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It depends. TurboTax pulls this number from your Federal 1099-R. If it’s grayed out or unchangeable in the State section, the "connection" between the Federal entry and the State adjustment is broken.   Fix the Federal 1099-R (The most likely culprit) The software only triggers the correct exclusion if the 1099-R is coded exactly right.   Go back to the Federal "Wages & Income" section.  Edit your Military Retirement 1099-R. Ensure Box 15 (State) says CA. Crucially, look for a follow-up question after the main 1099-R screen that asks "Where did this money come from?" or "What type of plan is this?" * You must select "US Military Retirement" or "Qualified Plan" (the wording varies by version).  Ensure the Employer Identification Number (EIN) is recognized as the DFAS or military pay center.  Once the Federal side is fixed, go to the California State interview:   Look for the section titled "Adjustments to Federal Income" or "Pensions and Annuities."  You should see a screen specifically for the Military Retirement Exclusion.  If it still shows $20,000 and is uneditable, delete the 1099-R entirely from the Federal section and re-enter it manually (do not import it). This often clears "ghost data" that forces the $20,000 cap.

Since you are using the desktop version of TurboTax, you can use Forms to preview and examine any form included in your return.     Get started by clicking Forms in the upper right corner of the screen.  Then you will see a list of forms on the left side of the screen.  Highlight the form you wish to examine and it will open in the main section.  Click Step-by-step to return to the input screens.   If you are not seeing the expected results on your forms, review your answers to the follow-up questions that come up after you enter the Form 1099-R reporting the Traditional IRA distribution.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

If you go to get the token number again, I believe it gives you the same number each time (follow the instructions above if you don't remember how). You could try that.    Otherwise, if I get a resolution, I will try to come back and let you know!

In TurboTax Desktop, remove a self-employment activity by following these steps:   Across the top of the screen, click on Federal Taxes. Across the top of the screen, click on Wages & Income. Click I'll choose what I work on. Scroll down to Business Income and Expense (Schedule C) and click to the right. At the screen Business Summary, click delete to the right of the self-employment activity.

If your gambling losses equal your winnings but TurboTax shows an error, it might be caused by how the entries are input or system validation rules. To check and potentially fix this: 1. Confirm your winnings and losses are entered separately in the correct sections. Winnings usually go on Form W-2G or income section, and losses in the Itemized Deductions under gambling losses. 2. Gambling losses can only be deducted up to the amount of your winnings, so they must not exceed winnings. 3. Ensure you are itemizing deductions; if you take the Standard Deduction, gambling losses can't be deducted. 4. Try re-entering your amounts carefully, making sure they exactly match with no extra spaces or characters.

That's an odd thing to happen. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Yes, you can remove the excess Roth IRA contributions, plus earnings, before the due date of your return to avoid the penalty.     Since you made the excess contribution for 2025 and will withdraw the 2025 excess Roth IRA contribution plus earnings in 2026 before the due date, then you will get a 2026 Form 1099-R in 2027 which should have codes P and J.  This 1099-R will have to be included on your 2025 tax return and you have two options:     Amend your 2025 return after you actually have your 2026 Form 1099-R in hand.  OR   You can report it now in your 2025 return and ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding.  Then you must enter the 2026 Form 1099-R into the 2026 tax return since the withholdings are reported in the year that the tax was withheld.  The 2026 code P will not do anything to the 2026 tax return income but the withholdings will be applied to 2026.   If you wish to report the Form 1099-R now as part of your 2025 return without amending it later, go to the use these steps:     Go to Wages and Income > Retirement Plans and Social Security > Form 1099-R section of your return to add a Form 1099-R Select "I'll type it in myself" Box 1 enter total distribution (contribution plus earning) Box 2a enter the earnings Box 7 enter J and P Click "Continue" On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"? On the "Which year on Form 1099-R" screen say that this is a 2026 Form 1099-R. Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".   See the following TurboTax help article for more information:   What if I made an excess Roth IRA contribution because my income is too high?  

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Additional things to try, if needed:   Reboot your router and modem. If using a wireless connection, try a wired connection. If using a VPN, try without the VPN if you can safely do so; i.e., if you are not using public Wi-Fi.   But you shouldn't be using public Wi-Fi for sensitive tax returns anyway.

I received an email from Turbo Tax saying that I asked for a 5 day early return and would be billed $35. I did not sign up for this and this charge needs to be removed. I do not need my return 5 days early. Can you take care of this.  Thank You: Eric Niemi

After you have entered the foreign rental income in the Rental section (Schedule E), you must go to Deductions & Credits → Foreign Taxes and indicate the income is passive category income to trigger Form 1116. For a step-by-step walk though, follow the steps listed in this article.