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The original money you funded it with isn't taxable.   This is called the cost basis of the fund.   This should be reported on a Form 1099-B. If this is the first time entering investments Under Federal Select Wages & Income Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report Did you have investment income in 2025? [Yes] A list of Financial Institutions will come up Enter a different way Five boxes will come up Select the Stocks, Mutual funds .... How would you like to upload your 1099-B Scroll down. Select [Type it myself] Post your 1099-B for the Mutual fund If you entered a 1099-XXX previously Select Wages & Income Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report [Add/Edit] The screen will show previous entries Select a previously entered record or [+ Add investment]

Done.   Token number below.      Yes, it is very weird.      The only tweak to my original statement above.   When I adjust the number on my W-2 by the $0.20 (as described above) the full credit comes in (per the NJ tax due box at the top of TT).   However, when I then go into NJ  state taxes section of TT and update my taxes paid to the PA local municipality for this very slightly higher number, the tax credit disappears again...   so, the problem remains.   Please let me know what you find as the amount is significant (and not sure if others are experiencing this, or would even catch it).    Thank you!        

NYS has received my refund and ‘they are processing it’. That’s the same message I’ve been getting since January!!! Nobody answers in customer service and the number you suggest gives the same information. Anyway, the website info says that the customer service reps don’t have more information than what is displayed. It’s been over a month and 20 days and there simply is no recourse.    There simply is no help/recourse/way to contact them… 

After you entered your SSA1099, the very next screen asked if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly and line 6b was left blank or had a zero instead of the taxable amount it should have shown.  Sorry--this was a user error.

If your tax return is rejected for duplicate use of your SSN, then you can print, sign and mail your own tax return and the IRS will sort out the duplicate use of your Social Security number.    The IRS will not ever tell you who used your SSN.

FYI, Referring to string above, I've re-rechecked my desktop for .tax2025 and nothing comes up...ANY other option?  Just as another FYI, I ran .tax2024 and DID find that one.  Again 2025 taxes were completed via Windows TurboTax2025 on desktop, with a .pdf to prove it, but cannot see it on 2025 turbotax icon after signing onto Intuit account to import data....No idea what occurred to "move" file wherever it went to avoid this next year potentially!!  Need to file taxes but cannot as file is "somewhere".....

Token 157949096-11000769..  South Carolina State return included.   There is no option to include the actual withholding without including additional payments.  For the SC split of the actual withholdings, the differences between that divided by 4 are the following: 4/15 - +2834 6/16 - (2125) 9/15 - (582) 1/15 - (127)   So because the initial 4/15 period had a higher payment during this period, it should reduce the penalty as there is a cumulative excess withholding compared to the required amount for the first few periods. Thanks @DianeW777  Mike

  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

If you go to the 1099-R summary screen, are you able to hover your mouse pointer over where the pencil or trashcan icon should be to get them to appear?  Or if there is a scrollbar at the bottom of the 1099-R summary screen, can you scroll it to the right to get the pencil and trashcan to appear?

You get that from Nuveen. If they did not provide a breakdown, you check the box “I earned tax exempt dividends in more than one state” ("Multiple States" in the  online program) on the first screen after entering the 1099-INT or 1099-DIV. Then select  "More than one state" at the bottom of the state  scroll down list. If your mutual fund company provided you a breakdown*, you are only interested in your home state*. Multiply the % for your state by your total tax exempt dividends to get a $ amount (you can't enter the % in TurboTax [TT]). When asked which state, check the box "I earned tax exempt dividends in more than one state". In the drop down menu, select your state and enter the $ amount you calculated. In the 2nd box, select "More than one state*" (at the bottom of the scroll down list) and enter the remaining dollar amount. If you don't want to mess with it, it is perfectly acceptable to assign the entire $$ amount to the single designation of "more than one state” / “Multiple States" *Most mutual funds will provide a breakdown. But you usually have to ask for it, or find it on their web site. **Your state will tax all the dividends except the dividends from municipal bonds  from your state and US Territories. In Illinois, only certain types of bonds are state tax-exempt. If you can't find the breakdown (or you don't want to make the effort to look; it's no big deal. The percentage for any particular state is usually small.  Here's Fidelity's (for an example) https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/2023-tei-by-year.pdf