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Yes, but if you think you owe taxes, you should pay them. With an extension there is no filling penalty, but Remember, an extension gives you more time to prepare your taxes, but it does NOT extend the time to pay your taxes. If you have an indication that you will owe taxes, you should make the payment to avoid additional interest and penalties This will give you until 15 October 2025 to file your taxes. You can also file a Free federal tax extension You may have to do your state extension Do I need to file an extension for my personal state taxes?   If you owe taxes, you must pay by April 15th.   To file for extension in the TurboTax program On the menu bar on the left that shows. Select Tax Tools On the drop-down select Tools There will be 4 green boxes Select Tax Topics Type Extension You can start the extension process

Thanks so much for that very helpful response.  My refund is for a local tax in prior tax years -- 2021 and 2022.    The city tax was refunded because some work was done at home rather than in the city.  If I took the standard deduction in those years, I do not need to enter the 1099-G at all on my taxes?  Again, thank you for such a quick and complete response!!

The Social Security might not affect your tax return.   It may not be taxable.  Was any of it taxable last year on 1040 line 6b?   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0    

The Federal entry doesn't include the NY State K-1, IT-204-IP,  additions and subtractions relative to depreciation, (Addition #209 and Subtraction #213).  Instead, TurboTax, Home and Business computer edition, directs input to form IT-398, "Depreciation Schedule for IRC Section 168(k) Property".  This form doesn't allow input from the NY K-1 but instead requests depreciation detail not available to the K-1 recipient. Leaving the detail blank creates a form error, even if the amounts for the addition/subtraction is entered.  I believe turboTax has omitted a necessary form in their NY state edition, the aforementioned IT-204-IP.    Thanks for your answer.

EXTENSION   https://turbotax.intuit.com/irs-tax-extensions/     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808

@ianh12 wrote: Unfortunately it's taxable since rolling over previous employer's Roth 401k to a Roth IRA resets the 5 year start date.  I found this out too late. Even then, only earnings are taxable.  The entire amount should not be.  @dmertz 

I am assuming that you mean an IRA, the taxed dollars that were put into the account create the basis. In case you mean something else see these references:   About Publication 550, Investment Income and Expenses Publication 551 Basis of Assets - IRS

Thanks! I received the tax return funds. So I should wait for the IRS to find the error of not filing my SSA-1099? When I amend my return for 2024 and owe them money and don't have it what should I do then?

You answer YES.  You are answering for your own self employment not the company that pays you.     If you have money not at risk you can not take a loss on schedule C. If you don't know what it means then probably All your Investment is at Risk (check Box 32a). It means you are using your own money for the business.

I am using 2024 TT.  I followed this and it seemed to work but at the Federal Review it complained the amount (foreign source) should not be greater that in amount reported in the form 1099 DIV.    I paid the most taxes to one country but got the most income from another.  Should I have altered the 1099 from the payer to match the largest income or taxes?

Yes you can add additional records.   Please follow these steps to Import your 1099-INT or 1099-DIV.   Select Wages & Income Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report Select Interest on 1099-INT or Dividend 1099-DIV Let's import your tax info If not listed select Show More or Search by name Continue the interview. You will see all the 1099's you've already posted In the bottom left corner you can [+ Add another Investment] Post the ones you need to.