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Thank you for the assistance.  But the question on Turbotax asks for (1) payments & withholding, and (2) amount of refund.  Where do each of them come from on the 2024 NY return?  And (3) is it possible that some of the numbers are NOT on the 2024 return but can be found only elsewhere?  (4) Also, a TT error message says that the Total NY 2024 payments and withholding must exceed the individual payments (estimated, extension, payment with return).  Why am I getting that message when TT pre-filled that field with info from my 2024 return?  And finally (5)  I did not get a 1099-G from NY but found it online but it is quite different from the prefilled number, and perhaps coincidentally the same $400 as the Inflation Refund from NYS which I understand is not taxable.  Thank you so much in advance for trying to clarify this.  (Hopefully TT will make far more clear, with better instructions, next year.)

The same thing is happening to me. I do a back-door Roth. Every year before April 15 I contribute the max amount (for me at 57 it's $8000) to a Traditional IRA for the previous tax year. Then, usually around May I convert the entire amount to a Roth IRA. So for 2025, I had a 1099-R showing the $8000 distribution from my Traditional IRA. I input that and then tell Turbo Tax I converted the whole $8000 to my Roth IRA. In Feb 2026, I contributed another $8000 to the Traditional IRA for the 2025 tax year. When I tell Turbo Tax that I completed my 2025 contribution between Jan 1, 2026 and April 15, 2026, I tax refund goes down about $2000 and it shows all $8000 of my 2025 IRA distribution as being taxable. If I put $0 of my 2025 Trad IRA contribution occurred between Jan 1, 2026 and April 15, 2026, the $8000 distribution isn't taxed and my refund goes up $2000. This seems like a glitch. Turbo Tax really sucks overall at the whole Roth back-door thing!!

You can't change the amount you want refunded on your original return by amending.  If you need to amend your return, wait until the IRS accepts the original return and you have received your refund.  Once you have received your refund you can amend your return.  The IRS will calculate your underpayment penalty based on the information they have.  What they calculate may be different than what was on line 38 - "Estimated tax penalty..." of your original return.  If so, they will adjust your refund accordingly.   Unless you are filing Form 2210 to annualize your income or request a waiver there is no need to amend and file it. 

@kcarterco I assume you mean it is reported on line 8Z (not 3z) of schedule 1).   I also use Form 1116 in my tax return, so I added a form 1099-MISC to see how it impacted Form 1116.  It doesn't impact form 1116 in the manner you describe.   Line 3e of form 1116 increases by the exact amount of the dummy 1099-MISC I added.     have you tried deleting your 1099-MISC form and re-entering? I am using desktop deluxe version. 

catina: i have the same print quality issue that you responded to. HP has had me print out pages in Excel and they are fine but when i print out a return in Turbo Tax, it is too faint to see. I actually went back to 2024 Turbo Tax and those forms also come out faint. Any ideas how to "darken" the returns I print?

Après discussion avec la sympathique Diane, j'ai compris que je dois privilégié Chrome plutôt que Safari (j'ai un Mac) et ensuite de saisir les petits T5 / relevé 3, pour ensuite saisir les feuillets avec des montants plus élevés. Et vous savez quoi? Ça fonctionne!

If TurboTax is not allowing you to select Bonus Depreciation at all, be sure to check the following:   Business use must be 50% or more. If used less than 50%, Bonus Depreciation is not allowed and you will need to use Straight-Line Depreciation The "luxury auto" limit (Vehicles under 6,000 lbs, Bonus Depreciation is capped at $20,200)  Ensure the Date Placed in Service is 2025 If the original return opted out of Bonus Depreciation for 5-year property, you may not be able to change the election without IRS permission   Although you would prefer not to use Section 179, it does allow you to deduct up to 100% of the cost (up to specific limits). However, the S-Corp is required to have taxable income, since you cannot use Section 179 to create a loss, like you can if you elect to use Bonus Depreciation.

The U.S. Community landing/ sign-in page is https://ttlc.intuit.com/turbotax-support/en-us/ The TurboTax Online landing/sign-in page is https://turbotax.intuit.com/ Sometimes signing out and trying again or using a different browser will resolve these issues.  

As Bsch4477 mentioned, TurboTax will not make unsolicited calls.  The communication about your return will come in your email, you can also check in your account to see if there are notifications about your return.  If you have no notifications or emails, then you can ignore the calls.     @user17742137094 

If you are using TurboTax Do It Yourself (Online), you can   Unfortunately, once you have upgraded or added features to your TurboTax return, there is no way to downgrade or remove the extra features. You would need to create a new return to go back to the original product.    To start a new return, select “Start a New Return” from under “My Returns” in the bottom left corner. Once you have started your new return, you can select “View All Returns” from under “My Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name.  

In Windows 11 Microsoft removed a legacy utility which TurboTax Desktop used to use in the license activation process. We have already updated TurboTax to remove the code that used the removed utility. However, if you installed TurboTax before it was updated (and after the legacy utility was removed), then that could cause the software to behave as if it was never activated.   I don't know why it's happening in Windows 10, though. You might want contact our phone support team to look into this further.    

If you are unable to move forward in your TurboTax program and pay with your credit card, you can try the steps listed below. Make sure the billing address for your credit card matches the address used in TurboTax.  If your credit card continues to fail, try using a different credit card, or pay by direct debit or check.  Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. If you are using a VPN, disable it. Make sure your internet connection is strong and stable Try using incognito mode If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.    Please return to Community if you have any additional information or questions and we would be happy to help.