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I also filed IT-201, standard deduction.  I received a similar letter saying the tax on my return reflected a computational error and they adjusted my return, which reduced my refund from 363 to 292.  They recited the same taxable income amount as the amount Turbo Tax used.  Is Turbo Tax incorrectly calculating NY tax?

What part of "I called in to support..."  and they posited rejections that never happened,  - did you not understand.   We shared screens, verified only 2 e-files.  Showed them the screen stating i was over 5 when in fact I was only on 2.   If it weren't for bad help, I'd have no help at all.  Gloom, despair, and agony on me.  

Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

But TurboTax asks about the HDHP plan and not whether we had HSA/FSA. Technically, we both were covered in an HDHP family plan throughout the year. It's just that I had an FSA account from Jan-Nov, so that disqualifies having an HSA account. But irrespective of HSA/FSA, we were still covered by an HDHP plan for the whole year. Maybe I am getting confused.

It depends. For elimination of late filing fees as an employer, you could report his income as self employment for 2025, then be sure to get him on the payroll for 2026. Keep in mind the self employment income will be the net income and not the gross income to use for IRA contributions. Excess contributions would cause tax repair to say the least. Example: Your self-employment income for an IRA deduction is your net earnings, which is your net profit (from Schedule C or F) minus the deductible portion of your self-employment tax. Review the following information so there are no surprises for you: IRS Family Employees   @viperdbr 

Subtracting retirement plan contributions from 1099-NEC income on Sch C is not done for either traditional or ROTH. Both retirement plans must pay SE tax on full business income after expenses.  Sch C line 19 is for common-law employees when you make contributions to their retirement plans. You do not use Sch C line 19 since you are the owner.   Pre- tax dollars vs after tax dollars and how the income flows. Pre-tax traditional 401k: The employer contribution to the retirement plan is subtracted on Sch 1 under self-employed qualified plans. The employee contribution is reported on the same line 16 on Sch 1. Taxed as income later - when withdrawn. After tax ROTH 401k: The income must be taxed before it can be contributed. No deduction taken on Sch 1 so income is taxed and available funds to contribute to ROTH 401k. 1099-R is used to report the contribution to retirement plan, It is not taxed since rollover code G is used. You are taxed once on the income.  ROTH 401K To file the 1099-R (boxes not mentioned are left blank): Box 1 Enter total employer contribution Box 2a enter same as box 1 Box 5 is blank Box 7 code G Not an IRA/SEP/SIMPLE -solo 401K is a qualified plan, not an IRA for this purpose. Your employee contributions are not reported on your tax return since they are after tax dollars. @user17743627688 

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the state 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_...

TurboTax has no control over Federal or State processing of returns.   However, you can check your State status on this site: Click on your state on the map.  Check your state tax refund status  

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the state 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_...

Une correction sera apportée le 2 avril lors de la prochaine mise à jour. Vous pouvez contourner le problème en entrant $ 1.00 dans la case G 2 de chacun de vos Relevé 1. Les cacluls se font bien par la suite.   Nous sommes désolés pour cette inconvénient. Merci pour votre patience.

If you identify the source of the Schedule 1 adjustment on the "mock" Federal return and it produces the correct result, it may be acceptable. From your description, I can't tell why California didn't accept your RDP Recomputed Federal AGI Worksheet adjustment for 2023. The instructions in Pub 737 state you can use either the RDP adjustments worksheet or a proforma Federal Form 1040 to recalculate your RDP adjustments.    I suggest contacting the Franchise Tax Board for clarification before filing.   From the Instructions for California RDP Adjustments Worksheet from FTB Publication 737– Recalculated Federal Adjusted Gross Income Part I Income Adjustment Worksheet Section A – Income Columns A, B, and C   If you have RDP adjustments, you will need to recalculate your federal adjusted gross income (AGI), before completing your California income tax return. You may use either one of the following methods: 2. Complete the California RDP Adjustments Worksheet – Recalculated Federal Adjusted Gross Income (included in this publication). 3. Complete a pro forma federal Form 1040 using the same filing status used on your California tax return. A pro forma federal Form 1040 is a federal tax return completed in the same manner that a married couple would report income and expenses. The pro forma federal Form 1040 is used only to assist you in completing your California tax return. DO NOT file the pro forma federal Form 1040 with the IRS.   Line 1h – Other earned income California allows an exclusion from gross income for employer-provided accident or health insurance, and medical expense reimbursement for RDPs and their partner’s dependents if they were not previously deducted. Enter the amount included in federal income as a negative number on line 1h, column C.    

Yes, the important thing is what type of coverage you had on the first day of the month.   When your spouse (in fact, both of you) do the HSA interview, when your spouse is asked "What type of HDHP coverage did (spouse) have in 2025?", you answer, "different types at different times of the year".   The next screen will show each month. You will enter None for Jan-Nov, and then Family for December. This will enable TurboTax to use the last-month rule, and make the contribution work.    NOTE: if you do this (which is logical), you must keep HDHP coverage all through 2026. If you don't, there will be a process to recalculate your HSA contributions for 2026...could be big, but not fatal. I don't want you to think that you shouldn't do the last-month rule (which is what your question is referring to), but to just be prepared if you somehow lose the HDHP coverage in 2026.

If your dad purchased the TurboTax software and he installed the license code on his account, then it stays on his account; it can't be entered on any other one.  Under the TurboTax Canada End User License Agreement (EULA) for the 2024 and 2025 tax years, please note the following: Personal & Household Use Only The license is granted for personal, non-commercial use. You may prepare returns for yourself and your immediate family members (e.g., spouse and children) within the return limits of your specific edition (e.g., Standard allows up to 8 returns). Account-Based Activation Starting with the 2023 tax year, the license code is linked to a single Intuit Account. To install the software on another computer (up to a maximum of 3 devices), you must log in using the same Intuit Account credentials used for the initial activation. Privacy & Security Risks Sharing your login credentials with others outside your immediate household is a violation of the "number one rule" of digital security and our Terms of Service. Sharing credentials grants the other person access to your personal data, tax history, and any other Intuit services (like Credit Karma or QuickBooks) linked to that account. CRA Compliance (Tax Preparer Rules) Per CRA regulations, if you accept payment to prepare more than five returns, you are legally considered a "Tax Preparer" and must use EFILE-certified professional software (e.g., ProFile), rather than consumer software like TurboTax. The EULA explicitly prohibits "sharing" the software in the sense of giving a copy or account access to someone outside the license holder's immediate personal circle. While a user can prepare returns for family members (up to the software's hard limit of 8 or 20 returns depending on the version), they cannot transfer the license or provide the software to others to use independently.     Thank you for choosing TurboTax