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Are you asking if you can file as married filing jointly for your state?  Yes, you can.   If you filed your federal return  as married filing jointly, your information will flow from the federal return to the state return.

You said,   "The entry may not say Edit, but you can click on the pencil icon at the far right of that screen to edit your entry in "Summary of state and local tax refunds". Once you do that, it will have a screen "Tell us about the refund you received in 2025" - select the state from the dropdown, enter the tax return year (2023) and the payments and withholdings (from your 2023 NY IT-201, line 76) and the refund amount reported on the 1099-G. Once you select Continue, on the next screen you can select that you took the Standard Deduction by selecting Yes. Doing that will make the refund non-taxable."   Unfortunately, the above method is not the best way to handle this NY Status Inflation Relief amount as it is not a refund for 2023, rather it is a stimulus payment received in 2025. Some people have had their NY State filing rejected using the 2023 refund approach. The better method described in other posts is to list the NY Inflation Stimulus amount under "miscellaneous income" on the Federal form and enter the same amount on the NY form in the section "Other changes (adjustments) to your federal income" and go to the page "Enter any other subtractions".

They both get entered in the 1098 Mortgage interest, Points, Refinancing section.   It is the first section in the Deductions & Credits - Your Home section.   You can enter multiple mortgages, just click on Add new 1098 to add a second interest source.    You can also search for 1098 and use the Jump to 1098 link to be taken to that section.     The IRS lets you deduct your mortgage interest, but only if you itemize deductions. You can't deduct the principal (the borrowed money you're paying back).        Can I deduct my mortgage interest?       Can I deduct interest on a home equity loan or a HELOC?  

If you mean you had to verify your identity with the IRS, your only source of information is the IRS.  TurboTax has no involvement in your identity verification.    Having to verify your identity can delay your refund for a number of weeks,  even for nine weeks.  Watch the IRS refund site for information.   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  

thank you! then how come the software didn't say i needed to file an amended tax return? when i was filing taxes, the software let me know that i had overcontributed to my HSA for the 2025 tax year. Like it told me that I had overcontributed to my HSA and so i clicked on the button that says: "I will withdraw the excess contribution before April 15th 2026". the software never said anything about having to file an amended tax return

If you are asking how to get your North Carolina retirement earnings form (such as a 1099-R for taxes) from the North Carolina Retirement system, you can log in to the ORBIT system for the North Carolina Retirement system.   You can download and print tax forms and income verification letters from this portal.   Log in to your NC 401(k) and NC 457 Plan account to access your necessary forms.   Generally, these forms are mailed to you on an annual basis, usually in January,. You can also access them through the My NC Retirement system. Please return to Community if you have any additional information or questions and we would be happy to help. 

You should have a 1099R from the financial institution from which you got the RMD.   You may be able to import it or get it from their website.   If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.    

In the U.S. progressive tax system, adding $1,809 in earnings usually results in a tax exactly of 24% of that amount. However, if TurboTax is showing that you owe a higher amount, it may be due to a small portion of that income pushing into the 32% tax bracket, or it slightly reduced a tax credit you were receiving.   You had questions about how to report the earnings. Since you will not receive your official Form 1099-R until 2027, follow these steps to enter the substitute 1099-R:   Go to Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R, select the Enter a different way box, then Type it in myself On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details from your Form 1099-R, enter total distribution in Box 1 and only the earnings in Box 2a Ensure the IRA/SEP/SIMPLE box is unchecked Use Distribution Code J & P in Box 7, then Continue Choose Year 2026 as the year on your Form 1099-R Continue until, "Tell us which person may have qualified for a penalty exception" and select the pencil symbol Next, on the, "These situations may lower your tax bill" screen, enter the amount of earnings under, "Corrective distributions made before the due date..."

Column D nonresident period is calculated by the program.  For a Sch C business, New Jersey does not allow a net business loss to be reported directly on the tax return to offset other income. NJ lets you carry forward business losses. Negative numbers will not be used on the allocation form.   Let's go through the NJ part year together: Open to NJ General information -should have your part year dates Open to Adjustments -  Wages earned in NJ - regardless of residency - NJ taxes what you earned there Interest - enter portion while NJ resident Business question asks - Of the zero profit, how much was earned while NJ resident. It won't let me enter anything with my business loss entry. income and deduction summary -verify the numbers I am not getting the red column D when entering through the interview. Once you have corrected your A and B columns, the program should be good.    If not, let's get you through the review. On the review screen it shows the red boxes and needs an entry.  All answers must be non negative numbers for NJ income while nonresident. Sometimes the program needs a zero to make it calculate. Sometimes the program needs a blank to work. If the wages and interest are not calculating, enter the correct numbers for NJ sources while nonresident. I imagine zero for the interest.

Thank you, but there is no way to edit. There is an orange block with all caps, needs review, next to the entry, yet no way to do so.  Above the section is a red outlined "we need more information" and no way to enter except to go to forms to see what might be missing.  

There may have been an update that is changing your return.  You need to find out what changed and override it to reflect the actual filed amounts.  Do you have a copy of your filed return you can compare?  If not you may  have to get a copy from the IRS.  So if you open the file and before doing Amend, is it the same or different?    If it's different see if you can find what line is different.     There must be something we are missing.  You might need to send in a diagnostic copy.  This creates an anonymous copy of your file which is stripped of your Personal Info and uploads it to a diagnostic database for tech support and gives you a token number to identify the file.    If you are using the Desktop program use these steps: Select Online (or Help for Mac) at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here in the forum.   @ThomasM125 

This is normal with the sale of MLP shares.  Reporting the sale on Schedule E generates a transaction on Form 8949.  There is also a transaction reported on the Form 1099-B.   If you delete the Form 1099-B transaction your return won't agree with the IRS records.  Assuming the gain/loss generated by Schedule E is correct, I would just make an adjustment to the other transaction's cost basis so that it equals the proceeds reported.  That will zero it out and it will match any information reported to the IRS via the 1099-B.

2022 has to be filed by mail now---mail it by April 15, 2026 or you forfeit the refund.    You will be able to access the 2022 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx     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.   Online tax preparation and e-filing for 2022  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2022 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9 p.m. Pacific time   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.