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yes AMT amount in Box 13 is supposed to be a portion of the tax exempt dividends reported in Box 12 - it's used for AMT calculations - you need to look into the details for boxes 12/13 on your 1099 to see why Box 13 is bigger, your brokerage should have provided a breakdown.

You need to get a statement from the retirement facility that breaks down the amount of your costs showing the amount for any sort of medical care.   Those costs--not room and board, etc.-- can be entered as a medical expense.     MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)    

If you were charged $199 for your TurboTax it is likely because your tax situation required more than the basic forms (for example, itemizing investments), you may have been upgraded to Deluxe or higher, as XmasBaby0 mentions above.     The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify.    If your tax situation requires more than the basic forms (e.g., itemizing, investments), you are upgraded to Deluxe or higher.   A separate charge is added for preparing state tax returns in most TurboTax online versions.   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You may also be able to downgrade How do I downgrade to a different TurboTax Online product?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. Click here for How do I review my fees in TurboTax Online? If you have additional information or questions regarding this, please return to Community and we would be glad to help.

As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. You don't need to take any additional steps. Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  You can see the information for the Senior Deduction reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.  

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

I wanted to let you know that I appreciate you taking the time to answer questions.  However, at least for TTAX Home & Business desktop 2025, this process fails because the "Sort" option in the Edit menu is not active. 

That sounds right.  What do you think is wrong?  Did you have a basis in the regular 401k account?  1040 line 4 should be blank.   The 1099R goes on the line 4 or 5 from where it came out of, not where it's going to.   After you entered the 1099R did it ask what you did with it?   What did you do with the Money? Say you moved the money to another retirement account. Then check the box.... You did a combination of rolling over, converting or cashing out the money. Then another box opens up...Amount converted to a Roth account.  Enter the 78,000.   The 20,000 and 2,000 withholding will just show up as payments on 1040 line 25b and your state return.   Those amounts are treated as a cash distributions and taxable.   Basically you got the cash and used it to send in payments towards the tax.  That's why the full 100,000 show up taxable on line 5b.     By the way how old are you?  Do you need to take the RMD from your 401k or IRA accounts?  

@elvinc When you use desktop download software the returns are not stored online.  They are stored on the hard drive of the computer on which the return was prepared.  Logging in to a TT account online does not permit anyone to see the return you saved on your hard drive.

I have similar error messages occurring on my TT for Mac return. My Form 1095A has amounts in Column A and B for January through September, the time that my spouse was covered under a plan purchased through an exchange. The data in the TT 1095A is identical to that on the form received from the government exchange. However, TT shows errors and the fix says that Column A should be blank. TT will not let me file electronically unless I make this change. Then the form will not equal the Form 1095A I received in the mail. Please advise.