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It depends. @guywong has provided you with some helpful insights, but let me add some additional ones that you might consider. While you may save on state taxes, moving abroad triggers a new set of "Expat" complications.   If you renounce your citizenship or long-term Green Card, and your net worth is over $2 million (which, with several rental properties and a large 401(k), is possible), you might be hit with an Exit Tax. The IRS treats your 401(k) as if it was fully distributed on the day before you left, potentially taxing the entire balance at once. I don't know if you went through this formal process or not but your 401K has the potential of being "fully" taxed by the federal government in this case.   If you are a non-resident alien, 401(k) providers are often required to withhold a flat 30% for federal taxes immediately. You may be able to get this back or reduce it if your new country has a tax treaty with the US, but it creates a massive temporary cash-flow hit.   Here are a couple of other considerations:   While the US state won't tax you, your new country might.  Many countries tax their residents on "worldwide income." Unless there is a specific tax treaty provision (like the US-UK or US-Canada treaties), you could end up paying more to your new home country than you saved by leaving California or New York. Many US brokerages (Fidelity, Vanguard, etc.) will freeze or limit accounts once they see a foreign address. You might be forced to liquidate your 401(k) or move it to a high-fee "expat-friendly" custodian, which can eat into your savings.   @peiningtsou               

When entering your form 1099-DIV, on the entry screen, if needed check the box  My form has info in other boxes (this is uncommon) and more boxes will appear. You can enter Federal taxes withheld in box 4.

If the repayment happened in the same year as the Paid Leave, you can subtract the amount from the benefits you received to report the income correctly on the federal return.   If the repayment is from a prior year, you can enter as a Repayment.  See What is a claim of right repayment? - TurboTax Support - Intuit

Wrong...what worked was posted by Moirty user: The problem is caused by a new security feature in the latest (and future) updates to Windows 10 called Controlled Folder Access. The feature is intended to protect against ransomware and other threats. To distinguish the difference between legitimate programs and malware, the user is required to provide a list of exceptions. In the absence of an exception, access will be blocked.   The solution is to either make TurboTax an allowed program or to turn the feature off completely.   Settings can be found in Windows 10 at: StartMenu, Settings, WindowsSecurity, VirusAndThreatProtection, VirusAndThreatProtectionSettings, ManageControlledFolderAccess   Problem solved.  

Don't know about the Online version but in my Desktop program there is a little check box that says.... My form has info in other boxes (this is uncommon).  That will open up with more boxes including Box 4 for Federal income tax withheld

As long as you have records of your donations and how you determined their value, you can proceed to file even if the Form 8283 is not filling all of the line items.   If you are using a Desktop version of TurboTax, you may be able to fill in any missing fields in Forms Mode.   See the Instructions for Form 8283 for more information.   @RaySpiray723   

I did enter all the original information and that did create the correct original 1040.   I need to amend to add a 1099-INT.    I used TurboTax to start an amendment after that. The end result is what I described in the prior post. It changes the 1040 with the new numbers and the 1040X not showing the net change in Column B

Thank you for your reply.  I did not get a 1099-G but know what my NYS tax refund was for 2025.  That amount was picked up by turbotax from my 2024 return.  However, it seems on my 2025 return it is saying that my 2024 state refund is excluded on my 2025 return.  I checked the information on schedule 1 and it lists the NYS tax refund amount correctly.  On schedule 1 under Part III Recovery Exclusion line 11 lists my NYS tax refund amount. Part IV taxable refund line 12 lists 0, line 13 is blank, line 14 lists 0.  For line 13 I did have a NYS refund but the form lists 0.   As I was searching turbotax for information for this issue I came across the above post, dated 4/14/25, with the response from SharonD007.  Looking into that it seems that the state refund may or may not be taxable even if I didn't take the standard deduction.   If it is taxable to me why isn't turbotax listing it as taxable as turbotax has done in prior years for me? 

This was for  a Trust filing.  I was able to efile my federal form 1041 once I de-selected State efiling.  After two days, I still cannot efile my California 541 and I receive Error Code 54.  California has an automatic extension for everyone, and this form does not have a tax due, but I have wasted hours on this.  At a minimum, Turbo Tax should send a status report  to purchasers of California taxes about when they expect to have this fixed, rather than giving a "things to do list" which does not help and creates more wasted time.

Thanks John, since I am itemizing deductions, I pay tax on the $600 because I cannot include it as an itemized deduction and already removed by SSA-1099 process, but the $800 will be not taxed because it can be included as an itemized deduction? Both were a medicare reimbursement allowance but only one made it to my SS deductions, the Humana $600. The Federal employees BCBS $800 would have been paid monthly but went as a one-time payment to my checking account since I filed for it in November 2025.  Seems like they both were just a lowering of the monthly insurance premiums.  Just Checking.  Thanks Joe

You need to enter the 1098-T first and then the Q. We had a problem with entering room and board but it is corrected. You will enter it in the education expenses section while doing the 1098-T. If your entire 1099-Q was used on eligible expenses then it is not recommended you enter the form. Instead, keep the form and matching expenses in your tax folder.   IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.

And for the amounts and forms..... Go by the actual 1040X. Line 18 should be your original refund amount and line 22 should be your additional refund. If you paid on your original return it will be on line 16. If there is an amount owed with the amendment, it will be on line 20. Ignore any 1040V voucher that prints out and the new 1040. Those are what your return would have been if you had not needed to amend.