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Prepare the New York nonresident form before the California return. Answer the questions in the interview. Yes, this may involve calculation on the part of the user.   Each state has its own rules for calculating taxable income for nonresidents. New York has one form, Form IT-203, Nonresident and Part-Year Resident Income Tax Return, that covers taxpayers who were nonresidents either part or all of the year. See this New York webpage for more information.   When you prepare California, you can claim a credit for any tax paid as shown on your New York return. TurboTax will prompt you for the information.   @dombhuphaibool 

Thank you for your reply!    I have an additional question regarding estimated quarterly payments. In case my spouse's employer is withholding more taxes from their income, would that mean that I do not have to make estimated quarterly payments as we will file jointly and their withholding would offset any amounts I owe at the end of the year? Is it an option to increase my spouse's withholding instead of making estimated quarterly payments for federal, state and self-employment taxes?

Has this issue been fixed?  Father died in mid January 2024 and we never received a PIN for 2024 from the IRS.  Have entered his birthdate and run into exact same problem.  TT will not move forward and let me e-file.

This would be transferred from  your federal return.  You can go back to federal>>Personal info and then select edit next to the person. If this is for a state that allows you to claim additional dependents not claimed on your federal, then go back to the section for the dependents.  You may have to walk through all the steps again dependent on the state. 

It sounds as if you‌ made the decision to close in 2025 (since you indicate that it was after you filed the return). In that case, you will file a return next year for 2025 (it may be all zeros, and that is okay) and mark that one as the final return.

You can ignore that the W-2 still shows the excess since you withdrew it before April 15th, 2025 you fixed it. The IRS will get the Form 1099-R to inform them that you withdrew the excess in time.    

Hello,   I don't have State income taxes, so I didn't have to deal with that.  If you don't see another answer, you might have to start another question (post).  It would be nice if TurboTax would add features & comments to help guide with this.     My take-away (learning) was to be careful how I use HSA funds.   Good luck.  

I have an additional question regarding estimated quarterly payments. In case my spouse's employer is withholding more taxes from their income, would that mean that I do not have to make estimated quarterly payments as we will file jointly and their withholding would offset any amounts I owe at the end of the year? Is it an option to increase my spouse's withholding instead of making estimated quarterly payments for federal, state and self-employment taxes?   Thank you!