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Yes, you can likely claim the premiums paid for your Public Service Health Care Plan (PSHCP) or other Government of Canada (GoC) private medical plans for previous years, provided they were not already claimed. You can adjust your tax returns up to 10 years back and refile.   If you have used TurboTax Online, you can use the ReFILE option by signing in to your account. On the side of the NETFILE return, you will have a ReFILE button. In TurboTax Online, ReFILE is not available for Quebec residents.   If you're using TurboTax Desktop, when you open your 2024 software, you click on “Change a filed return," choose the return you want to modify, click on modify return (in the NETFILE section), and follow the steps to apply the changes and ReFILE. If the steps are done in this order, the ReFILE button will be there.   In all cases, regardless of the software version used, you can do so directly in your My Account CRA and Revenu Québec, or by mail, by completing the following forms:   CRA: T1-ADJ T1 Adjustment Request https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t1-adj.html   Revenu Québec: Request for an Adjustment to an Income Tax Return https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-1-r-v/   Thank you for choosing TurboTax.

@Opus 17 , a trustee-to-trustee transfer of one IRA to anther is not a "direct rollover."  Properly used, the term "direct rollover" applies only to the movement of funds to or from an employer plan like a 401(k).  A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover, which is why it is not reportable.

@gym5xweek You mention that your daughter lives with you and that you pay expenses,  but you do not mention whether she has any income.   If she had more than $5200 of income -- not counting Social Security-- you cannot claim her as a dependent.   Did she have income?

The cache, change browser, etc DID NOT Work. However your latest update did with you adding a SECOND Charles Schwab to the import pull-down. The Second pull down of same name does leave an user wondering if they are entering an Alternate Universe.

There is no box 1a on a Form 1099-R.  Do you mean box 1?   What is the code in box 7 of the Form 1099-R?   Do you have another Form 1099-R from the same account?  If so, what is the code in box 7 of that form?   It's possible that the Form 1099-R that you are asking about represents a distribution of nonrecoverable basis in an employer plan because there was a total distribution from the plan that was less than your after-tax basis due to investment losses in the plan.  If this is the case and you rolled the total distribution over to a traditional IRA, you might be able to treat this as part of an adjustment to your basis in nondeductible traditional IRA contributions.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/turbotax-support/en-ca

New Jersey follows the same dates for an estimated tax payment as the IRS - https://www.irs.gov/pub/irs-pdf/f1040es.pdf   1st payment ................. April 15, 2026 2nd payment ................ June 15, 2026 3rd payment ................. Sept. 15, 2026 4th payment ................. Jan. 15, 2027