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I am having the same issue here in NJ and missing out on an additional 8K of deduction and am unable to get through to anyone at Intuit to resolve. The system does not seem to calculate the "phase out" and just blanket caps at 10k.

If you received a Schedule K-1, you need to enter information for all of the fields with entries in TurboTax so the information will be included with your return. Whether this results in additional tax or the need to file a state tax return depends on the type of items reported and the amounts.    A Schedule K-1 is a document that partnerships, LLCs, S-corps, estates, and trusts use to describe to owners/shareholders what income they are receiving from the entity.   The K-1 section of TurboTax under Income has entry screens that cover all of the sections of the form.   State information on a Schedule K-1 typically appears in Part III (boxes for state-specific income or credits) and in separate state-specific schedules or attached statements provided by the partnership, S Corp, or trust. Key areas include state withholding (often box 15 on Form 1065/1120-S) and state-specific code areas, such as Box 11 for state income taxes paid.   Often, a separate statement or schedule is attached by the entity detailing income/withholding for specific states (e.g., California Schedule K-1).    See this article for instructions to enter a K-1   See this article for more information on K-1s in general. @ahzimmerman 

Thank you for your response and information. Yes, I was aware that once TurboTax releases my taxes, the have no control over it. I also heard about there being delays but my question was how long might the delays be? Like I mentioned before, it’s been 5 weeks. Since checking my refund tells me nothing snd TurboTax can’t help either, I guess I wait an see if I ever get it. But I do appreciate your help, thanks. 

I am not on the online version and I am on the desk top.  This is a nightmare.  I have been using this product for years and now it is giving me a har time, a lot.  where can I get the update on the desk top version.  

It sounds like you may be entering this income in the regular investment income section, and not the Child's Income section of the tax return input. Follow the below navigating steps to enter his income for the year, then re-check his forms output to verify that the standard deduction has been limited correctly:   TurboTax Online Go to the child income screen under Wages & Income. Follow the onscreen instructions to determine if the income can be included on your return or if your child needs to file their own return. TurboTax Desktop Open or continue your return. Go to Federal Taxes. Go to Wages & Income. If asked How do you want to enter…?, select I’ll choose what I work on. Under Less Common Income, select Start or Update next to Child's Income. Answer Yes to both Any Child's Income? and Child Required to File? Select Continue on the Reporting Your Child's Income screen. Follow the onscreen instructions to determine if the income can be included on your return or if your child needs to file their own return. TurboTax - How do I report my child's investment income?

Essentially, TurboTax calculates the amount of tax you paid to California on the same income taxed in California and applies it like a payment toward the taxes so you do not pay tax twice.  It requires calculation because you have to determine the tax that California applied to the income and the amount Connecticut applied.     So, as an example, if the California income is $10,000 and you paid $500 of tax to California but Connecticut tax on the same $10,000 is $450, your credit is $450 (it zeros out the double tax).  If California’s tax rate is higher than Connecticut’s, you will only receive credit up to the amount Connecticut would have taxed you; you will not get a refund from Connecticut for the "extra" tax paid to California.  @Yujin-Bao 

@user17748177281 wrote: (1) maybe the TurboTax calculation is waiting until you've clearly indicated that you are taking the Standard Deduction (not itemizing) and it will magically go back and correct the numbers on Sch E to not produce a loss    If (2), in theory it's an easy fix for the techies - simply include a question in the Sch E worksheet asking if you'll be taking the standard deduction or itemizing. (TurboTax - you owe me a fee for that ;-)).   Unfortunately, TurboTax doesn't do that, so it is an error.   Unfortunately, it isn't that easy of a fix.  Just because a person Itemizes doesn't necessarily mean the loss would be allowable.  As you said, it needs to be 'otherwise deductible'.  It might not be 'otherwise deductible' if the real estate tax is in excess of the SALT limit or if the mortgage interest wouldn't be fully deductible due to the $750,000/$1,000,000 loan limit.  And starting in 2026, there is another Itemized limit/reduction for high-income taxpayers that might affect things (although I would need to think about that one).      

Thank you for the feedback!  I think this is indeed the issue "I mistakenly marked the IRA/SEP/SIMPLE box on TurboTax's 1099-R form, causing the entire box 1 amount to be inappropriately included on Form 1040 line 4b."  However, it wasn't by mistake per se.  My confusion is there seems to be no correct answer at the point where I selected IRA/SEP/SIMPLE.  The Options were: 1) Financial institution or other provider (1099-R) 2) Office of Personnel Management (CSA 1099-R) 3) Office of Personnel Management (CSF 1099-R) 4) U.S. Railroad Retirement Board (RRB 1099-R) The form only says 1099-R - So I was figuring selection #1 was the appropriate answer?  Are there more options to choose from?

You can view or print your return that will include your federal asset report as follows:   For TurboTax Online: Open your return Select Tax Tools then Print Center Select Print, save or preview this year's return Check the boxes to indicate your federal and state returns Choose to include Government and TurboTax Worksheets Click on "View or Print Forms" Your E-Filing Instruction Sheet should be the first page In TurboTax Desktop: Switch to Forms Mode by clicking on "Forms" in the blue bar at the top right of your screen In your left panel scroll down to the bottom of your list of forms and  Select "Filing Inst page 1 and 2"

I am having this issue as well for the first time when using TT 2025.   I tried encrypting the tax file after giving full disk access, but it does not work. I reopen the file, and there is no prompt for the security password.   I do not recall exactly, but when I downloaded TT 2025 for the first time, I thought it asked for Keychain access, which I probably granted. Is there something else we need to do within the Keychain App?   Regarding the PDF file, similar issue, but from the "Save for Your Records tab. I hit Print Returns > PDF > Save as PDF...> Security Options. Then I proceed to fill in my password and verify after selecting "Require password to open document" and hit OK. I go and open the file, and again no prompt for a security password.   Any other suggestions besides the Preview App method? We just find it odd that this version of TT is not saving as the prior year downloads.