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Thanks. I had the same exact issue. Even with the workaround, you'd think TurboTax would give you the option to select "None" for the whole year, rather than having to enter it on every month. Even better would be fixing the error in their tool for this sort of situation.

Wait to file your amendment until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.    Follow the steps below to amend your 2025 tax return to change your filing status:   Open TurboTax. Scroll down to Your tax returns & documents and select the year that you want to amend Select Amend (change) return, then Amend using TurboTax Online Follow the prompts on the next screens and answer the questions On the screen Tell us which 2025 return(s) you want to amend, select the 2025 federal and/or state return that you want to amend Follow the prompts to amend your tax return.   Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once you file your amendment, you can check the status of your amended tax return at Where’s My Amended Return?  

I've tested your scenario by entering a Form 1099-G for agriculture payments in box 7 and the amounts did transfer to both lines 4a and 4b for both TurboTax Online and TurboTax Desktop.   Follow the steps below:   Add your Farm: Select Wages & Income Select Rentals, Royalties & Farm and Continue When you reach the screen Tell Us About Your Farm, select I have income from operating a Farm (Don’t select I received a payment on 1099-G for my Farm Rental) Add Farm Income and Select Payments from Government reported on 1099-G On the next screen complete the information and make sure that the box IS NOT checked that says Federal or state income tax was withheld on this payment Continue to answer the questions in the interview screens When you run your federal review, you will see a screen that says Check This Entry. You should see your agricultural payment in box 4a and you can enter the taxable amount in box 4b. If this doesn't work for you, reply back with your diagnostic file.  

@wes-sliwowski   For tax years 2025–2028, most seniors (65+) pay no federal tax on Social Security due to a new $6,000/$12,000 deduction, provided income is below $75,000 single/$150,000 joint. While not fully eliminated for all, this deduction significantly reduces tax liability, aiming to exempt 88% of seniors.   Review FORM 8582 to see the calculations TT did for you. The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to  your 1040SR line 13b. The vast majority will have no tax on their social security,  which once again is not a benefit to the richest.   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, or You are filing married filing separately.

Just looked this up - You’re right — Roth conversions are allowed on Michigan Form 4884 as long as the distribution is from an IRA and you are age 59½ or older. But the key detail is this: the distribution code must reflect that it was actually a distribution, not a rollover. Here’s how Michigan law treats it, based on the search results: ✅ What Michigan allows as retirement income Michigan’s rules say: • IRA distributions qualify if you are over age 59½ This is the exact line from the Michigan guidance: A Roth conversion from a traditional IRA → Roth IRA is an IRA distribution, so it qualifies as long as you are 59½ or older. ❗ But the distribution code still matters Michigan uses the 1099‑R distribution code to decide whether the income flows to Form 4884. Here’s the rule: ✔ Code 2 or 7 (IRA distribution) • These do qualify as retirement income (if age 59½+). • A Roth conversion from an IRA normally uses Code 2 (if under 59½) or Code 7 (if 59½+). ✘ Code G (rollover) • Michigan treats Code G as a rollover, not a distribution. • Rollovers are not eligible for the retirement subtraction. • Code G is used when converting 401(k)/403(b)/457 → Roth IRA, not IRA → Roth. Michigan’s software guidance confirms that distribution code determines eligibility.  

@pekkis44 paper filing seems like it will delay getting my CA refund by the months it takes FTB to process manually. So the other thing I was considering is just sending it in electronically with my tax return knowing that it's wrong. I get my CA refund for taxes. Then for refunding the $800 LLC tax, I'm thinking maybe the FTB will flag it and upon review send me a letter saying "we're not going to refund you $800". In which case I will say "fine, don't refund me". And call it a day.

@satella  Did you get a 1099-B? To enter a residual stock disbursement (often a final payout ) in TurboTax a year later, report it as a new stock sale under Federal Taxes > Wages & Income > Investment Income > Stocks, Mutual Funds, Bonds, Other. Use the date of the final disbursement as the sale date and zero as the cost basis to report the full amount as a gain, or enter the prorated basis if known.  To determine long term or short term would be based on when shares were issued or you vested.  You can enter "Various as the date purchased".  If no cost basis, then say LT or ST as option no basis reported to the IRS section. Most likely this is LT no basis reported to the IRS.

I think I finally figured out the issue, Turbo Tax included a lump sum pension payment with a distribution Code of G, direct rollover to a ROTH IRA in my retirement income for the State of Michigan.  That is not allowed by Michigan, and may be why the total Retirement and Pension Benefits Subtraction was set to $0.00.  Even though the eligible amounts were still enough to get a subtraction and a refund.  I'm filing an amendment to remove that item from Line 8 of Form 4884.  Turbo Tax should correct or auto check this.