and an "Accrued Interest Reported" number in Box 3 of my Form 1099-INT for the HH Bonds that were mature and cashed in this past year 2024. TurboTax will only accept one number for Box 3. I can enter the "Annual Interest Paid" number in Box 3, but I don't see any way to enter the second number. The only "uncommon" option is "My form has info in other boxes" and Box 3 is not available in that list. Where do I enter the "Accrued Interest Reported" number?