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A non-Taxable State Refund is showing up as a deduction on schedule A.   Taxes were itemized in 2024 and SALT cap limited. The excess over the cap is more than the refund. In this case there was a state payment with the state extension in 2025. TurboTax correctly determined that the refund was not taxable ("above the AGI line)".   The IRS Instructions for Schedule A line 5a state (emphasis added): "Don't reduce your deduction by any: State or local income tax refund or credit you expect to receive for 2025; or Refund of or credit for prior year state and local income taxes you actually received in 2025. Instead, see the instructions forSchedule 1 (Form 1040), line 1." The TT treatment would make the refund taxable "below the AGI line" if one was below the new SALT cap and itemizing in 2025.   Another Tax Software program does not make the schedule A deduction. 1) Which is correct? 2) If TT is in error, how to fix?  

My investment custodian company made mistake in calculation, so i did not get my full Rmd amount withdrawn. I was told I need to file form 5329 to IRS for penalty weaver. Please help me with what should I do? where to send form 5329? file seperately or along with tax file for 2025? any other form need to be submitted ? thanks,

I know I'm not the first to post about this error, but so far I haven't found any advice that helps.   I've entered all of my information and am ready to file, but I keep getting an error that says, "Hmm, looks like we hit a slight snag in this section." I tried waiting, tried switching from Firefox to Chrome, and then tried an incognito window. I've cleared my cache and cookies (which shouldn't be an issue, as I haven't used TurboTax before), but that also hasn't helped.   I'm using the free version, so it's not like it's getting hung up on my card info or because my antivirus is blocking anything in the billing. I'm also not on mobile but using my laptop.