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It is always better to pay in the quarter you receive the money instead of applying for a penalty waiver.  However, CA does follow the IRS steps for penalty waiver.  If her last year tax liability was $0, then she would be able to apply for the penalty waiver if she does not pay until 2025. 

I see this on that site: Combine IRA Savings with State Incentives to Upgrade Your Home With Efficiency and Comfort in Mind The Inflation Reduction Act (IRA) helps New Yorkers get the latest clean energy technologies and equipment that will save energy for years to come. From the cars we drive, to the ways we heat and cool our homes, the IRA is helping New Yorkers choose clean energy technologies that improve their health, safety, and quality of life. Did you know? It typically costs less to heat your home with a heat pump than it does to use oil, propane, or other types of electric heat. New York State is investing in charging stations for towns and businesses to help EV drivers get from point A to point B. Since 2023, IRA tax credits have been available to New Yorkers.     

Where are you expecting to see your entries? Have you tried closing TurboTax and then logging back in? Please clarify which version of TurboTax you are using: TurboTax Online or TurboTax for Desktop? Windows or Mac? If Online, which browser?

Generally, once your payment has been received, the product is considered to have been used.  There are some scenerios were a refund might be granted.  See the TurboTax help article below, for more information:   How do I request a refund for my TurboTax product?  

It does not appear as though there is a tax credit for energy efficient windows that is filed with your tax return for NY. There are incentives, but it looks like they are applied for separately.   Comfort Home Program

Based on the information gathered from earlier posts, here are my assumptions:   - You had a prior Traditional IRA basis of $6500 from 2023 - You made a $7000 non-deductible contribution to your Traditional IRA for 2024 - The $7000 non-deductible contribution was converted to a Roth IRA, which was reported on Form 1099-R   If those assumptions are correct, then you do need to make some corrections to your return.     1 - As you go through the section reporting your $7000 non-deductible Traditional IRA contribution, the basis in the Traditional IRA as of December 31, 2023 should be $6500 if that is what your 2023 Form 8606 showed on line 14.  Otherwise, if your 2023 Form 8606 line 14 does show the number you entered, then all is well with that section of your return.   2 - With regard to the two Form 1099-R that were imported, you should review the follow-up questions for each of these.  For the first one showing the conversion of the Traditional IRA to the Roth IRA, pay close attention to the question that asks what you did with the money.  You indicated that it was moved to another retirement account, but you did not select the box showing that it was 'a combination of rolling over, converting, or cashing out the money'.  When you choose this option, you will then indicate the amount that was converted to the Roth IRA.     3 - For the Form 1099-R showing the distribution under $10, you did indicate that this amount was simply cashed out and not converted to the Roth IRA.  The taxable portion of this distribution is calculated based on the information reported on Form 8606, which includes the December 31, 2024 value of all Traditional IRAs.  You indicated this value to be zero, but you should double-check this since you also indicated that there is still basis in the Traditional IRAs.  There cannot be basis in the account if the accounts have no ending balance.   @hirenkava 

Once your tax return has been e-filed, and accepted, TurboTax doesn't have any other information about your refund. If you are referring to your federal refund, you can check your federal refund status here.    Refer to the TurboTax article How do I track my state refund? to find out more information regarding your refund after you e-file and your state tax return is accepted.  

Notice CP5071 means that the IRS suspects identity theft on your tax account. If you have recently filed a tax return, you should contact the IRS to verify your identity, following the instructions in the notice. 

I HAVE TO VERIFY MY IDENTITY     Sometimes the IRS chooses returns randomly to request verification of identity and sometimes there is something on the return that triggers the request.  No matter why the IRS has required you to verify your identity, you need to follow their instructions in order to receive your refund.  If you do not verify your identity you will not get your refund.   https://turbotax.intuit.com/tax-tips/security/tips-for-handling-identity-verification-requests-from-the-irs/L55RhaS2B   https://www.irs.gov/identity-theft-fraud-scams/identity-verification-for-irs-letter-recipients

I PAID TAX ON THE RETIREMENT MONEY ALREADY You had tax withheld from the distributions from the retirement account, just like when an employer withheld tax from your paychecks.  When you enter it all into the software, the calculations are done to reconcile the amount of income you received and the amount of tax that was withheld.  You might owe more or you might get a refund.