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No, this situation was not able to be resolved by making a change to the TurboTax program.  However, the information below is a workaround that can be used to claim the Yonkers withholdings as part of your NY tax return.  You will not be able to file your NY return electronically using this workaround.     You should be sure to inform your employer about this error as soon as possible to try to prevent it from happening for 2026.  Submit a new IT-2104 to report the requested change to your employer.  Ideally, they should issue you a corrected W-2 for 2025, but they may not be able to get a refund of the Yonkers taxes that were withheld.   You can get those Yonkers withholdings back by making an override on your return using the desktop version of TurboTax.  However, when a field is overridden, the return must be filed by mail.  You can still file your Federal return electronically, but the NY return will need to be mailed.  You will need to include a copy of your W-2 and a written statement saying that you were never a Yonkers resident and you did not have Yonkers source income in 2025.  The income and tax withholdings for Yonkers is an error and you are requesting a refund of the taxes that were withheld.  This statement will explain the change that you will make on the NY return.     Use these steps:   Click Forms in the upper right corner of the screen. Click on either Y-203 TP (for taxpayer) or Y-203 SP (for spouse) for the person with the incorrect W-2. Scroll until you can see line 3 of that Y-203, then right-click on that line 3 box. Select Override and enter a zero in that box. This will nullify the Yonkers tax calculation and allow all of the withholdings to be included with your other NY withholding amounts. @cathyfrank1014  @backspacer 

 You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2025  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9 p.m. Pacific time   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

You do NOT need to file the 2024 tax return to be able to file the 2025 tax return.  When asked to enter the 2024 AGI enter a 0 (zero) for the 2024 AGI since the 2024 tax return was never filed.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

Based on the One Big Beautiful Bill Act (OBBBA), the car loan interest deduction only applies to loans originated for new vehicles purchased after December 31, 2024. Because you purchased your car in 2023, you cannot deduct the interest paid under this new law, as it does not apply to loans taken out before 2025.

These were distributions from a 401(k), not from an IRA, so the IRA/SEP/SIMPLE box must not be marked.   I just reread your original post and what what I see there now doesn't make sense.  Somehow I had the impression that $40,000 after-tax basis was rolled over to the Roth IRA.  As I read it again, the original Form 1099-R is reporting a distribution of $70,000 of after-tax basis and $40,000 of pre-tax money.  This disagrees sharply with your assertion that you had only $10,000 in after-tax basis.  However, you said that the plan rolled over only $10,000 to the Roth IRA, so that agrees with having only $10,000 of after-tax basis.  (Note that any gains on the $10,000 in the after-tax subaccount are pre-tax.)   This all suggests that the original Form 1099-R should have $110,000 in box 1, $0 in box 2a and $10,000 in box 5, so the splitting of forms should be done to show $100,000 to the traditional IRA and $10,000 to the Roth IRA.  The resulting taxable amount will be zero.

Yes, the statement is correct.  Any portion of 'non-dividend' distribution is a return of your capital and continues to reduce your cost basis until it is gone. 'Part of your distribution includes return of capital.  Any distribution that represents a return of capital reduces the estimated per share value shown on your account statement.' Your thought process is exactly right. It's up to you if you choose to assume your cost basis is low at this point, or if you want to try some calculations to lower your tax bill. Your brain capacity it fine, it's just a detailed review of your specific details and you're not alone when it comes to reinvested dividends and return of capital.   @navens 

No, you will not be able to file your return electronically if you leave the answer as 'no' for Yonkers income since your W-2 shows Yonkers income in error.   You should be sure to inform your employer about this error as soon as possible to try to prevent it from happening for 2026.  Submit a new IT-2104 to report the requested change to your employer.  Ideally, they should issue you a corrected W-2 for 2025, but they may not be able to get a refund of the Yonkers taxes that were withheld.   You can get those Yonkers withholdings back by making an override on your return using the desktop version of TurboTax.  However, when a field is overridden, the return must be filed by mail.  You can still file your Federal return electronically, but the NY return will need to be mailed.  You will need to include a copy of your W-2 and a written statement saying that you were never a Yonkers resident and you did not have Yonkers source income in 2025.  The income and tax withholdings for Yonkers is an error and you are requesting a refund of the taxes that were withheld.  This statement will explain the change that you will make on the NY return.     Use these steps:   Click Forms in the upper right corner of the screen. Click on either Y-203 TP (for taxpayer) or Y-203 SP (for spouse) for the person with the incorrect W-2. Scroll until you can see line 3 of that Y-203, then right-click on that line 3 box. Select Override and enter a zero in that box. This will nullify the Yonkers tax calculation and allow all of the withholdings to be included with your other NY withholding amounts.  

Quand allez-vous corriger cette bourde (une de plus) pour la RRQ, je l'ai essayé de mettre 1 $ dans la case G2 mais ça fausse la cotisation RRQ du Québec.  On en peut plus de vos erreurs de programmation misère....

The 21 days is only an average of when the IRS issues a tax refund after receiving the tax return.  It is not a promise or a guarantee.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.