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I'll reply to my post above.  Turbotax Premier 2024 gave me three copies of Form 1099-R for my two IRAs.  I downloaded the two 1099-Rs into Turbotax from my stock brokers' website (Charles Schwab) and also received them in the US Mail.   After running Turbotax I saw three copies of the 1099-R, listed under the "Forms" option.  Two of them referenced my personal IRA, but one of them was not complete (my personal IRA).  These two both referenced the same Account Number.  One of them showed the State distribution as the total value of the IRA.  The other was blank.  The one from the inherited IRA showed in. box 15 a payer's of 1737782, the two from my IRA showed the state only (UT) , but no state number.  This number doesn't have enough digits.  Not sure why I have three copies of this in Turbotax, as l only receveived two in the mail.      This is very confusing to me.  Turbotax has stopped flagging an error and I'm not sure why the second 1099-R for my personal IRA shows the total Gross distribution in box 16, State Distribution. Just checked to see if there is an update to Turbotax and I have the most recent version.   I think there is a problem in Turbotax in processing the downloaded 1099-Rs.   Maybe it doesn't matter.  l want to do my tax return correctly and do not want to have an IRS audit.  It now passes the Turbotax error check.   I have to file an extension because one of my K-1s is late.  I can't file my final return until after that K-1 is entered and the limited partnership's accountant says it won't be here until July.  So much for the deadline to deliver the K-1s.   Sorry for this additional detail.  Really confusing to see three copies of the 1099-Rs where there should only be two.  If anyone has waded through all of this, I'd appreciate some advice.  Really don't want to have to file an amended return later.  I suspect that there are still bugs in Turbotax Premier 2024.   Veehbj  

 sometimes you will get the wrong advice from the IRS phone-call agent. However if the IRS said your 1040 is on hold waiting for 1040-X, you still have to assume you will get that refund and file 1040-X accordingly. ---- if the IRS said your 1040 is on hold waiting for 1040-X, I'd call again and get a confirmation of that from a different agent.   @Angelr4560 

Not sure what is meant by and "updated amount for my pension".  Please clarify.   In TurboTax Online, report a pension or retirement distribution reported on the IRS form 1099-R as follows:   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Click the down arrow to the right of Retirement Plans Social Security. Click to the right of IRA 401K Pension Plan Withdrawals. Select Add another 1099-R. At the screen Let's import your tax info, select Change how I enter the form. At the screen How would you like to upload your 1099-R, select Type it in myself. At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue. Continue through the entry screens.

Underpayment penalties are very common.  The IRS interest rate on underpayments is currently 8%.  It increased from 7% beginning with the fourth quarter of 2023.  TurboTax only prints the forms and schedules that are transmitted to the IRS.  Form 2210 will be be filed unless you are requesting a waiver of the penalty or your penalty is reduced or eliminated by annualizing your income because it varied during the year.     You may want to adjust your withholding to make sure you don't have an underpayment penalty in the future.  I recommend you use one, or both of the following tools to determine the correct amount to have withheld and adjust your W-4.  It won't be any help for 2024 taxes, but it can prevent you from owing any tax on your 2025 return.     TurboTax W-4 Calculator 2024   IRS Tax Withholding Estimator

@Opus 17 I asked HSA custodian to have the excess removed and in my account activities transaction is marked as an excess removal with Earnings on Excess Contributions as $0.0 For 2024 How is the excess reconciled on form 5329. On Line 42 I will have $1035 On Line 43 is 0 as i maxed HSA  On Line 44 is 0 as (In 8889 14a 1350 and 14b 1350 result in 0 for line 16)

Your question needs clarification.   Assuming you're asking about Ohio School District Income Tax: TurboTax (TT) does not automatically prepare a School District return (form SD100), you must initiate it. At the screen, in the Ohio program, titled  "A few things before we wrap up your state taxes"       scroll down to School District taxes.  Or later at the screen  "Your 2024 Ohio Taxes are ready for us to check"     -Click Other situations     -Scroll down to School District taxes.   Usually  the School District Income Tax (SDIT) return  is e-filed with the state return, but there are exceptions. Read the Ohio 'filing instructions" that TurboTax prepares, They will tell you if the SD100 was e-filed or if you have to mail it.

Yes, you can access it here Intuit Free Edition Start Here for Free.   About 37% of taxpayers can use TurboTax Free Edition. TurboTax Free Edition is intended for taxpayers who file a simple Form 1040 only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).   If TurboTax detects that your tax situation requires additional coverage, like deductions for owning a home, unemployment income, or self-employment income, you will be prompted to upgrade to a version that supports the forms you need so that you can maximize your tax deductions and file an accurate return.   Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules Some things that are not covered in the free edition are as follows:   Unemployment income Retirement Savings Contribution Credit for 401(k) and IRA contributions Education credits Child Dependent Care Credit   Click here for Why do I have to upgrade from Free Edition?

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