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Are you sure it is not because your deduction is limited? If the sum of the average balance on your first and second home is over $750K, the amount of deductible interest is limited. Please provide the average balance and interest paid for both mortgages so we can determine if this is the issue.

You may need to enter your dividends manually if your import did not bring them over correctly.  You can make a one-line entry for the totals, if you more than one 1099-DIV.   After choosing 'Add Investments' at the bottom of the investment section, choose 'Skip Import', then click on the 'Dividends' icon and Continue.  The next page you'll enter your dividend info.   @sheryljo     

The IRS and State of Maryland process returns on different schedules.  Pending status means that your return has been sent to Maryland but they have not accepted it yet.     You can continue to check the status of your returns here: TurboTax Tools: Where's my Refund?   Once your Maryland return is accepted, you can also track your refund status here:  Where's my Maryland Refund?   

IRS | QDRO states:  A spouse or former spouse who receives QDRO benefits from a retirement plan reports the payments received as if he or she were a plan participant. The spouse or former spouse is allocated a share of the participant's cost (investment in the contract) equal to the cost times a fraction. The numerator of the fraction is the present value of the benefits payable to the spouse or former spouse. The denominator is the present value of all benefits payable to the participant. A QDRO distribution that is paid to a child or other dependent is taxed to the plan participant.   Thus, the IRS believes that each recipient has their own 1099-R. In fact, the Instructions for Forms 1099-R and 5498 state: Alternate Payee Under a QDRO Distributions to an alternate payee who is a spouse or former spouse of the employee under a QDRO are reportable on Form 1099-R using the name and TIN of the alternate payee. If the alternate payee under a QDRO is a nonspouse, enter the name and TIN of the employee. However, this rule does not apply to IRAs; see Transfer of an IRA to spouse , earlier.   If your 1099-R is not correct, your options are limited: try and get it corrected file a 1099-R from you to the ex *(this allows the deduction @MarilynG1 mentioned above. live with it *If you want to pass some of the income along to the ex- file a 1099-R from you to them. See General Instructions for Certain Information Returns. Alimony and tax laws have changed but not all things related to them are changed. We have two sets of divorce rules in play based on the year of divorce so taxable to one may not be to another. @katwilli58 

The cost basis is asking for the cost of the item you lost.  However, you will also need to enter the fair market value of the property immediately before and after the disaster, and this is how the deduction is determined (less a $500 exclusion).  So, if the fair market value of the property is $850,000 now and it was $858,000 prior to the event, you'll have an $8,000 loss.  Here is how to enter the expenses:   Open or continue your return in TurboTax Online  Navigate to Federal > Deductions & Credits > Disasters, theft, and other property loss or damage On the Casualties or Theft Event screen, select "This event qualifies as a Federally declared major qualified disaster loss"   For more information, see: Tax Credits for Those Affected by Natural Disasters

Hi dmertz, Thank you so much for the instruction on splitting the original 1099-R into two for entry into Turbotax. I'm going to e-file. So, how to attach the original 1099-R to the tax return?    Thanks.

Premier Turbo Tax for 2024 Filing (Desk Top Version) April 7, 2025    Once you have your tax return open. Go to View and choose form View. You will now see Form in My Return. Click on Info Wks (Federal Information Worksheet) Scroll down to the page to the section marked Identity Protection PIN (DO NOT CHOOSE Third Party Designee, Personal Identification Number).  This will only allow you to enter a 5-digit number After you have located Identity Protection PIN enter your Pin number in the box. Stay in forms view and then click on the 1040 Form. Scroll down the form to the signature area to see that your Pin Number was entered. Go back to View and choose Step-By-Step to resume printing and filing your taxes.   I hope this helps.  It should not be so difficult.

Did you indicate on your 2023 return that they withdrew the excess? If so, the amount should have been included in income on that return and it shouldn't have been penalized. You should be able to remove the excess contributions from 2023 return.  

Just found this FAQ, which may or may not apply to you.   If it does apply to you, the FAQ has a link at the bottom that takes you to a BOA tool to check the routing number for your area.   FAQ:   Bank of America routing number on check doesn't work for direct deposit or direct debit https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/bank-america-routing-number-check-work-direct/L4mu9ePbJ_US_en_US