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Yes, I suggest the 1099-G for the New York State Inflation Refund Check be entered as a New York State refund in the TurboTax program. Wages & Income 1099-MISC and Other Common Income State and Local Refunds on Form 1099-G   Select the "Tax return year" on the "Tell us about the refund you received in 2025" as TAX YEAR 2023 Enter zero for "Payments and Withholding" Enter the amount that you received and is reported on that 1099-G   Select NO for the "Let's check if your 2023 New York refund is taxable" screen Once the NO radio button is selected a drop-down opens and you can enter the taxable amount which is the full amount reported on that 1099-G.   If you also receive a 1099-G for a 2024 state refund, that can be entered separately from this 1099-G.  You will attribute the "inflation refund" check to tax year 2023 and the State tax refund to tax year 2024.    This is the first year New York has issued a payment like this. There is no one dedicated screen to enter this 1099-G in the TurboTax program.   Technically the New York State Inflation Refund Check is NOT a refund of property tax. It is similar to an Earned Income Credit in so far as it is based on the Taxpayer's income, in this case their 2023 income. It is based on the Taxpayer's income for tax Year 2023 regardless of whether they itemized or used the standard deduction. It is not taxable on the state return, but is taxable on your federal return.   A lot of the answers you give in the program are answers to make the program put this income where it needs to be, they are not answers that are transmitted to the IRS.   The amount of the New York State Inflation Refund Check will be reported on Schedule 1. The total on Schedule 1 is carried forward to Form 1040 line 8.   It does not get reported as income on your state return.    Here is a link explaining the New York State Inflation Refund Check Here is a link explaining the federal taxability of the check  

@sirwmshamong2 Some more research uncovered why the form is coming out as it did.   In New Jersey, the minimum gross income required to file a return is:   $10,000 for filing status of Single or Married Filing Separately, or $20,000 for filing status of Married filing jointly, Head of Household, or Qualified Widow(er) For gross incomes below these levels, there is no tax liability which explains why line 39 on NJ-1040 pg. 2 would be blank for  line 29 amounts below those given above for given filing statuses.   Assuming that your filing status is Married filing jointly, Head of Household, or Qualified Window(er), your NJ return is correct for the gross income that was reported on line 29.  Since you have no tax liability to New Jersey, this means you will get all your withheld NJ tax refunded to you.

The federal advance payment of child tax credits expired after 2021, so I am surprised you are seeing that message, unless it is unique to the state you are filing for. We may be able to help you if you can clarify where in the program you are seeing that message.

City Tax Returns     TurboTax only prepares a few city or local tax returns as an extra step in your state return.  For most local tax returns you are on your own.  You may have to ask around amongst your neighbors, etc. to find out if you have a local tax and how to pay it. “Google “ local tax for your area.  Call your city government, etc.  Your only record of paying your local tax will be your own bank/credit card records

Most likely, the reason the program will not download is due to the vast majority of the New York Business tax forms are not yet ready and available.  The expected availability date is February 13.  You can check the forms availability by gong to State Forms Availability for TurboTax Business.  Select TurboTax for Windows and then scroll down to New York and select the type of business return you need to prepare - (e.g. S-Corp, Partnership, Fiduciary).   

Thank you again. I just checked the actual 1040 form and it is clear what is taxable income and what is not. It is also checked as a rollover, so all is well. Turbotax could make this a little clearer. Thank you. 

@perikuas13    "Notice 703" is the instruction procedure for determining how much of your SSA-1099 gross income ends up being included in your taxable income for 2025.   You just enter your SSA-1099 on the Wages&Income page, along with all your other income types, and TTX software uses that same calculation to determine what to include in taxable income on your form 1040.   The % will change automatically as you add in all your other income types.......that's what the software is supposed to do, and actually does., 

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

I have the same issue also with TurboTax Business Desktop on a new 2025 depreciation item for computer equipment attempting to take the 100% special depreciation deduction. I sure hope they can get this resolved before February 13th.  I have two returns waiting for this issue to be resolved before they can be submitted!

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules

If you have a very simple return that only requires a Form 1040 with no extra forms or schedules you can use the Free Edition for federal and state.  If your return is not a very simple one, then you upgrade to a paid version.     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/