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Tax software often caches "bad" math. If the form is stuck:   Delete Form IT-360.1 entirely from your return.  Go back to the Federal section and confirm your adjustments (like Student Loan Interest, HSA contributions, or IRA deductions) are correct. Re-initiate the New York State interview. When it asks about your residency, re-enter the dates carefully. When you reach the City section, it should now pull those adjustments into the allocation screen for Line 19. To delete the form IT-360.1:   For Online:   In the left menu, select Tax Tools, then Tools.  In the pop-up window, select Delete a form. Scroll down the list until you find Form IT-360.1. Click Delete next to it and confirm. Click Continue at the bottom to go back to your return. For Desktop:   Click the Forms icon (usually in the top right corner).  In the list of forms on the left, find and click on IT-360.1. Once the form is open on your screen, click the Delete Form button at the bottom of the window. Click Step-by-Step in the top right to return to the interview mode.

You do not actually "claim" or "report" the CCB amount on your tax return. Because the CCB is a tax-free benefit, it does not count as income, and there is no line on the T1 General form to enter how much you received. However, you still need to set up your Dependant Profile correctly in TurboTax to ensure your other credits (like the "Amount for an Eligible Dependent") are calculated correctly.  The software estimates your tax refund, but the CRA calculates your CCB entitlement separately after they receive your filed return.   Is there shared custody of a child?     

@AmyC thank you again! About to hit submit on the file...one last thing to double check: from my new shares I received a dividend on Jan 2 2026 - I do not report this dividend income until I file my 2026 taxes next year, even though the "ex-dividend date" is Dec 11, 2025 - correct?

"Occupation" is only used by the IRS for statistical purposes, so you can enter whatever you want -- "retired", "domestic goddess", "Unemployed", whatever.    Your refund or tax due are not affected in any way.

It would be helpful to have a TurboTax ".tax2025" file to research this experience further. If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." On a Mac computer, choose Share or Help >> Send to Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.

Your federal return looks good, but there are some adjustments to make on your Ca return.    California does not allow a "tax credit" in the same way the IRS does for Section 1341. Instead, California requires you to take a deduction from your income.   The Correction for Schedule CA (540) Your plan to enter $5,000 on Schedule CA (540), Part II, Line 16, Column B is correct. This effectively subtracts the $5,000 from your California taxable income. Note: You use the amount of the repayment (the actual dollars paid back), not the "federal credit amount." If you paid back exactly enough to result in a $5,000 federal credit, ensure the number in Column B represents the gross repayment amount. The Correction for Form 540, Line 78 This is where your plan needs an adjustment.. Do not overwrite the total on Line 78. California handles the "Claim of Right" differently than the Federal government.   In California, if you are following the "Claim of Right" rules: Do not add the $1,000 to your withholding/payments line. Instead, you calculate your tax based on the lower income (after the Schedule CA deduction). If you still believe you are owed a specific credit amount based on CA's version of the IRC 1341 credit, it is typically handled by recomputing the tax for the year the income was included and taking the difference as a reduction in current  year tax. [!IMPORTANT] California Specifics: Unlike the IRS, the CA FTB often prefers you to simply take the deduction on Schedule CA. Adding manual text like "IRC 1341" to the dotted line is a common practice for federal returns, but on a CA Form 540, it can trigger a manual review and delay your refund if it doesn't match their automated system.

Correct. You can not take both actual expenses and the standard mileage deduction. A portion of the standard mileage rate is for depreciation.    The standard mileage rate includes: average costs for fuel, maintenance, insurance, and depreciation and are built into the rate.   Standard Mileage vs. Actual Expenses: Getting the Biggest Tax Deduction

Ah! I did find an item on one of my 8949s with "see attached statement" note, which is likely the culprit that triggered the need for mailing the 8453. It's a 1099-DA not reported to IRS.  I guess this 1099-DA is what really needs to be sent with 8453 and 8949s.   It looks like a bug 🐞with TT's instruction for e-filing. It does not mention what actually need to be mailed with 8453 besides 8949s, which would provide no useful "additional" info that IRS really needs.  I think.🙈

No.  This would not qualify for an Alternative Energy Device or Clean Energy property under Federal Tax law.    Clean energy devices are fueled by things like solar, wind, battery storage technology, geothermal heat pumps, and fuel cells.  An emergency back up generator is excluded from the credit.   However, if it is in place to run medical equipment in case of a power outage, then you may be able to claim it as an itemized medical expense. If this is a permanent home improvement, then the amount that is deductible is the cost of the generator minus the increased value in the home.  The rest of it is added to the cost basis of the home so if you ever sell the home it would lower your profit.     Medical expenses are deductible for the amount that is over 7.5% of your AGI.  This means if your AGI is $50,000, you would deduct $3,750 from your total medical expenses then the excess amount is what would go to your itemized expenses.    Itemized expenses include mortgage interest, gambling losses within limitations,  charitable contributions, state and local taxes up to $40,000, medical expenses in excess of 7.5% of your AGI and federally declared casualty and losses.   Then your total itemized expenses would need to be greater than your standard deduction below in order to benefit from your expenses.  The 2025 Standard Deductions are as follows: Married Filing Joint (MFJ)              $31,500 Married Filing Separate (MFS)      $15,750 Head of Household (HOH)             $23,625  Single                                                 $15,750                                 Blind or over 65 and MFJ or MFS add $1,600 Single or HOH if blind or over 65 add $2,000 Standard Deduction vs. Itemized Deductions: Which Is Better?

Hello Again @NCperson .  The dependency issues are more complicated than I want to go into here, and having been through a gruesome audit for a very straight-forward and well-documented charitable contribution several years ago, I don't want to raise any questions or have to defend the support issue.  I am just happy that my granddaughter is not penalized for her mother's lower tax rate, an d plan to file her taxes as soon as she reviews and approves.   Thank you again for your gracious help!