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UPDATE: I deleted the whole 1099-R and re-entered it and the question never came back up. Maybe it was an initial error on my part but I've triple checked and so far, so good. If anyone has anything they still want to add for information purposes, I'll take it!

I ran a mock return in the TurboTax download version for Delaware.    I understand that you wanted to file Jointly rather than Married filing combined separate, so on the "About Your Filing Status" screen, I selected No to Married filing combined separate.   Like you, when I did the Smart Review, there was a "1" entered in for the spouse exemption field, but I was able to delete the 1 and leave that field blank to clear the error.   I did a similar mock return in the online version of TurboTax, and used the filing status of Married filing Jointly and had no errors for that.   It's possible that a subsequent update took care of this issue.        

So, if I understand correctly, I can take the full amount if I took money from my 401k of  $18,000 from Fidelity and pension from my previous  employer (not state employee) under $35,000.  My total is not over $125,000 being single.  Thank you!  

@dhuber24 wrote:   I want TurboTax to create a function that allows me to attach documentation of my session logs,   and also have the ability to declare in my return that I am reporting gambling activity using the session method.   The IRS does not look at any attached supporting documentation for anything.  Just keep it in case the IRS asks about it.   The IRS does not provide a direct mechanism to do that.  However, because your Session wins are less than your W-2Gs, there is a work around.  You can report your W-2Gs, so the IRS sees that.  Then you should be able to enter "Other Income" (it shows up on line 8z of Schedule 1) as a negative number and call it something like "Gambling Session Adjustment" so the combination of the W-2Gs and the negative "Other Income" totals the proper amount of Session winnings.  

Generally, disability payments are not taxable and no 1099-G will be issued. You do not have to report these payments on your federal or California return.    In comparison, Paid Family Leave (which you stated you did not qualify for) is considered a type of unemployment and is taxable by the IRS. 

googled "IT-203F B line 15" found this taxslayer support direction for filling this this schedule   https://support.taxslayer.com/hc/en-us/articles/17007711405965-How-do-I-complete-the-New-York-Income-allocation-on-Form-IT-203-and-IT-203-B-Part-year-Nonresident-returns    Section "Allocating the income" bullet 3 explain work from home for non NY residents.   ====   Enter the total number of days worked at home Days worked at home are considered New York workdays only if the employee’s assigned or primary work location is at an established office or other bona fide place of business of the employer in New York State. If the employee’s assigned or primary work location is at an established office or other bona fide place of business of the employer outside New York State, then any normal workday worked at home would be treated as a day worked outside New York State ====   Found no clarification like this in the following NYS's IT-203-F Sched B instructions NYS's RSU and NY workday tax code explanations Any legal cases stating this Maybe this is just taxslayer clarification for questions they have received from customers. Of course they will not be liable for correctness for using it to file in TurboTax 🙂 So I guess it will be individual's decision on trusting this interpretation as defense against an audit.   taxslayer's explanation does lower NYS taxes in my case.

@RogerD1    Quoting you: Let's say that your RMD for A was $10,000, and you took out $6,000 from when it was "A" and $4,000 from when it was "B", when you report these in Turbo Tax, you would say that the RMD for A was $6,000 and the RMD for B was $4,000.   You are correct in the premise.  My current workaround is to say that B's RMD is $1 (it is really zero), and A's is $1 less than it actually is.   You are suggesting that I say each's RMD is just what I took from it.  That also works.   Do you agree your solution is the same as mine with just the number slippage differing in amount?   Thanks.

In most cases, you don’t need to file a full 1040-X amendment just to fix your IRA basis, but you should correct the record to avoid being double-taxed later.   Assuming you entered the wrong basis but correcting it wouldn't change the actual amount of tax you paid (e.g., you didn't take any distributions or do a Roth conversion in 2024), you have two options:   1. Correct 2024: File a standalone Form 8606 for 2024. The IRS allows you to file this form by itself if it doesn't change your tax liability. Just download the 2024 Form 8606, fill it out with the correct numbers, sign page 2, and mail it to the IRS.   2. Correct for 2025: Simply enter the correct basis when TurboTax asks for your "prior year basis" while you are filing your 2025 return. While this doesn't technically "fix" the 2024 filing, it ensures your 2025 (and all future) math is accurate.  

Sorry we don't know how to get a new download for a prior  year.  Where did you buy 2023?  If you bought it directly from Turbo Tax the license code should be in your account.  Otherwise How to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

@jeremynangela There are no bots on this forum.  Only TurboTax employees and volunteers.   If you have the 2023 license code you must have purchased the 2023 software.  You either access the 2023 software you purchased or you purchase the software again, which will include a new license code.   To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

Yes, to your first answer. If you enter the sale correctly in TurboTax, the program will show a capital loss of $4,500. Now for the second part of your question.   To get your $12k back, you use Form 8801. However, the IRS only lets you take the credit if your Regular Tax is significantly higher than your Tentative Minimum Tax (TMT). If your Regular Tax is $20,000 and your TMT is $19,500, the IRS only lets you use $500 of your $12,000 credit this year. The remaining $11,500 carries forward to next year. If your Regular Tax and TMT are very close, your total tax bill won't move an inch when you enter the credit.   To see if the $12k is at least "registered" in the system.   Check Form 8801: Look at the printout. Line 3 should show your $12k carry-forward from last year.  Check Form 6251, Line 2k: Ensure there is a negative number there representing the "bargain element" you already taxed last year. If this line is blank, the software doesn't know you sold the specific ISO shares that triggered the AMT. The "ISO Checkbox": When entering your 1099-B, make sure you go through the "Step-by-Step" interview and check the box that says "This was a sale of ISO stock" or "I have a different basis for AMT." If you just enter the 1099-B as a normal stock sale, the software won't know to link it to your $12k credit. @pcpatter   

Have you tried it this way?    You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return Or use the Desktop program. The Desktop program can do unlimited returns and efile 5 for free. And you can use any Desktop version, they all have the same forms. So you could use a lower version than you might need in the Online version.