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Follow these steps: Open to your NY return continue through the state section, look for underpayment penalty,  select continue,  fishing and farming, select yes or no,  Tell us about your 2024 return, select the correct option continue fill in last year's tax amount fill in any refundable credits you had last year

You will need the 2024 AGI to efile this year.  Or you may need to transfer from 2024 to carry over any  employers or banks, etc. and any amounts .   You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

What kind of 1099?  Enter it the same way as the first one.  Like for Interest and Dividends, go to Federal Wages & Income Interest and Dividends Interest on 1099-INT - Click the Start or Update button    

Did you transfer your 2024 return from Desktop when you started your 2025 Online return?  Sign in to the online version, start a new return, and select Tax Tools > Tools > Transfer last year's TurboTax return from your computer.   Here's how you can submit a request to Get a Refund from TurboTax.   @WISGARY01 

I would agree, but it turns out Turbo Tax did not properly account for the 2025 refund, which according to intuit they corrected and is now accounted for now with a patch somewhere between February 4th and February 12, 2026. I filed before the issue was corrected, and now the return is stuck in some kind of processing loop. My first question is will there be anything I need to do now that is has been filed? The second question is where would I see the change that was made?

Hi:   Form 8606 is tracking the non deductibel IRA balcnce and prorates the qualified portion to reduce that balance. I have been doing for years and suddenly I did not realize TT was missing that form in 2024. So I called to get help from TT rep yesterday  once realizing that missing form  in 2024. His name is Tyrone who is very knowledgeable. He helped get that form on the 2024 return and amend in TT system. Now I need help as I did the same steps he did but the 2025 form 8606 only shows line the right balance on line1 and 2 and no data for the rest of that 2025 form 8606? I will try to keep calling TT help to see I get him again. Thanks  

Yes, here is how to check the online version.   Go to Wages & Income > Dividends on 1099-DIV. Click Edit next to your mutual fund. Ensure Box 7 (Foreign Tax Paid) has the correct amount. On the screens immediately following the 1099-DIV entry, look for a checkbox that says "My form has info in other boxes" (if you missed it) and specifically ensure you've answered the follow-up questions about "Foreign Country." * Tip: For mutual funds, you can usually select "RIC" (Regulated Investment Company) or "Various" as the country.   Now to report as a Foreign Tax Credit. Go to Deductions & Credits > Estimates and Other Taxes Paid > Foreign Taxes. Select Take a Credit when asked "Deduction or Credit?" On the screen "Does your total taxes paid only include taxes reported on a Form 1099-INT or Form 1099-DIV?", select Yes. The Checkbox Screen: You will see a list of your 1099s. Check the box next to the specific 1099-DIV that contains the foreign tax. This "links" the two sections. Country Selection: Select RIC (Regulated Investment Company) if it’s a US mutual fund, or India if it’s a direct foreign holding. Continue through until you are finished with this section. If you don't have a Form 1116 in your return, then the Foreign Tax Amount is below the threshold for Form 1116 reporting. To generate Form 1116, the foreign tax amount must be more than $300 if filing Single or $600 if married filing jointly.