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Thank you for the reply but when I went to Rental Properties and Royalties Sch E and edit the property there are no options to select for profit.  I'm not sure I understand what you mean by delete other income.  

No, sometimes the previous year's entry get stuck.   @jane5    You can remove the supporting details worksheet before you file which will hopefully prevent it from occurring on future returns.   This occurs in the desktop program when you have form transferred in from a prior year return that had supporting details attached to it.    The example below references a medical expense entry, but it also occurs on Schedule C, Miscellaneous Expenses (in Part V of the Schedule C).    You go go into Forms mode and find the error on the Form by selecting the Schedule C and then clicking on Errors or scrolling down to Part V.    Usually, the error can be found on the Schedule C WKS - in the Miscellaneous Expenses section.     You may have supporting forms from last year in there preventing you from entering this year's data.  Sometimes (if you transferred in a previous year's tax return), a $0 gets stuck on line items that had supporting detail information attached and you can't edit it.   You can into Forms mode and erase that detail or fix it from the interview mode.     When you click on EDIT next to the medical expense entry spot and see a $0 that you can't edit, there are 2 things you can do:    Double click in the field and use the Red X (Remove) to remove the supporting details worksheet.  or Go to the top Edit menu (Windows versions only) and choose Add Supporting Details.   Then click on the Red X (Remove) at the top. Either one of these should allow you to enter your expenses.   @sjmiracle    

Thanks for the detailed response. The Turbotax software has some serious glitch that it adds 1099Q figures to your income and does not remove it even if you enter the 1099T expenses along with other expenses. The best way forward is only not to enter 1099Q nor 1099T since I have substantial documented evidence that all the distribution was used for educational purpose.   Regards,  

Double check: Residency part-year selected for both tax payer and spouse 1099-R forms coded correctly and questions in federal section answered 1099-R forms properly excluded on PA return Review answers for PA income vs non-PA income Check your PA-40 line 1 -wages income line 2 - interest income Sch NRH -should show your total income and non-PA income If this doesn't get you in the right direction, let us know what you are seeing on the PA return that should not be there. You need to look at all your PA forms and Schedules.   To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now.

If all of your deductions are just overhead (telephone, supplies, etc) then you just take that income percentage and apply it to the deductions and you're all good.  If you have any deductions that are specifically due to the out-of-state income then they aren't deductible in New York.  And if you have any deductions that are specifically due to the NY income then they are deductible in NY regardless of the percentages.  Examples of these would be licenses for operating in specific locations or state taxes.

Does IL also tax my investment income? In your example above, you say that I would pay IL tax on 10% of my income earned there which I assume is based on the number of days there during the year. Would IL also tax my investment income or does that all go under MA? Would I file as nonresident married filing separately since my spouse does not spend time in IL? Or jointly?

I think you’re on the right track looking at that 2024 amended return that was not filed. I found that I’d done something similar. I put in some data to see how a potential change in my income would affect my taxes. The data I input remained making it look like my 2024 AGI was actually different. Once I backed out the data I entered for my “what if” scenario, my AGI went back to what was reported for 2024. I hope you have the same experience.

TurboTax calculates the 3.8% Net Investment Income Tax (NIIT) on Form 8960 by taking 3.8% of the lesser of your net investment income, or the amount your Modified Adjusted Gross Income (MAGI) exceeds specific thresholds ($200k single/head of household, $250k married filing jointly, $125k married filing separately), so is not using AGI or MAGI specifically.    Here's more detailed info on Net Investment Income Tax.   @machapman757 

I have the same issue. Every year I get snagged on this. I don't understand why TurboTax will not fix this, as least make it easier to scroll through that tiny window! What I think it's asking is for you to scroll through that form, find the number in the Miscellaneous Expense field and paste it up top. When I do that, I see my tax owed ticker in the top left corner go way down!   Does this mean I really owe less tax or have I screwed things up?

and that’s the problem!!! The turbo tax agents aren’t all trained the same or something because I’ve spoken with 11 agents and the last one nailed it, stayed on the phone with me for 3 hrs going back and forth emailing this person and that person, I could here him typing away, he even became frustrated with his supervisor because they kept telling him “ we will issue a check “ but the problem is, it is stuck at cross river and cross river just need the okay to send it back, I don’t know why they are making it so hard, I know one thing, I am never filing with them again.. 

What is your resident state?   And are you saying that you have state taxes withheld for Maryland on a W-2 or 1099-R or similar form, but when you look at the data source for line 5a on your Schedule A, that you don't see a reference to the taxes withheld for Maryland?