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The amount in Box 1 of your W-2 is the "bargain element" of your NQSO exercise and purchase, or the difference between the fair market value of the stock and what you paid for it.  That difference is ordinary income.  Your cost basis is the amount you paid for the stock when you exercised the options plus the amount added to your income (that you will have to pay tax on).  Because it was an exercise and sell transaction, you would not have paid out of pocket for the stock, instead that amount would have been withheld from your proceeds.    The amount in the 1099-B supplemental information should be the amount in box 1 of your W-2 plus the amount you paid for the stock, which is your tax basis.     A wash sale occurs when you sell something at a loss and also buy the same investment during a 61 day window that spans 30 days before the sale, the day of the sale, and 30 days after the sale.  So it could have something to do with the timing of the exercise and sale of different option grants/lots.  It's $0.64, I wouldn't worry about it.

Double check your status by check or creating an IRS Online account. Be sure to keep your acceptance date and the IRS does take some time to show the returns in your online account for the current tax year.    If your tax return has been accepted you might also be able to access your transcript from the IRS. Get My IRS Transcript Current Year Transcript Availability

TurboTax transfers data from your federal return to your state return. Before you begin troubleshooting your state return, go back through your federal itemized deductions and make sure everything is correct.   After you review your federal return, select the State Taxes tab and review the state section. Pay close attention to the information, especially if you have made changes to your federal return. There might be new sections that need to be completed.  Troubleshooting common federal to state transfer issues What are Itemized Tax Deductions?

The New York State (NYS) Department of Revenue has an online presence where you can check your refund. Use the link below to review your information. NYS-Check your Refund Status Online Anywhere Anytime

Maybe.  There is a new Senior Tax Deduction and it is automatically calculated by TurboTax if you qualify. The calculation will appear on Schedule 1-A page 2, Part V Enhanced Deduction for Seniors, which is then carried to your Form 1040 line 13b.    The maximum deduction is $6,000 for each person 65. There is a phaseout of the deduction once your income (MAGI) exceeds $75,000 for single or $150,000 for married filing jointly (MFJ). On a joint return the phaseout is calculated separately for each person.   On a joint return the phaseout is calculated separately for each person, so the 6% phases out for each spouse. This deduction is intended to provide tax relief for seniors and is in addition to the existing Standard Deduction or your Itemized Deductions. Expires December 31, 2028.

Several forms and steps are involved in reporting the sale of PTP shares. You may have received Form 1099-B, Schedule K-1, and a sheet called "Supplemental Information."   To answer your questions and report this sale accurately, please refer to this article for step-by-step instructions: How do I report the sale of Publicly Traded Partnerships (PTPs) or Master Limited Partnerships (MLPs) in TurboTax?

Double check your status by check or creating an IRS Online account. Be sure to keep your acceptance date and the IRS does take some time to show the returns in your online account for the current tax year.    If your tax return has been accepted you might also be able to access your transcript from the IRS. Get My IRS Transcript Current Year Transcript Availability

No for your taxes and yes to the paper trail. I am going to assume you missed an RMD in 2024, filed the waiver and withdrew the correct amount in 2025. Then, you withdrew the 2025 RMD separately. Your 2025 return will show all money taken during 2025. You should have a 1099-R that  covers both RMD amounts. You do want to keep your paper trail so you can show your 2024 return showed the 5329 and your 2025 return shows the RMD for both years. You are caught up. You can automate the RMD for future distributions. I recommend not waiting until the last week of the year - odd things can happen around the holidays and you don't want to chance not getting the RMD again.