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I appreciate your response. Before I continue on with TurboTax, you mentioned that the questions I have encountered happen when box 2a is blank. But I do have a number  in box 2a on my 1099-R for taxable amount,  which I entered manually on TurboTax.  So if this is the case, that I do have a number in box 2a, how should I continue?   Thanks again

Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.   Then try to delete the form again.  If this doesn't work, reply back.

Please double check that you are trying to enter the correct account number.  The instructions for the Indiana IT-40 suggest that only certain Indiana 529 accounts will qualify for the credit.  TurboTax uses the account number parameters defined in the Indiana instructions for Schedule IN-529.  Here are excerpts from the relevant sections in those instructions:   Indiana529 Education Savings Plan Credit  837  You may be eligible for a credit for contributions made to Indiana529 education savings plan. Also, you may make contributions to this fund for Indiana K through 12 education purposes. While there are many 529 college savings plans available both in Indiana and nation-wide, only contributions made to this specific Indiana529 Education Savings Plan are eligible for this credit.    Column B. Enter the account number of each qualified account to which you/your spouse made a contribution. The account numbers may be: • 11 digits long, and begin with “61” or “62”, • 10 digits long, and begin with “200”, “201”, “208” or “209”, and/or • 16 digits long, starting with “200” or “201”.    For reference, here are links to the instructions referenced above:   IT-40 Booklet - see page 43, column B IN-529 - see page 2, bottom of column A to the top of column B    

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

Yes, using turbo tax business, my 10th year of using it to file my fathers trust tax return with distributions Entering Date of Death for acquisition of house, correct and yes   Date of mother's death was a reference point only.   There was an update a day or two after this posting, which updated the correct calculation, though the presentation or calculation statement explaining the calculation was not updated and continues to show the tax calculation on trust income, instead of trust capital gains formulas   All income was distributed, +/-, and all the capital gains were retained in the trust, for payment from the trust.            

  MY DEPENDENT SAID HE COULD NOT BE CLAIMED   Your dependent made a very common mistake often made by teenagers and students who are filing their first tax returns.  In MY INFO they should have said that they can be claimed as someone else’s dependent—-but they answered incorrectly and now your e-file is being rejected.   Your dependent will have to amend their return to change the way they answered that question in MY INFO.   They cannot amend until their return has been fully processed.   But you do not have to wait for them to amend.  Waiting will not help you at all.   You can file your return by mail, since mailed returns are not rejected.   It will take longer for the IRS to process your mailed return and delay your refund.   OR….Get an IP PIN to e-file.     GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin