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You may need this form in three situations: early distributions from a tax-favored account excess contributions to a tax-favored account failing to take required minimum distributions For more details please check, Form 5329

@DanaB27    I also have encountered a similar issue with an RMD penalty for a satisfied 2024 RMD. I am using TurboTax Deluxe as a Desktop application. The 1099-R for Vanguard includes Box 7 Codes for G and 7. The Vanguard account was a 401K that was rolled over to a Traditional IRA. The RMD was taken in full as a distribution before the rollover (6/2024) and the end of the year.  I have reviewed many of the Community Q&As but have not seen a comparable case with a working solution.   My token number is 4125639-77311314   Appreciate your assistance to help resolve this problem.

You will have to file a joint resident return for New York.  You should also file a separate Part Year resident return for Pennsylvania.   See How do I prepare a joint federal return and separate state and Determining Residency for PA Personal Income Tax Purposes. (When is a person considered a part-year resident?)

What is TurboTax telling you as to why she isn't a qualified dependent? I would review your entries in the My Information section, you might have missed a checkbox or something. We can't see your return so it's hard to say.

Thanks.    After entering 1099-K information as you desribe and then going to the Income Screen, I do see the following: Stocks, Cryptocurrency, Mutual Funds, Bonds, Other       However, I do not see where I can click UPDATE.  Is there another way to get to the screen where it says show “Personal items sales (1099-K)”?

If your return was filed then you should have received an email from TurboTax letting you know that it was submitted and accepted.  You may have to check your junk email folder for them.  In addition, if your return needs to be mailed in there should be mailing instructions on the first page of the downloaded copy of your tax return.   @crossmaddie2