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Yes, if you receive a pension or other distribution from a New York State government pension plan, you may subtract the amount of distribution that was included in your federal adjusted gross income. See New York State subtraction modifications.   In TurboTax, you will be able to indicate that it should be excluded in the federal section, in the entry for your 1099-R.  

In TurboTax Online you can Clear and Start Over.  This will clear all data out of the return.    Sign into TurboTax. You may have to bring up the additional options on the left sidebar On the center panel select Personal Info [Continue] This will bring up additional options on the left sidebar. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. You can view the TurboTax Video How do I clear and start over?  

I am using the Mac version. As the original poster stated, "Add supporting details" is greyed out. command-I does not work, and double clicking does not work. As far as I can tell you no longer support this, which sucks because you also no longer accept multiple donations to the same charity. This is a big inconvenience compared to the last decade of TT

Please clarify as to whether you are still experiencing the issue. A fix was implemented, and we have received confirmation from other users that they were able to file after the program was updated on the 6th.

Here’s how to reopen your in‑progress amendment:   TurboTax Online Go to Tax Home > Your tax returns & documents > select the year > Amend (change) return > Continue amendment. TurboTax Desktop Open the same year’s software > File > Open Tax Return, and load your amended .tax20xx file (TurboTax flags it as an amended file once amend mode was started). Then go to the File/Finish & File section to revisit refund/payment (deposit) steps.

VA veterans disability from the Department of Veterans Affairs is not taxable and you do not need to report it.  If your benefits are from Military Disability VA disability and they are reported on Form 1099-R, you will need to report them.    Is disability income taxable? Do I need to report my veteran disability payments?

Yes, interest from U.S. government obligations, including agencies like the Federal Farm Credit Bank (FFCB) and Federal Home Loan Bank (FHLB), is exempt from Idaho state income tax. Since this interest is included in your federal adjusted gross income, you should subtract it on your Idaho return to avoid double taxation.   

Even though the IRS has already sent the funds, the bank may take up to 5-business days to process and deposit into your account.   You can keep monitoring your refund in the following link:   What Is a Tax Refund?  

It sounds like TurboTax is applying a credit for taxes paid to Virginia to the DC return instead of DC income under reciprocity.  If you go back through the DC section, look for the Summary of Taxes Paid to Other States and make sure you have zero.  @eli104   

I was just advised that the work on the Form 1099-Q box 4b for Qualified Tuition Program (QTP) transfers to Roth IRAs is still in progress, and that the updated target date for completion is March 19th. Update and check TurboTax on the 20th for releases from the 19th. @nikkiwags

No, you would only check the "Paid Family Leave" box if the payments you received were specifically for Family Leave, and not medical leave. If you have taken medical leave for your own health issue, this is not considered to be "Family Leave".  Washington state generally does not issue Forms 1099 for medical leave. Per the State of Washington's Department of Revenue· "We are not providing 1099-Gs for medical leave, even if you took both family leave and medical leave".    Box 14 of Form W-2 usually shows premiums paid, not income that you received. It is your employee contribution. Benefits tied to an employee's contributions are generally not taxable.   You should enter your Form W-2 as it is shown, unless you think it is in error. If you believe your Form W-2 contains incorrect information or if you need to determine what Box 14 represents such as employee contributions vs employer contributions, you should contact your employer to discuss it and get a corrected form W-2 if necessary.     Click here for What's box 14 on my W-2 for?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

You can Clear and Start Over to remove all of the 2024 information.    Sign into TurboTax. You may have to bring up the additional options on the left sidebar On the center panel select Personal Info [Continue] This will bring up additional options on the left sidebar. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. You can view the TurboTax Video How do I clear and start over?  

Thanks for the reply! I've tried deleting all IRA contributions and the 1099-R to start with a clean slate. Then I entered my wife's IRA contribution and the 1099-R info and checked the final return again but still have the same issue.  To clarify, the 8606 looks good (as far as i know). The issue is on the "Recharacterization Explanation" form which looks like this right now:   It seems like "The Amount Recharacterized" should pull from my answer to "How much of [Wife's] contribution to this Roth IRA did [Wife] switch, or "recharacterize", to your traditional IRA?" which I put $7000. The rest of the info in this form comes from my answers to the next question "Enter your recharacterization information". Is it possible this is just a bug? Or am I doing something wrong?

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

I was just advised that the work on the Form 1099-Q box 4b for Qualified Tuition Program (QTP) transfers to Roth IRAs is still in progress, and that the updated target date for completion is March 19th. Update and check TurboTax on the 20th for releases from the 19th.   @jbeanm  @user17717739820