I had a problem getting TurboTax to deduct $6000 from my 2023 IRA distribution. It turns out I made a mistake in my set-up. I claimed the "over 65 special" tax credit in addition to the "over 65" tax credit. On that page there is a note that says you do not qualify for the $6000 deduction from your IRA distribution if you select the "over 65 special" tax credit.
Two suggestions to the TurboTax team:
• the "do not qualify for the deduction warning" is printed in the smallest type imaginable. I would have had a better chance noticing the warning if the comment would have been at least the same type size as the rest of the text on the page – bolded and in red would have been even better
• in the program that checks a return for lowest tax owed, adding a routine that checks Arkansas returns for "over 65 special" tax credit and an IRA distributions would help anybody else avoid this problem in the future
