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Turbo tax program, I believe is flawed when it comes to the donations and form 8283. It is lumping multiple same line items to get an amount, ignoring the fact that it isn't just one item. Example: Goodwill donation of 25 t-shirts @ $10 each =$250. It views it as a single item of $250 instead of 25 items. I got the same notice as many others saying I couldn't e-file because I needed form 8283, and it needed to be signed by the donee.  Work around SOLUTION:  I'm not sure if the trigger for this form is the $250 single item,  or $5000 total donations on the same day.  I had lumped a couple donation days together.  I went back, made sure no line item was $250 or more, and separated the donation days, making sure no single donation DAY total was $5000 or more. (Example- Goodwill overall can be more than $5000, just not on the same date, but you can have multiple dates of donation totaling more than the $5000). After this adjustment, I no longer have a need for Form 8283, and now I can e-file my return.  Good luck 

I find it quite challenging to decide how to answer some of the step-by-step questions to produce the desired result; they need more context.  For instance, there is one asked about each IRA: Was the RMD IRA was satisfied?  What’s the correct answer when the situation is it wasn’t completely satisfied via that particular IRA, but for my multiple IRAs as a group the RMD was satisfied.

To change your filing status, you need to revisit the MY INFO section of TurboTax.  Select Revisit underneath Your info and walk through the interview questions.  When you come to the About Your Household screen, choose that you are Married and plan to file separately.  Next, you will need to enter your spouse's information.      

There are 2 different types of PINs in question here.  You may be referring to the 5 Digit Pin section (also known as the signature ID) instead of in the IP PIN area which is for the 6 digit IRS issued number.   Please see how do I add or remove my 6-digit IP PIN for steps to enter your IRS issued number.  This number is issued each year so make sure you are using the correct number for 2024.

Thanks so much for that explanation.  It doesn't seem quite fair that I can claim that I had a capital losses and gambling losses but not claim a loss for something as highly regulated by the IRS and U.S. Labor Dept and perhaps a few other government agencies especially when it comes to rollovers.     The information and the way you explained it was very beneficial for my brain to comprehend.  I guess just like Wall Street thieves, there's not enough eyes to protect citizens from the Bernie Madoff's in the world. 

@pk  But how about Publication 550? It makes a difference between short term CDs (1 year or less) and long term CDs (more than 1 year).  Let me copy and paste again what it says:   Page 7 - Certificates of deposit and other deferred interest accounts. If you buy a certificate of deposit or open a deferred interest account, interest may be paid at fixed intervals of 1 year or less during the term of the account. You generally must include this interest in your income when you actually receive it or are entitled to receive it without paying a substantial penalty. The same is true for accounts that mature in 1 year or less and pay interest in a single payment at maturity. If interest is deferred for more than 1 year, see Original Issue Discount (OID), later.   Pg 20 -  Certificates of Deposit (CDs) A CD is a debt instrument. If you buy a CD with a maturity of more than 1 year, you must include in income each year a part of the total interest due and report it in the same manner as other OID.   Applying those rules, I should only apportion the 18-month CD because the other ones are short term (1 year). 

The IRS will not charge you an underpayment penalty if the following is met:   You pay at least 90% of the tax you owe for the current year, or 100% of the tax you owe for the previous tax year, or You owe less than $1,000 in tax after subtracting withholdings and credits For high-income taxpayers, the rule is slightly different. If the Adjusted Gross Income on your previous year’s return is over $150,000 (over $75,000 if you are married filing separately), you must pay the lower of 90% of the tax shown on the current year’s return or 110% of the tax shown on the return for the previous year.   Your state will also have their own estimated tax payment rules that may differ from the federal rules.   If you didn't pay enough tax throughout the year, either through withholding or by making estimated tax payments, you may have to pay a penalty for underpayment of estimated tax.   You can get there as follows: Click on the search icon at the upper right of your TurboTax screen Type "underpayment penalty" Click on the link "Jump to underpayment penalty" If you can answer yes to all three questions you may be able to avoid some or all of your penalties.   Your screens will look something like this:           Click here for information on entering your estimated tax payments.   Click here for "How Do I Make Estimated taxes"   Click here for additional information on "How to Determine What to Pay and When"   Click here for common questions on Estimated taxes.  

You choose whether to include the income for credits or exclude the income. It sounds like you chose to include. To change your option:  return to the w2 entry and edit. go through the entries and continue select this is nontaxable difficulty of care payment @kamhaik