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if box 9 is zero or blank, then Box 2a = Box 1.    However, if box 9 is populated, then follow the directions for the Simplified Method.  OPM is notorius for leaving Box 2a blank when box 9 is populated.

you are missing something.   Yes, the tax credit is non-refundable, but that means the TAX section (line 22) can't be less than zero.   it has no impact on the PAYMENT section, which is lines 25-33.     

To fix a Social Security Number (SSN) in TurboTax before you file: Go to the My Info section  Continue through the screens until you see the SSN field and update it  If you need to update: Your spouse’s SSN — you’ll be able to edit it on the next screen  A dependent’s SSN — click Edit next to their name and make the correction. If your e-filed tax return was rejected for an incorrect SSN:   Sign in to your account Select "Fix my return" to identify the error code and reason Correct the data (e.g., SSN, PIN, or AGI) Go to the file section to resubmit.   For additional information, refer to the TurboTax articles Video: What to Do If Your Tax Return Is Rejected by the IRS and What does my rejected return code mean and how do I fix it?  

It depends.  Who you can claim as your dependent is determined by their age, income and other eligibility requirements. If your child meets all these requirements, you may claim them as a qualifying child dependent. A qualifying child can be studying outside of the country as long as they meet the requirements below.   To determine if the individual is your qualifying child, the following questions must be true:   The child must be related to you. The child can’t be claimed as a dependent by someone else. The child must be a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. If the child is married, they can’t file a joint return with their spouse. The child must be under the age of 19 (or 24 for full-time students). No age limit for permanently and totally disabled children. The child must have lived with you for more than half the year (exceptions apply). The child didn't provide more than half of their own support for the year. Refer to the TurboTax article What does "financially support another person" mean? To determine if your son provided more than half of his support.    Review the TurboTax Help article Who can I claim as my dependent? to determine if you can claim your child.

It depends. If the full amount is taxable, you will put the same number as box 1.   UNKNOWN in Box 2a of your 1099-R means the payer doesn’t know how much of your distribution is taxable so, you’ll need to figure that out when you file your taxes. In most cases, the full amount is taxable, especially if the money came from a pre-tax retirement account like a 401(k) or traditional IRA. However, if you made after-tax contributions, part of your withdrawal may be tax-free. What to do in TurboTax Leave Box 2a blank  Check “Taxable amount not determined” (Box 2b)  Answer the follow-up questions — TurboTax will help calculate it for you  Quick tip If you never made after-tax contributions, you can usually treat the entire amount as taxable  If you’re not sure, TurboTax will guide you step by step. Refer to the TurboTax article Are IRA or pension distributions taxable? for additional information.

To correct your Social Security Number (SSN) in TurboTax before filing, navigate to the "My Info" tab, scroll through the screens and you can update your SSN when you get to that screen.  If you need to correct the SSN for your spouse, you can update it on the next screen.  If you need to update your dependent, select "Edit" next to the person's name, and update the SSN.

We can't view your tax return in this forum.  If you need an expert to help you, TurboTax does have a product that will help you along the way while you are preparing your taxes, called Expert Assist.  Refer to the TurboTax article How do I get TurboTax Experts? for more information.

 Can you preview your current year tax return using TurboTax Online;   Sign in to your account Select Tax Tools from the menu. Select Print Center, choose Print, save, or preview this year's return, Select Your federal and/or state tax return(s). Select Include government and TurboTax worksheets. Select View or Print Forms. For additional info, review the TurboTax articles How do I preview my TurboTax Online return before filing? and How do I print a copy of my tax return in TurboTax .

@RogerD1  Thanks for looking into this. I should perhaps clarify that our daughter was born and raised in NM. We continue to live here and our house has been her permanent address for the entirety of her academic training. All her CA income was a university fellowship, which of course ended when she graduated in the summer and subsequently moved to MA.   > New Mexico requires a physical presence of 185 days in the state to qualify as a resident    For NM, residency is not based only on a simple 185 days/year presence test. It also depends on where the person is considered to be domiciled. Here's the relevant information about that; paragraph (3) is particularly relevant (from https://www.law.cornell.edu/regulations/new-mexico/N-M-Admin-Code-SS-3.3.1.9) :   "B. Part-year residents. (1) An individual who is domiciled in New Mexico for part but not all of the taxable year, and who is physically present in New Mexico for fewer than 185 days, is a part-year resident.   [...]   (b) An individual domiciled in New Mexico who is physically present in New Mexico for fewer than 185 days and changes his domicile to a place outside this state with the bona fide intention of continuing to live permanently outside New Mexico, is not a resident for Income Tax Act purposes for periods after that change of domicile. [...] (3) No change in domicile results when an individual leaves the state if the individual's intent is to stay away only for a limited time, no matter how long, including:  [...]  (c) to accomplish a particular purpose, but does not intend to remain in the new location once the purpose is accomplished."  [In her case, the purpose was to complete her education, and she did not stay in CA after graduating.]   Paragraph 4 after the above goes on to detail the factors used by NM in determining domicile. She owns no real property herself, had no leases prior to moving, is single with no dependents, and her CA W-2 income was received while she attended university there, so items (a), (c), (d), and (f) are moot. (b) is covered by being a full-time student. (h) doesn't apply. The remaining items (e), (g), (i), (j), (k), (l), and (m) were all maintained consistent with NM being her domicile until she moved to MA. (Note that CA considers the same sort of factors in its residency test, and for the same reasons - as well as never using in-state tuition rates - she did *not* qualify as a CA tax resident at any time while she was a student there.)   So for the first part of the year, until the MA move date I provided in the personal information used by TT, she continued to be domiciled in NM. That makes her a NM resident for tax purposes for the part of the year before she moved to MA, which in turn means that the CA income received during that time is taxable by NM *and* that she qualifies for the credit for tax paid to CA on it.   Note: the allocation of CA income to NM that you see on the PIT-B in the file is only there because I put it there. TT defaulted to 0 during the walkthrough. Since that's not correct, I put in the amount shown on the CA W-2 plus a few small items she received during that period. I was expecting that TT would generate the forms I needed, which include the PIT-B, as it has in past years. I did not realize at that point that TT was treating her as a NM *non*-resident. Despite this, on the "State Taxes" tab, it correctly lists both NM and MA as "Part-Year Resident" and CA as "Non-Resident". So maybe instead it just doesn't understand where to put the CA income because there are no dates on it.   So how do I make TT recognize that she was in fact a NM tax resident due to domicile during the part of the year she was finishing her degree in CA? Or at least get it to generate the tax credit worksheet for Line 20 on the PIT-1 so I can do the calculations she's entitled to? Note that NM requires that a copy of the other state's tax return be included in the filing, to verify the income and tax claims. If TT refuses to do that correctly, can I do the credit calculations using NM's tax instructions, enter the result on line 20, e-file that, and then send the supporting worksheet and the CA return by mail after e-filing (or upload them to her NM taxpayer portal account online)?   I hope this isn't getting too much into the weeds. I appreciate your help. Next year she'll be doing her own, much simpler, tax returns! 😂