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While preparing this year’s Federal and NY state tax returns with TurboTax Desktop Premier, I ran into a couple of issues that needed to be resolved. I’m sharing the solutions that I employed in case they are useful to others. My returns have been e-filed and accepted at both the Federal and State levels.   I received a 1099-INT and a 1099-B from my brokerage. The 1099-INT included the interest from a CD and two Treasury bonds. One Treasury bond had an accrued interest paid on purchase, and the other had an accrued market discount (AMD) that was reported in box 1f of the 1099-B.   The issues that I encountered after importing these from my brokerage were: The accrued interest paid was not properly calculated by TurboTax when entering the New York subtractions on line 28 of IT-201. It was higher than the correct value. The accrued market discount was accounted for correctly as interest income in the Federal return with zero capital gain but was not subtracted in the State one. The resolution for the first issue, that I found in several posts in this forum, is to split the combined 1099-INT and make a separate 1099-INT entry for the accrued interest paid Treasury bond. This had the interest amount in Box 3, “adjust interest” box checked, and the accrued interest paid in the “Adjustment amount” box.   For the second issue, there are a couple of approaches that are suggested including one that involves entering the AMD amount as an investment adjustment in the State taxes section. This leads to an entry on line 31 of IT-201, with an attached IT-225 that has this amount with code S-121. Another is to override line 28 in the Forms view, though this will mean that the State return cannot be e-filed.   The method that I used is along the lines of a post by @DMarkM1, with some changes. I first created a separate 1099-INT for the Treasury bond with the AMD amount in Box 3 as a positive number. I also edited the 1099-B and deleted the AMD amount from Box 1f. Then I switched to the Forms view and edited the Capital Gain Adjustment worksheet. In Part II, Manual Adjustments, I entered “Adjustment Code” as D, and the “Adjustment Amount” as the AMD amount (negative number). In Part IV, I entered “Accrued Interest to Sch. B” as 0. In Part III, the “Sale includes an accrued market discount” item needs to be unchecked and blank. With this, the capital gain for the Treasury bond becomes 0 and the AMD amount gets included in the total for line 28 in IT-201.

I live in California. I owe money because I forgot to check the healthcare box. They gave me code "JX" and it told me to send form 540 and 3853. Can I just send the revised 540 without the mistake or do I absolutely have to include form 3853   Edit: Would I also have to file an amend form as well?

Hello!   I am trying to access the information I entered on the Work-Space-In-The-Home-Expenses page for a previous tax return (2023) filed with TurboTax. From TurboTax, I am able to download the PDF of my tax return, however, the PDF does not include any of the information around the Area or number of rooms of the work space, and Total area or rooms in the home. None of the fields on the Work-Space-In-The-Home-Expenses page.   There is no ReFILE button on the 2023 tax return, so I am also unable to open it this way either.