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The line items on your CA Schedule X appear correct per the screenshot you shared.   The instructions for Line 11 state:    If you are entitled to a refund greater than the amount claimed or allowed on your original tax return, your Schedule X should show only the additional amount due to you. This amount will be refunded separately from the amount allowed on your original tax return. The FTB will figure any interest owed to you and include it in your refund.   Generally, you do not have to pay California nonresident taxes on income earned while working remotely from another state for a California company, provided you are never physically present in California while working. California taxes nonresidents only on income sourced from within the state, which is defined by where the work is performed.   As a nonresident, you pay tax on your taxable income from California sources. Sourced income includes, but is not limited to: Services performed in California Rent from real property located in California The sale or transfer of real California property Income from a California business, trade or profession Massachusetts residents are generally allowed a nonrefundable credit for income taxes paid to another state or jurisdiction on income that is also taxed by Massachusetts. This credit prevents double taxation and is claimed by completing Schedule OJC (Income Tax Paid to Other Jurisdictions) with the Massachusetts tax return.   If you claimed the credit on your Massachusetts return for taxes paid to California, and didn't report your wages for the remote job on your Massachusetts return, you will need to amend it as well.  

Without going back to bank statements yet, I had just put his start date as 1/1/2017.  Based on his 2016 1099-R and a letter he received from OPM at that time (Oct/Nov), he definitely rec'd an interim payment.   The calculator comes up with 260 months and does show his monthly exclusion at $12.14, which matches exactly with his current (and past) 1099-R's, so I'm happy!   After I'm done w/our taxes (and my Mom's) I'll go back and look at bank statements.  It would be nice to definitively know what year the exclusion ends.  I told him he just needs to stay alive to collect his whopping $12.14/mo and he laughed!

USER ERROR WITH SOCIAL SECURITY ENTRY We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.

The steps that AnnetteB6 provided above work for TurboTax Online. If you are using Desktop, the fix for that is still being implemented.  Hopefully we have an estimated date soon; we will update this thread as soon as we have more info.  @NJSIS    If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.

TurboTax experts generally can't call any international (UK) numbers as a North American number is required for phone consultations.    The best way to resolve this would be to select "Help" or LIVE Help" within your Full Service return and use chat or screen-share rather than a voice call.   You may be able to acquire a virtual Canadian or US phone number via services such as Skype to use. Or use a relative or friend's Canadian phone number for scheduling purposes.

You can login to your account, go into your 2024 return, and select the option to connect with an expert.  In case a mistake was made TurboTax provides a   If there was a mistake made, TT provides an Accuracy Guarantee.  If there was an error you can follow this link to submit a claim under TurboTax Accuracy Guarantee Claim Submission.    

The culprit for this issue is usually a cluttered or "broken" cache. Since these temporary files can interfere with how the software loads, cleaning them out usually fixes the issue.   If you are using the web-based version, try these three troubleshooting methods: Clear out your stored  cache and cookies  Use an Incognito or Private window Try logging in through a different web browser (for example, moving from Chrome to Firefox or Edge)

I only have the 1095-A entered, but it does not address the issue. I had 7-months of overlapping converge for which I have pay back the Health Exchange tax credit ($188 per monthx7). How and where in TurboTax can I adjust the content for form 8962 to reflect the dual coverage and the non-qualifying tax credits that I received and nee to repay through the filing process? Thanks!

"Seems like there could be some kind of guidance on how to solve this problem. I have used TurboTax for many years while in NY state and never had a problem with a blank box 16 State Distribution. "   I agree 100% with the above comment. I've been entering 1099-R amounts from the same account and firm for the past several tax years, and they have never had anything in Box 14a. TT 2025 was the first time this issue was flagged during the final smart check, but the software just took me in a circular loop without telling me how to actually "fix" the "error".   The 2025 TT version for NY State has been particularly problematic with other software bugs that still have not been fixed (as of April 6, 2026) ... I'm using TT 2025 Premier for desktop PC ... paying roughly $100 for this software each year, you would think Intuit could offer a better product than this!   To add insult to injury, I had run the TT "Smart Check" several times as I was working on my return and it never flagged this error until the last steps just before transmitting the filing ... NOT GOOD!

Report your not-for-profit rental income on Schedule 1 (Form 1040), line 8.    In TurboTax Online, post the income as follows:   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Less Common Income and click on the dropdown menu. To the right of Miscellaneous Income, 1099-A, 1099-C, click the Start / Revisit button. To the right of Other reportable income, click the Start / Revisit button. At the screen Any Other Taxable Income, click Yes. At the screen Other Taxable Income, enter a description such as “Not for profit rental” and the amount. Click Continue. See Not Rented For Profit, page 24, IRS Publication 527 Residential Rental Property.

When you begin your amendment, (see the instructions below before you begin) go to the Rental and Royalty Income section to see your Schedule E. If you selected it was not for profit, then it may not be there. If this is the case you need to remove the income from 'Other Income' and then create your Schedule E. You may need to use your 2024 tax return to add back your rental assets, etc.    Usual process when you indicate your rental was 'not for profit': Not Rented for Profit If you don’t rent your property to make a profit, you can’t deduct rental expenses in excess of the amount of your rental income. You can’t deduct a loss or carry forward to the next year any rental expenses that are more than your rental income for the year. Where to report.  Report your not-for-profit rental income on Schedule 1 (Form 1040), line 8. If you itemize your deductions, include your mortgage interest and mortgage insurance premiums (if you use the property as your main home or second home), real estate taxes, from your not-for-profit rental activity when figuring the amount you can deduct on Schedule A.   Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it.   If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Amend a tax return for the current tax year   There is a check box on the right side of the PA-40 return. TurboTax will automatically mark this when you amend your tax return. PA-40 2025 Instructions (see page 6)