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This error says that your New York City allocated wage income is higher than your New York State allocated wages; you'll start remedying this by returning to the NYS and NYC residency and income allocation interview screens, to verify or update your allocations and method(s) for W-2 income consistently across both state and city (Line 1b on IT-360.1 is for wages, specifically).    Go to Tax Home Select Review/Edit under State Taxes Select Edit for your New York return Answer the interview questions and prompts as normal, paying particular attention to the screens for New York state part-year/nonresident income allocation. For help, see: TurboTax - How to enter New York State income as a part-year resident or a nonresident with New York source income in TurboTax.  In this section, you'll see a screen headed Your City Residency Information, select the small Edit button on the right-hand side before selecting the Done with Residency Info button at the bottom; this will open your city allocation screens to make your edits.  If the software brings you to the Done with New York page rather than interview questions, then the following sections highlighted in yellow are the ones you'll want to revisit and update.  If either New York Income Allocation or New York City and Yonkers Information are not visible, then try selecting the Go over New York again button to go back to through the residency and income allocation questions.

It's not calculated with the maximum overtime number, rather the amount of overtime actually received.    The amount calculated is the result of determining if you have any amount of overtime you would be allowed to use to reduce income. Based on the income in the example and the amount of the reduction, there is not enough overtime to allow any deduction because of the income level and the amount of actual overtime.    If the total overtime were actually over $10,000 then there would be a deduction, with a maximum of $15,000 if the actual overtime were $25,000, or more, in my example.    @Anthonyfru 

Me, too. Very disappointing. This used to be a good company. I spent 20 minutes on the phone with "customer service" yesterday but they couldn't help at all and were in fact quite rude and the opposite of helpful. Still haven't found a resolution. Will be asking for a refund if I can get through to customer support and actually get some support.

No. It may not be due to an error. For example, you may have certain expenses that may not appear in this summary.   Have you reviewed your other forms pertaining to your farming to compare the totals?   If after reviewing, you do not find anything and would like me to take a deeper look at this, I will need a diagnostic file. A diagnostic file is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”) 

The final tax return is filed in the year of death, so her final return was 2024.  Because she still had income in 2025, you would file it with her estate tax return or whomever receives the income through her will or probate can report it on their personal returns as Income in Respect of a decedent. (See Income in Respect of a Decedent)     The recipient can add it to the tax return as Miscellaneous income in TurboTax:  Under Less Common Income select Miscellaneous Income, 1099-A, 1099-C On the Let's Work on Any Miscellaneous Income page, select Start to the right of Other reportable income On the Any Other Taxable Income? screen, select Yes On the Other Taxable Income screen enter the description "IRD for Name last four SSN," then the amount.  Select Continue On the Other Miscellaneous Income Summary screen, select Done

@sambb wrote: WHO ARE YOU ?   You haven't checked lately because it actually works.   I asked google AI.. it reports Turbo Tax does not work until sometime after Feb 11. What are you talking about? I have copies of BOTH programs (as well as a few others) and that screenshot was taken earlier TODAY. In fact, TurboTax actually works with respect to rental property depreciation, at least from the test return I set up months ago.    Just a hint: AI is 100% WRONG about quite a few facts and scenarios. I've actually caught Gemini and ChatGPT serving erroneous information in response to several queries. They're nowhere near 100% reliable especially with respect to inquiries that contain ambiguities.

Yes, when you choose to import E*Trade, a separate browser window opens to enter your user name and password.  After entering these, click on 'Get My Forms'.     If you're not able to do that and  receive an error message, it could be that the import-coded documents are not yet available.  If you can share what happens after entering your credentials, we'll try to help.   @MDIRKS1962 

You can't enter those room & board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year.    The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

She will need to amend her tax return to change her dependency.   You will have to print and mail your tax return, including her as your dependent.  Your tax return cannot be e-filed since the IRS has already received a tax return with your daughter's Social Security number.  The IRS will pay the tax refund, if any, as shown on your tax return.   See this TurboTax support FAQ for how to print and mail a tax return using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/print-mail-return-turbotax-online/L5bwuqXGy_US_en_US   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

If it does reject you can fix it and send it again, that's common.  Happens a lot.     If it Rejects..... 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.

No. This missed W-2 must be included on an amended 2024 tax return. How do I amend a return for a prior year? Do I need to amend my return? Review all of the instructions before you begin so that TurboTax knows the original number and the corrected numbers.