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The Oregon Form 40P that is used for part year residents has a section for Subtractions for lines 32 to 34.  Even though line 19(S) is supposed to include the amount of SS benefits apportioned to Oregon, the Oregon Form ASC NP that is used for adjustments does not have any code assigned to non-taxable Social Security income as a subtraction!  This is why Social Security is not being subtracted on the Oregon form.   When you are entering information in the Oregon Source Income and Adjustments section to apportion your Federal income amounts that were earned in Oregon, exclude the Oregon portion amount of Social Security income from the Unemployment, Social Security, and Other Taxable Income area.  If the only income for that box is Social Security income, then enter a zero in that box.  This will allow the Social Security amount apportioned to Oregon to be correctly non-taxable.   I did a mock return using the desktop version of TurboTax and followed the above guidance and this did result in a 0 for the Oregon portion of taxable Social Security and there was no error associated with that entry.

@heather-redick    FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ______________________________   And it is ONLY the first three characters you enter...not the whole number

Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à minuit  pour le soutien en anglais De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.

Yes, showing the health insurance premiums as guaranteed payments, either representing direct payment from the partnership or for reimbursement for your paying the premiums, would satisfy the requirements for the plan to be "considered to be established" under your business.   As stated in the Instructions for Form 7206, for partners, in order for the insurance plan to be established or considered to be established under your business:   You can either pay the premiums yourself or the partnership can pay them and report the premium amounts on Schedule K-1 (Form 1065) as guaranteed payments to be included in your gross income.    However, if the policy is in your name and you pay the premiums yourself, the partnership must reimburse you and report the premium amounts on Schedule K-1 (Form 1065) as guaranteed payments to be included in your gross income. Otherwise, the insurance plan won’t be considered to be established under your business.  

I've followed all instructions here and have always used TurboTax to file. I've never run into this issue until now. I've entered all of my military information in the "Your Info" section and entered my W2s. They have the same EINs as the ones I entered last year, except last year, I was able to file for free. This year, I'm being charged. 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

TurboTax asks you for your previous year's Adjusted Gross Income (AGI) as the IRS requires this to validate your identity for electronic filing.   Please follow the instructions in this TurboTax Help topic on How do I find last year’s AGI?

Because TurboTax does not produce this Form, you will need to obtain it directly from your health insurance marketplace. What TurboTax does, is uses the information on your 1095- A to fill out Form 8962. When you get your 1095-A, go back to your Intuit account, search the Federal section, select Deductions & Credits, and find the Medical section to enter your 1095-A information. With this data, TurboTax will generate ‌Form 8962.   Usually, you must fax both your Form 1095-A and the Form 8962 .  

@yankees1961    Before anyone can hazard a guess as to what to do   You'd have to indicate what exactly you Think is into transferring incorrectly  (and high or low...or something else)....etc.  And WHICH state is involved?    

It never should have been this difficult. I completely agree with you that this has been ridiculous and incredibly frustrating. I really appreciate your persistence in pushing for answers to get this resolved.   Between your experience and mine, this has been exhausting. Because of the impact this issue had — including delaying my refund and triggering a manual review by the State — I felt it was necessary to escalate the matter through formal complaint channels. After that, I received outreach from the Office of the President Escalations Department.   At that point, everything had already been documented, and there wasn’t much more to add. What concerns me most is that this appears to be a programming issue affecting multiple people. I genuinely hope TurboTax addresses it so others don’t have to go through the same thing.

California does not allow bonus depreciation.  If at any point in the life of the assets you are depreciating you took bonus depreciation then the California depreciation is different because you are required to depreciate your asset over a longer period and the TurboTax system has calculated that for you.    

@lgissentaner    States vary all over the place on when they issue refunds...some take several weeks longer that for Feds.   Jus make sure, when you log into your account/file....that your state has actually "Accepted" your tax return.