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Hello,    Thank you for your response. Yes, I did enter the recharacterization in my 2024 taxes. Is the Form 8606 automatically generated by Turbotax or is this an IRS form that must be completed and submitted separately? l looked at my 2024 tax forms in Turboxtax and couldn't see this form.     

The issue reported in this thread was related to gambling losses not transferring to the NY return and it has been resolved.  @tlv   Make sure you have entered all of your itemized deductions on the federal return (even if you are taking the federal standard deduction) and when you go through the NY state return, you will be given the option to use itemized deductions just on the NY state return.    If you itemized on your federal return, the state return will default to itemizing deductions also.  

Thank you so much!! I had initially done CA first, but it didn't seem right. Then, I  found guidance exactly the opposite of what you're saying, so I went back and re-did OR first. I will go back again. Your step by step guidance is really helpful. Thank you! I think the thing is to not let her work in other states anymore!!

@Bwana_Jones wrote: Most of us did not know about the discontinuation until we purchased TurboTax for 2025 taxes and proceeded to enter/value our donations. I continue to be very unimpressed with how Intuit has handled this.  How, exactly, is that possible? Intuit discontinued ItsDeductible in October of last year. In fact, October 21, 2025 was the LAST day you could download the data you entered during the 2025 tax year and TurboTax 2025 wasn't released until November.    Also, who is "most of us" and how would YOU know how many did or did not know about the discontinuation?   MOST of the people who have been posting on this board KNEW ItsDeductible had been discontinued when they bought TurboTax. If they didn't it was only because they had their heads in the sand (or somewhere worse) but posts complaining about the discontinuation began appearing here back in August.  

No, as a part year California resident you do not get to claim a credit for taxes paid to another state you moved to.  If you were a full year resident of California (or any other state with an income tax) and you paid state income tax to another state you could claim a credit for taxes paid to another state.  

Oh yes. My desktop has almost all the states. When you go to file, select paper mail. That tells the program to ignore the return. TurboTax does not communicate with that state at all.   If you already have the state installed on your computer, from your return: Look under the tabs to see all of the states you have installed Select your state there by clicking on it. You may have to click it a few times and the screen will change and say continue for the state. That enters it without a cost and it will stop bothering you. @Linda13b 

If you reside in New York but work temporarily in California, you will still file as a resident of New York so you need to have taxes withheld there. You will get credit for income earned in California on your New York tax return, so your tax liability in New York may be limited if you don't work there much during the year.    If you are changing your residency to California, you will not need to pay tax in New York. The only exception would be if you were working remotely at the convenience of your employer. If you work part of the year in New York and then relocate to California, you will need to file a part-year resident form in New York, but you won't need to have taxes withheld for New York once you relocate. 

Except, that is the answer that worked in previous years.  TT finally updated this screen to the better default solution except they did not completely correct the software.  Yes, this is a BUG!!! The new default for capital gains on stocks is that the sale is from outside Oklahoma and you check the box if it is a sale of Oklahoma stock.  However, the second screen you encounter has the old solution and now we are in a situation where you cannot file your State return unless TT fixes the problem.

2025 TT Desktop: Lines 17a,b,c on form 5695 does not match my interview answers to these same questions; it's March 12, 2026 and it's sad that this error continues to be an error.  What else will be WRONG when I submit my taxes.  Why did I pay 90 for this??  I'm not happy.  I'm using the desktop program so I can fix these on my own in the form, but this is really poor quality control on TT's part.  

Usually, California gives you a credit for taxes paid to Oregon. But in this case, the rule is reversed—Oregon, as the nonresident state, needs to give the credit instead. That’s why TurboTax doesn’t allow Schedule S on the California return. Here’s how to make sure your daughter isn’t taxed twice. Here are the order of operations that should occur.   In TurboTax, the order in which you complete the states is vital for the "Reverse Credit" to calculate correctly.   Federal Return: Complete this first.  California Return: Complete this second. Since she is a CA resident, CA will tax 100% of her income (including the Oregon wages). Oregon Return: Complete this last. This is where the magic happens. 2. Why the Oregon Return is the Key On the Oregon Nonresident return, you will look for the "Credit for Income Taxes Paid to Another State."  Because California is a "Reverse Credit" state, Oregon will give your daughter a credit for the taxes she is paying to California on those same wages.  This credit should reduce her Oregon tax liability, often all the way down to $0 (or very close to it), effectively resulting in an Oregon refund of most of her withholding. 3. Step-by-Step in TurboTax If you have already started, you may need to "delete" the state returns and restart them in this order to clear the "disallowed" errors:   Step A: Go to the California state section. Ensure she is marked as a Full-Year Resident. Do not try to claim an "Other State Tax Credit" (Schedule S) here. Let CA tax the full amount.  Step B: Go to the Oregon state section. Ensure she is marked as a Nonresident (since she is a CA resident away at school).  Step C: In the Oregon interview, watch for a screen titled "Credit for Taxes Paid to Another State" or "Taxes Paid to a Reverse Credit State." Step D: TurboTax will ask for the "Taxable Income" and "Tax Liability" from the California return. Enter the numbers from her CA Form 540. As a result, Oregon will calculate the credit and apply it against her Oregon bill. 4. Why "Schedule S" was Disallowed TurboTax's "disallowed" message is actually a safeguard. California law (RTC Section 18002) explicitly forbids its residents from taking a credit on the CA return for taxes paid to Oregon. Instead, it requires you to claim that credit on the Oregon nonresident return.   @Beancountermom         

can you clarify since you are mentioning Win 10 and Win 11, are you using "Desktop" (menu across the top) or "Online" (in your browser, menu down the left)?  If you upgraded to Win 11 why not stick with desktop version?   for the import issues a lot of people have been having problems with browser permissions this year, see this thread and others  https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3746947#M1390363   not sure about your transfer issue.  folks have issue with transfer on desktop when starting a new return have solved it by doing File / Open Tax Return then opening the .tax2024 file and TT 2025 will detect prior year and transfer it into a new return.   if you're still having issues maybe post more details and screenshots using the camera icon above the message window (don't post any personal identifiers) and maybe someone here can help.  

I originally filed in February and Turbo tax put in the incorrect deduction for the capital gains on line 15.  I received a letter from NM Taxation saying I owed them more , plus a fine.  So today (3/12/26) I did the correction recommended on this site   and refiled.  It did correct the line 15 and put in the new amount of 2500.