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@ thatrobert     I did some detective work and discovered you posted in another thread about Form 1099-Q and a problem in regard to an Oregon state return.   So I now know what the "same issue" is.   https://ttlc.intuit.com/community/taxes/discussion/when-submitting-turbotax-has-an-issue-with-my-1099-q-and-puts-my-state-return-saying-there-s/00/3791881   So hopefully someone will help you in that thread, or it's possible someone may post in this thread, but in order to catch the attention of someone familiar with a 1099-Q problem in this thread, you should mention that in the title of your question.   If you want to change the title of this thread, just to the right of your subject title is a tiny blue 3-dot icon.  When you click it, you can choose "Edit" in a dropdown.

TurboTax classifies pension distributions as annuities because the IRS categorizes both of these on the same line on your tax return (Form 1040, Lines 5a/5b) because they are treated similarly for tax purposes, especially if you receive your pension distribution in regular, periodic payments.   A pension plan that pays a regular income for life is technically a type of annuity. TurboTax uses the same input screens to calculate the taxable amounts.   If box 2b on your Form 1099-R is checked, or if you indicated in your TurboTax program that you received regular payments from your pension plan, TurboTax defaults to ask for "annuity" details to determine the taxable amount. If you think there is an error, you can get back to these screens in TurboTax to make sure that you have answered everything correctly and to make sure that your Form 1099-R has been properly reported as follows:   Click on Search at the top right of your TurboTax screen Type Form 1099-R in the search box Click on the link Jump to Form 1099-R Select the appropriate Form 1099-R and continue through your TurboTax screen to make sure you have answered all follow-up questions properly. You can also review your Form 1099-R entries by clicking on the pen icon next to your Form 1099-R   Please return To Community if you have any additional information or questions and we would be happy to help.  

TurboTax doesn't automatically ask you to enter your estimated payments.  You can enter your estimated tax payments that you paid towards your 2025 state taxes to Hawaii in the Deductions & Credits Section of TurboTax. Follow the instructions below:   Go to the Deductions & Credits Section  Select Estimates and Other Income Taxes Paid Select Start under  estimated tax payments Select Start next to State estimated taxes for 2025.   Refer to the TurboTax Help article Where do I enter my estimated tax payments? for navigation instructions.   [Edited 02/22/26| 7:45am PST]  

To determine the amount of your spouse's Georgia Teachers Retirement Adjustment, you would need your contribution records during the required timeframe of July 1, 1987 through December 31, 1989.     Only you and the retirement plan administrators know your contributions.  You may be able to get the records from them if you no longer have them.  You may be able to contact the organization at this website.   This TurboTax Help states:   Georgia allows a subtraction from your retirement income equal to the contributions made from July 1, 1987 through December 31, 1989 that were not deductible by Georgia.   The purpose of this adjustment to Georgia income is to allow a one-time deduction, as retirement plan distributions are received, of previous nondeductible plan contributions.

@thatrobert  wrote:  "I'm having the same issue."   "Same issue" is indeed general.  There are lots of issues that could be "same" to someone.   Can you narrow the issue down to see if someone might be familiar with that topic?   This is a public Internet forum, so be sure not to post any personal info.

Assuming that you are referring to an underpayment penalty. The federal tax system is a pay as you go system.  As you make money, you have to pay taxes on that money. You may have an underpayment penalty if you didn't have enough taxes withheld from your income throughout the year or if you're self-employed, you didn't pay enough estimated taxes.   You can get hit with an underpayment penalty in the situation you described because you didn't pay the estimated quarterly taxes when they were due. The IRS imposes an underpayment of estimated tax penalty based on the amount, timing, and interest rate of the underpayment.    To try to reduce or eliminate it, review the TurboTax article Why am I getting an underpayment penalty?   For more information, refer to the TurboTax help article Guide to IRS Tax Penalties: How to Avoid or Reduce Them for tips to use in the future.   You can contact the IRS to request a one-time abatement of your underpayment penalty. For individual tax returns, call 1-800-829-1040, 7 AM - 7 PM Monday through Friday local time.   Refer to the TurboTax article IRS Tax Penalty Abatement and Relief for more information.  

Hi DavidD66, Thank you for your quick response. On the form 1099-MISC, my tips are in Box 1,- Rents, I don’t know why. After I entered my 1099-MISC and pressed Continue, it took me to my work info/summary page. There was no chance to answer any questions.

My DDD is tomorrow as well.  Cross River Bank confirmed on Thursday, that they sent it to the Turbo Tax Router account.  Turbo Tax now is telling me that they sent it to Credit Karma on the 18th.  Credit Karma still tells me that they see nothing.  From research and talking with others, Credit Karma rarely releases the funds earlier than the day of (even with the 5 days early nonsense that majority of us didn't sign up for). I also found out, which I kind of figured, that reps are not allowed to tell us if they see a pending deposit.  If I do not have my refund by tomorrow, I will be causing a stir with all 3 companies. 

The question is "Box 12 of your W-2 has code G, which means you or your employer contributed money to a deferred compensation plan. We'll check if this counts toward a credit for retirement savings.   Is UNIVERSITY OF CALIFORNIA a state or local government?"  

@ paula-davidson5  asked:  "Does IRS include estimated taxes paid as part of total taxes paid?"   I'm not sure what you mean by "does the IRS include" (include where?), but here's how you can verify they show up prior to filing.   Once you enter the estimated tax payments using the steps provided by TurboTax SharonD007 above, if these were Federal estimated tax payments, before filing make sure they show up in the figure shown on your Form 1040, Line 26.   Then they should also be shown within the figure summed for "Total Payments" on Form 1040, Line 33.   

You may have entered 1099 information in the 1099-R section by mistake or maybe you answered an interview question in a way that TurboTax prompted the early retirement penalty.  Go to the wage and income section and make sure you don't have any activity in the retirement plans and social security section.  Also check the deduction and credits section under the retirements and investments section.  If you do see that you have some items in those sections, go into them and rework the section to correctly reflect your tax situation.  Here's a link that shows you how to delete a form in TurboTax in case you need to delete a form; How do I view and delete forms in TurboTax Online?