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Social Security income may be partially taxable depending on your filing status and the level of your combined income, including Social Security income.   Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0 TurboTax will automatically calculate the taxable part of your Social Security income using the IRS formula.   Please read this TurboTax blog on the taxation of Social Security benefits.

The IRS uses actuarial life expectancy tables to determine the expected return on the contract.     If you have a qualified plan, you use the Simplified Method Worksheet- this assigns a divisor based on your age when you start the pension.  To calculate,  you take your Cost in the Plan (the total after-tax money you contributed) and divide it by a number from a table.   In contrast the general rule calculates the total amount your are mathematically expected to receive over your lifetime.   To find this amount, you find the multiplier assigned to your age by the IRS and apply it to your annual pension amount.     After you receive payments equal to our cost, the entire amount becomes taxable.  If there are unrecovered cost when you pass away, your estate can claim a deduction for any remaining balance.   See The general rule and the simplified method.

If you've just Efiled your Federal return and it was Accepted, you should be able to Efile your state return.  Could there be a space after the first name?  Try deleting the name and typing it in.  Does the first name match what is entered in the My Info/Personal section?   If you're using TurboTax Online, close the program, clear your Cache and Cookies, then step through your state return and retry Efiling.   If your 1099-Q was entirely used for education expenses, you aren't required to enter it into your return.  You could delete it, Efile your state, and let it repopulate.  Here's more info on Form 1099-Q.   Here's more info on Filing Federal and State Returns Separately.   @user17702219474 

Yes, there is a positive number in Part II, Section L Ending Capital account.  This has remained unchanged since 2018.  My guess is that the Partnership Interest is keeping this Partnership "alive" (not filing a final tax return) so that they can continue to right-off losses.

Yes, you probably should return it unless you want to upgrade your computer. TurboTax Online does not require Windows 11. TurboTax Online: Is browser-based.  like Chrome, Firefox, or Edge on various operating systems. TurboTax Desktop (2025 Tax Year): Specifically requires Windows 11  64-bit) for installation and  Will not run on Windows 10. 

Thank you for responding.  Unfortunately, because I have already filed my Federal and Idaho State returns, the only available options when I go into TurboTax are the 'Tax Home' Screen and 'Documents' Screen.  Neither one of these windows shows the 'Tax Tools' option, so I am unable to provide that to you.  Is there a way for you to grant me permission to gain access to get to my input screens?

@user17702429910 you are probably entering the SSA-1099 in the wrong section of the program.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

The conservative treatment would be to include Form 1099-Q on your federal return under Wages & Income >> Miscellaneous Income >> Other Reportable Income. If it's not taxable, the IRS may adjust your tax refund accordingly.   Several news outlets reported that the inflation refund check is not considered taxable by New York State, but it is by the federal government. The New York Times article (which requires a subscription to read) is the most notable found by searching the internet. The New York State Department of Taxation FAQ article is silent on the taxation issue, so you may wish to contact them directly.

Unless you have another computer that is running Windows 11, then Yes you should request a refund.   See this TurboTax support FAQ for how to request a refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US