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I have a similar situation - I filed early, got my refunds, then a 1099-R popped up in the mail.   Totally forgot that I had dipped in to the 401k. I obviously have little time to pay back the offset. Can I file an extension on an amended return to extend the payment deadline?

**bleep** you and all your phone answering robots i will personally be urging everyone i know not to use your services when i ask for a oerson and a **bleep**ing bot tells me they are ending the call that bot just lost you a customer 

As a federal employee stationed overseas with the Department of the Army, you are likely still considered a domiciliary resident of Virginia for tax purposes unless you have taken explicit legal steps to establish residency in another U.S. state.  Your tax liability depends on your residency status. If you are still a Virginia resident (domiciliary resident), you must pay tax on your entire income, regardless of where it was earned.  Most likely, the biggest factor is if you intend to establish a new domicile in your new location overseas or if you intend to return to Virginia at some point- and even if you do not want to return to Virginia, you have to make affirmative steps to establish a new domicile SOMEWHERE else before you are relieved of your Virginia tax obligations.   Unfortunately Virginia does not have the same foreign income exclusion as the federal.  

Can you give us some more information to clarify your situation? What is wrong on the state return? Is it the amount owed or Refund amount? Is it that the income is wrong? Did you go through the state interview again? Did you run the final Review and correct all errors?

Hello, I'm adding to this now month old thread, as I've been looking at this same issue.  In my case, this is the first year that I've had an inherited IRA. I find the questions to be really murky.   In my situation, there were four beneficiaries with each of us getting a 1/4 share, in the form of 4 different inherited IRAs (one to each of us). My understand of this issue is that we are each entitled to a $5000 exclusion -- based on the overall value of the four IRA accounts combined.  In the TurboTax section to make adjustments to Federal income for the inherited IRA, the series of questions asks for the total amount of the Decedent's pension. I don't have anything that documents the total value in the original account. I know that I got 25% but I don't have an official document that says that either.  If I only complete the beneficiary % (25%) -- TurboTax auto-fills the value of the overall pension as 4x my withdrawal. However, the overall value of my Inherited IRA is much higher than that -- I only withdrew the required amount and will continue to do so over the next 10 years. And the value of all four IRAs combined would be even higher than that.  If I let TT auto-compute the Total Value number, the end result is that the $5000 exclusion that I'm pretty certain I'm entitled to computes correctly. But if I set the Total Value as either the full value of my inherited IRA or the full value of the four accounts together.....the number is different. Am I missing something? 

The EIN above is from a seven year old post and is no guarantee that that EIN is for a university that still participates in FAFSA.   This link has the entire listing of the Federal Student Aid list of participating schools as a PDF or Excel format. . This link is the Federal Student Aid Search Tool   Once you've established the school is eligible for FAFSA, you may need to contact the school's finance, or financial aid office in order to get the EIN for the school.

It depends. If TurboTax Online may be limiting Form 1116 because your foreign tax paid was less than $600 (married filing jointly) on your dividends. This may help so that you can finish Form 1116 to include all of the foreign tax credit from your sale on your tax return. Edit  a 1099-DIV to have foreign taxes over $600.  Next go through the full dialog for form 1116 to enter the gain on the sale of your apartment in India Finally, edit the 1099-DIV again to correct the foreign tax paid amount.  This should keep all the values on Form 1116. Where do I enter a foreign tax credit or deduction (Form 1116)? Claiming the Foreign Tax Credit Please update here with details if you have more questions and we will help.

