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No, there is no connection. The New York State (NYS) inflation refund checks did create specific steps to tax it appropriately on the federal and remain tax free to NYS.  If you find the amount was included in your NYS return by mistake, you may want to amend your return.    First, make sure that NYS did NOT already adjust your return to remove that amount. This means you must check your refund received against what you had on your tax return. If you find the NYS inflation refund was included in your NYS income, you can use the steps below to make a correction by amending only your state return. Read all the instructions first so that TurboTax knows the original numbers and the corrected numbers. How do I amend my state return? The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.   Do not enter it as Other Income directly so that it will be reflected correctly on both the federal and NYS return.   STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G) Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income > 'Refunds Received for State/Local Tax Returns' > Add or Revisit At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds When asked about the refund you received in 2025, enter the following: State: New York Tax return year: 2023 Payments and withholding: 0 (be sure to enter the zero) Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS) Continue. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?' Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.) 'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue When the federal return is complete, go through your state return, then you can preview each return. If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income).  IT-201 will show the subtraction from NYS income. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.

This Veterans Administration website states:   Do I have to pay taxes on the VA education benefit payments I receive?   No. Payments from all GI Bill programs are tax-free. This is true for you, your dependents, and your survivors.  Tax-free education benefits include:   Tuition Training fees Test fees for licenses and certifications Money to pay for a tutor Work study Books Housing Please do not include education benefit payments as income when you file your taxes. 

@ stu3 wrote: $150 tax expert special Does this include Federal and state? Yes, if it's this special (linked below) and you qualify.  This is the quote from the TurboTax website:   "If a TurboTax expert didn’t file for you last year, they’ll do your federal and state taxes for you, no matter your tax situation, for only $150. Otherwise, price starts at $89-$129+ and final price varies based on the complexity of your taxes and the forms you have (state additional). File by 3/31."  (emphasis added)   See more details here about the special offer: https://turbotax.intuit.com/#modals/ty25-fso-offer-details At that page click the "Details" link (just above the blue Get Started button) to get a popup with more info.   At the bottom of that Details popup there, down in the small print area it says: "Offer available only to customers who did not file with TurboTax Expert Full Service in tax year 2024. Offer applies to the cost of federal and state returns filed using TurboTax Expert Full Service. Excludes S-corp, partnership and multi-member LLC returns and TurboTax Canada products. Offer does not apply to add-ons or other services. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Must file by 3/31/2026, 11:59pm ET."  (emphasis added)

Your tax-free amount previously recovered would be your total investment in the contract less the amount in box 9(b). 9(b) reports your total investment less the amount recovered tax-free in previous years. You may need to ask your broker what you total investment in the plan was.

there is no form 9060 in my return.  when I search for the form nothing opens.  the source for line 9b form 8960 is the form 8960 worksheet.  there are 10 lines which each draw from different parts of the return, which are correct in their parts, but do not carry over into the worksheet for 8960.  how to fix?

Yes. I would average the miles for all the years you calculate and then use that for the early years. As example, total all the years you find, divide it by the number of years you used to arrive at your total.    Next, see if adding the average miles per year to the earlier years makes sense based on the total miles on the vehicle for life (231954). If so, use your average for the earlier years, if it's too high, then lower the number for the earlier years. Take a 'common sense' look and you'll know the right miles to use.   @SyberKnight 

Report it as "sold" to the insurance company for the amount of the settlement.  The program should be able to calculate whether any part of the settlement is taxable income due to recapture of depreciation.  

When you enter your income and expenses for your rental, TurboTax will ask you how many days the property was rented.     Go to Wages and Income and select rental income Select Start or Update next to Rental Properties and Royalties (Sch E). Answer Yes to the question Did you have any income from rentals or royalties? Follow the on-screen instructions As you enter the information you will need to indicate that this is the first year you rented the property, and also mark that the property was not rented every day during 2025.     

I should have added to my initial post.  There is a screen with three RDM OPTIONS you can choose. First was stating that he's you did not take enough RDM. But the third is to request an exception and waver from the IRS. There is a very small box you can enter your reason. I am using this explaining mine and my wife's RMD are correct having verified with my financial institution and explaining this is a known Turbo Tax coding problem that they are not addressing or providing a fix. I stand by my 1099Rs as correct. I am confident in my documentation. The IRS can review and can honor the request. The penalty TT calculates is $559.  Shame on Turbo Tax.  

If you are using TurboTax and get the "snag" message, try these troubleshooting steps:   If using Desktop - Make sure the software is updated . See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies     If you are still having trouble, you might also try these steps if using Desktop version:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer. If you have tried all of the troubleshooting steps and the issue is still not resolved: See this help article for instructions on how to contact TurboTax customer support depending on which product you are using. @Tto 

Remember that while contributions can either be for the current year or the past year (within limits), the conversion only happens on the date it happens.  This is not a problem when reported correctly. In this case, you had a $2000 contribution in 2024 only, a $7000 contribution in 2025, and a $9000 conversion in 2025.