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This will be handled on your 2025 tax return for a repayment of income previously taxed and repaid in a future year.  This is called a 'Claim of Right'. You must determine the amount actually taxed in 2024, then follow the steps and details below to report this activity.   The Claim of Right is explained more in the article below.  However I will add some information here about how to report on your tax return to determine if it applies to you and how you prefer to enter it on your tax return. What is a claim of right repayment? Claim of Right If you had to repay an amount that you included in your income in an earlier year, because at the time you thought you had an unrestricted right to it, you may be able to reduce your income by the amount repaid in the current tax year if the amount you repaid is more than $3,000, or you may take a credit against your tax for the year repaid, whichever results in the least tax. Taking the Income Reduction in TurboTax (most common) Login to your TurboTax account or open your tax return. Click on Deductions & Credits Locate the section Other Deductions and Credits (you may first need to select on show all tax breaks if working online or I’ll choose what I work on if working in the installed desktop.) Click Start (or Revisit) beside Other Deductible Expenses. A number of questions will appear on the upcoming screens. You are looking for the one that reads Claim of right repayment over $3,000. Click yes when you see this screen. (Be sure to ignore the similar question, repayments of $3,000 or less.) Enter the amount of the repayment in the box Claim of right repayment over $3,000 and click Continue. Taking the Credit in TurboTax (Must use TurboTax Desktop)  How to switch from online TurboTax to the TurboTax software?  There are two components to taking the credit in TurboTax. The first part entails determining the amount of the tax that was overpaid in the year the income was received. This requires using the TurboTax Desktop product (or another method) to determine what the tax liability would have been without the income.  The credit can only be applied using the TurboTax Desktop product installed on a computer, in the Forms mode. Switch to Forms mode by clicking on Forms icon in the program. In the list of forms on the left click on 1040/1040RSR Wks above the Form 1040 itself. Scroll down to Other Credits and Payments Smart Worksheet (near the bottom) and enter the amount that you have computed on Line D Claim of Right, IRC 1341 credit for repayments of prior year income. Click on the Step-by-Step or Easy Step icon in the upper right corner to return to the interview mode and finish working on your tax return.

ah ok.  my screenshots are from Mac which looks slightly different but you should have somewhere in the interview where you select that the dividends come from single state or multiple states so try going back to the box entry.   see other comments on this process here which may help https://ttlc.intuit.com/community/state-taxes/discussion/re-1099-div-tax-exempt-dividends-box-12-not-properly-transferring-to-ny-state-for-taxable-portion-it/01/3838644#M187076   @mesquitebean   

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

See this for the Alaska PFD - https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-my-alaska-permanent-fund-dividend-alaska-pfd/01/26294?search-action-id=613361098748&search-result-uid=26294

After you enter your Form 1099-DIV, you will see a screen that says Tell us more about your exempt-interest dividends. You need to check on the option that says I earned exempt-interest dividends in more than one state. You will then see an option to enter dividends in more than one state.

See this for a verification code - https://ttlc.intuit.com/community/security/help/what-if-i-m-having-trouble-with-my-filing-verification-code/01/26499?search-action-id=613360866994&search-result-uid=26499

The IP PIN can be retrieved using the link below when you cannot find it: Retrieve your IP Pin How do I add or remove my 6 digit IP PIN? If you continue to experience no resolution, try this appointment procedure.  Telephone (Appointment Only): If you cannot create an online account, call 800-908-4490 to make an appointment at a Taxpayer Assistance Center.

You do not need any forms for the extension.  The extension request is e-filed. See this for e-filing an extension request - https://ttlc.intuit.com/community/extensions/help/can-irs-extensions-be-e-filed/01/25884?search-action-id=613360302430&search-result-uid=25884

You can file an extension, which will allow you to file until October 15, 2026.   This is an extension to file your tax return, not an extension to pay your taxes. You must estimate your taxes due and pay them by April 15, 2026 to avoid penalties and interest.   You can use TurboTax to e-file an extension by clicking here.