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p.s.  We live in South Carolina where the state income tax is 6.4% vs. the 22% in New York.  So the bottom line is that the insurance company sent $2,111 to New York instead of $614 to South Carolina.  But, because my wife's SSN is NOT on the 1099, she cannot recover the money from New York.

If--and only if--you prepared your federal return using TurboTax, then you can use the desktop download software on a full PC or Mac to prepare a state return for that same year.  The information will flow from the federal return you prepared to the state return.     A 2023 return cannot be e-filed. It must be filed by mail.       If you did not use TT to prepare your 2023 federal return, then find another way to prepare your 2023 state return, such as getting the form from the state web site and preparing it by hand, or by seeking local paid tax help.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe       https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

@gwalls2002 nothing in the OBBB will impact how IRMAA is calculated.    None of the changes are going to affect Line 11 (AGI) which determines IRMAA.    All the changes (Senior deduction, overtime, tips, car loan interest) will be subtracted from the current Line 11 (AGI) and result in a lower current line 14 (taxable income)    Not sure how you could get 'tripped up' by the new tax bill - it lowers or maintains taxes; it shouldn't increase them.      this is an excellent website related to IRMAA:   https://thefinancebuff.com/medicare-irmaa-income-brackets.html

No, it would not double count the data. If you are using TurboTax Online, you'd input the entire K-1 for the first K-1 entry, along with Box 16/K-3. The remaining K-1 entries will only have entries for Box 16 for the K-3 data.    If you are using TurboTax Desktop, you can follow the information here to generate new K-1 Worksheets in Forms mode. 

Typically , the federal AGI should remain consistent with what was reported on your Form 1040. If there were no changes to your 1040 and you are just amending the state return for a state adjustment, then your federal AGI would remain the same.    If you still find it necessary to change, your only option to do so would probably be with TurboTax Desktop. You would have to manually override the amount in Forms mode and mail in the amended return. To switch to TurboTax Desktop, click here. For full instructions on overriding amounts in TurboTax Desktop, click here. 

@LenaH    Somewhat...My mistake. What I indicated above, used-to-be how the $$ were to be entered (having used the software for over 20 years)....BUT  Apparently TTX desktop has made some changes in the past few years.   ...I went back to my NC test files and checked the NC distribution amount for a CSA-1099-R from OPM, where checked as Bailey Settlement (What NC uses for US Govt pensions established before a certain date.) At least back to 2021, it made no difference whether I entered 0.00 or the value from box 2a, the software always used the box 2a value as the NC income deduction amount.  Almost seems as if the software developers realized folks were mis-entering it , and recoded it to always use the right number.  (not sure what they do if box 2a is empty/undetermined.)   (I'll delete my comment above)

There are currently no products available that provide multi-year forecasting or tax planning beyond the upcoming year. The calculators available have not yet been updated to reflect the OBBBA changes. 

@pchicke normally, life insurance proceeds are not taxable.  How much is listed in Box 2a and what is the code in Box 7? depending on your response it may not matter.   How much was withheld in box 4 and 14?