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I just found the box I needed to check to be sent to the next screen where I could give the information about my Qualified Charitable Distribution.  The 1099-R I received from my IRA provider indicated only that I had taken a distribution from my IRA.  It also stated that the taxable amount was not determined.  So when I entered this 1099-R in Turbo Tax it showed it as a taxable distribution.  The following screen listed about 9 questions about that distribution.  One of them was, "Was any amount of this distribution given to charity?"  That was the box I had originally missed.  Once I clicked on that box, it took me to the screen where I could enter the information about the charitable distribution.  Then the full amount became exempt from taxation.

If your address doesn't match the one on your ID it will definitely be the problem. Just updated mine and I was able to use my refund to pay. This is after getting the same roundabout answers from customer service as well. No complaints about my CS representative, she was really nice and brought in her supervisor to help, but they did not know how to fix the problem.

No, do not change the form to "FL" in TurboTax. You should enter the 1099-NEC exactly as it is written. However, you will fix the actual tax calculation in the North Carolina State Section of the software. However, you will need to do some addtional work.   Before you get to the state returns, make sure your Personal Info (or "About You") section is accurate:   State of Residence: North Carolina  "Did you live in another state?": Yes (Select Florida) Enter the date you moved to North Carolina. Now you will allocate your income in your NC return.   This is the most important part. When you open the North Carolina State return, TurboTax will recognize you as a Part-Year Resident. It will show you a list of all your income (including that 1099-NEC) and ask you to allocate it. You will see a column for "Total Income" and a column for "North Carolina Income." In column for NC, you will put a zero that indicates that none of this was earned in North Carolina.    

The amendment I need to make is on form 568 CA LLC tax return (TurboTax Desktop Home & Business).  Will I be able to e-file the amended state return including that form?  CA requires e-file for this form from a tax prep application.   Thank you 

@Smitty5712  The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...   Not until the IRS updates the Form 1040-X instructions for tax year 2025 can TurboTax provide a 2025 Form 1040-X. Current IRS Form 1040-X instructions are for tax year 2024 - https://www.irs.gov/pub/irs-pdf/i1040x.pdf IRS Draft Form 1040--X instructions for tax year 2025 - https://www.irs.gov/pub/irs-dft/i1040gi--dft.pdf

I read somewhere that TurboTax took me concerning Amending a 2025 Tax Return and a "Tax Expert" stated that it would be available on 2/25/2026, it is 2/27/2026 as I send this and the Amendment option states it is not available at this time. It also says it will email consumers when it is available via email. How does it know that I' one of the peoplle that may need to amend my return when it never ask for my email, nor if I needed to Amend my 2025 return?

If the name of the 1099-R payor does not appear on the list of Financial institutions, it only means that the form cannot be directly imported from the payor website.  On the page "Let Us Enter Your Bank and Brokerage Tax Documents", scroll down on the page and click on Skip Import to continue to enter the 1099-R information in manually.

This is the most reliable way to create a second Form 8881 on a Mac.   Click the Forms icon in the top right to enter Forms Mode. Look at the list of forms on the left. If you already have one Form 8881, it will be listed there. Go to the top menu bar (outside the TurboTax window, the Apple menu bar) and select Forms > Open Form. In the search box, type 8881. When you select it, TurboTax should ask if you want to create a "New Copy". Select this. You can then name the copies (e.g., "His Business" and "Her Business") to keep your records clear.

@RogerD1 , perhaps could you recreate this scenario using TT online?  Then you could see first-hand using your suggestions.  Or perhaps you'll identify something else that might fix it.   I've already communicated with you (on my separate post), and we haven't gotten to a resolution.

Delete the Form 1099-R and re-enter manually   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Seriously, what the point of sending PERSONAL INFOMATION electronically to not even have a way to upload it after you purchase your turbo tax download. HUGE WASTE OF TIME, now I have to find W-D, which should have been imported. Where did my information get sent to? 

Thank you for responding.   I’m not willing to provide my file but i still encourage you to have your team look at this issue. It is very straightforward.   The law says that as long as you pay 100% of the amount you owed for the previous year’s taxes (110% if you were over a certain dollar threshold) then you do not owe a penalty. TurboTax handled this properly for the Federal portion of my return but not for the state of California. .Specifically the California Form 5808, Part II, Line 5 number should be calculated to be either 100% or 110% of last year’s amount owed. TurboTax seems to properly reference the correct data shown to me on Line 2 of the “California Carryover Worksheet for 2025”. By “properly reference” I mean that if I double click on Line 5 of Form 5808 it takes me to Line 2 of the worksheet. And the worksheet correctly shows my 2024 California tax. But somehow the TurboTax calculated amount on Line 5 of form 5808 is wildly off. I hope TurboTax is able to correct this error and save its users a lot of, money, trouble, and goodwill.