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@jfveee    If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present  (i.e. you needed to answer YES. ) (..........IF the box 2a is the same as box 1...you also answer YES).     Answering YES will use the box 2a $$ amount on your for 1040.  Check lines 5a and 5b before and after entering that 1099-R.   (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though) ___________________________________  

You must enter the document number in addition to your ID number. Refer to the NY Dept of Motor Vehicles Sample New York DMV Photo Documents to check the number to use based on the type of ID that you have.

If you don't have an HSA and don't need to enter any HSA data, please do the HSA Reset, a procedure to delete all HSA data on your return.   HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen. *** Desktop/Mac*** 3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. continue with your return

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

Estimated tax payments that you paid towards your 2025 federal or state taxes will be entered in the Deductions & Credits Section of TurboTax. Follow the instructions below:   Go to the Deductions & Credits Section  Select Estimates and Other Income Taxes Paid Select Start under  estimated tax payments Select Start next to the type of estimated tax payments that you made.   Refer to the TurboTax Help article Where do I enter my estimated tax payments? for detailed instructions.

Because of the new "No Tax on Tips" legislation that was passed to allow taxpayers to deduct tips that were included in their reported income, TurboTax has added questions to the program to help ensure that anyone who may have tips included in their income can identify them.    See this TurboTax tips article for more information.  

I have not found any clear-cut definitive answer to your question.  Since New York conforms to tax rules prior to the Tax Cuts and Jobs Act passed in late 2017, I found IRS publication 529 for 2017 that discusses miscellaneous expenses.  On page 10 of Publication 529 (2017), one of the deductions subject to the 2% limitation is "Investment Fees and Expenses, which states:   "You can deduct investment fees, custodial fees, trust administration fees, and other expenses you paid for managing your investments that produce taxable income."   Unless you have very significant expenses for your IRA that exceed 2% of your income for the year, it is very unlikely that you will derive much, if any, tax benefit from this deduction.  Because I am unable to find specific mention of your particular deduction, I cannot make a recommendation as to whether you should move forward with trying to claim IRA custodial fees as an itemized deduction for the state of New York tax return.

Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.   If your dependent was a full-time college student, make sure you were careful on the MY INFO screen for “Uncommon situations” and that you indicated there that they were a student.   Have you entered income from working in 2025?  If not,  you will not receive an income tax refund based on having dependent children.     The maximum amount of the child tax credit is now $2200 per child; the refundable “additional child tax credit” amount is $1700.   In order to get that credit, you have to have income from working.   Take the amount you earned from working.   Subtract $2500.   Multiply the rest by 15%.  That is the additional child tax credit per child that you canget—- up to the maximum of $1700 per child.   If the amount you earned from working was low, you will not get the full $1700 per child.    If your child is older than 16 at the end of 2025, you do not get the CTC.  But you may still get the non-refundable $500 credit for other dependents instead.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-tax-credit/L2lNhfGDl_US_en_US?uid=m68dfq2u   https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/additional-child-tax-credit/L6xFeMFEf_US_en_US?uid=lqnuygah https://www.irs.gov/help/ita/does-my-childdependent-qualify-for-the-child-tax-credit-or-the-credit-for-other-dependents     And for the Earned Income Credit—-   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-earned-income-credit-eic-eitc/L7w4BFP32_US_en_US?uid=m62rmz09   https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/use-the-eitc-assistant   https://www.irs.gov/pub/irs-pdf/p596.pdf   Look at your 2025 Form 1040 to see the child-related credits you received   PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   Child Tax Credit line 19 Credit for Other Dependents line 19 Earned Income Credit line 27 Additional Child Tax Credit line 28  

You can enter tax withheld on your form 1099-B by following these steps:   In TurboTax Online, open your tax return Click on Federal in the left-hand column, then on Wages & Income Scroll down to locate the section Investment Income and click on the arrow on the right Click Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other​​​​​​​ When entering your form 1099-B, on the entry screen, check the box  I have other boxes on my 1099-B to enter and more boxes will appear so you can enter the taxes withheld in box 4.