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In TurboTax Desktop Deluxe, I am able to generate 'Federal retirement benefits' subtraction from income on line 14 of Wisconsin Schedule SB.   Wisconsin Form 1 line 6 reflects a 'subtraction from income'.   The entry was entered at the screen Here's the income that Wisconsin handles differently.  Click Start/Edit to the right of Retirement Benefits Adjustment.   Wisconsin Department of Revenue website explains Individual taxpayer retirement features.

The IRS says that most people who efile and choose direct deposit will see their refund within 21 days.   It can be a lot sooner than that, or a lot later.  It all depends on how much processing it needs.   You can monitor the progress at the IRS "Where's My Refund" tool: https://www.irs.gov/wheres-my-refund   If your return had certain credits such as EIC or ACTC, the IRS can't begin releasing those refunds until after February 15.  So filers with those types of credits may not see their Federal refunds until late February or early March.

A Required Minimum Distribution (RMD) is the minimum amount the IRS requires you to withdraw annually from tax-deferred retirement accounts starting at age 73.  Failure to withdraw the full RMD amount can result in a 25% penalty tax on the amount not taken (reduced to 10% if corrected in a timely manner).   Your financial institution that handles the annuity should have made you aware if you have an RMD for the year.  Verify whether or not you have an RMD for this account and answer the question accordingly.

In the interest of time, I'll go ahead and mention how to troubleshoot for multiple accounts, just in case you might have more than one.   So if you end up needing this info, here it is.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.   If you find another account, then log into it, and you'll likely have to answer a few preliminary screens as though you were starting a new return in that account (you don't have to complete it).   After you go through several screens, the left column menu will change, and you can choose the tab TAX HOME.  Then at the Tax Home scroll way down to "Your Tax Returns & Documents" and choose 2024.  If you find the 2024 return, you can download the PDF, or there may be a link there that says "View adjusted gross income (AGI)".

After you enter the 1099-R, there is a question that asks if a person may qualify for a penalty exception.  You will identify the type of plan you had, and then you will enter the amount of your distributions that were due to Equal periodic payments.   Where do I enter my 1099-R?          

Thanks for the update.  When I searched the TT website for HRA it came back with no results, so it's hard to find this info on my own.   In my case it's not a QSEHRA but an individual HRA, provided after my employment ended, so is not going to show up on a W-2.  The document you linked to seems to apply to a QSEHRA and not the individual HRA, though the IRS rules behind it seems to  be very similar.   I still find it very disappointing that TT doesn't either ask "do you have an HRA" and then zero out the PTC if you answer yes, or point you to how to perform the tax calculation manually.  At this point the best response I've gotten is to reduce the column B values on the 1095-A by the amount of my HRA (spread over the months), it had the desired effect, but is rather inelegant since I can't put notes with it for the IRS to understand why my submission and the 1095-A form they received don't match.  The IRS doesn't seem to have the HRA question on the worksheets or forms either, so I can see why it was missed by TT.

You may have previously blocked Local Network Access on your browser. In order to successfully import your data you have to allow access.    To allow Local Network Access in Chrome: Click the View Site Information icon (to the left of the address bar) and then turn on Local Network Access.   To allow Local Network Access in Edge: Follow these instructions.    For additional details, please refer to this answer from Doug4.  

Don't even need to restart the program. Just back out of the import screen and go back in so it downloads the FI list again, and it will be there. Worked for me. You can see it saying that it's downloading the list when you get to that page.

I went through this exact same thing last year with H&R Block. The only thing I will say is they didn't try to upsell me on paid advice. They just couldn't figure it out.   I came to Turbo Tax and got the same result. The problem was I had pre-existing money in an IRA, the IRS has a Pro Rata rule that treats all IRA funds as one unit, and you only get a deduction proportional to your basis (the amount of money you put in while still paying taxes).

Well, you could get the 2024 AGI from your online IRS account if you have one or want to establish one.   But if it was prepared with Online TurboTax, we may be able to help you get it more easily.      What do you mean that you "can't download it?"   Does that mean you can't find evidence of it in the current account you are using when you go to the Tax Home page and scroll way down to "Your Tax Returns & Documents"  and then choose tax year 2024?   If that's the case, we can tell you how to look for other accounts you might have. NOTE:   I left info in the next comment below just in case you need to look for other accounts to find it.

This is likely a rounding error. Try re-typing the values from boxes 1, 2, and 3 as rounded whole numbers, without the decimals on the end (assuming the values include dollars and cents). For example, $0.00 round to $0   This will not cause a reporting issue; the IRS does not accept decimal values anyway, and will expect the final totals on your tax return to be rounded up or down to the nearest whole dollar by the tax software regardless.

If you need help deciding if the standard deduction or itemizing deductions is the right choice, don't worry -- TurboTax will automatically make the determination for you based on whether your total input itemized Schedule A deductions are higher than the flat standard deduction for you as a single, married, or other, filer. For most people, the standard deduction is the better option. To learn more, you can start by watching TurboTax - How does the standard deduction differ from itemizing deductions?   If you need help changing your deduction from either standard or itemized, follow the instructions for your product type in TurboTax - How do I change from the standard deduction to itemized (or vice-versa)?: TurboTax Online Go to the screen: Based on what you told us, [either Standard Deduction or Itemizing deductions] is right for you, and select Change my deduction. On the Which deduction do you want to take this year? popup, you'll see the dollar value of each deduction type. Select the type of deduction you want and select Continue twice.   TurboTax Desktop Open or continue your return. Select Federal Taxes. If using Home & Business, select Personal. Select Deductions & Credits. When asked how you want to enter your deductions and credits, select I'll choose what I work on. Scroll all the way to the bottom of the Your 2025 Deductions & Credits screen and select Done with Deductions. Continue until you see The Standard [or Itemized] Deduction is Right for You! Select Change my deduction and choose which one you'd like. Select Continue to apply any changes.