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@cseeman  When you file a joint tax return the refund always comes with both names on the check.  Is this your first time to file a joint return?   I don't know what to do short of going to a check-cashing place, which may take up to 10% of the refund.   Have you considered changing one of your account to a joint bank account so that the check could be deposited to a joint checking account?   Or...just opening a joint checking account with your spouse?

@herry022323 wrote: Purchase price (1/18/2023): $71,275    Special depreciation allowance in 2023: $20,200   When I input the asset information in 2024, the current year depreciation was calculated only $4,562   No, the 80% Special Depreciation Allowance for 2023 is $57,020.   Although you are limited to $20,200, the other $36,820 can't be used until year 7 (yes, year 7).   The other 20% of the Basis ($14,255) is depreciated over years 2-6.  The second year of depreciation is usually 32%, which is $4562.

No that did not fix the problem, however, the state on the turbo tax file screen directed me to another site to pay called  Paymentus. I made the payment and it is already taken from my credit card. I still cannot move forward on the file screen in turbo tax.  Help please

You first need to file the New York non-resident return.  If you filed the Alabama return first then the whole thing did not calculate correctly.   Then you prepare the Alabama resident return.  Alabama will give you a credit for the taxes that you paid to New York so that you are not taxed twice.   @DoctorJJ 

https://turbotax.intuit.com/tax-tools/efile-status-lookup/    Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund.  Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.     Your federal refund amount is on line 35a of your Form 1040

First, try using a desktop computer to check the status of your return,  That app is pretty new.   If that doesn't help you will probably have to call the service to figure out what the status is.  Here is how to contact the IRS.   @rmpeevey 

This was my question. Anyone is familiar with this situation where you are a non-resident of NY and a resident of another state? How do you deal with this case? How and where do I supply TT the correct info to avoid double taxation?  

From the 1099-R entries that you made when you imported or typed in the 1099-R forms into TurboTax.  The summary would be of box 1 (total amount), box 2a (taxable amount) and box 4 (income tax withheld).   @fritz88 

Once your return is submitted to the IRS TurboTax doesn't have control over what is being done with it.  You should track your refund through the IRS website using the "Where's my refund?" tool located here.  That should tell you where your refund is at and when or if you can expect it or if the IRS made changes to your tax return.   @Lelmalih 

I have tried to duplicate this problem on the "Corrected" import. Turbotax doesn't allow me to override, or manually change any data in the import. The prior import had some "Errors" and Turbotax let me correct the errors (I got data from the FI website), thus introducing manually entered data to the import. This must be some kind of special corner case.   So I am unable to test my theory of "manual entry" disrupting "remove imported data".

@dmertz    Apart from the likely TurboTax problems, do you have any idea how the code Y reporting might work when people write checks from their IRAs? As you know, some custodians provide check writing for IRAs, allowing IRA owners to make distributions from their IRA by writing a check. Some people use this feature to make QCDs, but a check written from an IRA account is not necessarily a QCD. If you send a request to the custodian asking them to make a QCD, it's easy enough for them to categorize it correctly (though it will require some new software programming). But if you just write a check, how will the custodian know if it's a QCD? How will the custodians report distributions made by check-writing? If they report all check-writing distributions as normal code 7 distributions the IRS would presumably not allow them to be claimed as QCDs. Even if the custodian looks at the payee on each check (which is unlikely) they would not necessarily know whether the payee is a qualified charity. But reporting all check-writing distributions with code Y would lead to widespread cheating. The description of code Y in the draft 1099-R instructions says it's for a QCD "claimed by taxpayer." Will IRA custodians have to provide a mechanism for the account holder to indicate which checks are QCDs, either on the check or separately? The draft instructions are for this year, 2025, which is already 1/3 over, so it's already a catch-up situation. if the code Y reporting is incomplete, will the IRS allow a taxpayer to claim QCDs greater than the code Y total? The explanation of code Y says "Use Code Y for distributions made to a qualified charitable organization." That's not the same as "claimed by taxpayer." The custodian cannot be expected to determine whether a payee is a qualified charity. This is a can of worms. Right now it's only a draft. Maybe some large financial institutions will tell the IRS that they need more time to implement code Y, and get it postponed to next year.  

Because you are a resident of Alabama you are taxed on 100% of the income that you earn in any state while you're a resident.  However, Alabama also will give you a credit for taxes paid to another state and you can deduct that amount from the taxes owed to Alabama.  The TurboTax system should have entered the taxes paid to New York into your Alabama return as a credit amount after you did the non-resident New York return.  This credit avoids the double taxation but you have to have the income there in Alabama to qualify for it.     So you need to fix your income back to where it belongs and make sure that you are getting the credit for taxes paid to other states.   @DoctorJJ