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Gambling losses can only be deducted up to the amount of the gambling winnings. Gambling winnings are reported on Form 1040 Schedule 1 on Line 8b. The amount from Part I of Schedule 1 Line 10 flows to Form 1040 Line 8. Gambling Losses are reported on Form 1040 Schedule A as a Other Itemized Deductions. Gambling losses are not a one-for-one reduction in winnings. Your total itemized deductions reported on Form 1040 Schedule A must be greater than the standard deduction for your filing status to have any tax benefit. To enter, edit or delete Gambling Winnings and Losses - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Less Common Income On Prizes, Awards, and Gambling Winnings, click the start or update button

I my case I had been using turbo tax running as the admin account so when I tried coming back later as my normal user it could not find the files. I later figured it out, ran it as admin, saved the files in the normal user accessible area, made the file available to the normal user, and then ran turbo tax as the normal user...

The exact same thing happened to me when doing my mom's return, and I have been using Turbotax forever.  Sometimes the questions it asks are not as clear as they could be.  Our situation was that my dad's IRA was rolled over into an inherited IRA under my mom's name, and then the RMD was distributed.  After the distribution, the remainder of the inherited IRA was rolled over into my mom's existing IRA.     If your spouse's IRA was directly rolled over into your IRA, with no Inherited IRA as a quick in between to distribute the RMD, then you should follow Expert Linda's advice above.  But then you should not have received a 1099-R with code 4.  If you did (my mom did), then you probably used an Inherited IRA to make the RMD distribution first.  And TT never gave me the question 12 mentioned above, so I could not say that the gross amount in Box 1 was NOT transferred to my mom's IRA.  Which could have definitely helped.   So what I think happened with us is when TT asked if my mom transferred the inherited funds into her own IRA account in 2025(question 10 above), I said yes.  Because they were.  Which incorrectly made the distribution non-taxable.  But because the inherited IRA funds were not rolled over into my mom's account at the time of the RMD distribution, to fix the problem I decided I needed to go back and say that she did not transfer the funds to her IRA.  That made the distribution taxable as it should be.  I'm hoping this correctly solves the problem, but please weigh in Experts if it is not the way to handle it.

I suspect there is a software issue. Luckily, the school district does not charge tax, so I was able to find a workaround. The error is that the system did not understand that I moved to Ohio, so when I reported the dates, it told me I had not accounted for the full year. Additionally, it seems the software double taxed my income in Illinois and Ohio.

A second attempt at correctly inputting the data so as to somehow induce Turbo Tax to tax the Federal Exempt Interest in my non PA muni fund.  No matter how I twisted and turned I could not get it to work.  I am a volunteer for the AARP Taxaide program here in PA.  We use the Taxslayer software to do taxes for our clients.  I input the same data into Taxslayer where it is somewhat convoluted, but there are step by step instructions on how to solve the issues I have with the PA non taxable dividends.  What it does is first input all dividends (US Govt dividends and Exempt interest dividends included) in the Federal calculations as though all are taxable in PA. Then in the PA state section subtract the non PA taxable dividends from the total which I manually calculate.  Result is what I understand to be the right answer.  I will efile my taxes through the AARP program (perfectly legally) and cheaper since I don't need to pay the state efile charge through Turbo Tax.  Sad since I prefer the continuity that using Turbo Tax has given me over the years.

I could always pull in the previous year to turbo tax.  Now I can't even pull in the data I entered on the free version into the Paid DELUXE version!!  Why NOT???  I've been on hold with Turbo tax for hours to ask this question.  

@dzimmer10 , while this looks arbitrary i.e. allocation based  purely on  quantum of income  from diff sources rather than actual amount for each source,  it is a standard method applicable to all.  I don't think you can over-ride this.  Also note that the actual effect may or may not be  that severe ( at least in most cases), because it just shifts  the  load  and therefore may affect the allowable FTC ( even if small ), but  not the total Foreign Tax Credit available.   Is there more one of us can do for you ?

It depends.  If you made money in a state you are not a resident in, and the state does not have a reciprocal agreement with your resident state, that nonresident state will tax the work performed in the state. You will file a non-resident return for the work performed there, then you will take a credit for taxes paid to other states on your resident return.     If the state does have a reciprocal agreement with your resident state and you only have W-2 income, you should not prepare a return for that state, or check any boxes saying you made money in another state. Here is more information on reciprocal states: What is a state reciprocal agreement?   Here is a TurboTax article you may find helpful: How do I file a nonresident state return?

Thanks so much for your reply. Just want to make sure that I understood your answer correctly by using some numbers. Let's say, my federal credit was $5000 and my CA credit was $1000. I took the federal credit of $5000 and entered on Federal Schedule 3 Part II Line 13b. On CA 540, Part II, Line 16 (Column B), I enter $5000 (the federal credit I took); and on Form 540 Line 78 (Total Payments), I will write "IRC 1341 $1000" and manually (by overwriting??) deduct $1000 from my total payment amount? Also, you mentioned enter the federal deduction on Schedule CA (540) Part I, Section B, Lline 16 (Column B), I  assume you mean Part II Line 16 (Column B)? I am still quite confused! Please help!! Thanks so much!