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You can get a refund if you purchased your TurboTax software within the last 60 days.   See https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US

Okay, after some more digging I figured it out. It is part of the NJ tax filing process to ask for total of IRAs at EOY (tax year). TurboTax creates a form called "Pensions, ... Wks" in the NJ section which records withdrawals for the tax year. It also SHOULD copy the value from the previous tax year, but this year (2025) it failed to do that, so I had to find that worksheet in my 2024 filing and hand-copy it across.

If you live in New Jersey, all your income will be taxed there.  You would get a credit on your NJ return for any tax paid to NY on the same wages. so you're not double-taxed.  If you can open your 2024 return and look at your W-2 entry, I'm wondering if you have something odd in the State section there.     In Box 15, you should have NJ with an amount of Wages in Box 16, and amount of tax paid to NJ in Box 17.  If the Wages in Box 16 are less than Box 1, TurboTax may have added them together in order to report your total income to NJ.     If you have NY in Box 15, and an amount of Wages in 16, and a Tax in Box 17, again the wages in 16 may have been added to Box 1 to report the total to NJ.  If you can share what is in those boxes on your W-2, we'll try to help.   @chardiamond 

Please explain-----did you already e-file?   If you already e-filed you cannot submit any additional forms or make any changes unless the e-file is rejected.   If it is rejected you can add more information or make changes before you re-file.  If the e-file has been accepted, you have to wait until it has been fully processed and then use a Form 1040X to amend.  1040X will not be available until late February.

It depends. PA 529 FAQs states: Pennsylvania taxpayers can deduct up to $19,000 in contributions per beneficiary per year ($38,000 if married filing jointly, assuming each spouse had income of at least $19,000) from their Pennsylvania taxable income for the purposes of determining their state income taxes.   You may want to review his income sources and what stats are selected.

Whether to put the Enhanced Senior deduction into Line 7 Standard Deduction or Line 14 Compute Tax (and account for any other deductions) can be debated. But, it doesn’t solve the fundamental problem! TurboTax will not allow the user to change either of these fields. 

@Opus 17 wrote: I've asked for this to be investigated.  ML should at least be listed as an option, going by past behavior.   Agreed and if, for some reason, Intuit is parting ways here (or Merrill is), then Intuit should take the ML name and logo off the import screen where it appears prominently (or at least it used to). I assume it's still there and it's false advertising (or at least misleading) otherwise.

I successfully filed my tax returns using Turbotax Desktop with a Form 5695 on Feb 3 at 4 pm.  I had an issue with what QMID meant. So I googled it and got a link to the IRS's Qualified Manufacturer ID's (QMID's). I found the manufacturer of my heat pump and entered its QMID #. Some said Turbotax placed their entry on the wrong line of Form 5695.  That did not happen on mine. I was able to select a heat pump and it sent to the correct line on Form 5695 to get the $2,000 credit. I'm an accountant. So I check these things out.

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

I just spent over an hour with a TurboTax tech.  After consulting with two supervisors, they admitted that it is a bug.  To get past the "A value is required" Custodian name page, just click Back, then Back again to return to Step-by-Step.  We did a REVIEW and it found three spots on a form that needed to be checked No. Then everything passed so this does not prevent us from filing.  However, it does not give me much confidence in TurboTax right now.