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Because States handle Pass-Through Entity Tax (PTET) payments differently, the best option to report the tax paid on your behalf is as an additional estimated tax payment. The payment should appear at some point in the state interview where you can identify the amount as applied to your state tax liability.   Assuming you received Schedule K-1 (Form 1065), report the PTE Tax Paid by the partnership as follows: During the K-1 interview, enter for Box 13 Code ZZ as "Taxes and State Income Tax Withheld."  Go to Deductions and Credits >> Estimates and Other Taxes Paid >> Estimates.  Click Start/Update, then Start beside State estimated taxes for 20XX.  Choose Add another payment. Select the state from the drop-down menu. Enter 1/1/20XX as the payment date and enter the amount paid on your behalf. When you work through the State income tax section, look for questions about how your state handles income differently or business income adjustments. This process will apply the PTE payment against your state income taxes due. Look for a Tax Payment Worksheet that should display the State tax withholding on Form K-1.

TurboTax File your own taxes may be found here.   In TurboTax Online, you may be able to Switch Products or Clear and Start Over.   Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is available to you.   See also this TurboTax Help.    As long as you:   have not submitted payment,  deducted the TurboTax fee from your refund, or  registered your product,  you may erase your return and start from scratch in TurboTax Online. If you have done any of these things, you will need to manually edit your return.  

@Ryanmichaeloslak    New York??   IF so: FIRST...make sure you are using the right number ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ______________________ And then...for NY they want ONLY the first three characters...not the whole munber _____________________ If for a different state...you'd have to tell us which state before anyone could see if they have the answer

It depends. You can obtain assistance if you like and if you are not ready to go forward yourself. Use the information below if you would like to let us review your file.   If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @user17733491813 

@IMCABANA    You don't need to go thru those calculations...   The taxable amount has already been calculated for you, and is in box 2a. ___________________ Unfortunately, there is a follow-up question in the interview that  is misleading you for your situation...   If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present  (i.e. you needed to answer YES).     Answering YES will use the box 2a $$ amount on your for 1040.  Checking lines 5a and 5b on your form 1040, before and after entering that 1099-R, and the 5b amount should be lower than line 5a.     (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your CSA-1099-R first and re-enter it from scratch...not sure of that though)   ______________________________  

In TurboTax, in the Pennsylvania state income tax return, at the screen What kind of retirement income do you have from Pennsylvania, select the retirement distribution that applies to your income.   Pennsylvania Personal Income Tax Guide, page 48, states:   Exempt Distributions from an Employer Provided Retirement Plan    Under Pennsylvania law, payments commonly recognized as old age or retirement benefits are not subject to tax. In order to be considered exempt retirement benefits, the payments must come from an eligible Pennsylvania retirement plan and must be paid to persons retired from service after reaching a specific age or after a stated period of employment.    Plan other than Employer Provided Retirement Plan    If a taxpayer receives distributions from a plan that is not an employer provided plan, such as an Individual Retirement Arrangement (IRA), the department will consider the distributions exempt retirement income so long as the taxpayer is not required to pay a penalty for early withdrawal. For example, if a taxpayer received a distribution from an IRA after retirement, death, disability, separation from service unforeseeable emergency or attaining the age of 59½ and a penalty is not paid, the distribution is not included in the taxpayer’s compensation.

Make sure you entered the number exactly as it is on your driver's license, including any spaces or special characters.  If you continue to experience issues, you can try the following and then enter the number again: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. Also if your state does not require you to enter your driver's license number, you can skip it and continue with your return.    

Follow these steps: Go back to the federal Edit the 1099 and continue through  Select multiple states and the amount for the first line   Select VA and amount for the second line.  This should unlock the addition needed. VA begins with the federal AGI and should be adding back the out of state portion. Great catch!

The AGI reject is a common issue.  Fix the AGI and efile it again.   Try entering 0 for the AGI. The IRS might have processed your return later so the AGI didn't get entered in time.  Especially if you mailed it.  That works for most people. See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031 How to correct the AGI in the Online version https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311 If you can’t get it to efile you will have to print and mail it. https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258 Be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

If you receive retirement benefits from a state that you do not reside it, you do not need to file a tax return for the non-resident state - assuming you have no other income from that state.  If you live in North Carolina and receive retirement income from California, you do not need to file a California tax return. 

Go back through the California interview again from the beginning.   When you get to the questions about health care coverage, choose that you will enter who had it and for which months.   If you check the boxes to enter 10 months of coverage for everyone on your return, and continue through the follow up screens, you should see a message "Based on your situation, the penalty has been waived!"   @CP01   

I can confirm that this annoying bug is still there. The form doesn't show up in the Forms tab, even if there's data added in Easy Step. Clearly a bug. I have no Canadian income, no Canadian taxes, no Canadian IRA. This is par for the Intuit course. There are still bugs in the software that have been there for YEARS. I've reported them, they still show up in the following year's software. Intuit overcharges for it's programs, and cares very little for its customers.