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Since you are a nonresident of New York, investment income such as interest, dividends, and capital gains from personal stocks or bonds is generally not taxable by New York.     During the NY state interview, you will reach a section for Income Allocation.  New York defines "source income" for nonresidents primarily as wages earned while physically working in NY or income from NY real estate.  When TurboTax asks for the "New York State Amount" for these items, enter $0 if they are personal investments and not connected to a NY business.

Thanks a lot @dmertz for your response....it helped me understand what I should do next.... Just a few more Qs so that I can complete my tax filing for 2025 now that I know I can report the Conversion only in 2026...   I completed the Recharacterization from my Roth IRA to Traditional IRA after business hours yesterday, I believe it'll take a few days (or at least till Monday morning) for the funds to 'settle' (in-kind using Shares, not Cash) before I can initiate the Backdoor Conversion. This is the email that I had received from Fidelity:   "We received your request to recharacterize your Fidelity IRA contribution. Based on your request to recharacterize $8000 and applicable Internal Revenue Service (IRS) regulations: Your total applicable earnings or loss for the computation period was $698.73 The total amount recharacterized was $8698.73" With this information, can I complete my Tax filing for 2025 this weekend or should I wait for the fund to settle first in my Trad IRA account? I am assuming I can follow the instructions mentioned here using the same numbers from the Fidelity email:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-income/recharacterize-roth-ira-contribution-traditional/L6VoYVkaP_US_en_US    So step 8 should be $8000 and Step 9 should be $8698.73,  Is that a correct assumption? Which form will this generate in Turbo Tax? Is that 5498 or something else?   Then, I'll also complete "Step 1: Enter the Non-Deductible Contribution to a Traditional IRA" following:   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US   I believe this will generate form 8606.   Are these two steps good enough for filing taxes for 2025 as far as Roth Recharacterization is concerned? I'll focus on 'reporting' the 'Conversion for 2025' when I file taxes in 2026. After the dust settles on 2025 tax filing and if I end up doing a similar Backdoor Conversion this year for tax year 2026 itself (contribute to Trad IRA directly and then do a backdoor soon thereafter), will I then receive two separate 1099-R next year, one for 2025 and one for 2026?  

Really like your answer about IRC 1341 Claim of RIght. I read pub 525 and California 540 CA instructions, it appears to be if you claim a credit on the federal return, you need to do a deduction on state and if you claim a credit on federal return, you can claim a credit. Do I have the misunderstanding?  What I would like to do is to take a credit on the federal return and also take a state credit on the CA state return using L78 of form 540. Is this possible? Thanks for your help!

Take a look at the following TurboTax help article for guidance about how to enter your Canadian social security payments:   How do I enter my Canada Pension Plan (CPP) or Old Age Security (OAS) benefits?  

You can always move forward or backward in TurboTax Online and Desktop, unless there is some necessary detail that still needs input on the current screen. If you select Continue from the bottom of the screen and it does not allow you to proceed forward, an error message will appear on the current screen to inform you of what needs to be updated before you can move forward.    If no such error message appears, you can always click Tax Home from the left-hand side menu to get un-stuck from wherever you are in the program, before navigating back to where you need to be to complete and file your return.    Is there a more specific error message you're seeing, or page header / title that you can share with us to help you with your tax return navigation? 

Oregon tracks unallowed passive activity losses (PALs) for nonresidents through the Oregon Nonresident Income Tax Return (Form OR-40-N) by following federal passive loss rules. Although Oregon does not have a separate state-specific Form 8582, you must track these losses by filing a non-resident return annually, which records the suspended loss in the Oregon column.    On your Form OR-40-N, the "Oregon Source Income" column should show the suspended loss. You are essentially using the tax return itself to track the loss.     In TurboTax, you must make an adjustment in the state depreciation to record the proper loss.  During the Oregon state interview, TurboTax should prompt you for "Oregon-specific" adjustments.   

I have improvements made to the inherited home to enter into form 8949.  These improvements to the home increased it's value.  The basis at the time of my mothers death was increased by the improvements. I held the property for 5 years prior to selling it.  The improvements more than cover the gains on the sale of the home.      Thanks,   nwh

@PatriciaV I just did everything you said. I am fully filled in with everything on TurboTax Desktop. It will still not let me enter any information on MI1040 Line 30. It says 30 - Credit for allocated share of tax paid by electing flow-through entity (Not Supported) "(not supported)" I am able to manually enter info on every other line but that one.  Did I just do all of this for nothing?

If your tax return was mailed to the wrong address you can simply reprint the return and mail it to the correct address for your state. Where do I mail my California (CA) tax return? If your California state refund was mailed to the wrong address, immediately contact the California Franchise Tax Board (FTB) at 800-852-5711 to report the issue and request a refund trace or re-issuance. Update your address online via the My FTB account.   @Alyssacat06 

I agree!  TurboTax product and support is horrible!  If I ask specific questions related to my situation, the response I get is something didn’t work, try back again.  I am very good at math and their math is wrong and there is NO support to explain why unless  pay more to speak with a TurboTax  “expert”. Who at this point, I wouldn’t trust because they are tied to TurboTax!

If you made estimated or quarterly tax payments in 2025 toward your federal, state, or local taxes, enter them in the Estimates and Other Income Taxes Paid section (FAQ:(   Navigate to the estimated tax payments section: TurboTax Online/Mobile: Go to estimated tax payments under Deductions & Credits. TurboTax Desktop: Go to the Federal Taxes, then Deductions & Credits. Select Estimates and Other Taxes Paid. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments. Enter the amount of estimated tax you paid at each of the quarterly due dates. Once you've entered these payments into the tax return, you should be able to see them a payment credited against your current balance due. 

In TT Home & Business, download Windows version, Federal section > Deductions > Charitable Contributions, when I want to update a past charity with the multiple amounts of cash that I gave in 2025, I cannot enter the individual amounts because the field for the Amount does not support "Add supporting details". This is important for me for record-keeping -- e.g., in case I later find another record of a donation, I want to check the date and the amount so I don't double-count or miss anything. So I click on the Form icon in upper right, which opens a Charitable Organization worksheet, which has nice tables to enter multiple donations, with date, dollar amount, and even frequency (for monthly etc. donations). So I fill out the "Detail of Money Donations Worksheet", which is automatically and correctly summarized in a higher table in the same worksheet, "Combined Amounts Worksheet". OK so far. I click Step-by-Step icon in upper right to go back to the Step-by-Step. It returns me to the list of "Your charities and donations". On this screen, the total amount of cash is correctly displayed.  It would be better to return to the Step-by-Step detail screen for that charity, but that's relatively minor. The charity is still marked as "Needs Review", so I click the pencil icon to "review" and clear that flag. The big problem is that on the screen "Enter your total cash donations to <charity>", the amount shown is not the total, but only the first cash donation! Which is right, the list page or this detail page? (If I go back into the form, it still reports correct amounts. If I try to correct the Step-by-Step field to reflect the total, that updates my first cash donation to what I entered, which makes the calculated total in the form incorrectly high.)