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Entering the NY State Inflation stimulus check under "Misc Income" on the Federal side is straight-forward, however, on the NY State side, you said,   "Then, to subtract an item of income from your New York return that was included in your Federal return income (because it's not taxable for New York), you can enter that subtraction in TurboTax Online at the screen in your New York return labeled "Changes to Federal Income".  Look under Other New York Adjustments to Federal Income, and select Start next to Other changes (adjustments) to your federal income to make the subtraction entry."   However, in that "Other Subtractions" section for NY State, TT 2025 Premier desktop only lists a handful of very specific categories for entry, and none of them come close to matching the description for the NY State Inflation stimulus check. So, how and where is this amount entered so that the return is not rejected by NY? Shouldn't there at least be an "other" category added to cover this? Thanks.

The fact that this is an inherited IRA will make a difference in the screens that you are seeing.  I'm going to recopy my instructions above and make some changes to them to account for an inherited IRA.  I'll also modify them for the online TurboTax:   Go to IRA, 401(k), and pension plan withdrawals on the left side menu Scroll down to the IRA, 401(k), Pension Plan Withdrawals (1099-R) section under Retirement Plans and Social Security and click Start or Update On the 1099-R summary page, click Add another 1099-R Click the 1099-R tile on the upper left, then Continue.  If you want more information on the substitute 1099-R, you can click on the What if I don't have my 1099-R? at the bottom of the page. Enter your 1099-R provider info, then click Continue. On the Enter your 1099-R details from [custodian], enter the amount of the RMD in Box 1 and Box 2a.  If you have any non-deductible contributions in your account, you can click the box in 2b for Taxable amount not determined. Enter any Federal Income Tax that you had withheld (if any) in Box 4 In box 7 enter a distribution code of 4 Check the box for IRA/SIMPLE/SEP box is checked if an IRA Scroll down and click Continue. on the "Do any of these situations apply to you?" screen, check the box for "I inherited this IRA" and  I need to file a substitute 1099-R" then click on Continue. Enter the information about who you inherited your IRA from, then Continue Check if you had any non-deductible contributions, then Continue Enter the information about the year of birth of the decedent. Enter the RMD that was supposed to be taken last year in the RMD due by 12/31/25 box, then click Continue. Select "None of this distribution applied to the December 31, 2025 RMD", then Continue On the "Tell us what kind of IRA you have" - check the appropriate box, then Continue. You'll now have screens explaining the substitute 1099-R process.  You'll be asked for explanations for how you determined the amount of RMD and taxes withheld.  On a screen titled "Explain how you tried to get a 1099-R", just explain that you took the distribution late and were making a corrective RMD.  Skip printing and attaching Form 4852. Click Done on the Your 1099-R summary page Answer questions about disaster distributions, and non-deductible contributions, and rollovers, etc. On the screen "Let's go over any required minimum distributions (RMD)", click the pencil icon to edit your information Click Yes to missing your RMD, then Continue Select the type of account, then Continue Since you already entered the RMD earlier, on the screen "Tell us the total RMD for you other IRA accounts" enter a zero. Select Yes, I would like to fille out a waiver statement, then Continue Enter the amount of the corrective RMD that you want the IRS to waive tax on, then Continue You'll enter an explanation on the next page about the missed RMD and how you plan to not do this again in t Your taxes are now calculated based on getting a waiver of the 10% penalty for the late distribution. It's uncommon for the IRS to reject a waiver request if you can show that the shortfall in the distribution was due to a reasonable error and that you are taking steps to remedy the shortfall.  If the IRS has any questions or needs more information to approve your waiver, they will reach out to you directly.

As you go through the state tax sections for each state there will be a section where you allocate income.  You just have to work your way through the state returns until you get to the income allocation page(s).  If you were a resident of one state all year and worked in the other as a non-resident you should complete your non-resident return first, and then complete your resident state return.  

@jacquie12    That interpretation makes more sense to me, but I am no expert.    Where /when did you get that from DaveF1002?     This seems to be different from what was  previously said in this thread on Feb13, which suggested it was taxable by IRS ~~~~ "This NY inflation refund check is not a refund of sales tax you personally paid. It’s a state benefit payment, and that’s why the IRS can treat it as taxable.   The IRS only excludes state payments from income when they are: 1. A refund of tax you actually paid, AND 2. You claimed that tax as a deduction on your federal return The New York inflation check doesn't represent either of these."   ~~~~ I did not itemize in 2023, so according to this I should not pay fed tax  ?

You may need to review and/or remove your entries under Federal >> Income >> Less Common Income >> Sale of Home. Continue through the interview, reading each screen, until you arrive back on the Sale of Home Summary page. If you still see the message about an installment sale for this transaction, go back to the Sale of Home Summary page and delete (trashcan) your entry.   Log out of TurboTax and follow the instructions below to clear your cache and cookies before you log into TurboTax again. How do I delete cookies? How to clear your cache

Yes, you will use the total costs from your statement even though they were not reported to the IRS. Be sure to enter the appropriate purchase date so that you receive the correct tax rate for any long term sales (any that were owned and help longer than one year). Use actual dates or if necessary enter a purchase date that shows a holding period of greater than one year.  Your question: Afterwards, TT Desktop said that I should mail a copy of 1099-DA to IRS. Is this due to:  1) IRS version does not have costs -Yes this is the reason for the mailing of your statement and Form 8453 2) I did not input individual transactions or both - Whether you enter individual or summary totals it is being requested due to number 1) above.  How do I mail Form 8453?  @catdelta 

You have to enter/report the 1099-DIV just as it is, unless you want to print and mail your return with an attachment explaining why you changed the 1099-DIV.  If you enter something different, it won't match the IRS'  records and they will treat it as as a typo,   If it affects your tax liability they will send you a letter.    I'm unclear what the error on your 1099-DIV is.  You said the amount in Box 1a is incorrect and that the disputed dividend was "unqualified".  All dividends, whether qualified or not are included in Box 1a.  Box 1b is a subset of Box 1a.  If you have a dividend that is not qualified, then it should be included in Box 1a, but not 1b.  If you have a dividend that is qualified then it is included in both 1a and 1b.  

A couple of things: WI 4797: Wisconsin requires you to "recompute" federal forms using Wisconsin-specific rules (like different depreciation or basis). Follow these steps: Look for the screen, Here's the income that WI handles differently. Look for  WI capital gains and losses Edit Select yes since you have a carryover answer questions WI just updated their loss allowed to match the federal so your WI numbers are probably different from your federal numbers.   Losses not passing through: If Schedule WD is calculated but the results (like your carried-forward losses) aren't showing on your Form 1 or Schedule SB/AD, it’s usually because of the Wisconsin loss limit: If you have 2024 losses that should be 2025 carryforwards, ensure you have entered the 2024 Wisconsin Schedule WD values specifically.  Follow the steps above.