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Dear xmasbaby0, Thank you so much for your very helpful suggestion! I entered “0” in my wife’s AGI field and resubmitted my return and it was accepted with no issues. Thank you for saving me from pulling my hair out!

If you were a resident for ALL of 2024, then you would not check that box. If you became a resident after January 1st, you would check that box and would need to file as a dual status resident.  This means you would also need to file a form 1040NR in addition to the 1040. TurboTax does not support the 1040NR, but our partner Sprintax does and can help with your non resident return. 

Line 26 of the IT-201 is for government pension exclusion. If your pension was from a NY state, local, or federal government agency, you can enter your exclusion here. Otherwise, your exclusion would need to be on line 29.   Line 29 of the IT-201 should be editable. Which version of TurboTax are you using?  

Yes, you are correct. Only holdings for nonresident states would need to be continually tracked so that you have the required information for each particular state. It's part of the process in  your situation.   The filing requirement is important for each state as well. Some nonresident states require a return if you file federal and any income is from their state, some require only if you meet the filing requirement, still others require net income versus gross income.  Do I need to file a state return? For any state that is not required to be filed, then you would need to manually track the carryforwards if they also conform to the federal tax laws.   @plawlor78 

See this TurboTax support FAQ for contacting your state department of revenue and ask them the status of your 2023 state tax refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m9kf7eni

You will want to get a total for each category of income/deduction, then divide in half. From the one half total, you will add or subtract to each person's share.  For example- A Income= $70,000 B Income= $40,000  TOTAL = $110,000 (one half = $55,000/each spouse reports one half) A= $70,000 MINUS $15,000= $55,000 (subtraction adjustment of $15,000) B=$40,000 PLUS $15000-= $55,000 (addition adjustment of $15,000)  

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2024 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2024 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.