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Thanks for your response. In this case, it is for income from interest, dividends, retirement and Social Security.  I do need to pay the estimated taxes.  However, Turbotax says no estimated taxes are needed.  Is there a way to print the estimated tax vouchers? If not, I will fill them out manually.

When you took your lump-sum distribution, If, as you said earlier, the only assets remaining in your 401(k) were shares of company stock then you should have only received one Form 1099-R, and you only need one 1099-R.  Using your example above for a $10,000 distribution of company stock with a cost basis of $4,000, your original 1099-R was correct and should be entered that way.  You should NOT indicate that you rolled any of the funds over.  If the lump-sum distribution was done properly it was all distributed to a non-qualified brokerage account, not an IRA or other retirement plan - this is not a rollover.  The $4,000 in box 2a should show up on your tax return as taxable income.  The $6,000 is your cost basis in the shares distributed.  This amount does not flow to your tax return.  Your broker should use it as the cost basis for your distributed stock. 

I had to call two different reps at Turbotax to get the correct answer. The first rep did not help at all. The second rep advised the program I purchased was for on line use only and could not be downloaded to my computer.   If Turbotax continues to push for all on line files, I will switch to a different brand program.   Thanks for your assistance.

I do Not want to use the TurboTax service. The online site is a deceptive BAIT AND SWITCH! I did not sign up for nor did I use the EXPERT service yet I was charged for it! I see that you have had multiple complaints about this service. I would like to cancel the transaction effective immediately!

Usually if there isn't a breakdown on the K-3, it may be listed in a supplemental disclosure form that came with your K-1's and k-3's.    In the example you included with your screenshot, there is no foreign amount to report for other expenses since the total is $56 and the US Source is $56. The total for Foreign Source is "0" as reported in the form.    

Your W-2G  is entered on your federal return first, not directly in the state section. TurboTax will then automatically carry that information to your state return.   How do I enter a W-2G?    

No, TurboTax will take the fees from your Federal tax refund.   If your state refund is lower, it may be due to a state tax offset. You can check your State status on this site: Check your state tax refund status A state may reduce your refund and offset it to pay: Past-due child support; State agency nontax debts; State income tax obligations; or Certain unemployment compensation debts owed to a state (generally, these are debts for Compensation paid due to fraud, or Contributions owing to a state fund that weren't paid)."

Yes. An amended return is filed separately from the original, which means the original has already been completed.  If you changed something before the original was processed, NYS will process both in the order they are received.    Be aware that ‌amended returns usually take longer to process (sometimes 4 to 6 months). Because of this, you should receive a paper check for the difference, at the address you provide in your return.    If you haven't received the original refund, probably it's because have been delayed due to the amended return being processed.  To track your state refund, refer to the link below:  How do I track my state's refund?  

While going through the step-by-step review, at one point I was to input my street address that appeared to be filling out the Indiana IT-40 form. I accidentally placed my street address in the “City” field. Once I realized my error I had moved onto the next area and have been unable to identify how to access the IT40 form. I’m completing via TurboTax online and do not see an opportunity to view forms. Only documents available to me on the left hand side of the screen are the files I input from my banking institutions.