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Unmounting the drive worked but still seems unnecessary for Turbotax to look on backup drives.  I use CCC which backups my entire system so I expect there to be a backup version of Turbotax.  Anyways thanks for your help.

@AmyC    NYS issued 1099-G forms to individuals who received the 2025 rebate check, but the year indicated on the 1099-G is 2025. To clarify, generally, if you receive a 2025 1099-G from any state with a 2024 year on it, this implies it is taxable if you itemized your deductions in 2024. This is because you would have gained a federal tax benefit in 2024 from the taxes paid to that particular state, and therefore, if refunded, you must recapture that deduction at the IRS level and report it as income in 2025. The same principle applies if you received a 2025 1099-G with a 2023 year on it; its taxability depends on whether you itemized your deductions in 2023. However, this situation is different. The rebate check was not a refund for taxes paid in 2023; instead, it was a general refund distributed to all families meeting specific income limitations. Therefore, what NYS is indicating with this 1099-G form is that if you itemize your deductions in 2025—for instance, claiming $10,000 in NYS income taxes paid and $12,000 n property taxes paid—you will need to report this rebate check as other income to the IRS. Failure to do so would result in a duplicate gain for you. Consequently, there is no need to review your 2023 tax records to determine if you itemized. ​This rebate is exclusively taxable for individuals who itemize their deductions in 2025.​

@DawnC    NYS issued 1099-G forms to individuals who received the 2025 rebate check, but the year indicated on the 1099-G is 2025. To clarify, generally, if you receive a 2025 1099-G from any state with a 2024 year on it, this implies it is taxable if you itemized your deductions in 2024. This is because you would have gained a federal tax benefit in 2024 from the taxes paid to that particular state, and therefore, if refunded, you must recapture that deduction at the IRS level and report it as income in 2025. The same principle applies if you received a 2025 1099-G with a 2023 year on it; its taxability depends on whether you itemized your deductions in 2023. However, this situation is different. The rebate check was not a refund for taxes paid in 2023; instead, it was a general refund distributed to all families meeting specific income limitations. Therefore, what NYS is indicating with this 1099-G form is that if you itemize your deductions in 2025—for instance, claiming $10,000 in NYS income taxes paid and $12,000 n property taxes paid—you will need to report this rebate check as other income to the IRS. Failure to do so would result in a duplicate gain for you. Consequently, there is no need to review your 2023 tax records to determine if you itemized. ​This rebate is exclusively taxable for individuals who itemize their deductions in 2025.​

Thanks - I do not see anywhere to add a state. I tried to add a Tax Document and it let me do it (nothing I didn't already have), but said it's not going to add it to the return. In Tax Home all I get is the "you're all done" and "ready to mail" status, with an option to download.  There doesn't seem to be anyplace else to add a state.   

Where were you living during your internship? The District of Columbia or Virginia? And for how long?    This information will determine what state tax return you may need to file and whether or not it is a part-year return or a non-resident return. Your W-2 (if you received one and had state withholding) can help determine which state return you need to file. (Washington state does not have an individual tax return filing requirement.)   DC and VA have a state income tax reciprocity agreement, which means that when you live in either DC, VA or Maryland and work in one of the other states/jurisdictions, you only pay state tax in the state where you live.    Here are the filing requirements for DC and VA:   District of Columbia tax return filing requirements   Virginia tax return filing requirements

I have same problem. I am using TurboTax premier .Trying to import tax files from fidelity. Turbotax get connected OK and told me to go back to TurboTax. But when I go back there is no data. This make benefit of TurboTax useless for me.

I also agree. Do not use TurboTax! My taxes are very simple and I selected the free software and the standard deductions. TurboTax online told me that because I'm a homeowner, I'm required to pay for the Deluxe preparation. However, when I went to another free site to prepare my state tax return, I discovered that NO other site is charging me for a federal return except Turbotax. They attempt to trick consumers. Customer service refused to help me or refund me. Use another service or prepare to be ripped off.

Perhaps you are not designating that each 1099R belongs to each person on your return (Taxpayer and Spouse).  Check your 1099R Summary page that one form is listed as belonging to the Taxpayer and that the second form belongs to your spouse.   Or there may have been a problem if you imported both 1099R forms.  In that case, you may need import just one and then manually enter the second (or you can manually enter both).