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Thanks.   the income in question is straight salary (same each month +/-) so it is 2 months, or 16% of the year (59 days / 365 days).   None of your conditions apply, So line 1 column B = my wife's annual income x 16%, correct?  This was our only taxable income as NC residents.  

@Lindagmcd wrote: I also never received notice that IT's deductible was being discontinued, so not sure where you are getting the idea that everyone knew that. From the plethora of posts on this board (and others) shortly after the discontinuation was announced by Intuit months and months ago.

After you enter your 1099-R for 2025, there are several follow-up questions asking about Disaster Relief distributions received in prior years.  If you never reported a disaster distribution, you can delete Form 8915 from your return, or use FORMS, 'Open Form' in TurboTax Desktop.    After doing this, step through your 1099-R entry and the follow-up questions again.  The form should not repopulate if the questions are answered appropriately.  In TurboTax Online, you should clear your Cache and Cookies before stepping through the interview.    @vroman1216 

Thanks, that's fairly obvious, but I did not want to search through the forms to find all the exact numbers they ask for. The screen promises to copy them over - then doesn't. And the reason I am in this section is they didn't automatically generate ANY estimates, so I need to do it.   And when they ask for things like "Net Investment Income", this is not a number that is directly on your return. You have to calculate it from a few other items. Or "Other Income and Investments" - this is combined from 3 or 4 other lines in the return - but they don't tell you which ones.   Anyway, I did it manually, and it took several hours to make sure I was locating the correct information. It could have been so much easier, like it was last year. This is a bug. Anyway, thanks for answering.

Yes, the NYS Inflation Refund is generally considered taxable income on your Federal return if you itemize, but it is not taxable on your New York State return. If you itemized in 2023 and 2024, you need to report it.  Here is how to report in TurboTax.    Go to the Federal section in the left-hand menu.  Select Wages & Income.  Scroll down to the Other Common Income section and find Refunds Received for State/Local Tax Returns (1099-G). Click Start or Revisit. When asked "Did you get a state or local tax refund in 2025?", click Yes. Enter the information exactly like this: State: New York  Tax Year: 2023 (This is critical, as the refund was based on 2023 data). Total Refund: Enter the full amount from your 1099-G. Total Payments and Withholding: Enter $0 (unless you have a different 1099-G specifically for a tax overpayment). The "Trick" Question: You will see a screen asking "Does either apply to your 2023 New York return?" Select NO. * Even though you itemized, selecting "No" forces TurboTax to treat this as taxable Federal income while still identifying it as an NY adjustment. Taxable Amount: On the following screen, enter the full amount of the refund as the taxable amount.            

this affects the online/browser version as well as of 3/1/2026.  I entered my 1099-R, verified it shows up in the Income section, but when I have it generate the 1040, nothing shows up in 4a/4b at all.

Agree with everyone above.  THIS IS A BUG.  From these comments, it has persisted since January...in the midst of tax season.  FIX IT!  The workaround above fixes the problem, but I spent the better part of an hour researching and second-guessing myself.  Prior years' TT performed this calculation without issues.

The best way to defend your position is to respond by the deadline and include copies of documents that support your cost basis.   Your response should include:  The notice response form marked “disagree,”  Short letter explaining the brokerage change/transfer and why your basis is correct, and Supporting records such as the 1099-B, year-end statements, trade confirmations, transfer statement, and a revised Form 8949/Schedule D showing proceeds and your basis.   For more details, see the IRS guidance on CP2000 notices

I found my answer after calling the 1-800 number and having the AI assistant email me a couple of helpful links: You cannot e-file if you have any overrides.    Why Can't I file?: https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/tax-return-e-filed-matter/L7JNihTH3_US_en_US   Led to How to Override and the consequences: https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/override-replace-amount-calculated-turbotax/L1bMjqkww_US_en_US   (Also a link that did not pertain to me) Transmission Trouble or Trouble Printing Screen: https://ttlc.intuit.com/turbotax-support/en-us/help-article/investment-income/file-return-see-transmission-trouble-trouble/L1DRYYMEh_US_en_US

After you enter your 1099-R for 2025, there are several follow-up questions asking about Disaster Relief distributions received in prior years.  If you never reported a disaster distribution, you can delete Form 8915 from your return, or use FORMS, 'Open Form' in TurboTax Desktop.    After doing this, step through your 1099-R entry and the follow-up questions again.  The form should not repopulate if the questions are answered appropriately.  In TurboTax Online, you should clear your Cache and Cookies before stepping through the interview.    @Tucsonbfly44 

To verify ZIP codes, TurboTax follows IRS rules. If the two-letter state abbreviation doesn't match the ZIP code you entered, you may see this error.  Checking that both the state abbreviation and ZIP code correspond to the same location should fix the issue. Also: Try removing any periods or commas in the address. Delete the school information entirely and type it again manually. Don't copy and paste. If the issue persists, reach out to TurboTax support for assistance: TurboTax Customer Service  

Yeah...maybe......Except for Mutual Fund donations whose value is determined by the prices at close of the day.   I might still use Comparative Sales for those anyhow...as it has shown for me on my 8283 for at least 10 years.