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My origianl message indicated that these were capital gains.  They are actually considered Accured Market Discounts.  These are federally considered taxable interest but they are NJ Tax free.  How do I make TurboTax treat this a state tax free?

Delete the Schedule C and 1099-MISC again and this time when you re-enter the 1099-MISC, answer the question about how often you receive this income to 2025 ONLY.   If you regularly receive the income, TurboTax will apply it to Self-Employment and place it on Schedule C.   If you answer as follows, the income goes to Other Income - Line 8 of Schedule 1- Form 1040.  As you enter the form:   After you enter the reason for the 1099-Misc, mark None of the above on the next screen (uncommon situations). Answer Did the refund involve work that's like your main job?  NO Answer How often did you get income for refund?  You got it in 2025 only Answer Did the refund involve an intent to earn money?  NO How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop     If you treat your forest land as a business, you would typically report this on Schedule C.    (counts as self-employment) If you are a farmer, it goes on Schedule F.   (counts as self-employment) If you are an investor/individual and the land is for personal or investment use, it is generally reported as "Other Income" on Schedule 1 (Form 1040).

If the transfer to a Roth IRA is for the beneficiary (not you as recipient) they can report it on their own return (if required to file).  Otherwise, the Form 1099-Q and Form 5498 reporting the transfer is sufficient for your records.  You may also get a 1099-R from the 529 plan administrator showing the non-taxable transfer.    As long as you made this as a trustee-to-trustee transfer (where the funds went directly to your Roth IRA from the 529 plan) and you did not exceed the $7,000 contribution limit, you do not need to report the transaction at all.   If the 1099-Q distribution was for qualified education expenses (excluding the Roth transfer), you're not required to report it in your return.  Here's more detailed info on Form 1099-Q.   For more details, see IRS Pub. 970, Page 53.     @cmomed  @mccmike44  @jul_bun_pan  @McMayo4  @rxspoons   

Intuit is working to get the Portland ARTS form e-file approved from the City of Portland authorities.  This is causing the issue with filing the Oregon tax return. At this time there is no date that has been given, but it is expected to be ready soon.  

The 8848 number doesnt work for me, i get sent to a automatic loop then hung up on. I have reached out multiple times and it still goes no where. This is why i said i need someone to call me that can fix this issue.

Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203 Are you also receiving a state tax refund? If so, the state refund is sent directly to you based on how you chose to receive the state tax refund. Use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=m7ulm2n7

Can you clarify a few details? What do you mean by "I have changed my that part but I'm lost." Did you already amend the return? Did you make the change in My Info? Are you having trouble filing the amended return?

1. Yes, the nonresident/part-year form 1-NPR is available. You can check forms availability each year here. Choose online or which desktop version. 2. Reciprocity does exist and you want to give the W-220 form to your employer to stop withholding WI taxes. Once you are being taxed correctly, you will not need to file a WI return at all - in the future. 3. Owe WI is incorrect. Your WI income should be zero with a full refund. In the WI return:  in step by step mode for desktop or using online, complete your WI return be sure you have marked your legal residence as MI for the full year.  as you go through the WI return, look for a screen that says Wages exempt from income  enter your full WI wages. 4. You do owe MI for the full amount this year. Next year, when the proper MI tax is withheld, you won't have the problem.

Thanks for the reply. My entire proceeds in not $0.08 that is just the amount that my 1099DA differs from my csv file. For example, let's say my proceeds on my 1099DA is $2,064. 38 and my calculated proceeds off my csv is $2,064.30. This is an example of what I am incurring. The dollar amount is correct, but the cents is off by $0.08. Will this be an issue to report $2,064.30 versus the $2,064.38? 

Only the $2,150 will appear on line 8f of your 2025 Schedule 1.  This is accomplished by telling TurboTax in the HSA contributions section that you will have the $2,150 excess returned.  TurboTax will still show $4,300 on line 9 of Form 8889.  That's fine.   The 2026 excess returned plus all of the NIA will appear on line 8f of your 2026 Schedule 1.  This is accomplished by telling TurboTax in the HSA contributions section that you will have the that excess returned and by entering the 2026 Form 1099-SA in the HSA distributions section.