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The 3 checks you received are the result of increased efficiency in processing apps, changed legislation that changed the application deadlines and processing schedule, and preparation for the transition to single checks mailed in August instead of semester checks, per updated legislation. I disagree that TT has anything to fix. Federal law does not have a mechanism for reporting a 1099 until a year later. What is frustrating is that the OTC is issuing the 1099-G now. Yes, the year in box 2 (if i recall correctly) is correct, but there is no reason for them to send this 1099-G now, instead of waiting a year, and issuing both 1099-G forms for tax year 2025 at the same time. I currently get 2 1099s from the state at the same time, but for different years.

To clarify, I have got a 1099-R and these are after tax contributions towards the mega backdoor roth.  I assume I need to report the details presented in the 1099-R. Turbo tax doesn't give me the option to specify mega backdoor roth when providing the details for this 1099-R. Turbotax only asks if I "moved this money from a 401(k) to a Roth 401(k)?". Also, found this https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html. (Assuming this is up to date and accurate) to be useful.

They don't have much choice in the matter of issuing the 1099-G forms. It must be reported in the year the money was paid. In fact, my 1099 this year includes 3 semesters worth of PCTC payments because the OTC has been so inconsistent - last school year they paid the spring semester out in January, but this school year they paid it out in December. (I suspect many people have the same problem.) It really has nothing to do with the year the funds were intended to service or anything, just when they mailed the check.   The key issue is that they have taken what should really be described as a grant or scholarship and made it into an income tax credit. Tax credits are typically paid when you file your taxes every April, but the state did not want to make people wait a year to get their money. So instead they pay this tax credit in advance, in installments conveniently coinciding with school semesters so that families aren't paying out of pocket and getting reimbursed later. Thus we have a 1099-G mess because the money is paid a year early and TurboTax thinks it is so smart as to prevent a tax refund 1099-G from ever being entered for the current year, because they assumed it can never happen.   I blame Oklahoma for coming up with this bizarre system, but it's really TurboTax's problem to fix, because Oklahoma is sending out the forms exactly correctly, and we're all stuck in the middle.

Are you referring to the email address used for the email verification code when efiling?     You can go to your settings in your Intuit Account, and you can change the email address.     Here's how:   In the left menu column scroll way down to Intuit Account. Then once in the account choose tab Sign In & Security. You can change the email address used for notifications.  If you do, also try to go ahead and verify it while you are still in the account settings, then it may not ask you to again verify when you are efiling.