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First of all, Arizona will bring the expenses over from your federal return. Arizona relies on the Federal Schedule E to "prove" your expenses. You don't re-list them on the 140NR.   As far as the small capital gain, you can allocate that amount to "0" in the Income Allocation Screen in your Arizona State return. The charitable contribution was brought over because Arizona offers  tax credits for donations made to specific Arizona charities (like Foster Care or Private School Orgs).   Depreciation was brought over because Arizona occasionally has different depreciation rules than the Federal government (specifically regarding "Bonus Depreciation" or Section 179). If you took a 100% bonus depreciation on the Federal level, Arizona may require you to "add back" that amount and then subtract a smaller, Arizona-allowed depreciation amount.   This is why the software is asking for those specific numbers—it’s trying to adjust the net amount it already pulled from your Schedule E.

No one can call you from the user forum, but you have just invited scammers to call you and pretend to be calling from TurboTax.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.     TurboTax gets no information from the IRS after you file your tax return, so no one at TT knows that the IRS adjusted your refund or why it was adjusted.  The letter should explain the reason---read it carefully.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf         If you did not successfully file your 2019 return, you can file it by mail now, but you will not receive a refund.   If the 2019 return shows that you owed tax due, it is still owed with late filing penalties and interest.

Thank you Amy for your comments.  I have reviewed everything in my 2025 GA TurboTax interview and answered the question correctly regarding residency.  I was not asked how I wanted to pay a penalty since TurboTax did not say that I needed to pay a penalty.   At this point if there is no software issue on TurboTax's side, then I guess it has to do with corrupt data that was imported to TurboTax 2025 (from my TurboTax 2024 return).  Still not sure where the incorrect line 4 info came from since my 2024 GA TurboTax return has the correct information in it.  Not sure why the correct information was not imported for line 4 in my 2025 return.   If anyone else has any other ideas or has experienced this issue in 2025, please let me know.   Thanks, Todd

Paying your fees did not file your tax return. DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m7e64td0    

https://turbotax.intuit.com/irs-tax-extensions/   An extension gives you extra time to finish preparing your tax return.  You do not have extra time to pay your tax due.  Estimated tax due must be paid by April 15, 2026.

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

unfortunately this is how they price the versions so it can be costly if you just miss the Free version yet not need the full functionality of Deluxe.  if your situation does require Deluxe you might want to explore other filing options like FreeTaxUSA which may still allow you to file for free or lower cost than Turbotax.  See https://apps.irs.gov/app/freeFile/browse-all-offers/

TurboTax gets no information from the state after you file your tax return.  No one at TT knows that the state changed your refund or why it was changed.   The state will send you a letter that explains, or you can contact the state yourself to find out.     MY STATE REFUND WAS LESS THAN I EXPECTED The state will send you a letter explaining the change.  TurboTax does not get any feedback from your state after your return is accepted, so no one at TT knows why your state refund was less.   Did you owe back taxes, child support, or student loans?  Traffic fines, etc.?     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

Because sales of Restricted Stock Units (RSUs) usually require an adjustment to the cost basis reported on Form 1099-B, it is best to enter these transactions manually.   To enter RSU sales in TurboTax Online:   1. Go to Income>Investments and Savings and Add Investments   2. Select Enter a Different Way and then Type it in myself   3. Select Stocks, Bonds, Mutual Funds   4. Type in the brokerage name shown on your 1099-B   5.Answer Yes to the question Do these sales contain employee stock?    6. Answer No to the question Do you have more than three sales on your 1099-B? TurboTax will then suggest that you enter each transaction one by one.   7. Enter the sales section total, type of investment, and information on the sale.   8. Check the box that the cost basis is incorrect or missing on Form 1099-B   9. When you click Continue you can either enter the correct cost basis (if you know it), or TurboTax will help you find it.   Here is a TurboTax article on how to report RSUs for more information.

How to start a new joint return   You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,  

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?    Was there duplicate use of a SSN?    If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

paying with refund as you note costs extra $40 which is like a really bad loan on the Turbotax fees, and sends your return thru a third party bank which can cause delays and confusion.  Try to avoid these refund processing gimmicks, just pay up front if possible.

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.  

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,

In this instance you will not indicate that this is a 2026 1099-R in the program itself.  There isn't a place to enter that here.  Instead this is for your records - so that you do not enter the same 1099-R next year when you receive the physical copy.   @JBVTRC 

The tension you’ve noticed between Administrative Release 5, Administrative Release 11, and Section 10-207 is a common source of confusion in Maryland tax law. Your reading of "distribution" makes sense, but the Comptroller’s office tends to separate interest and dividends from capital gains, focusing on the nature of the transaction.   Maryland follows the federal lead on the "character" of income. Under Federal and Maryland law:   Interest/Dividends: This is the yield produced by the bond while it is being held. This is what Release 11 and § 10-207(c-1)(2) are protecting.  Capital Gains: This is the profit realized when a bond (or a share of a fund) is sold for more than its purchase price. Administrative Release 5 (Section C)  explicitly states that Maryland follows federal law regarding capital gains from mutual fund shares "without modification." The Comptroller’s long-standing position is that once a USGO is sold at a profit by a fund, that profit loses its identity as "exempt interest" and becomes a "taxable capital gain."   You correctly noted that § 10-207(c-1)(2) mentions a "distribution or dividend... of interest or dividends." The key legal distinction is that a Capital Gain Distribution (Box 2a) is technically a distribution of profits from the sale of assets, not a distribution of interest earned.   You aren't missing a "secret" law; you’ve discovered an area where the Maryland Comptroller uses Administrative Release 5 to narrowly define the scope of Section 10-207.   Essentially, Maryland treats the profit from the sale of a federal obligation differently than the interest paid by that obligation. Because Box 2a on your 1099-DIV represents the fund's internal sales of securities, Maryland views those strictly as capital gains—which they have decided "flow through... without modification."