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Usually, California gives you a credit for taxes paid to Oregon. But in this case, the rule is reversed—Oregon, as the nonresident state, needs to give the credit instead. That’s why TurboTax doesn’t allow Schedule S on the California return. Here’s how to make sure your daughter isn’t taxed twice. Here are the order of operations that should occur.   In TurboTax, the order in which you complete the states is vital for the "Reverse Credit" to calculate correctly.   Federal Return: Complete this first.  California Return: Complete this second. Since she is a CA resident, CA will tax 100% of her income (including the Oregon wages). Oregon Return: Complete this last. This is where the magic happens. 2. Why the Oregon Return is the Key On the Oregon Nonresident return, you will look for the "Credit for Income Taxes Paid to Another State."  Because California is a "Reverse Credit" state, Oregon will give your daughter a credit for the taxes she is paying to California on those same wages.  This credit should reduce her Oregon tax liability, often all the way down to $0 (or very close to it), effectively resulting in an Oregon refund of most of her withholding. 3. Step-by-Step in TurboTax If you have already started, you may need to "delete" the state returns and restart them in this order to clear the "disallowed" errors:   Step A: Go to the California state section. Ensure she is marked as a Full-Year Resident. Do not try to claim an "Other State Tax Credit" (Schedule S) here. Let CA tax the full amount.  Step B: Go to the Oregon state section. Ensure she is marked as a Nonresident (since she is a CA resident away at school).  Step C: In the Oregon interview, watch for a screen titled "Credit for Taxes Paid to Another State" or "Taxes Paid to a Reverse Credit State." Step D: TurboTax will ask for the "Taxable Income" and "Tax Liability" from the California return. Enter the numbers from her CA Form 540. As a result, Oregon will calculate the credit and apply it against her Oregon bill. 4. Why "Schedule S" was Disallowed TurboTax's "disallowed" message is actually a safeguard. California law (RTC Section 18002) explicitly forbids its residents from taking a credit on the CA return for taxes paid to Oregon. Instead, it requires you to claim that credit on the Oregon nonresident return.   @Beancountermom         

can you clarify since you are mentioning Win 10 and Win 11, are you using "Desktop" (menu across the top) or "Online" (in your browser, menu down the left)?  If you upgraded to Win 11 why not stick with desktop version?   for the import issues a lot of people have been having problems with browser permissions this year, see this thread and others  https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363   not sure about your transfer issue.  folks have issue with transfer on desktop when starting a new return have solved it by doing File / Open Tax Return then opening the .tax2024 file and TT 2025 will detect prior year and transfer it into a new return.   if you're still having issues maybe post more details and screenshots using the camera icon above the message window (don't post any personal identifiers) and maybe someone here can help.  

I originally filed in February and Turbo tax put in the incorrect deduction for the capital gains on line 15.  I received a letter from NM Taxation saying I owed them more , plus a fine.  So today (3/12/26) I did the correction recommended on this site   and refiled.  It did correct the line 15 and put in the new amount of 2500.  

Yes, Form 1041 for tax year 2025 (including Schedule K-1) must be filed by April 15, 2026. Due to the complexity of the activity you are reporting, it might be easier if you shared a diagnostic copy of the trust return. The steps are the same:   Open your return in TurboTax Business and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   Note that the Community Experts may not be available over the weekend so we may not respond for a few days.

I've had the same issue this year - it's pulling in 2025 withholdings instead of what I anticipate to be withheld this year - it does appear to be a bug, however, I found a way to work around it.   When it asks if you want to copy w2 wage information - click "yes", just to get your old employer form copied.  (I'm retired too, so I clicked "no" initially.) Edit the employer w2, and enter wages of "0", but expected federal tax withholding of what you anticipate having withheld from other sources this year, such as taxes withheld when pulling retirement funds. If you get an error that withholdings can't be more than wages, you might have to edit it on the form - that's where I found this option - its the "ES & W4 Wks" form in the Wage Income Section. However, I couldn't get it to work on the form without first clicking "yes" to copy w2 wage information over. Hope that helps!  @baird4328 

I am replying to a post and responses  from 2024 and I am having this same issue (parts that have been entered not showing up on the summary page) in March of 2026.  This is pretty ridiculous considering how much we pay for this software every year!!  Please fix the Income Summary page!!

