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Hi Marilyn,    Thanks for your reply. The W2 that I received from the third party service company named Matrix has Box a, b, 1, 2, 3, 4, 5, 6, 15 and 16 filled. Also Box 13 has 'Third-party sick pay' checked. And there was no state income tax withheld. Box 17 has $0. So I thought this income was tax free at least at state.    I don't exactly know if this sick pay is paid by CA SDI or VPDI (for which I paid the insurance). When I asked them, they didn't provide much information, they just asked me to talk to a tax expert. My tax expert informed me that I need to pay tax both to federal and state as Box 1 and 16 has income filled. So I paid along with 2024 tax returns last year.    But I called the California Franchise Tax Board (FTB) and asked the agent to check the W2, she mentioned that it should be tax free income. So I'm planning to file amendment. Could you please let me know if there will be any situation where Box 1 and 16 would be filled, but it's still tax free income?    Thank you

Sorry.  You have to report both RMDs on your 2026 tax return.   You'll probably get one 1099R for the total of both.   If it was a lot you might want to send in an extra estimated payment to cover the tax.  

Same here -  No Windows 11, no new computer, no Turbo Tax. After decades of being a loyal Turbo Tax customer, I bought H&R Block - for less money than Turbo Tax. I did my taxes with the H&R Block software. The interface was different and I had to get used to it - not bad, just different. Am I still disgusted with Turbo Tax forcing this turmoil in the first place?   YES!

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    

Do not enter the FSA funding distribution as a personal contribution.  Indicate it only during entry of the From 1099-R.   Note that because an HFD counts as part of your ordinary HSA contribution, you must be eligible to contribute to an HSA for the year, indicated by your HDHP coverage entries in the HSA section.

I did download a new Adobe Acrobat Reader DC and mentioned below, that then the 1040X did show up; it must only be compatible with new version of Adobe Acrobat Reader.  But also generates and error "An error exist on this page. Acrobat may not display the page correctly. Please contact the person who created the PDF document to correct the problem."   When you are in Forms mode, go to the black banner then click File and then Print from the dropdown.  On the popup, it will say that Adobe Acrobat Reader DC is recommended for viewing or printing the PDF.  There will be a link to the website to download that program.  

It sounds like you accidentally entered something that made TurboTax think that you were from north of the border.   This TurboTax FAQ tells you how to enter your Canadian pension income into TurboTax, but reviewing this really didn't help me build an answer for you.    So I have to fall back on the general answer: delete your SSA-1099, and re-add it by hand. It's surprising how often this helps.

No it is NOT a contribution.  Only enter it from the 1099R.  Delete it from deductions.    Did they send you a check for the 401k?  You had 60  days to roll it over to the IRA or it is a taxable distribution.  What code is in box 7 on the 1099R?  

I'm having a similar issue.  My retirement annuity earnings are coming over from Fed to State return as taxable, but in Illinois they should not be taxable - at least, when I use the filing utility on the Illinois Dept of Rev website, those earnings are being excluded.  This is a really big issue - TurboTax says I should pay $800 in tax, and the state of Illinois is giving me a refund of $40.  What gives?

@user17745437013  This is mainly a user community forum--not a direct route to TurboTax Support.  No one here can help with any account-specific billing issue.  You would need to phone TurboTax Support to discuss your issue.   When the "robot" asks for your issue, just say something like"speak to a representative for billing issue."   TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….    

The Simplified Method was developed to, well, simplify things. This is because the General Rule calculations can be quite complex, not just for the taxpayer, but for the IRS to check it. This does not mean that the Simplified Method results in a better outcome for the taxpayer (although it might).   The Simplified Method is pretty much the same calculation for a broad spectrum of pensions and annuities.   "Why does the IRS only permit us to recover a few hundred dollars each year, and not the total amount? Or better yet, if we owe, why can't we apply the recovery amount that has not been recovered, towards our taxes owed?"   Unfortunately, the answer lies with Congress. The first place to start looking in Title 26  (the Internal Revenue Code) at 26 CFR § 1.61-11 - Pensions.   Then you would have to go search for your particular situation in the Cross References at the bottom.   Most things are not the fault of the IRS - they are mandated by Congress and the IRS has to struggle to figure out a way to implement whatever Congress appeared to mandate.

I installed the update.  I deleted the 3468 from, (7220 has never in the form that Turbotax supported). I see at that situation, efile is allowed.  I Close the desktop app. Reopen the app and make sure it is up to date Add form 3468 back in.    The problem is still there.