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I've had the same issue this year - it's pulling in 2025 withholdings instead of what I anticipate to be withheld this year - it does appear to be a bug, however, I found a way to work around it.   When it asks if you want to copy w2 wage information - click "yes", just to get your old employer form copied.  (I'm retired too, so I clicked "no" initially.) Edit the employer w2, and enter wages of "0", but expected federal tax withholding of what you anticipate having withheld from other sources this year, such as taxes withheld when pulling retirement funds. If you get an error that withholdings can't be more than wages, you might have to edit it on the form - that's where I found this option - its the "ES & W4 Wks" form in the Wage Income Section. However, I couldn't get it to work on the form without first clicking "yes" to copy w2 wage information over. Hope that helps!        

Here are the complete steps for entering, although you may have started this already.   Go to Federal > Wages & Income.  Scroll down to Retirement Plans and Social Security and click Show More. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Be sure when it asks the type of 1099 R, indicate it is a (CSA 1099-R) so the annuity questions will populate in your interview. 2. Enter the Payer Information   When asked "Did you get a 1099-R?", click Yes.  On the "Who gave you a 1099-R?" screen, select Office of Personnel Management (CSA 1099-R). This is a specific form type in TurboTax that handles OPM's unique formatting. Enter the details exactly as they appear on your form: Box 1 (Gross): Enter the full amount. Box 2a (Taxable Amount): Leave this BLANK. Do not type "Unknown" or your calculated amount here. Box 2b: Check the box that says "Taxable amount not determined". Box 4 (Federal Tax): Enter the dollar amount shown. Box 9b (Total Employee Contributions): Enter the total dollar amount of your contributions from your retirement booklet (this is your "plan cost"). 3. Trigger the Simplified Method Worksheet After you click Continue, TurboTax will ask a series of follow-up questions to calculate the tax-free portion for you:   Was this a periodic payment? Select Yes. Did you start getting payments in 2025? Select Yes. Let's figure out how much is taxable: Select the option that says "I need to figure out how much of this money is taxable." Enter Annuity Information: * Enter your Annuity Start Date. Enter your Plan Cost (the same amount you put in Box 9b). Enter the number of months you received payments in 2025 (in your case, 2). Enter your age on the date the annuity started. 4. Verify the Results Once you finish the interview, TurboTax will show you a summary.   The Taxable Amount it calculates should match the "Gross minus (monthly tax-free amount x 2)" logic you described. To see the math, you can go to Tax Tools > Tools > View Tax Summary > Preview my 1040. Line 5a should show your Gross, and Line 5b should show the lower, taxable amount.    

Please clarify which boxes on the estate K-1 report income that you expect to be passive. In general, portfolio income is non-passive. Business income may be passive or non-passive depending on material participation rules. 

The amount of days doesn't matter - NC sourced is any income attributable to the state of NC.    How to allocate income for part year returns   Look at Schedule PN with your NC tax return.  Here is what it shows:    Calculates a ratio: (NC Source Income) / (Total Federal Income). This percentage is used to determine the portion of the standard deduction or itemized deductions allowed. Income Allocation: While a Resident: All income earned from all sources is taxed. While a Non-Resident: Only income derived from North Carolina sources is taxed. Tax Rate: A flat rate of 4.25% applies to the adjusted NC taxable income.

My daughter goes to school in OR and is a permanent CA resident. The rules say that tax is adjusted so it nets out to only be taxed the equivalent of the highest tax rate (CA) on all income. I cannot find any way in Turbo Tax this is actually happening because Schedule S is disallowed for OR tax credit in CA.  Where/how to I account for the OR state tax withholding and not be double counted in CA? My daughter is ending up with a tax liability in both states, which definitely is wrong and too high. 

Follow these steps to remove the income of your irrevocable FL trust from PA: Since you've already entered the Federal K-1, follow these steps in the state section: Open to PA State Go to the section for "Income" or "Adjustments to Income." Locate "Income from Estates and Trusts": Look for a summary screen that lists the trust income pulled over from your Federal return. Edit the Trust Entry: Click "Edit" on that specific trust. Find the "PA-Source" Question: The software should ask, "Was any of this income from Pennsylvania sources?" or "Enter the portion of income that is PA-taxable." Check the box -not taxable in PA. If necessary, Change the Value to $0: If the trust truly has no PA-source income (no PA real estate, no PA business activity), you enter $0 for the Pennsylvania amount. If this does not work, something is stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again.

Here's what I did to get past this annoying problem.  I had a previously saved return for the current version I was using, and opened it.  I had to close the one that was asking me AGAIN for the activation code.  Opening the old one I had been working on and saved, unfinished allowed me to re-open where I had left off.  Maybe this will work for you.

Here is a technique that has usually worked with pdf documents that have missing data and/or pages.   If the file is saved in pdf format, instead of left clicking to open it, right click and open it with your browser. If it comes up, hit Cntrl P and if successful, you will see the preview on the left side with all the pages with the data. If it's good, you can print it out.

I agree that this situation is ridiculous. TurboTax knows exactly where it got the number that it entered on Form 1116. TurboTax should be able to regurgitate the description from the source form. In my case it was "Income distribution deduction" from Form 1041, line 18, so that's what i put in the explanation. That solved the error. Hopefully the IRS will be happy with the explanation. Time will tell.

TurboTax could not provide that information. It is only capable for practical as well as legal reasons to assist you in preparing your tax return. As such, it cannot generate source information as you suggest.  

Ideally, getting a corrected 1099-R issued to you with a distribution code in Box 7 of 4 would be the right thing to do.  If the issuer refuses to change the 1099-R, enter the 1099-R as though it is your own.  After entering the data in, you wll get to a screen "Do any of these situations apply to you?" - click "I need to file a substitute 1099-R".  There will be an agreement on the substitute 1099-R, followed by a screen asking for Information about how you calculated the amounts, followed by a screen where you can enter a statement that the 1099-R was your husband's and that the issuer refused to reissue the form in your name.  Give as much detail as possible here as this will be helpful in getting your tax return processed.  These statements will then get attached to your return when you e-filed it.

Clearing all browser (Chrome & Edge) data & installing manual update did NOT solve the menu failure problem. When clicking on UPDATE in income screen menu the program FAILS to call up the 1099-INT form from the library. Am working on up to date Windows 11 machine with Chrome (& Edge) set as the default browser. THIS FAILURE MAKES TURBOTAX DESKTOP UNUSABLE

When I go to e-file my return it says I have an error to fix and it takes me to a page that says I need to either attached form 4562 or the worksheet but they are both on the list. Form 4562 has an error symbol by it and when I go to thr line, it is red and blank. I have not been able to locate what number should be there. I thought it should auto load from info that carried over from last year or a new computation.

Yes, that is correct because your Standard Deduction amount of  $31,500 is being added back for AMT purposes.  This is added back regardless of what deduction you chose to take. As I mentioned in my post:   Under the AMT system, Congress created a parallel tax calculation that removes certain tax benefits. One of the biggest differences is:   The standard deduction is completely disallowed for AMT purposes. This rule applies even if you itemized and even if your itemized deductions were $0. So regardless, $31,500 is added back for AMT purposes.

We have tested depreciation for less than 50% use but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue.   You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, please follow these instructions:    In TurboTax Online, open your return, go to the black panel on the left side of your program and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center. On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. You may wish to snap a screenshot to post instead of the actual number. Reply to this thread with your Token number (including the dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. If you are using TurboTax for Desktop, go to Online in the top menu, then choose "Send Tax File to Agent."   We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.