The Schedule NR  holds the answer.  You said line 19 had the correct percentage. The $40k should not be prorated on that line. As a MI NR your tax is allocated but the income is calculated as a full year resident. MI is among the majority of states that tax a nonresident or part-year resident using apportionment/ allocating the tax. The full income from everywhere is reported. MI will look at your total family income for the year and determine the tax on that amount.  Then, they look at what percentage of the income was actually from MI. MI multiplies the percentage of NY income times the MI tax. For example: MI tax on your federal income is $8,000 But only 10% of your income was earned in MI MI tax liability will be 10% of $8,000 or $800.

did you enter the re-characterization when you did your 2024 taxes?  The correction will be to record the contribution correctly if not done (e.g. Roth to Trad IRA as a non-deductible contribution should generate Form 8606 to record the correct basis).  If you did, I don't think you need to do anything.  The 1099-R itself presumably has a code "R" and has no effect on your return, but Turbotax is giving you a general notification after inputting the 1099-R that you need to check your previous return.    

If you report only the portion of the home that is occupied by your mother, then you would enter her portion of the home expenses ($2500 in the $10,000 example). This is the easiest option if you're comfortable doing the math.   However, if you set up the property as "I rented a portion of my home," then you enter the full expense amount and let TurboTax do the math for you.    You do have the option of considering the payments you receive as reimbursement of expenses rather than rental income, as long as you're not profiting from the arrangement. If there is no rental agreement in place, this may simplify things.

The Maryland earned income credit is based on your federal earned income credit, so that does sound strange. I suggest you look on your federal tax return on line 27(a) to see if there is a federal earned income credit on your return. It may be there in spite of the notice you saw.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done

Disabling security and running as admin are not acceptable answers for a mass market consumer focused software product. I see that they are the official TurboTax "Troubleshoot TurboTax Desktop for Windows issues" page but still I do not consider those acceptable answers. Especially since the help page is basically saying disregard all security best practices on a computer that people have all of their Personally Identifiable Information (PII) and tax records on.  

Yes, you can still file jointly.   The only difference between desktop Premier and Home & Business is that there is more on-screen guidance in the Home & Business version.   So, you will get more instant help entering business items if you switch.   But it isn't required - You can file a Self-Employed Schedule C form with either version.   

I’m having this same problem with Virginia. The Help AI Chat responded that Virginia exempts all municipal bond fund interest, and that is why Turbo Tax is not transferring to my State return. This of course is flat out wrong. 

Today 3/12/2026 I encountered the same issue too. I already e-filed my state amended return. I am afraid that they will not see the 1040-X form. I need to print it out to submit by mail the Federal amended return. It's obviously a software bug, and it seems was not tested by TurboTax development team before it got rolled out to users. I am not sure our messages here would be read by TurboTax at all.

I've had the same issue this year - it's pulling in 2025 withholdings instead of what I anticipate to be withheld this year - it does appear to be a bug, however, I found a way to work around it.   When it asks if you want to copy w2 wage information - click "yes", just to get your old employer form copied.  (I'm retired too, so I clicked "no" initially.) Edit the employer w2, and enter wages of "0", but expected federal tax withholding of what you anticipate having withheld from other sources this year, such as taxes withheld when pulling retirement funds. If you get an error that withholdings can't be more than wages, you might have to edit it on the form - that's where I found this option - its the "ES & W4 Wks" form in the Wage Income Section. However, I couldn't get it to work on the form without first clicking "yes" to copy w2 wage information over. Hope that helps!