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I entered my 1099-R from my Financial Institution for my RMD. I put in the Gross Distribution and Federal Taxes withheld. This changed my federal refund. When I hit continue I got a page that said:   'If your National Financial Services LLC account was subject to a Required Minimum Distribution (RMD), we need to know the amount that was required to be distributed by December 31, 2025 from this National Financial Services LLC account. Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1. RMD due by Dec. 31, 2025'   When I entered what I thought they wanted (gross distribution) it reduced my Federal Refund by thousands. Why do I have to enter the gross distribution again. I don't remember this in last years turbo tax. 

Line 3 of the SS Benefits Worksheet is including excludable interest on US I Bonds (form 8815).  The interest excluded is not shown on 1040 Line 2a, but is added in via an internal program error,  The excludable interest that is claimed on 8815 is not to be included included in 2a because it is removed from income.     The Turbotax calculations are correct.  This issue is resolved.

TurboTax is currently asking for Military Retirement Income for the Uniformed Service Retirement exclusion and limiting the total exclusion to lower of qualified income or $20,000.  There are two key issues with this:   1) The Uniformed Service Retirement exclusion, under CA Tax Code Section 17132.9 includes uniformed services that are not military, such as commissioned corps of the United State Public Health Service and the National Oceanic and Atmospheric Administration Commissioned Office Corps.  The  exclusion is for Uniformed Services and not limited to Military.   2) The exclusions under 17132.9 (Uniformed Services) and 17132.10 (Department of Defense Survivor Benefit Plan) are separate exclusion available to the taxpayer.  They are limited by exclusion and taxpayer, not return -- see CA Sch CA (540) Instructions and the code sections.  Thus, a Taxpayer can have both a Uniformed Services retirement exclusion (limited to $20k) and DOD Survivor Benefit Plan exclusion (limited to $20k).  In that case the taxpayer would need two separate entries for each exclusion.  For a married couple, it could be as high as four exclusions, with each being retired Uniformed Service members and getting annuities from someone else's service under a DOD Survivor Benefit Plan.  Currently, Tubo Tax is combining all of these and limiting them to $20k (at least for single return, not sure if joint return is allowing more).