Here are some suggestions to suppress this at the federal level, but ensure you receive the credit on your state return.   The most effective way to stop this is at the entry point of your Schedule K-1.   Navigate to Federal > Wages & Income. Find S-Corps, Partnerships, and Trusts (Schedule K-1) and click Update/Edit. Choose the specific K-1 that generated the CT credit. Proceed through the screens until you reach the "Check Boxes" or "Describe the Partnership" screen (where you check boxes for things like "I have a foreign account" or "This is a passive activity"). Look for a box or a supplemental screen regarding State and Local Taxes. The Key Action: When you enter the state tax information from the K-1, TurboTax may ask if this was a "State tax payment." If you see a field specifically for the CT PE Tax Credit, ensure it is not being mapped to "Federal State Tax Deduction." Note: In many years/versions, TurboTax has a specific checkbox for CT residents asking if you want to include the PE credit in your federal itemized deductions. Uncheck it if it is there.   Option 2: Adjusting via "Deductions & Credits" If the credit is already sitting on Schedule A, you can manually override the "State Taxes Paid" summary.   Go to Federal > Deductions & Credits.  Find the Estimates and Other Taxes Paid section. Select Income Taxes Paid. Look for Other Income Taxes Paid in 2025 (or the current year). Check the entries under State and local income tax payments. If you see an entry for "CT PE Tax" or an "Additional State Payment" that matches your credit amount, delete or zero out that specific entry. This will remove it from Schedule A without affecting your actual CT state return. Option 3: Forms Mode (TurboTax Desktop Only) If you are using the CD/Download version, this is the fastest way:   Switch to Forms Mode (top right corner). In the list of forms on the left, find Schedule A. Locate Line 5a (State and local income taxes). Right-click the amount and select Data Source or QuickZoom to see where the number is coming from. It will likely lead you to a State Tax Refund/Payment Worksheet. You can zero out the CT PE credit line on that worksheet, and it will immediately update Schedule A. Now, enter the credit ONLY in the Connecticut state return. This is the correct place for the CT PTE credit.   Go to State Taxes  Select Connecticut Open Credits Choose Pass‑Through Entity Tax Credit (Schedule CT‑PE) Enter the credit amount here only. TurboTax will apply the credit to your CT tax liability without touching Schedule A.        

I see why it appears that the QEE amount is being added back twice, but these two adjustments are actually addressing different parts of the calculation and are both required under Georgia rules.   The Line 12b adjustment (Georgia SALT limitation) is limiting the federal itemized deduction for state taxes to $10,000 for Georgia purposes. This is a general limitation and applies to all state taxes included on Schedule A, not specifically to the QEE credit.   Separately, Schedule 1 Line 5 is an explicit addback required by Georgia law for the Qualified Education Expense (QEE) credit. This adjustment is meant to reverse the federal tax benefit received from treating the QEE contribution as a deductible state tax payment.   Even if the SALT limitation reduces the total state tax deduction to $10,000, the QEE amount may still be part of the taxes that were allowed within that $10,000 cap. Because of that, Georgia requires the QEE amount to be added back to ensure the credit doesn't also produce a federal deduction benefit.   So while both adjustments involve the same pool of state taxes, they aren't duplicating each other: Line 12b limits the total state tax deduction to $10,000, and Schedule 1 Line 5 specifically removes the tax benefit associated with the QEE credit. For that reason, the increase to Georgia taxable income isn't considered a double addback, but rather the result of applying two separate rules that operate independently.   For more information visit this link.   @gatormf 

If you owe money for the premum tax credit it is include on your Federal tax return. It is posted on Form Schedule 2 Line 1a. It is then carried to your Form 1040 line 17. It is then included in your total tax line 24.  

Error 190 typically indicates that you are trying to open a TurboTax return but you don't have the state software included in the return.   To fix the 190 issue, please open the link below: Error 190 when opening file in TurboTax Desktop Then, follow the next steps to delete your state:   Go to Tax Tools in the left menu, then select Tools. Select Delete a form. Find the NY forms in the list and select Delete next to them.  After deleting the state forms, you will be able to continue with the federal amendment.  

Taxable income and Modified Adjusted Gross Income (MAGI) are not the same thing.  Your taxable income will take deductions into account and is therefore lower than the starting point for the MAGI which is the AGI on line 11a of Form 1040.     Here is a link to the IRS worksheet for Modified Adjusted Gross Income (MAGI) calculation to determine if a Roth IRA contribution can be made:  IRS Publication 590-A   TurboTax does the calculation shown in the IRS worksheet and then gives you information on screen about whether you can make the Roth IRA contribution based on the MAGI.  

No I did not resolve it. I tested it by deleting the 1099-INT for TreasuryDirect and my CA state tax dropped by exactly 0.8% of the box 3 exempt interest. The 1099 from Treasury Direct has zero in every other field so there is nothing else to enter besides box 3.   Whether this is overpaying CA by that amount or not I do not know. Maybe that is some Medicare investment income surtax or something?