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No. I can't think of an instance when the IRS has raised this issue with a taxpayer who had more than $ 300 in Foreign Taxes but decided NOT to use Form 1116 and instead used Schedule 3, Line 1 and ultimately Form 1040, line 20 up to the $ 300 (or $ 600 amount)? 

Which state? This question would be asked and answered in the state section.  Some states you may have to walk through all the questions to get to it, others, it could be in the personal info section or the end of the state return.   You would not see a form 1095.  In MA you would see a a schedule HC.  Other states you would see other forms.  

I was able to make the adjustment to the Arizona state income tax deduction in TurboTax Desktop. If you are using TurboTax Online, you will have to switch to the Desktop program in order to enter your information in Forms mode. Click here for more information.   To make the adjustment in TurboTax Desktop, please follow the instructions below: Open your return. Go to Forms mode.  Navigate to the Tax Payments worksheet under Form 1040. Enter the amount of safe harbor donation on Line 18d, Positive Adjustment.  Go to Step-by-Step mode.  Open your Arizona return. Continue through the screens until you reach the screen, Adjustment to State Income Tax Deduction. Enter your state income tax adjustment.    [Edited 4/17/25 l 2:20PM PST] @TheSchulteMeistr 

As Hal_Al said, this exception only applies to distributions from an IRA.  A 401(k) is not an IRA.   Had you rolled the distribution over to an IRA and then taken the distribution from the IRA, you would have been able to use the first-time homebuyer's exception to avoid the early-distribution penalty.

Apparently it turned into a lesson in how to deal with uncooperative software instead, One "hack-around" might be to do your federal taxes on your computer, then transfer the SAME YEAR saved tax form (not PDF) to your child's computer to run the state taxes (you might need to start a "new" return and "import" from the 2024 tax file; I found when switching between computers this year that it defaulted to only looking for 2023 files, but by choosing *.all file it would allow me to see (and import) the 2024. Alternately, maybe contact Turbotax to get the state download on the IOS? 

It depends. It sounds like that would be corpus and not income since it's a nontaxable distribution. It would not be included as income on the Form 1041 or the personal returns of the beneficiaries. The only income on Form 1041 is taxable income.   @qualifyme 

As VolvoGirl said, QCDs are not limited to the amount of your RMD.  The 2024 annual limit on QCDs is $105,000.  To report the QCD, simply enter the Form 1099-R that reports the distribution from the traditional IRA, mark the checkbox (online version of TurboTax) or answer Yes (desktop version of TurboTax) to indicate that some or all of the distribution was a QCD, then enter the amount.  TurboTax will include the gross distribution amount on Form 1040 line 4a but will exclude the QCD amount from the amount on line 4b and will show the QCD notation next to the line.

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   Federal estimated taxes paid are entered on Form 1040 Line 26

I have looked through all the state documentation as well as the TurboTax support data base, and I don't see what happens if you can't supply the SSN. I suggest that you try to file with the field blank, and hopefully the State will accept it.   Note: if there is an e-file reject by Colorado, you have the option of printing and mailing - the e-file checks sometimes have no sense of humor. But I would try to e-file with the field blank; if the State does not like it, they will send you a letter, and you can explain to them why you would need a court order at least to get such confidential information.

Do you need to change the election to opt out of the centralized partnership regime? If so, follow these instructions:  Open your return and go to Business Info >> Partner/Member Information. Continue through the interview to the page "Centralized Partnership Audit Regime" (CPAR). Click the box for "Yes" if you wish to elect out of the CPAR or "No" if you don't with to make this election. When you click the "Yes" box, Schedule B-2 will appear. You can change the Type of Partner to "blank" to remove a partner from the List of Eligible Partners.   If you click "No," Schedule B-2 will be removed from the partnership return.