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Thanks so much, Romper.  I'll start with the easiest part first, just to get it out of the way.  When you say: The NITT deduction shouldn't be affected since it is part of the Federal return", don't you mean that it is irrelevant for any state income tax return, rather than that it is not affected?  It simply doesn't exist in the California tax system.  Regarding your first #1, yes I sold all of the shares, at a gain that was equal to the NUA plus some more appreciation that occurred after the NUA transfer was done.  Since I held it for more than an additional 365 days after the NUA transfer before selling, all of the capital gain was long-term capital gain.  In a prior year, I paid taxes on the cost basis, at ordinary income tax rates, for both federal and state.  I assume that was correct.   Because I was able to move the cost basis information to my new brokerage that had the now-taxable assets, the total gain was correctly shown on the 1099-B and all I had to do was to take the NUA portion out of the NIIT calculation for the fed.  Because California allows no special capital gains treatment for investments, I pay its ordinary income tax rates on that gain.    I don't know how state income tax works for other states although I suspect it is done similarly for some of them:  You take your federal AGI and adjust it for differences in California tax law which mainly, for me, is a reduction in AGI because California does not tax social security income.  California does have personal exemptions and an itemized versus standard deduction choice, but other than that, and without any special lower tax bracket treatment for qualified dividends or capital gains which don't exist in the California income tax system, you use a similar progressive set of income tax brackets to determine the California income tax.  It seems that such is what TurboTax is poised to do for my state income tax return and, until I read what Scott wrote, I felt like it was all correct.  Do you have anything to add?  How about you, Scott?

@lseymour2011 wrote: My brother did my taxes using Turbo Tax and I uploaded that If my taxes were done my logging in to my account online and saved them, where would they be?  I'm sorry I still don't understand what you did.    In order for someone to help you find your 2025 return, we have to know exactly how your 2025 return was prepared.    When a return is prepared in desktop software, software is installed locally on the PC, and everything is done in that installed app without needing a browser, and the file is saved locally on one's computer, by default in the Documents\TurboTax folder.    In contrast, preparing a return online requires logging into one's TurboTax account through a browser and answering all the questions and filling out the return online.  The return is saved in the online account, but can be downloaded when desired.   Please state explicitly if your 2025 return was prepared in an installed desktop app, or if it was prepared online in a browser? 

Hello! I’ve seen mixed responses for situations similar to this. My husband doesn’t live here, and the ITIN process seems more complex than it should based on all the opinions I’ve asked. We are in the immigration process and my lawyer has recommended I amended my taxes as I filed as single since we never had an ITIN for my husband.  Do you recommend I submit an amendment via mail too?  I also read there is a possibility that he will be denied the ITIN because he may be considered elegible to obtain a SSN at any time in the process so asking for the ITIN may seem as an unnecessary task.  Can you please advise? 

@ lseymour2011 wrote: I also completed my 2025 Federal taxes, filed them, it was accepted, and received tax refund. a week later I received a late 1099-R from retirement and wanted to amend my return / file a 1040X.   I also saved it multiple times.  I, too do not use the cloud and there are no recent .tax files.  under my account, I can only see a 2024 tax file I inputted manually. Turbo Tax wants me to redo the whole thing.  It isn't funny. There is obviously an issue, Please explain what product you used.  Something is confusing.   You said the following:              "Under my account, I can only see a 2024 tax file I inputted manually."      What do you mean by "my account?"  A tax return residing in an "account" implies Online TurboTax.   In desktop TurboTax all tax data files reside on the computer.    Did you prepare your 2024 return in Online TurboTax or desktop TurboTax?  And what are you using for 2025?  And are you using a Mac or PC?

Forgot to add,.  I am now a senior. My whole life since 1979, I have held IT-=related positions, including 20 years in Aerospace IT and engineering, so if the file existed, I would be able to find it.  

I also completed my 2025 Federal taxes, filed them, it was accepted, and received tax refund. a week later I received a late 1099-R from retirement and wanted to amend my return / file a 1040X.   I also saved it multiple times.  I, too do not use the cloud and there are no recent .tax files.  under my account, I can only see a 2024 tax file I inputted manually. Turbo Tax wants me to redo the whole thing.  It isn't funny.   There is obviously an issue,

I tried using a substitute 1099-R Form 4852 but that doesn't work too well since Turbotax still wants certain info you can try the 4852, which still requires you to complete at some sections of the 1099-R then you link it to Form 4852 however, if it were me, I would report as misc income on schedule 1  under the main income tax miscellaneous income - start or update > other reportable income

you may no have to adjust the foreign dividends • Line 5 of the Qualified Dividends and Capital Gain Tax Worksheet is greater than zero. • Line 23 of the Qualified Dividends and Capital Gain Tax Worksheet is less than line 24 of that worksheet. Adjustment exception. If you qualify for the adjustment exception, you can elect not to adjust your foreign source capital gain distributions and qualified dividends. You make this election by not adjusting these items. If you make this You qualify for the adjustment exception if you meet both of the following requirements. 1. Line 5 of the Qualified Dividends and Capital Gain Tax Worksheet doesn't exceed: a. $364,200 if married filing jointly or qualifying surviving spouse, b. $182,100 if married filing separately, c. $182,100 if single, or d. $182,100 if head of household. 2. The amount of your foreign source capital gain distributions, plus the amount of your foreign source qualified dividends, is less than $20,000