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My biggest concern is that I told TurboTax that I (and the receiving organization) used the average share price to determine the FMV. So why did TurboTax change what I selected? There’s also this from IRS Publication 561: “If there is an active public market for the contributed stocks or bonds on a stock exchange, in an over-the-counter market, or elsewhere, the FMV of each share or bond is the average price between the highest and lowest quoted selling prices on the valuation date”. Unless TurboTax is going to recalculate the FMV I don’t believe it should report a different method for determining the FMV from the one that was actually used.   i’m still not sure I understand why this would be changed and I feel this is a bug.

Update Software: In the TurboTax desktop app, go to the Online menu and select Check for Updates. Manual Updates: If the auto-update fails, download and install the latest Manual Update patch  Disable Security Software: Temporarily turn off VPNs and third-party firewall/antivirus software during the update and filing process, as they can block validation. Reinstall/Repair: Uninstall the software and reinstall it directly from your Intuit My Downloads folder to ensure you have the latest, uncorrupted version. Run as Administrator: Right-click the TurboTax icon and select Run as Administrator before attempting to update. Try Federal Only: If filing state and federal together fails, attempt to transmit the federal return separately.  Clear Cache and Cookies   @user17710169994 

The issue is that the "Inflation Refund" is not refunding you tax, it's based on your 2023 income, but not on your tax, and not on any tax that you paid or claimed on any previous tax returns.    In my opinion it needs to be claimed regardless of whether you took the Standard Deduction or Itemized.    "The 1099-G for the New York State Inflation Refund Check can be entered as a New York State refund in the TurboTax program. Income Other Common Income State and Local Tax Refunds on Form 1099-G   START or UPDATE Select the "Tax return year" on the "Tell us about the refund you received in 2025" as TAX YEAR 2023 Enter zero for "Payments and Withholding" Enter the amount that you received which is reported on that 1099-G Select NO for the "Let's check if your 2023 New York refund is taxable" screen Once the NO radio button is selected a drop-down opens and you can enter the taxable amount which is the full amount reported on that 1099-G. If you also receive a 1099-G for a 2024 state tax refund, that can be entered separately from this 1099-G.  You will attribute the "inflation refund" check to tax year 2023 and the State refund (if you received one) to tax year 2024. This is the first year New York has issued a payment like this. There is no one dedicated screen to enter this 1099-G in the TurboTax program. Technically the New York State Inflation Refund Check is NOT a refund of tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2023 income, regardless of whether they itemized or used the standard deduction. It is not taxable on the state return, but is taxable on your federal return. Some answers you give the program are answers to make the program put the numbers where they need to go, they are not answers that are transmitted to the IRS. The amount of the New York State Inflation Refund Check will be reported on Schedule 1. The total on Schedule 1 is carried forward to Form 1040 line 8.     Here is a link explaining the New York State Inflation Refund Check Here is a link explaining the federal taxability of the check  

It depends. It is a great way to reduce your income, if you qualify. You must have a profit to cover the deduction You must not have been eligible to participate in a health plan by you or a spouse's employer. Medicare parts A,B,C,D, Medigap and IRMAA surcharge - if your income is high enough you pay extra surcharges for Part B or Part D. Beware you can not include the cost again on itemized deductions.

My credit card has an expiration year Turbotax would not accept. I tried your work-arounds to this issue.   None of them worked.     Do you realize how frustrating it is to complete your tax returns and not be able to pay the $25.00 to electronically submit the state tax return?   Luckily  I had a debit card with an expiration year that Turbotax could process.   This payment issue has been an around for  2 years.   I would think Turbotax would want to make the payment process as easy as possible. If my debit card would not have been accepted,  my choices would have been to  snail mail my state tax return and wait 2-3 months for a refund or pay $40.00  (in addition to the $25.00) to have the fee removed from the state tax refund.   Nether choice is acceptable. Please raise this issue to who ever in the company is responsible for resolving this issue.   Thanks for your help.

I ended up having to go online and completely delete my account because it was auto populating my dependent's without giving me an option to add any. after I did that I refilled out everything by hand, and it was fine

Hello - I am having the same issue, however I am filing as Head of Household. My modest overtime *should* be fully deductible since my MAGI is around $200,000 and complete phase out is not until MAGI of $275,000. But Turbo Tax deluxe is saying my deductible OT is $0 due to phase out limits, which appears incorrect to me. How do I fix this? 

@mahamaher wrote: It will be extremely easy to show that the most of the software is NOT new, only the data base of rules might have changed. AND it relies on 2022 technology. Again, that is neither illegal nor actionable. No lawyer will take that type of case.

sounds like the browser permission issue, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947/highlight/true#M1390363

btw once you get this resolved you may hit the browser permission issue, solution for that here just in case you need it   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947/highlight/true#M1390363

@ onrydog wrote: lI usually have automatic renewal tax program.  Have not recieved update or info Are you referring to the TurboTax Advantage program for automatic purchase of the new software each year (which is download only since there's no CD)?     Was your credit card charged in November?    If you were charged, have you looked in your TurboTax Advantage account to see if a license code is there for the 2025 software?

It depends. K‑2 “state code error” almost always comes from one of three places, and the fix depends on which one applies. Below are the causes and the exact steps that typically resolve it.   If you do need K‑2/K‑3 Open the K‑1 (Partnership or S‑Corp). Go to the State Information or State Source Income section. Make sure every line with a dollar amount has a valid state code (e.g., CA, NV, TX). If you have no state‑specific income, choose your resident state or “multiple states” if the software allows it. Re‑run the error check.   You DO NOT need K‑2/K‑3 This is the most common scenario. If you don’t have foreign income, foreign taxes, or foreign partners, you can simply turn off K‑2/K‑3.   Return to the K‑1 entry section. Look for a question like: “Does this entity have foreign activities?” “Do you need to complete Schedules K‑2 and K‑3?” Change the answer to no  for these. The software will remove K‑2/K‑3 entirely. Re‑run the error check. You have state withholding but no state selected If your K‑1 shows withholding, you must choose the state.   Open the K‑1. Go to the State Withholding section. Select the correct state from the dropdown. Save and re‑run the error check.    

someone else noticed too @bestgram1    https://ttlc.intuit.com/community/taxes/discussion/import/00/3775092   they're listed separately on the partner list   https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners   there was a similar issue with Merrill where one was missing, it looks folks calling Wells and calling Turbotax to resolve it.  With Merrill it seems they changed something with the way they authenticate but then Turbotax had to do something to put them on the import list.   it may not get attention/resolution here so I'd suggest hitting the phones to both parties.   @CatinaT1 @MonikaK1 @MarilynG1 @DawnC