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No, this should not have an effect on your state tax return.  Most states with income taxes will use a Federal return income figure as a starting point for their return - since that 1099-R amount was already included in your Federal income, the Federal amount that carries over to the state return will not change.

To apply your 2025 California tax return refund to your 2026 CA estimated taxes, follow this path in the CA tax return organizer in TurboTax:   Other Situations>Other Forms>Estimated Taxes for Next Year   For the question Do you want to pay estimated taxes for 2026? answer Yes.   After several screens asking about your estimated 2026 CA income (you can use 2025 amounts), you will come to a screen asking Apply Overpayment? This is where you can apply all or some of your 2025 tax return overpayment to your 2026 estimated taxes.

Then you can't claim the credit.  The credit was modified by the Inflation Reduction Act to require manufacturers to become "qualified" (by joining an IRS program and following IRS rules), and then issue a QMID number for each item.  This was probably done to reduce people claiming upgrades that didn't really meet the minimum efficiency standards.  The law was passed in 2022 and the IRS gave a grace period until December 31, 2024 to sign up.  There is a list here, I can't vouch for it being complete. https://rebate.blue/qmid   But the bottom line is that if a manufacturer did not sign up to become "qualified", then you can't claim the credit starting January 1, 2025.  https://www.irs.gov/credits-deductions/energy-efficient-home-improvement-credit-qualified-manufacturer-requirements

Based on the description that you are contracted with a single carrier/company that services multiple clients (shippers), you should likely classify your work as General Freight Trucking, Long Distance, Truck-load (Single Shipper).   For further clarification you may contact CRA directly at 1-800-959-8281   Thank you for choosing TurboTax.

You fill out the 1099R exactly as shown. For 2025 there might be a new code Y on the 1099R for QCD. The IRS does not require financial institutions to use code Y to report QCDs yet, instead making the use of code Y optional. I got my 1099R from Vanguard for my QCD and it only had code 7 in box 7. If you are over 70 1/2 then after you enter the 1099R keep going. In my Desktop program one of the next screens will say…Do any of these situations apply to you with a list. The 7th item is "I transferred all or part of this money directly to charity". Check that and the next screen will be either for RMD info or ask how much was transferred to Charity. Just keep going though all the screens. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K.

 You generally do not need to file Form 1116 for the 2025 tax year if your total creditable foreign taxes are $600 or less ($300 or less if married filing separately). To qualify for this exemption, all foreign income must be passive (e.g., dividends/interest) and reported on a qualified payee statement like Form 1099-DIV or 1099-INT.   This is the same requirement in 2025 as it was in 2024. @jgbloemer

While entering your form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. Answer Yes to that question and you can then enter the amount transferred to charity.   The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked.   TurboTax will then reduce the taxable amount by the amount transferred to charity.

First, do you actually have an MSA? There are two types on the federal return: Archer MSAs and Medicare Advantage MSAs.   I ask because Archer MSAs are relatively rare and getting rarer because they are being supplanted by HSAs, which are better than the original Archer MSA. And the Medicare Advantage MSA is used only by Medicare and not by taxpayers. I assume that on your W-2 you have a code R with a dollar amount in box 12? This refers to contributions to your MSA.   OK, let's say that you have an MSA. There is an annual MSA contribution limit, which varies on a number of things. You can read about it starting on page 11 in IRS Pub 969.   If you exceed that limit, you have some options, one of which is withdrawing the excess. Generally, the simplest thing to do is to just withdraw the excess BEFORE the original due date of your return (April 15, 2026). To withdraw the excess, you must contact your MSA custodian and ask for the "withdrawal of excess contributions". They will send you a check for that amount plus any interest earned while your excess was in the MSA. Note that there may be a form on the custodian's website to do this request online.   You can read about excess contributions for an MSA on the lower right of page 12 in the Pub 969 link above.