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In TurboTax, in the Iowa state income tax return, at the screen Iowa Retirement Income, I am able to report the Iowa Retirement Income Exclusion.   Learn more states:   Retirement Income Exclusion   If you or your spouse receive a pension, an annuity, a self-employed retirement plan, deferred compensation, IRA distribution, or other retirement plan benefits, you may generally exclude from Iowa income tax all of the retirement income that is taxable on your federal return. The Roth conversion income, included in net income, is eligible for this exclusion.   To take this exclusion the pensioner or retirement income recipient must meet one of the following conditions:   a. 55 years of age or older on December 31, 2025, this is handled automatically by the program or b. disabled, or c. a surviving spouse or a survivor having an insurable interest in an individual who has qualified for the exclusion in 2025 on the basis of age or disability. A survivor other than the surviving spouse is considered to have an "insurable interest" if the survivor is a son, daughter, mother, or father of the annuitant or pensioner. d. for tax years beginning on or after January 1, 2024 a surviving spouse may exclude amounts received from a deceased spouse's pension regardless if the deceased spouse was 55 years of age or older or disable if the pension was from employment in a protection occupation, or as a sheriff, deputy sheriff, firefighter, or police.   Note: Only enter amounts here that should be excluded from the Iowa income tax return. The program is automatically exempting retirement income for Iowa purposes if the age or disability requirements are met. You only need to make an entry here if your retirement income is taxable to a different state other than Iowa or you meet the exception outlined in "d" above.   Also, pensions received from DFAS that represent military retirement pay will appear in this field. These are excluded on a separate line of IA 1040, Schedule 1.  

There is no fee to amend your tax return unless the information you add requires an upgrade to a higher version of the software; if you have to upgrade, you are charged for the difference between the two versions of the software.

You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year. For more info, See: https://ttlc.intuit.com/community/college-education/discussion/where-do-i-enter-college-room-and-board-expenses-that-were-paid-for-by-a-529-disbursement/00/3782831

You can buy the Desktop Download program here or in stores or online like Amazon, Costco, etc. https://turbotax.intuit.com/personal-taxes/cd-download You need a full Windows 11 or Mac OS Sonoma 14 computer to install it.

If you are an Alabama resident, your income earned from active duty military deployment in a combat zone is exempt from Alabama state income taxes.     The IRS recognized combat zones are listed on the website link below.  If you are in a combat zone, the software will ask you questions during your interview process (Personal info section) to make sure that any combat pay will be tax exempt.   IRS Combat zones approved for tax benefits   Please let us know if you have any questions or need assistance.   Thank you for your service.

If you are having issues importing your tax documents from your financial institution or brokerage account, you might want to try these other options:   Upload: you have to enter into your financial institution's account and download the documents to your computer, then upload it into the system.   Snap a photo: You will need the physical document in your hands and take a picture of them.   Type it yourself: This may not be the best option if you have a lot of transactions and/or documents. But, it's still an option.

@DoninGA Thank you so much!  I had rebooted my computer and did the check for updates multiple times, but that didn't fix it. Downloading the manual update finally fixed it.  I'm having a similar issue with TurboTax Business, where the availability matrix says the forms are available, but the software says they aren't. It says that the 1065 Partnership Form p1-4 and p5-6 along with Schedule B-1 and Schedule K-1 are not available yet.  Is there a manual update for the Business version?  The one that fixed the Deluxe version did not fix this.   Actually, I found it: https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-business-software/L3WqYBBgc_US_en_US and it fixed that problem also.   This is a little concerning. I'm worried that I won't get future updates since the "Check For Updates" feature kept telling me that there were no updates even though there clearly were :(   Thanks again, Rich  

@Farmgirl50    Amazon how to download and install your software order https://www.amazon.com/gp/help/customer/display.html?nodeId=G2CJPY7HHXBLMR5E To get the License Code from Amazon, One user said...... I was just having this same issue, but I just figured it out. So I thought I'd share in case you are still looking for an answer. Go to Your Account; then Digital Games and Software (under Digital Content and Devices section at the bottom middle); your TurboTax purchase should show there under Downloads and Codes; the license code will be the 16 digit code next to "Activation Key". Hope this helps!