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Thanks for the reply -  Understand what you're getting at, but then CA should leave AGI alone.  But it does not.  On Sch CA Line 4, column C, it adds back the capital loss.  This amount is never subtracted anywhere else.  When the final calculations are done on line 27, my CA AGI now has this capital loss rolled back into it and transfers to line 17.  Either I need to be able to enter this back in manually (which scares me), or it's a programming glitch. The value is getting pulled out because of some tax rule (like limits on LTCG losses for CA) but not being transferred to the right category.   

@momof2annoyed it can be cofusing how to enter a back -door IRA.  I personally screw it up every year.     Follow these instructions:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US 

Yes, you can amend a California return multiple times. However, you should wait until the first amended return has been fully processed before amending again and then use the processed first amended return as the starting point.   You can contact the California Franchise Tax Board to check the status of your amended return.   See this help article for the steps to amend a California return in TurboTax.  

Are you using the Desktop program?   Windows or Mac?   I don’t know Mac but Windows uses your pdf reader like Adobe to print out Turbo Tax .   Can you print other documents ok from Adobe or I think Preview on Mac?   

Hi @DavidD66  I searched website https://www.investing.com/equities/walgreen-co-historical-data and found that during 1999-2010, historical data showed the lowest price was $21.280 on 27Oct2008.   Do I now calculate $21.280 x 134 Walgreens shares sold = $2851.52 and input this into Total cost or other basis (sum of all Box 1e)? Or do leave this box blank and report this on Form 8949, Part I with Box B checked or on Form 8949, Part II with Box E checked (this is instructed in Form 1099-B Box 5)?       Thank you, Tulane

Most payment errors are caused because of your address not matching the credit card address, issues with your browser, or credit card authorization issues.  To fix this:   Make sure the address on your return matches the address on the credit card. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If these do not work, select a different payment method.  

@DianeW777    Thanks Diane.  I actually hadn't realized you adjusted the total gain.  You assume correctly that my new numbers (based on a more solid and accurate FMV when I placed the car into service) changed the numbers slightly to end with a 1,750 gain.   After posting the recent screen shots, I realized that the current issue is that there are TWO asset sales coming up when I get into the state return.  See this screen shot:   It appears to me based on my best guess that the "Honda Civic" listed may have got added to the federal back before I switched it to converted to personal use as you instructed earlier in this thread.   I had originally been trying to enter the sale info and then went back and selected the converted to personal use selection.  Then I went to the less common business section that you instructed and I entered the sale (2021 Honda Civic EX listed in the above screenshot).  This would explain when the numbers were filled in on this entry and I was just to confirm them during the state return process.  Then for the entry of Honda Civic, the number boxes were empty and I didn't know what to do with them and left them blank.   I now see that there are two entries for the same car.  I cannot find anywhere or any way to fix this (by deleting the "Honda Civic" entry).  Does my guess as to what is going on make sense?  I'm thinking I am going to have to delete the entire return and start ALL OVER???  :(     I assume it is possible to delete the entire return and start over?  I don't know how else to fix what looks like a double entry.

If you are sure that you have satisfied all RMD requirements, Indicate that The entire distribution was an RMD then on the following page, to the question What is the RMD for your account? enter the amount of the distribution from the pension.   By doing this, you are telling TurboTax that all RMDs are satisfied and TurboTax will not calculate any penalty. The information you entered in TurboTax is to enable TurboTax to calculate any penalty where applicable, and is not reported to the IRS.

Your abswer is to my other question.  This question is about the ncorrect answer regarding attaching my federal return only if there is retirement income.   Regarding your answer, “File by mail” is an option only on the federal page, not on the state page.  If you choose e-file for federal, the next page only allows e-file state or “do not e-file… I’ll do it later.”   Going back around after e-filing federal, you get the same screens.  It is not intuitive to choose “file by mail” on the first page under File a Return, because in big blue letters it says “We Recommend E-filing Your Federal Return.”  Why would I think to choose “File by mail” on this page?   I did try “File by mail” & Continue, which allows you to print state & choose to not print federal, but as I said, it is counterintuitive.   Someone should address the issue of the incorrect answer I’m reporting in my question.

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.