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Your itemized deductions are subtracted from AGI to arrive at your taxable income. So the benefit from the state income tax deduction resulting in the refund is added back to your AgI the following year. 

To enter a K-1 go to Federal Wages and Income Then scroll way down to Business items Schedules K-1, Q - Click the Start or Update button   Be sure to pick the right kind of K-1. There are 3 kinds, 1041, 1065 & 1120S

You can only import a K-1 to the Windows Desktop CD/Download Software, not to Online version and if you can get a .txf file for it and in the right format.   Apparently you can only import K-1s for MLPs and not Trusts or Estates.   You can not import a K-1 from Turbo Tax Business Program.   To enter a K-1 go to Federal  Wages and Income Then scroll way down to Business items Schedules K-1, Q - Click the Start or Update button   Be sure to pick the right kind of K-1. There are 3 kinds, 1041, 1065 & 1120S

Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer. Then try uploading again.

Did you accidentally use the Online version instead of the Desktop program?   Did you buy a code for the Online version or the Desktop program?   Or what is it charging you for?   If you bought the Desktop program but ended up in the Online version we can tell you how to switch to your program without starting over.

I have 2025 desktop TurboTax. Did a qualified 529 to Roth conversion for my son in 2025. I live in CA which does not honor the tax free treatment for the conversion.  My 1099-Q shows box 4b checked (QTP to Roth IRA), and the fund goes from 529 to the Roth IRA account directly.  Turbotax does not give me federal tax free treatment but enter the earnings to schedule 1 as other income.  I talked to the 529 plan and was told that the 1099-Q box 4b is marked correctly and it is a qualified rollover.  There is no 1099-R issued in this case.  I made 2 phone calls (2 hours) to turbotax support and cannot get the problem resolved. Based on previous discussions, I think TurboTax has a software error that only gives trustee-to-trustee transfer's with tax free treatment.    TurboTax gives both federal and state tax free treatment when a "trustee-to-trustee" box is checked.  People in California won't get a box 4a (trustee-to-trustee) checked because the earnings is a taxable income by state.   In my case, the rollover should reported as a qualified rollover contribution and a Form 5329 to report show the transfer is an exception to the 10% tax on early distributions.  Can TurboTax fix the problem ASAP?   

To trigger the Simplified Method option for NJ, follow these steps: Go back to the Federal section → Wages & Income. Edit your 1099-R. Ensure Box 9b (Total Employee Contributions) contains your total pension basis (your contributions). When asked "What kind of plan is this?" select Qualified Plan. 403b I assume which in an annuity RMD is the full amount TurboTax might ask if this is a "Qualified Plan" and if you want to use the Simplified Method. Select Yes When I created your situation, it did not ask, it used the simplified due to all the answers before. Once the federal side recognizes it as a Simplified Method calculation, it usually carries that "logic" over to the NJ state return. I checked in NJ and it did carry over correctly - using blank for the federal simplified method instead of the 3 year, general or military options.   If that doesn't work, the backdoor method / example: If your Simplified Method calculation (Contributions / 260) says your monthly tax-free amount is, for example, $100: Note your annual tax-free amount ($1,200). In the General Rule section, adjust the "Expected Return" figure until the resulting taxable amount matches your Simplified Method worksheet.   Congratulations on retirement!

If you are using TurboTax Do It Yourself (Online), please see this TurboTax Canada FAQ for instructions: In TurboTax, how do I transfer my information from my previous year's tax return?   If you are using TurboTax Desktop, select File > Transfer a 20XX Return if you want to transfer information from a TurboTax Desktop return from last year. At this time, there is no way to transfer or open TurboTax Canada Online returns in TurboTax Canada Desktop.      

You can contact your employer to request a replacement.   For more information, refer to the TurboTax Help article What To Do If You Haven't Received a W-2 and How do I file a substitute W-2 using Form 4852?