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@ThomasM125 , The original return (in the .tax2024 file and after reloading it and initiating the amendment) already reflects with what I filed. Now, when I switch to forms mode and check the form 1040, there also the original value (the one with which I filed) is correctly reflected. It is the 1040-X which somehow in Column A (which is for Original income) is showing incorrect value i.e. $1200 more than the actual Original income. And this is happening even without me doing any amendment. Then in Column B (which is for Ammended income) it is showing my correct AGI, the AGI I filed with. Ideally, in my case both the Column A and Column B should be exactly the same. And same as with what I originally filed. Because I have made no changes in the income at all. But column A is showing an inflated value by $1200. I hope this makes it clearer. Please feel free to ask any follow up question you may have. @ThomasM125 @VolvoGirl . I appreciate your help.

Yes. This rule is found in IRS Publication 519 (U.S. Tax Guide for Aliens). Specifically, you want to look at Chapter 1, under the section titled "Substantial Presence Test" and the subsection "Exempt Individual."   Look for the "Teachers and Trainee) subsection within "Exempt Individual." It explicitly states:"You will not be an exempt individual as a student...if you have been exempt as a teacher, trainee, or student for any part of more than 5 calendar years. This means your F-1 exemption officially began in 2023 and will continue through year 2027.  Here is a recap.    2023: Year 1 (Exempt) 2024: Year 2 (Exempt) 2025: Year 3 (Exempt) — This is your current year. 2026: Year 4 (Exempt) 2027: Year 5 (Exempt) 2028: Year 6 (Days finally start counting)   @loreflipts         

@DoninGA Gotcha, was looking at this IRS page and it was saying that since I e-filed originally, i could also e-file the amendment, but that is not true? https://www.irs.gov/filing/file-an-amended-return. I'm assuming I'll need to send any owed tax to them as well?

The entry may not say Edit, but you can click on the pencil icon at the far right of that screen to edit your entry in "Summary of state and local tax refunds".  Once you do that, it will have a screen "Tell us about the refund you received in 2025" - select the state from the dropdown, enter the tax return year (2023) and the payments and withholdings (from your 2023 NY IT-201, line 76) and the refund amount reported on the 1099-G.  Once you select Continue, on the next screen you can select that you took the Standard Deduction by selecting Yes.  Doing that will make the refund non-taxable.

If you are audited the service dates that they provided you when they calculated your retirement are the service dates that they will look at.  You need to be certain that you can document the dates of your service without using the service documents from your retirement which will be tricky.     But if you are certain that you can do so then the easiest way to make sure that you receive credit for your period of government service is to set your start date 23-ish months before the Oct 1 1991 threshold.  That gives you exactly the correct amount of service prior to the cutoff date and is pretty much the same thing that they did when you retired.

You are definitely a New York full year resident, at the very least a statutory resident.  You can put that you are a North Carolina nonresident if you established New York domicile.  You should make sure that you update where you are working with your employer-because North Carolina income tax was withheld  the entire year.  You can allocate your North Carolina income if you file a nonresident return.  Based on your facts, there is nothing to indicate you have any ties to Illinois.     A North Carolina income tax resident is someone domiciled in the state or present for more than 183 days during the tax year. Residents are taxed on all income, while nonresidents only pay tax on NC-sourced income. Residents moving out remain residents until a new domicile is established elsewhere.  Individual Income Filing Requirements You are a New York State resident for income tax purposes if: your domicile is New York State; or you maintain a permanent place of abode in New York State for substantially all of the taxable year and spend 184 days or more in New York State during the taxable year, whether or not you are domiciled in New York State for any portion of the taxable year.  See Income tax definitions - Tax.NY.gov

Usually, when there are adjustments that need to be made, there would be a total at the end of the section that would need to be accounted for in the adjustments. Your total was empty for that section of your form.   Also, in the "Check This Entry" description, it says there is a total amount of $0 that needed to be accounted for.    I will look into this further to determine why this did not populate automatically. If I can determine a reason, I will let you know. However, $0 would be the correct entry for Column A and Column B. Any other amount would cause another error and not be correct.    @user17743786557 

I suppose I should add: I got married in 2025 and am filing jointly for the first time. I don't think this should be messing anything up. The HSA is mine and I am on a self only HDHP. My wife is on her own self only plan and does not have an HSA. When asked, I tell TurboTax that I have an HSA and she has "none of the above."

After entering form 1099-Q, there is an interview about the student when you choose to edit the student information by clicking on the pencil icon.    On the page titled School attendance, put a check mark on Military Academy.   This will cause TurboTax not to apply the 10% penalty for non-qualified distributions. Earnings are still taxable.

A radio button is just a circle to check on.  Have you already entered the 1099R?  I have the Desktop program too.  It should be the same as the Online version.  Enter the 1099R (or edit it) and go though the screens.  

You don't need to make any entries in California Schedule CA directly.   California does not conform to the same limitations as the Federal return regarding state and local tax deductions. California also doesn't allow you to deduct California income taxes paid.   As you saw in the instructions for California Schedule CA, if your deduction was limited under federal law, "enter an adjustment on line 5e, column C for the amount over the federal limit". TurboTax makes any adjustments to the Federal deduction for you based on the data in the Federal return and your answers to the California questions.   

I am so upset with the expert assist that I did not want.  You are tricking customers into getting that after they have put hours into their return.  I did not like that my documents from institutions were already downloaded without me requesting them.  I could not see all of that ahead of time and therefore I ended up with many duplicatons.  Plus I had to ask AI were to enter my prepaid taxes as the question never came up in the routine. I hate Turbo Tax and will never use it again.  Creepy, sneaky, and does not feel secure.

To take the 2 for 1 stock split into account in TurboTax, you will need to manually adjust your original data for any ESPP lots purchased before the 2 for 1 split. Adjust the data as follows:   Multiply the original number of shares purchased by 2 Divide the original purchase price by 2 Divide the original offering price by 2   By halving the prices and doubling the shares for the pre-split purchases, your data will correctly reflect the 100 post-split shares you actually sold in 2025. This allows the Worksheet to accurately calculate your compensation income and your correct capital gain.   For ESPP shares, your basis is generally the amount you paid, plus amount treated as compensation. Since these are non-covered shares, the brokerage is not required to report the cost basis, so you become responsible for providing the accurate adjusted basis to avoid being taxed again on the same money.   To make your Form 1099-B entries, including your cost basis adjustments, do the following:   Click on Wages & Income Select Add more income Scroll down to Investments and Savings and click down arrow Select Stock, Crypto...(1099-B...) Select Add investments, Add a different way Select Stock, Bonds, Mutual Funds (1099-B) Enter brokerage information, then Continue Do these sales include any employee stock? Yes, then Continue Next, select Enter sales totals instead* Here, you will also reach the box below the sales section, I need to adjust my total cost basis, to reflect your adjustments   *Note: If you use the sales totals option for non-covered shares, you may be prompted to mail a copy of your 1099-B detail or a spreadsheet with Form 8453 after you e-file.

@Chefamanda1    Did you see this post from a user (cmctjohnson) who found the problem in Forms Mode on the Desktop software??   Re: Turbotax 2025 premier desktop calculates my Schedule A itemized deductions at $42000 (w/ limitations), but defaults to using the standard deduction ($31500) instead??