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Thanks DavidD66.  I see that TT is asking me to annualize and report numbers per quarter. But it asks me for Federal AGI, NC additions/deductions and itemized deductions. All I have are my pay slips. Any idea how i can calculate my AGI deductions etc per quarter? I can follow the same formula as for the yearly AGI but it can be complicated to calculate per quarter. thanks

After downloading the actual instruction for this form from the FTB website,  the massive increase in number is caused by 540NR status of the filer, and the issue is dealt with in another section of that return.  Too bad TT doesnt give link to instructions, or any explanation.   Tried to delete the post, but dont see easy way to do that.

Different financial institutions report the details of dividends differently.  There should be some information for each mutual fund that paid a dividend that shows both the different types of dividends (total, ordinary, 199A, foreign, and the amount of foreign tax paid).  You want the amount of foreign dividends that resulted in the foreign tax being paid, not the tax - you already have that from box 7.  The amount of foreign dividends must be greater than the foreign tax paid. 

From my previous post.....They had the 1099 data mid January and was verified before the 1099's were mailed. I will add that I called TurboTax in February about this issue and the call taker created a Case Number and was passing this up the chain. She took my phone number in case TT wanted more info. Several days later the case was closed.  case 1771592610028 closed Feb.23  

Things to check: tax liability. The capital loss won't be used once it reduces your tax liability to zero. capital gains. You could have used $1,100 to eliminate capital gains leaving $1,900 to go against your income.

@mauel    I "thought" I was able to get it to work for a part-year NC allocation...though I did note some strange behavior right when I designated the NC-PY amount....I had it working.   But right at the Audit Risk step after the reviews & error checks...it reverted to the whole amount for me too. _______________________ BUT that might depend on what your W-2 is showing  (Only one W-2? Same company?)   What's in your boxes 15,16, 17 of your actual W-2 form ? Just NJ?......Just NC? or, both NJ and NC? __________________ All designated as NJ wages?...or split between NJ and NC on your actual W-2?   AND.....are you using the Desktop software...or the "Online" browser-based software. (I'm using Desktop) ________________ I'll check back tomorrow and test again based on your responses.

It is a very easy solution. If you are reporting your IT for FY2023, preparing it yourself, just file an Amendment with the correct information. Or use the Turbo Tax webpage and prepared them using the Amendment form On the other hand, you can have them prepared by a CPA at a higher cost. Hope this helps!

@kelly-marriott , there are several possibilities.  If you are eligible to treat the $267 as part of a contribution for 2025, you can simply do that and you'll have no excess for 2025 and no excess that continues to carry forward.  If you can't do that for 2025, you'll owe the $16 penalty for 2025.  Similarly, if you are HSA eligible in 2026, you could treat the excess carried forward from 2025 as part of your 2026 HSA contribution.   Absent the ability to apply it as part of a contribution for a year in which you are eligible to do so, the excess would need to be resolved by obtaining an ordinary taxable (code 1) distribution from the HSA.  An HSA distribution is made taxable by not applying it to medical expenses.  If you paid medical expenses from your HSA in 2025, you could treat up to $267 of those distributions as not applied to medical expenses, making that portion taxable.  If distributions from the HSA in 2025 were less than $267, you'll need to obtain a taxable distribution of $267 in 2026.  If you are under age 65 when the taxable distribution is made, the distribution is also subject to a 20% (in this case, $53) early-distribution penalty.

Thank you for your reply @DavidD66 .   However, I tried that calculation as well using the figures given in that section and it also did not match the number given for "Effective Tax Rate."  I tried every calculation I could think of but could not come up with the number given.