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I can't make this any simpler either. This is all I've got. I don't see what you see. Premier 2025 downloaded from TTAX website is not matching up to what you're showing. I'm reporting a bug - I solved the problem on getting the taxes filed. I just ask y'all remember the first law of software - if something has occurred, it is possible. I can't explain it, but here it is. do what you will with it.  

I would double-check the QMID # with the IRS site. You may have gotten an incorrect digit in there from the contractor.  If Turbotax says it is blank, it should give you that message when Turbotax checks for errors. If it doesn't, that can only mean that it is NOT blank but there is a problem with the QMID#.

Box 2b of this Form 1099-R is required to have box 2b equal to box 1.  It becomes a QCD based on how you report this on your tax return.   After entering the Form 1099-R as received, making sure to mark the IRA/SEP/SIMPLE box on TurboTax's 1099-R form to match what is on the form provided by the payer, as long as you were age 70½ or over during the tax year, on the page that asks, "Do any of these situations apply to you?," TurboTax will provide a box to mark to indicate that you transferred all or part of the distribution to charity.  Once that box is marked, TurboTax will ask how much was transferred to charity and will exclude this amount from the taxable amount shown on Form 1040 line 4b.  TurboTax will also mark the QCD box next to this line on Form 1040.

Ok.  That seems to be the issue. I was going based on the TurboTax program telling me that when I tried to import last week that they would be ready on the 6th, which is today. But after I read your response, I went out to E-Trade and it looks like the consolidated data I'm looking for is not going to be ready until the 15th. Thank you.

All the Desktop programs have the same forms. You just get more help and guidance in the higher versions.  Go to Forms Mode, click Forms in the upper right or on the left for Mac. Then click Open Forms box in the top of the column on the left. Open the US listing of forms and towards the bottom find the What-if worksheet. It's right under Estimated Taxes.     Or try…Go into Forms View. Once there, at the top of the left column, click on the icon for "Open Form". A popup window will appear. In the text line, type the word "what" without quotes. You should see "what-if worksheet" appear as a selection choice. Double-click it to launch the form.

To enter a state or local tax refund (Form 1099-G) - 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 Other Common Income On Refunds Received for State/Local Tax Returns, click the start or update button

There is no need to amend the 2024 return,  just enter both 1099-Rs for 2025.  The return of contributions for the prior year is for 2023 if you are doing the 2024 return.  That isn't correct.  Just put them on your 2025 return.

The notice was that it was ready for import, and the message is "Import successful". Before it was ready I had a message that said that I had to wait, and that message is now gone. Maybe the problem is that the 1099 is not actually ready. But the messages should reflect that.

You have to enter the Form 1099-R manually if you did import the form yourself. You also have to enter the estimated tax payments you made in 2025.   To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   To enter, edit or delete a form 1099-R - 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 Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

This is still an issue filing for tax year 2025! TurboTax please fix this! we should not have to be doing work arounds for a reasonably common tax scenario in Arizona (ie charitable tax credits at state level, federal itemizing). This was my first time doing the charitable tax credit and it was incredibly confusing to understand what was happening, and then see errors continuing even when consulting MANY of these different QA pages.   There seems to be a page in the Arizona taxes section that *SHOULD* be deducting the extra state taxes it tells you to claim on the federal for the credit (see picture below & instructions from learn more pop-out section on the side) so it's not double counted on the state side (as estimated tax pulled over from federal + tax credit) -- but it only makes a very small impact, not the full tax credit taken ($950 in my case).   See other discussion board below for detailed issue and considered "workarounds", other strands discuss needing to override on the state form TurboTax can't handle SALT Safe Harbor + Arizona tax credits. Please fix for next year.    Tagging "turbotax experts" I've seen on similar threads to hopefully help push the issue up within TurboTax to get the programming fixed since it's spanning several years. @ThomasM125  @ErnieS0  @BillM223  @MarilynG1  @RobertB4444  @LenaH  @DaveF1006     

Also, I have already reported this to my news stations. The way the “experts” i have paid hundreds for put the stress on me and read verbatim so bologna and had zero care to even access my account is insane. I want the refund on all fees paid and ill find a better company to file with next year.