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The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.   Do not enter it as Other Income directly or it will not be reflected correctly on both the federal and NYS return.   STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income > 'Refunds Received for State/Local Tax Returns' > Add or Revisit At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds When asked about the refund you received in 2025, enter the following: State: New York  Tax return year: 2023 Payments and withholding: 0 (be sure to enter the zero) Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS)  Continue. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?' Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.)  'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue When the federal return is complete, go through your state return, then you can preview each return. If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income).  IT-201 will show the subtraction from NYS income. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.   @TeaTax23  @Benbonnett 

I am very sorry for your loss. It depends on whether you have a dependent child living with you. If you do have a dependent child, you may be eligible to file as a Qualifying Surviving Spouse, which is an advantageous status because it allows you to continue using the Married Filing Jointly tax rates and standard deduction for the two years following your husband's death. However, if you do not have a dependent child, you will file as Single this year.

You want to go to the Foreign Earned Income and Exclusion under Less Common Income.     To enter Foreign Earned Income Exclusion: 1. Go to the Federal tab and choose Wages & Income (or Income & Expenses). 2. Under Less Common Income,  click Start/Update next to Foreign Earned Income and Exclusion.  

If your tips are not being reported in either box 14 or box 7 on the W-2 and are being reported in box 1, then complete the entry of the W-2.  On the following screen Let's check for other situations check the box Tips included in box 1 of my W-2, but not in boxes 7 or 14 and Continue.

To add a Section 179 asset for your 2025 taxes, you will typically navigate to the business section of the software - you don't say if this is for a rental or a business, but you will navigate to the section that the 179 asset is related to, and then add or edit the asset.     Once you enter the details for your asset, the system should prompt you to choose between standard depreciation or taking the Section 179 deduction to expense the full cost in a single year.   Keep in mind that for 2025, the Section 179 deduction limit is $2,500,000, and the equipment must be placed in service by December 31, 2025.  

Accounts cannot be deleted.   You can simply abandon the account if you will not be using it.   If you used it for any past year returns, keep a record of how to access it since returns are saved for seven years.

My Colorado State return has now advanced to the "Refund Reviewed" next stage.   Tip: Click on the pic below for an easier to read view.   So, here's a summary of the timeline for Colorado to process my tax return, so far: My return showed "Accepted" in TurboTax on February 5, 2026. This is when Colorado state placed it in their "Return Not Received or Not Yet Processed" BLACK HOLE queue. My return advanced to the "Return Received & Being Processed" stage on February 19, 2026. The timeline to this point shows it took Colorado 14 days to start processing my return. My return advanced to the "Refund Reviewed" stage today, February 21, 2026. I will add 2 more days to the timeline, which is now at 16 days. It looks like Colorado State is starting to pick up their pace a little for processing tax returns, based on my experience and the experience of other posts in this discussion thread.  Hopefully this will help everyone to somewhat set your own expectations for the processing of your tax return with the State.  Hang in their everyone!  There is light at the end of the tunnel!

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.    Sometimes—not always— the IRS corrects your mistakes, while they are processing your return.    If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 26.   The date is subject to change, so check on 2-26  to see if it is ready.   Before that, do not change anything at all on your return.  

I am sorry I wasn't clear. I did not receive a 1099-sa because I did not have any distributions. TT was still requesting a code for the box 3 of the form after filling out HSA info. I re-reviewed my steps after initially leaving a blank response for box 3 and TT didn't flag it again. Can't really explain why it didn't re-flag it but it cleared this time!?! Thank you for taking the time to respond!