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After you enter form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. You can then enter the amount transferred to charity.  So be sure to keep going through all the follow up pages and questions.   

Several things to consider...about NM.   1)   Probably a slip, but you indicated that box 16 was ten NM state ID number.....it isn't... it is the NM wages.  The NM state ID number is in the second half of box 15.   2)   The NM military member's  DOD wages are not taxed by NM, but if y'all had other investment income from Interest, dividends or investments, then those $$ are taxed by NM,   3) Did you, as the non-military member, have any income for 2025.  If you were also aligned with your Military spouse as a NM resident, then that income is taxable by NM.   4)  Yes, a refund would be unusual based on what you've said.  Double check, by editing, any tax forms you entered.  Look to make absolutely sure that the state withholding boxes in those forms are empty.  If you uploaded ANY tax form by taking a picture, or uploading a PDF file....those forms of entry are subject to MASSIVE errors, because the AI that interprets  that picture or PDF makes mistakes.  Every box of the form entered that way MUST be double-checked by Editing the form.....also to answer any follow-up questions that are not answered by the simple upload process.   Manual entry of a form and its boxes is usually safer (yeah, personal opinion).

Import is also not working for LPL Financial. I have used Turbo Tax for years and never had a problem. Now it says that the import worked and that I need to review the data. But each time I click on a 1099 from my import, it again takes me to import screen. I tried deleting the first import and reimporting.  I tried restarting Turbotax.  No help.  I think Import is broken.  Am I reading this thread correctly that TurboTax doesn't think this is broken?

Make sure you are entering your SSA-1099 in the correct place.  Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?    If you started entering your form in the wrong place, you can delete that entry.   How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop

I'm running into this problem as well. It seems that the workaround that says:    If you want to link to your business, don't indicate the policy was allocated in your 1095-A entry.   Should also say that you should multiply your numbers by the allocation percentage and just leave the shared policy allocation section blank.  Is that accurate?   I would think that what is important is that the premium numbers between the shared parties need to add up.    

This section of the program is fully functional.  Please run updates to your software by visiting the "Online' tab across the top and selecting "Check for updates". If your program does not find updates, you may need to manually update it using the tool found HERE.

Yes, if you need to calculate the amount overtime premium pay that may be deductible, you will need to split your calculations into two periods - one before the raise and one after.  Take the overtime hours from January through June and deduct that from your total overtime hours. Multiply the first number by 0.5 x your base pay in June. Multiply the second number by 0.5 x your base pay in December. Add the two overtime pay numbers together and enter the total as your overtime pay for the year. See the section Your overtime is listed on your pay stub on this page: How do I enter overtime pay in TurboTax Online?  

This isn't about being reasonable. It's about communicating expectations. Their platform mentions that Depreciation will be available BY February, if not sooner. So asking why it's not available (it is February), is not unreasonable. In fact, I'm just asking for clarification of what THEY communicated.

Agreed.  The lack of communication here acknowledging the problem is concerning.  Is there another placed we should be posting product deficiencies / issues that need resolution other than this community forum?