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Money withdrawn from a pension automatically satisfies the RMD requirement for that account as those payments are typically fixed and occur over a lifetime.  You IRA is subject to RMD after reaching a defined age - for 2025 anyone born before 1953 should be removing RMD from any traditional IRA or 401(k), 403(b), etc. plan.  If your IRA custodian calculated your RMD and distributed it to you correctly as $4219.41, then that amount will satisfy your RMD for that account, if this is the only traditional plan that you have.

UPDATE:   So yesterday I followed your advice and adjusted the number on each 1099-R to reflect what I had withdrawn from each account to meet my RMD requirements.  The app continued to show a penalty.   This morning I had planned to delete each 1099-R individually to see what was triggering the penalty. Ended up I did not need to do this?  I logged into TT, it opened my tax return, and found that everything was correct.  The penalty was gone and the data aligned with my estimates.  Not sure why this occurred, but right now the app is processing my return without the penalty.

Go to the Form 1095-A and click on the trash can symbol when you are on the summary screen.   To enter, edit or delete your Form 1095-A - 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 Medical On Affordable Care Act (Form 1095-A), click the start or update button

If it is showing there is a 1095-A in your return, you can delete the form and then you should be able to continue.  You will need to delete both the 1095-A and the form 8962.     From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.   

UPDATE:   So yesterday I followed your advice and adjusted the number on each 1099-R to reflect what I had withdrawn from each account to meet my RMD requirements.  The app continued to show a penalty.   This morning I had planned to delete each 1099-R individually to see what was triggering the penalty. Ended up I did not need to do this?  I logged into TT, it opened my tax return, and found that everything was correct.  The penalty was gone and the data aligned with my estimates.  Not sure why this occurred, but right now the app is processing my return without the penalty.   Thanks for our guidance!

Texas doesn't impose a state income tax, so employers aren't required to report state wages or state withholding. You can leave those boxes empty when entering your W-2, and this won't affect your federal return.

@user17705032923  Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Yes, here is how you can remove your entries.   Before deleting forms, try to "uncheck" the triggers in the interview. Go to Deductions & Credits > Retirement and Investments. Click Update/Revisit next to Traditional and Roth IRA Contributions. On the very first screen ("Select your IRA type"), uncheck both boxes (Traditional and Roth). Click Continue. TurboTax should ask if you want to remove the entries. Say Yes. If this doesn't work.   On the left-hand menu, click Tax Tools and then Tools. In the pop-up window, select Delete a form. Look for these specific forms and click Delete next to them: IRA Contributions Worksheet (This is usually . Form 8606 (Nondeductible IRAs). IRA Explanation Statement (If you were doing a recharacterization). Once deleted, click Done at the bottom and Restart your computer/browser. This clears the "cache" that often holds onto dead data.   For TurboTax Desktop (Windows/Mac): Click the Forms icon in the top right corner. In the list on the left, find the IRA Contributions Worksheet. Highlight it, then click the Delete Form button at the very bottom of the screen. Repeat for Form 8606 if it exists. Switch back to Step-by-Step mode. If none of these options work, you may wish to clear and start over, but only at a last resort.  

OR -   To enter a Form 1099-NEC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Click on Income & Expenses Scroll down to Other Common Income  On Form 1099-NEC, click the start or update button  On Income from Form 1099-NEC, click the start or update button   On the screen Did you get a 1099-NEC?, click on Yes On the screen What type of income is on your 1099-NEC?, click on Income that should've been reported on a W-2 and Continue On the screen OK, let’s get some details from your 1099-NEC, enter your information and Continue On the screen Did you also receive a W-2 from (name)?, enter Yes and Continue On the screen OK, this income will be labeled as wages and Continue

I haven’t received my tax refund yet on my Cash App account … my TurboTax account says that I will be getting my tax refund on 17th of February 2026 but my IRS2GO account says that my tax refund has been sent to my account on 4th of February 2026 that it will be available on my account on 9th of February 2026 but I haven’t received any payment from the IRS yet   

FIrst of all, thank you for your explanation of this.  I'm currently working through this identical issue.      As a bit of a follow up,  I'm not sure you provided this information or not, but, how do you apply for a refund of the withholdings?   I'd think TurboTax would list that as an option and allow us to click a button, and it would fill out the information.   But I'm not seeing this.    Thank you.