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Your New York tax return has not been e-filed successfully due to an issue affecting the reporting of your inflation refund check. This has now been fixed, and the inflation refund check no longer affects your New York income tax return.    Please sign in to TurboTax, complete a final review of your return, and e-file your New York return. If you're using a desktop version of TurboTax, make sure your TurboTax product is up to date before re-filing your return. As a result of this update, you may notice a small change to your New York tax results, such as a slightly lower refund or a slightly higher balance due.    @SwadeMarshall 

IOS and Turbotax is a JOKE.  They shouldn't sell it if the Turbo tax programmers can't trouble shoot, and run expected trials for users with IOS.  I'm in the same spot and installing the program was almost 1 1/2 hours.  Due to having to find a work around and to over ride the keychain issues it had (TT directions did not work).  I finally managed to get by that issue and the program installed.  Now I'm on hour 2, and dealing with the import or transfer issues, my file is not in USERS.  It still isn't working.  The TT computer voice is like nails on a blackboard waiting for a human.  I've been using this software since the early 1990's.  During COVID, I think it was 2022, it didn't work and I had to partition my drive with a phony user.  I have rental property with all the depreciation schedules.  I WOULD CHANGE IN A SPLIT SECOND if I could move all of it to ANY other program.  Its been stress, and un-necessary hour of work on my part, and worse is that I pay good dollars for it.   I BLAME IT ON A VERY VERY INEPT SOFTWARE DEVELOPMENT TEAM!  

Yes, if this is not from unemployment you can enter the withholding and income using the steps below.  If it is unemployment you will enter the 1099-G by using the search function on the right.    Other Withholding: Sign into your TurboTax account - TurboTax Online/Mobile or TurboTax Desktop >  Once inside the return select Deductions and Credits Scroll to Estimate and Other Taxes Paid > Start/Revisit beside Income Taxes Paid > Scroll to Other Income Taxes Paid in 2025 Continue to Start Withholding not already entered on a W-2 or 1099 Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount

Unfortunately, no. The only information I could find is in the article from the New York State Department of Taxation and Finance that I referenced in my prior post, and it just addresses state tax issues. I imagine the situation you are in is rare so there is likely not much on it when you do internet research. You may find it helpful to enlist the assistance of a New York tax accountant who is informed about such matters.

Unless your pension is an annuity-type pension, it is probably a private pension like a 401K. The best way to correct the classification is to delete the 1099R and start over.   If using TurboTax Online:   In the left-hand menu, click Tax Tools and then Tools. In the pop-up window, select Delete a Form. Scroll through the list until you see Form 1099-R (it might also say "1099-R Worksheet" or "Pension/Annuity Worksheet"). Click Delete next to it and confirm. If using TurboTax Desktop:   Click the Forms icon in the top right corner. In the list on the left, find the 1099-R associated with the annuity. Highlight it, then click the Delete Form button at the bottom of the screen. Step 2: Re-enter as a 401(k) Go back to the Wages & Income (or Federal Income) section.  Find Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R).  When you re-enter the data, pay close attention to the Box 7 Code. For a 401(k), this is usually a 1 (Early distribution) or 7 (Normal distribution). Ensure the IRA/SEP/SIMPLE box is NOT checked (unless it actually was an IRA). After the main screen, TurboTax will ask, "What kind of plan is this from?" Select 401(k).

Another possible thing to try here is deleting the state return and then starting over again.  Before restarting your state make sure that you have entered all your information on the Federal page.  Once you do that follow the steps below to delete and restart the state return   For the downloaded version of TurboTax:   Click "File" on the top left of the black banner From the dropdown menu, click Remove State Return. Click on the California return under the Return Description, then click Remove On the popup, answer Yes to Are you sure you want to proceed Go to the State Taxes tab Click Start to the left of California to restart the return. For the online version of TurboTax:   On the left side menu, go to State Taxes and click on Your State Returns. Click the trashcan to the far right of California Click on the + Add another State button Select California from the dropdown, then click Continue

The vast majority of the New York business tax forms are not yet ready and available, which may explain the installation issues.  The expected availability date for these forms is February 13, 2026.     You can check the forms availability by going to State Forms Availability for TurboTax Business.  Select TurboTax for Windows and then scroll down to New York and select the type of business return you need to prepare - (e.g. S-Corp, Partnership, Fiduciary).   

No it is not too late to deduct the interest, but it is too early to amend your return.  The amended forms do not come out until mid February to early March.   In order to claim this interest the following criteria must be met: The car was purchased not leased Final assembly occurred in the US It is NOT a business use, but was purchased for personal use It has a GVWR of less than 14,000lbs (car, truck, SUV, mini van or motorcycle) Loan was originated in 2025 and must be secured by a lien on the vehicle or the title Your income must be less than $100,000 if single or $200,000 if married filing jointly to receive the full deduction.   If your income is over $150,000 if single or $250,000 if Married filing jointly, you are not eligible Note:  The interest deduction is capped at $10,000.  This is an above the line deduction, not a credit meaning it will lower your AGI and taxable income.  It will not be an amount that is refunded to you, but it could result in a refund by lowering your taxable income.  If you already received a refund of all of the money you had withheld, then you may not see a difference in your return.   When the amended forms are ready, you will just need to log in, select Amend my return and then take the steps below.      You can enter your car loan interest by selecting the following: Deductions and credits Cars and Other things you own Start next to Car Loan Interest You will need to enter the VIN and information from the lender        

No, it is not a problem with TurboTax.  You should have received two Forms 1099-R - one for the Roth Rollover and one for the Traditional Rollover.  I would enter it as two different transactions - Forms 1099-R.  It shouldn't cause any problems, as the IRS tends to look at things in total.  Worst case scenario, as I see it, is that you get a letter from the IRS to which you would just need to respond to with an explanation and perhaps some documentation.  

 Did you already e-file?   If you did not e-file then you can downgrade and choose a less expensive version of the online software.   TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US    @Tipjohnson28

The real issue is "is your 8889 correct?" If you contributed less than you were allowed under the full annual HDHP contribution limit, then you should not see any entries on line 8f on Schedule 1 (1040).   Did you receive any messages in the HSA interview about having "excess contributions"?   Are you using TurboTax Online or Desktop/Windows or Desktop/Mac?

To enter, edit or delete your Form 1095-A - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Affordable Care Act (Form 1095-A), click the start or update button The TurboTax software will complete the Form 8962, Premium Tax Credit after the Form 1095-A has been entered.