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Based on this link, it looks like it makes difference only if we itemize and sum of charities (and few other expenses like Property, state, and local tax deduction ) is greater than standard deduction amount.    https://www.fidelitycharitable.org/guidance/charitable-tax-strategies/charitable-tax-deductions.html

I was told by another expert on this forum NOT to add improvements to the original cost, but to add them to the sales expenses. See here: https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/adusted-cost-basis-for-sold-rental-property-not-transferring-to-state-return-how-to-fix/00/3822629?relatedcontent=3822629   Which is it?

I think I have found a workaround for my situation.     My situtation:  Married filing jointly and I need to submit form 5329-S (works for 5329-T too) since my spouse has an inherited IRA which she didn't take a RMD from due to the IRA getting transferred from one account to another.  We took a corrective action and took the distribution ASAP in 2026 (the missed deadline was Dec 31, 2025) and are seeking a full and complete waiver of the penalty.   Broken Workflow: On form 5329-S , Part IX (for example, I'll use $1000 as the RMD) Line 52b:   Entered $1000 Line 53b: Entered $0 Waiver of Tax Smart Worksheet: A: Entered $1000 (amount lights up as RED to indicate an error) Explain: Entered a reasonable explanation (seemed to save just fine).   The issue is that TurboTax insists section A of the waiver is incorrect and it remains RED.  As a result, Line 54b is not calculated to be $0 as it should be.   The Workaround: I entered the information in section B of the Waiver of Tax Smart Worksheet instead:   Waiver for Tax Smart Worksheet: B: Entered $1000 (the amount is BLUE to indicate no error) Explain: Entered a reasonable explanation.   The result is that line 54b reads correctly: SEE STMT RC 1000 Calculated Value $0   Verification: Printed just the form and it contains all the information (including explanation) necessary. I'm not quite ready to file yet, but I believe since there are no error, I won't have an issue filing electronically.   Hope that helps someone out! This is beyond frustrating after having paid for the product.   TurboTax, get your act together!  

You can follow the steps in this help article to get back in touch with your assigned Expert or another one.   See also this help article that explains the steps in the Full Service process. @ro050408 

Yes, you can remove your Illinois state tax filing.  As a Servicemember you do not have to file in the state you are stationed in, just your State of Legal Residency (SLR/Home of Record).  See Military Personnel Tax Tips - TurboTax for more details and information.     In TurboTax, from the list of states, just delete from the list.  See How do I delete my state return in TurboTax Online?    

I have made the change as miscellaneous income, and $179.82 shows up on Form 1040 line 1h.   When I receive a 1099-R in 2027 (Tax year 2026), there should be 2 forms.   Should I report or ignore the $179.82 on the Form 1099-R since I already reported it on my 2025 tax return? Even if it's code P, do I still report it in 2026? - As it is already taxed in 2025, and should not affect my 2026 taxes.   I will report the 1099-R for earnings $18.14 on my 2026 tax return. Form 1099-R Code 8  

TurboTax flags W-2s as duplicates if the Employer Identification Number (EIN), employer name, and most details are identical, even if you have multiple W-2s for different amounts, such as lottery winnings from the same employer. To handle this: 1. Combine the amounts from all three W-2s into a single W-2 entry with the same employer name and EIN. 2. Enter the total wages ($3,000) and any other amounts as one entry. 3. Keep the original W-2 forms for your records, but enter only one in TurboTax. This approach avoids duplicate entry errors, as TurboTax expects one W-2 per employer unless the EIN or employer name differs.

I was able to prepare 2026 vouchers on my Mac using Home and Business.    You might try going back through the interview questions. The first question asks whether to use your W-4 or Estimates. Choose Estimates. After a few more questions, it asks "Would you like us to copy your current year wage information to next year?" Select No if you would rather enter the information yourself.  

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 gives a date range of when you can expect to receive your refund. Most refunds are deposited within the allotted timeframe.