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Yes only forms such as 1099's and etc. that show witholdings are required to be provided. That's all the letter asked for. I had no W-2 etc. but had numerous 1099's but the only 1099 that had taxes taken out was the one they wanted. They asked for the same thing last year in a letter.   I will take a photo of the letter(redacted) and post in this message if I can.  

Related to this, it is asking for this on all stock sold either short-term or long-term as part of a stock fund on the 1099-B I received from Edward Jones.  Therefore I did not purchase and none of the other options in the drop down apply.  Again the choice of "Other" needs to be there as listed in the explanation for that box.

This is really absurd. Horrible malpractice. I ended up getting with the tax expert and wasted 30 minutes of both of our time just so she could get me a code that refunded me the portion for expert. Stupidity driven by greed, hoping to make it so difficult for people that they just suck it up and fork over the money for nothing. 

In further answer to your question, the portion of the income that TT is treating as taxable in PA is the Capital Gains on the sale of stocks. So, is that correct? Since once again, the Financial Institution is not located in the Commonwealth of PA, at least according to the address on the 1099. However, this is Fidelity Brokerage Services, so I'm sure they have some sort of a presence in PA.

Q.   Are you saying that I can delete the 1099-Q from his tax return as 100% of the distribution from the 529 went to a qualified tuition payment? A. Yes, as long as there was no double dipping Counting the tuition for the AOC and/or tax free scholarship.*   Q. Does all this make sense to you, is this the correct approach? A. Generally, but with, at least,  a couple of adjustments.  1. Change the $10K to $4000 (not 0), the amount needed to get the maximum AOC.  2. Enter room and board expenses, and any books, computer expenses.   *If you know that the room and board and  books &computer expenses plus the tuition not used for the AOC totals more than the box 1 amount on the 1099-Q, you can delete the 1099-Q from his tax return as 100% of the distribution from the 529 still went to a qualified educational expenses (it doesn't have to be just for the tuition). Student must be half time or more to count room and board  for a 529 distribution. 

Thanks for coming here to let us know of the update. I'd been waiting to hear before continuing with frustration. Now, it's all good - mine has gone through as of today. Thanks everyone for reporting and pushing TT to update the blip 🙂

Form 8915 is ready, so you can step through the 1099-R and follow-up questions in the interview again.  If you're using TurboTax Desktop, be sure your program is updated.  If using TurboTax Online, clear your Cache and Cookies first.   @Packadam 

When you log into your TurboTax Online account, you will see a bell icon in the top right corner. That is where you will find notifications, including emails from your tax expert.   In TurboTax Desktop, the notification bell is in the top right corner when you are in your tax return.

@MarilynG1    So you’re saying TurboTax will definitely refund me due to this, including state purchases? What about making up for lost early pricing discounts?    Online is not the best for me because due to Virginia law I need to prepare a separate mock MFS return for Non-Resident Virginia. Online doesn’t support multiple returns.  This still doesn’t excuse the lack of functionality in desktop that is not made anywhere clear at time of purchase, and lags behind other products.   Why does everyone at TurboTax refuse to answer the question - why is this functionality so lacking in desktop? And why isn’t it made clear and why is nobody addressing that disparity?   ”You’ll use what we feel like giving you” is not a great customer answer, especially when competing software seems to handle it. The approach you guys are taking is a bit lacking and comes off as dismissive. 

I've been using a mock return in TurboTax and have been working with several scenarios with varying amounts of Federal itemized deductions and the only time it switched to a standard deduction for Maryland was when it was more beneficial to do so.   While Federal deductions for state and local income taxes are allowed, they must be subtracted out of the Federal itemized deductions to arrive at the Maryland itemized deduction.  If your only Federal itemized deductions were state and local income taxes, this could be why you are getting the Maryland standard deduction on your return.   It would be really helpful if you followed the instructions for sending the diagnostic file (as outlined in AmyC's post, earlier), so that we can take a much closer look at your particular situation to see if we can figure out why you might be getting a Maryland standard deduction when itemizing Federal.