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Two places to check: The federal entry under deductions and credits must be correct. The state return where you selected the state credit.  You may need to look at the form to see if other information is pulling in to cancel the credit.   To print or view your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now.

If the gross distribution in box 1 and 2-a are the same amount, and I have non-deductible contributions why wouldn't the tax computation be reduced instead of increased? (Tradirional IRA) Wouldn't the original tax computation by Turbo-tax be based on the higher number to begin with, and reduced when the small amount of non-deductibe contributions is applied? What happens appears to be contrary to commn sense and logic in addition to math itself.

This message usually means the IRS is conducting a routine manual review, which is common on final returns for deceased taxpayers, especially when a refund is claimed.    You don't need to send any documentation unless the IRS specifically requests it. Processing may take additional time while the review is being completed.

"Do I need to add $8000 under wages and income in 2024 return?"   Your 2024 tax return should have included the $8,000 traditional IRA contribution made for 2024.  If it did not, you need to amend to include that.  With the traditional IRA contribution being nondeductible, your 2024 tax return needed to include Form 8606 Part I and line 14 would show the $8,000 of basis that carries forward to 2025.  This will not change your 2024 taxable income or your 2024 tax liability.   "But I don't have corresponding 1099-R for that year though?"   The $8,000 contributed to the traditional IRA for 2024 (along with the $8,000 contributed to the traditional IRA for 2025) was converted to Roth in 2025, not 2024.  Roth conversions are reportable on the tax return for the year in which the conversion was performed, so you should have a 2025 Form 1099-R that includes both conversions.  

Here is how to add your gambling activity in TurboTax Online:   Click on Federal Taxes,  Wages & Income, Wages & Income Summary > Add more income > Less Common Income > Gambling Winnings > Start or Revisit Enter the information from the W-2G. If you do not have a W-2G, choose that you did not receive one and proceed to enter the winnings. Continue through the interview to add losses. You can deduct gambling losses as an itemized deduction up to the amount of your gambling and prize winnings. Here is some more information you may find helpful: How to Pay Taxes on Gambling Winnings and Losses

Are you wanting to report the sale of your personal residence?  Or something else?  Please clarify.   The purchase of a new house is generally not a taxable event.  Please clarify.   In TurboTax Online, to report the sale of your personal residence, enter 'sale of home' in the search microscope in the upper right hand corner of the screen.    Click on 'Jump to sale of home'.    Follow the prompts to determine the gain and whether the gain is taxable.   IRS form 8949 will be generated by the software if a gain needs to be reported.     The tax code allows taxpayers to exclude up to $250,000 ($500,000 for certain taxpayers who file a joint return) of the gain from the sale (or exchange) of property owned and used as a principal residence (main home) for at least two of the five years before the sale.    If a taxpayer qualifies to exclude the entire gain on the sale form income, the transaction might not be required to be reported on the tax return.     See also this TurboTax Help.  

To enter the sale of your home go to Federal Taxes > Wages Income > Less common Income > Sale of Home. You do not enter the purchase of a home on your tax return. Enter any mortgage interest or real estate tax for the new home the same as you did for the previous home.  

Those are the 2 key ingredients so let's get to the root of your issue. 1. THR: Total household resources must be sufficient to pay living expenses. - 2025 MI-1040CR-2 Homestead Property Tax Credit Claim. More often, I see people that have additional income that is not taxable income but it is added into total household resources.  Page 4 shows this additional income for THR: - Capital gains on the sale of your residence regardless if the gains are exempt from federal income tax - Compensation for damages to character or for personal injury or sickness - An inheritance (except an inheritance from your spouse) - Proceeds of a life insurance policy paid on the death of the insured (except benefits from a policy on your spouse) - Death benefits paid by or on behalf of an employer - Minister's housing allowance - Forgiveness of debt, even if excluded from AGI (e.g., mortgage foreclosure) - Reimbursement from dependent care and/or medical care spending accounts - Scholarships, stipends, grants, and payments, except government payments, made directly to third parties such as an educational institution or subsidized housing project. - Forgiven Paycheck Protection Program loans, include the amount of the forgiven loan reduced by business expenses related to payroll, rent and utilities that were not deducted in determining AGI 2. Taxable value of your home less than $165,400. 3. Look at your MI 1040CR2 to see what it is actually showing.   To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now. Once you can see your form, you will be able to see what answers are showing and any corrections you need to make. You may want to compare it to last year's tax form.

Click back through your West Virginia state return until you come to the page titled Motor Vehicle Property Tax Adjustment Credit.   Answer YES and on the next page, you can add a new form, or you can edit or delete the one you already started.      

Thank you for the reply. I have seen this answer reposted a number of times to this question for others. Unfortunately, none of the solutions work for me. The month stays at February ("02") no matter how I move between the other months. Since I am using the desktop version, I cannot use the Incognito window solution. This is the first year that e-File has not worked for me in nearly 20 years. I will continue to e-File Federal but now will need to print and manual file State return. I hope this gets fixed for next year.

If you did not receive your Form 1099-G, you can obtain a copy by visiting the NY.gov site, here.   To input your NYS 1099-G inflation refund check in TurboTax, you will need to go to a different section.    Go to Wages & Income and click the Add more income box In the Add more income screen, click the down arrow to the right of Other Common Income (Tax refunds, 1099-G...) Select Refunds Received for State/Local Tax Returns Answer the next question by selecting the Yes, I did and Continue Input the information requested in the, "Tell us about the refund you received in 2025" section, then Continue

Thank you very much, best detailed instructions I have found for my husband's state pension from the UK. One follow up question - for Annuity, if his pension was taxed at the time of earning, do I select no, and include the entire amount under: "Tax-free amount previously recovered"?

It sounds like it is carrying over information from a prior year.   You can delete this. Go to Tax Tools on the left of your screen, then Tools, then select Delete a form.  Choose the trash can next to Schedule M1RENT: Renter's Credit. 

In TurboTax Online, follow these steps to view your state income tax return.    Down the left side of the screen, click on Tax Tools. Click on Tools. Click on View Tax Summary. Click on State Tax Summary. You may print or view your full tax returns prior to filing after you have paid for the software.    View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return.