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You can use the generated Form 1040-X if it is correct. (no dollar amounts are changing). and the generated Form 8606. Those are the only two pages to be mailed.   "The conversions were under the basis as the account balance was less than the contributions.  "   youre form(s) 8606 must reflect those actions.

No.  It does not make a difference if his parents still claim him.   He will need to file a return for CT as a non-resident since he had income from a CT source.   Depending on the number of days he spent in NY, he may have to file as a resident. If he does qualify as a Part Year resident of NY, then he would need to claim the income he earned working in CT on his NY resident return.  If he does NOT qualify as a NY resident, then he would claim the income he earned in CT on his Co return.    Resident You are a New York State resident for income tax purposes if: your domicile is New York State (see Exception below); or you maintain a permanent place of abode in New York State for substantially all of the taxable year and spend 184 days or more in New York State during the taxable year, whether or not you are domiciled in New York State for any portion of the taxable year. Note: Any part of a day is a day for this purpose. Rules for military members and their spouses Exception: If your domicile is New York but you meet all three of the conditions in either Group A or Group B, you are not a New York State resident. Group A You did not maintain any permanent place of abode in New York State during the tax year; and You maintained a permanent place of abode outside New York State during the entire tax year; and You spent 30 days or less (a part of a day is a day for this purpose) in New York State during the tax year. Group B You were in a foreign country for at least 450 days during any period of 548 consecutive days; and You, your spouse (unless legally separated), and minor children spent 90 days or less in New York State during this 548-day period; and During the nonresident portion of the tax year in which the 548-day period begins, and during the nonresident portion of the tax year in which the 548-day period ends, you were present in New York State for no more than the number of days which bears the same ratio to 90 as the number of days in such portion of the tax year bears to 548. The following formula illustrates this condition: number of days in the nonresident portion     x     90    =     maximum number of days allowed in New York State

Q. The scenario: student withdrew $20,000 of unsubsidized government loans. $14,770 was used to pay student's tuition in January 2025.  Can the 529 be used to reimburse the student-beneficiary's qualified educational expense of $14,770? A. It does not matter when the student received the LOAN money, in 2024 or 2025 (it might matter if it was scholarships, not loans).  If he paid 2025 tuition, in 2025, he can take a 529 distribution, in 2025, for reimbursement and it still counts as a qualified distribution.    If he didn't get around to paying off 2024 tuition, until 2025, then the answer is different.     But, all of that is academic, in this situation, as apparently, the student is not the beneficiary. 

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return - Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Under Additional Tax Payments On Apply Refund to Next Year, click on the start or update button Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year The amount applied to next years taxes will be shown on Form 1040 Line 36

You can delete your state return in TurboTax Online as long as you haven't paid yet.   Note: If your TurboTax navigation looks different from what’s described here, learn more. Open or continue your return. Select State Taxes from Tax Home. On the Status of your state returns screen, select the trashcan icon next to your state, then select Delete. If you’ve already paid your state fees, you can’t delete your return, but you can start over by selecting Start Over next to your state return on the Status of your state returns screen.   If you're using TurboTax for Desktop, open your return and go to File >> Remove State Return in the TurboTax menu at the top.

I purchased this rental property in 2024. I thought I would be prompted to put in the value of the home under business expense as a depreciation? Is that correct or do I only put in the renovation costs as depreciation?    Thank you in advance for your help.

Turbo Tax does not have a copy of your W-2, but your employer may provide it.   If the W-2 is not available, here are the steps to take to get your W-2.   You can try to import it on TurboTax.  (See the process below). Contact your employer  Contact your employer to see if the W-2 has ben sent, and request a duplicate. Go online, many employers have an online service to provide document like W-2's. Contact the IRS:  If you could not get it from your employer you can contact the IRS. You can call toll-free at 1-800-829-1040 or contact a Taxpayer Assistance Center Local IRS Office. You can request a transcript You must provide your name, address, city and state (including zip code), Social Security Number, phone number, Employer’s name, address, city and state (including zip code), and employer's phone number As a last resort, if you have a pay stub you ban complete a for 4852 Substitute for Form W-2 To import your W-2 you will have to have some confirming information. How do I import or enter my W-2?

If you are receiving Social Security Disability payments, you are in the wrong section of the program.  There is no EIN or employer number on a SS statement.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button