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Key Steps to Correctly Exclude NYS Pension in TurboTax: 1099-R Entry: When entering your 1099-R in the federal section, ensure you accurately identify the payer. If it is a NYS local or state government pension, indicate this, as these are exempt from NYS income tax. NY State Return Interview: Within the NY return, proceed to the "Adjustments to Federal Income" section. Identify Pension Type:Select that you received retirement income and ensure the pension is marked as NYS government, public authority, or other exempt source. $20,000 Exclusion: If you are over 59½, NYS allows a pension and annuity exclusion of up to $20,000. TurboTax should automatically apply this, but you may need to check the "Other Pensions" box if it does not properly calculate. Review Forms: Verify on your NYS Form IT-201 that the pension amount is not included in the NYS taxable income. 

Si eligiste recibir credito en adelantado dentro esos dos meses de cubertura y al presentar su declaracion, resulto que su ingreso annual era mas de lo que se anticipo al momento de conseguir su seguro medico, el credito en adelantado se tiene que devolver.  Esto puede ser la razon en la que su impuesto por pagar subio drasticamente aun que solo tuvo el seguro por dos meses.

@jandchuber wrote: I was seeking last year's AGI and lost my nearly complete return. How do I recover it?   In Online TurboTax your return is saved after each screen.  If you are logging back into the same account, you should be able to continue your return.    What so you see when you log in and go to the Tax Home? 

Did you see AmyC's response above? @TestAdmin    "IRS Guidelines: An employee who receives state paid medical leave payments must include the amount attributable to the employer portion of contributions in the employee’s gross income."   So I personally calculated how much was the employer's contribution, and I reported it and paid taxes on that.

Look for a back-up copy of your 2024 tax file in Documents > TurboTax where TurboTax saves files automatically, even if you directed a 'save as' copy elsewhere.  It may have a 'tilde' sign in front of the file name.   If you can open that file, transfer it to 2025.  Go to File > Password > Remove Password.    @KAGrinde 

Thank you, @RogerD1 . I believe I have done what is required to report proceeds from 1099-B. Here is what I did. Can you please review to see if my inputs are sound? I included information regarding date of stock acquisition, as well as date of stock liquidation.   Transaction History (Date Certificate Issued - ALL 134 shares in ONE certificate):   Sale History (Walgreens and Sycamore Merger resulting in liquidation of Walgreens stock):         On Sept. 25, 2002, Walgreens Lowest price was $32.77 ($32.77 x 134 shares = $4391.18).     Regards, Tulane

You do not have to pay what is suggested on the TurboTax vouchers.  They are optional, suggested payments based on your previous year's income to help you avoid underpayment penalties.   You can use Form 1040-ES 2026.  You can also use the IRS DirectPay to pay directly from your bank account.     In addition, you can pay online, by phone or from your mobile device using the IRS2Go app. You can also make your estimated tax payments through your online account, where you can see your payment history and other tax records. Go to IRS.gov/account. See Also:   Estimated taxes How do I make estimated tax payments? Please return to Community if you have any additional information or questions and we would be happy to help.

That sounded great, @DawnC ! So, I changed it to zero. As soon as I exit to something else, though, and return to the MO-PTC, line 3 is back to what it was. I specifically made sure to save the document after the change, but it doesn't matter.

Hi! You mention that I need to "find the HSA balance on the date of a deposit on or about December 15th, and the HSA balance today."  The thing that I am wondering about is what about all the regular HSA contributions that are occurring as part of 2026?  Do I include the bi-weekly 2026 HSA contributions (from Jan to end of March) into the formula for computing my NIA? And a small correction - my excess contribution is $306.35 as reported by TurboTax and not $6, but I think I understand the gist of what you're saying. Thanks!

I had the same issue.  I finally gave up on it.  That's a terrible corner of the software to get bogged down in.  It just doesn't work and how to make it work is a black box that's not explained sufficiently anywhere.  I ended up choosing to take a tax deduction instead of the credit which cost me $$.  Good luck.