Hi--I am an individual and in 2024 received refunds for VA, NJ and NY for which I received a PTET (pass through entity tax) credit in those states and got the federal PTET deduction. So, these refunds should be taxable. I also received a CA tax refund (my home state) which should not be taxable as I did not get a deduction for the refund amount due to SALT limitations.
I'm having difficulty in getting the right answer in TurboTax. When TurboTax calculates the amounts that are taxable it says nothing is taxable (which is not correct). I can override the TurboTax calculation so that all state refunds are taxable, but that's not correct either. Is there a way to enter the information or override the info generated by TurboTax so that the refunds in 3 states (VA, NJ and NY) will be taxable but the refund in CA will not be? (I am using TurboTax Desktop premiere).
Thank you!