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I am going to assume your spouse was a full year OH resident. Your problem is in the OH state entry. Follow these steps: When you go into the OH return, it asks for residency information for each of you.  Your spouse is resident and you are part-year resident.  Enter MI as your other state.  Enter the county for residency.  Indicate dates of residency.   In the school district section: It should show two lines - one for residency with that school district code and one 9999 for your out of state time. When you edit the 9999, it should show zero Ohio income.  You should not be having to enter anything.

It would be helpful to have a TurboTax ".tax2025" file to test this further. If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    In TurboTax Online, open your return, go to the black panel on the left side of your program and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center. On this screen, select Share my file with 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. You may wish to snap a screenshot to post instead of the actual number. Reply to this thread with your Token number (including the dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent."   We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.    @Ptmmryan  @SamV1234  @napte 

Regardless of the security, in tax law, which has not changed in this regard for more years than I can count, the transaction/sales/redemption date must be in the current tax year (January-December, 2025 currently) is not reported if it settles in the future tax year (2026).   Redemption transactions with a 2026 date are not reported on your 2025 tax return (due April 2026). The IRS operates on a strict calendar-year basis; transactions occurring between January 1, 2026, and December 31, 2026, must be reported on your 2026 tax return filed in 2027. The information provided by our tax expert @Monika1 is accurate.   @jveino 

In general, California R&TC does not conform to all of the changes under the TCJA. California does not follow the limitation on the deduction (although it also won't include California income taxes paid in the calculation).   The federal deduction for state and local tax is limited to $40,000 ($20,000 for married filing separately) for the aggregate of state and local income taxes and property taxes. It also further limits the deduction for taxpayers with higher incomes. California does not conform (to the Federal limitation on the deduction).    If your deduction was limited under federal law, enter an adjustment in the California interview for the amount over the federal limit if the program did not already make the adjustment. California will also subtract the California income tax paid from the Federal deduction for taxes. This item appears on Part II of Schedule CA, Adjustments to Federal Itemized Deductions.   I suggest reviewing Schedule CA before filing to ensure that the correct adjustments were made.   See the instructions for California Schedule CA for more information.   @hpnhxxwn 

Please clarify if your rental properties have been entered on your federal return, including income, expenses, and assets for depreciation. Have you tried deleting or clearing your state return to reset the transfer of information?   @jilid 

Yes — the Summary Method still applies even if your donations exceed $500. You still must enter summary totals manually in TurboTax Online, and TurboTax will generate Form 8283 as needed. You do not need to enter these individually in the 8283, unless the items are $5000 or more and require an appraisal.   If you want to import detailed donation lists, the only version that supports TXF import is TurboTax Desktop, not TurboTax Online.

I'm using the desktop version as well, and having exactly identical problem here.  There're just too many issues with TT 2025.    Just realized the issue was inquired in 2023; it's 2026 now, TurboTax is still incoherent!

It depends. Under the federal 'Augusta Rule' (IRC §280A(g)), which is followed for federal and generally for Pennsylvania state income tax purposes, if you rent out your primary residence or vacation home for 14 days or less per year, the rental income is not taxable, and you cannot deduct rental expenses. The income is entirely excluded, and expenses related to those days are not allowed.   There could be different taxes that apply in this situation but not income tax.   If you are referring to a different state please update here and we can help.   @nadawheelock 

Seriously? TurboTax has done the percentages for me for years and applied it correctly. I already have that already set up from last year. Why would I want to manually do what I am paying for software to do? Is there a known bug this year?    

To enter your 1099-R, select the following: Federal Income Retirement Plans and Social security IRA, 401k, Pension Plan Withdrawals, (1099-R) continue through the steps to enter your 1099R This does NOT get entered as a W-2.  A W-2 reports wages, while a 1099-R reports retirement benefits. 

Unlike the Federal return, where "Capital Gain Distributions" (from mutual funds) and "Capital Gains" (from selling an asset) are often treated as distinct line items, New Jersey bundles them.   Federal View: Capital gain distributions are reported on Form 1040, Line 7. New Jersey View: New Jersey does not have a specific line for "Distributions." Instead, the NJ-1040 uses Category B: Net Gains from Disposition of Property. Why "Income from Property Sales"? The category "Net Gains from Disposition of Property" (which TurboTax is likely mapping to your "Income from Property Sales" summary) is the catch-all for:   The sale of stocks, bonds, or real estate. Capital gain distributions from mutual funds or ETFs. New Jersey considers a capital gain distribution from a mutual fund to be, effectively, a "disposition of property" that happened within the fund and was passed through to you> As a result, this is correctly categorized because of how NJ defines "Net Gains from Disposition of Property". 

You should use March 31 (the vesting date) as your "Date Acquired." Here is why: Vesting is the Taxable Event: On March 31, the shares became yours. This is the day the Fair Market Value (FMV) was determined for your W-2 income. Holding Period Begins: Your holding period for capital gains starts the day after the vesting date. The April 2 Date: The "acquisition date" of April 2 listed on your tax supplement is probably the settlement date (the date the transfer was finalized in the brokerage system) or the date the shares were actually deposited into your account. Your paperwork trail supports the above. Keep all documents related to the original stock as it affects your current stock.  You are quite welcome and glad I could help!

This will be the last year I use your software. Win11 is a total disaster and I will never put it on any of my system.  So the end results is I will go with someone else. I will have to use it online for the 2025 tax year which I HATE doing it online...  I have a feeling in the long run you will lose business because of this decision.