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Upon investigation, the interest and dividends appear to be correctly reported on the MA Form 1 Resident Income Tax Return.   In addition, MA Schedule B Int/Div Excluded reports $0 entries.   Entries in the box labeled Massachusetts Nonresident and Part-year Resident Excludable Interest and Dividends include the following notation:   Note: Only use this worksheet if you are not filing as a full year Massachusetts resident.   Thank you for your assistance and understanding.   @ccarbon  @andlynw   

Wisconsin Form 2K-1 is the state counterpart of a federal Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits from a Trust or Estate. Note that you are taxed at the federal level on worldwide income, regardless of where the income was sourced. If you didn’t receive a federal Schedule K-1, enter the Wisconsin 2K-1 in TurboTax under Federal >> Wages & income >> Schedule K-1 to allow the information to flow through to your Wisconsin return. As you work through the Wisconsin State interview, you can confirm that you report only the income sourced in that state.   If you have state/local tax withholding reported on Line 15(j) of the 2K-1, enter that amount under Deductions & Credits >> Estimates and Other Taxes Paid >> Withholding not reported on W-2 or 1099.

See this for how to file if your spouse is a nonresident alien - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse-nonresident-alien/L4AuRKrMd_US_en_US   If the dependents do not have a SSN or an ITIN issued by the IRS they cannot be entered as dependents on a tax return.

Thanks for the answer, I thought as much as far as your options.   How would I go about attaching a statement that this is not taxable income but reimbursement for expenses as you suggest in the first option?  

Are you filing a Resident or Nonresident return? If you see my response to @okieROSE  I saw no issue with the return that would prevent filing. The screen  that says you're missing information regarding OK long-term capital gains and losses can be confusing if you don't have any information to add and none of the long-term capital gains and losses are from OK companies, so you can continue past it. I was able to continue  through the review and file sections of TurboTax and had no errors with the information provided.  If you would like to provide a token for us to review a diagnostic copy of your return, Please follow Linda's instructions above, and post your token number here. Don't worry if it looks like the number is being deleted, because we should still be able to see it. Otherwise, you can post a screenshot of your token number @Michael-McGarrett 

@v8899  RE: your friend who paid $0 fed income tax in 2023 but still got the inflation refund:     Ok, but according to the NYS website its not a refund of 2023 NYS income taxes; its a refund of sales taxes paid.   Did your friend make any purchases in NY and pay some of these ?     I know I sure did .       I'm not sure what legal weight that carries with the IRS , but its still a cloudy issue, at least in my mind.   I still have it on my Fed return, playing it safe, but just looking for a valid reason to take it off  

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

Thanks for providing the token.  The line in question on your Colorado Form 104, line 9, is non-Colorado municipal bond interest.   Colorado starts with your Federal taxable income.  Municipal bond interest is not taxable at a Federal level so it won't be included in your Federal taxable income.  Municipal bond interest that comes from within a state is typically non-taxable to that state, but municipal bond income that is not from your state is taxable to your state.  This rule does hold for Colorado, so the amount on line 9 of Form 104 is non-Colorado municipal bond interest that was not Federally taxable.   If you go to Other Mod Stmt in Forms mode, and right click on line 3a, then click Data Source, you get this explanation:   "From federal Schedule B, Interest and Dividends, Interest Income Worksheet, Box 8 amounts with a State ID other than CO, GU (Guam), PR (Puerto Rico) and VI (Virgin Islands); from Schedule B, Exempt-Interest Dividends Smart Worksheet, amounts with a State ID other than CO, GU (Guam), PR (Puerto Rico) and VI (Virgin Islands); and from Schedule K-1 Worksheets for Partnerships, S Corporations and Estates, Tax-Exempt Interest Income with a State Name other than CO, GU (Guam), PR (Puerto Rico) and VI (Virgin Islands). This total amount is reduced by related adjustment amounts on the 1099-INT Worksheet which have an adjustment type associated with them."   I did notice that you had a 1099-DIV that had municipal bond interest that was all allocated to Multiple States - if any part of that interest is from Colorado, it will not be taxable in Colorado.   Also, if you received any interest or dividends on any of those forms that are interest income from US debt obligations such as Treasury bills, then that interest, while taxable on your Federal return, is not taxable on your Colorado return.  Fidelity and other mutual fund companies will usually send along a statement in your tax forms that will tell you the % of dividends or interest that is from US debt obligations.  If they don't, you can look up that information online using the ticker symbol.  You can apply that % to the total dividends and interest on that statement to get the US government debt interest.  When you have that, you can go back into each statement in TurboTax and click past that has the $ figures on your form, you'll get a screen "Do these uncommon situations apply?", you can check the box "A portion of these dividends is US Government interest, then click Continue.  On the next screen, you can enter the $ amount of the interest or dividends that are US government interest, then continue.  That will automatically get applied as a subtraction of income for Colorado.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

Yes, both were updated, however it was for depreciation and not for the transfer of your data. This can be caused by many things, as example it can be a browser.  The best thing to do is to enter your rental activity and the assets from your 2024 tax return. The steps below should help you print your forms and worksheets for last year. How do I view, download, or print a prior year tax return? You can print a copy of your return with the schedules and worksheets by following the below steps:   Sign in to your TurboTax Online account  Scroll down and click 'Add a State'  (This is just a way to get you back into your tax return) Next select 'Tax Tools' (left column) and then 'Print Center' Select 'Print, save, or preview this year's return' Check the boxes for your Federal and State returns (this will open further options) Choose to include the government and TurboTax worksheets  Then click 'View or Print Forms' @jummus 

How to add an additional Relevé 2 in TurboTax Online Go to Tax Profile, then choose the slip that matches your situation under: “What tax slips do you have for the employment, unemployment, or retirement income you earned?” Click Continue until you reach the screen where you enter your first Relevé 2. After that, select “Enter a new” to add another one.   Here is the screenshot of the Releve 2: Thank you for choosing TurboTax.

Yes, here is how to add standard depreciation to a rental property? Under Federal Wages & Income Scroll to Rentals, Royalties, and Farm  Select "Edit" next to your property Add/update in the Assets/Depreciation section In this section Record the asset type (residential),  Cost  Purchase date