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@mkaprelian Of course you're correct that the subtraction adjustment for U.S. Treasury interest that is federally taxable but state-non-taxable should be apportioned to each part-year state return based on the partial income ratio for that state - in this case about 50/50 to each based on your mid-year move date, assuming even payments. I believe the MD Form 502 instructions for part-year residents is comparatively difficult to find and read all over the resident Booklet, compared to the PA Schedule B Line 4 instructions, where that state makes it easy to adjust dividend income line-by-line, so this adjustment is understandably easy to miss.   To input the MD adjustment needed for this income:    1. On the screen titled Additional Info for Part-Year Residents, (where you apportioned your other state income), on the second line, enter the other-state amount of the U.S. Treasury subtraction into the box (see below) :     2. Switch to Forms view in the upper-right, or print the PDF of the return to look at MD 502; verify that the adjustment flows through as a state addition on line 5 using code A (see below) :     3. Verify that your MD AGI on Line 16 has increased by the same proportionate amount. (The math works; 100% is being subtracted while 50% is being added, as instructed.)   From the MD 502 Booklet page 14: Line 5. OTHER ADDITIONS TO INCOME. If one or more of these apply to you, enter the total amount on Line 5 and identify each item using the code letter:  CODE LETTER  a. Part-year residents: losses or adjustments to federal income that were realized or paid when you were a nonresident of Maryland. So 'A' is the applicable code letter to use for the addition adjustment on that line.   And this is the screen (Adjust Federal Dividend Income) to include that same addition adjustment for PA Schedule B, to flow to PA-40 Line 3 (see below) :     Note: You'll want to verify the dates that the dividends were paid containing U.S. Treasury interest, to confirm the allocation between part-year states.  See, TurboTax - How do I allocate (split) income for a part-year state return?

Thank you for the explanation. This approach does make sense in general. Since I know that the withholding and the net premium tax credit will not apply for me in 2026, I will just pay my estimated taxes directly to the IRS based on my 2025 total tax, without using TurboTax's calculation, because I don't want to owe money next year. 

Yes, you would have to pay taxes on this once distributed.  The amount listed on 5498 as your RMD should've been distributed to you by April 1st, 2026.  If you took this RMD between January 1st, 2026 and April 1st, 2026, there is nothing to report on your 2025 tax return.  If you took the RMD in 2025, you should've received a 1099-R showing the amount distributed and you will use that form to report the RMD on your 2025 tax return.

@priestwone  Are you referring to a rejection error code/message?    If you efiled and got a rejection error that mentioned the self-select PIN, it's more likely that it was rejecting because of the 2024 AGI and not the 5-digit PIN (which can be anything you choose, except can't be all zeros.)   Did the rejection error mention both a self-select PIN (aka "prior-year PIN") and AGI?   Or did the rejection mention an IP PIN (a 6-digit Identity Protection PIN?)    If you provide the exact rejection error code/message, we may be able to further advise  you on what steps to take.

Thanks so much Amy. I do qualify for the full amount and haven't gotten anywhere close to meeting the cap yet. I've tried clearing cache and cookies, so I will try looking at the forms themselves. I just want to make sure, since I'm using the online version and need to pay to see the form view, that I can amend/change the forms themselves once I get to that step? None of the amendments I can make in the step by step view resolve this issue that I can see. Thank you

No, being laid off from a job is not considered a disaster for tax purposes. A qualified disaster must be officially declared by the President as a major (federally declared) disaster. These events are listed each year on FEMA’s website, and their identification numbers include the letters “DR.”   Your situation may qualify as an emergency instead. An emergency allows you to withdraw funds without the 10% early withdrawal penalty, although the amount is still subject to regular income tax. Since you are over 59 1/2, you wouldn't be subject to the early withdrawal penalty so you don't have to indicate that your distribution was for an emergency.   You are allowed to take one emergency withdrawal per year, up to a maximum of $1,000.   Refer to the TurboTax article Are there exceptions to the early distribution penalty on an IRA? for more information.  You can also review the IRS Retirement topics Exceptions to tax on early distributions to check if one of the exceptions apply to your situation.

In TurboTax, you can report your traded-in Toyota hybrid by going to the business vehicle section, indicate that you sold/disposed of it, and entering the trade-in value as the sales price.    Calculate the business portion of the original cost and total depreciation to determine any gain or loss.    You must report the trade-in of a business vehicle in the tax year the exchange occurs. You must treat it as a taxable sale rather than a tax-free exchange. Since Jan 1, 2018, vehicle trade-ins are not considered "like-kind" exchanges. This means you must report any gain or loss on IRS Form 4797.   You may have to enter a sale of business property in TurboTax.   To get to thoses screens in TurboTax you can: Click on the search icon in the upper right of your TurboTax screen Type "sale of business property" in the search box Click on the link "Jump to sale of business property" Your screen will say Any Other Property sales? Answer and Continue Continue through your TurboTax screens and answer all follow-up questions. See also: How do I edit or delete the sale of a business property I've already entered (Form 4797)? Please return to Community if you have any additional information or questions and we would be happy to help.

I got on the phone with a Turbotax expert who straightened me out. The issue was that there's a bunch of questions at the end (you have them listed below) and as you progress through it, you get to the point for "Let's see if we can lower your tax bill" and for the box "Separation from service in or after year reaching age 55" I entered the $7600 amount, and then all was right with the world.  On that same screen I also saw the entry for health insurance premiums for unemployed individuals, which was me for most of last year. So I ended up bringing my tax burden down even more! Thanks for the help!