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there are different numbers in each IL State Filing Copy
If you are a volunteer for a qualified charity then you can enter mileage for trips you have driven on behalf of the charity:   https://ttlc.intuit.com/community/credits-and-deductions/help/what-... See more...
If you are a volunteer for a qualified charity then you can enter mileage for trips you have driven on behalf of the charity:   https://ttlc.intuit.com/community/credits-and-deductions/help/what-is-a-qualified-charitable-organization/00/26938     Federal>Deductions and Credits>Charitable Donations>Donations to Charity      
I entered the charitable donations into the form as I do every year, but the total fails to show when I return to the worksheet.  It just states Available now.  It never updates.
Upon looking at the form it doesn't look like they filled in all of the information, though, such as the address where the solar panels were installed. Do I need to amend it?
This is a BUG in Turbo Tax 2025 Deluxe version on Windows 11 Additional Information: The software incorrectly uses the Federal AGI as the CA State standard deduction  because of a 1099-R with the ... See more...
This is a BUG in Turbo Tax 2025 Deluxe version on Windows 11 Additional Information: The software incorrectly uses the Federal AGI as the CA State standard deduction  because of a 1099-R with the distribution code of T. Once the 1099-R was removed, the system calculated the CA State Standard Deduction correctly.     
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new... See more...
The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately     @user17706044695
No. The tax is when you did not take your full RMD. Please review your 1099R input screens and the follow up questions. Be sure to mark each as full RMD. While you may have taken the vast majority fr... See more...
No. The tax is when you did not take your full RMD. Please review your 1099R input screens and the follow up questions. Be sure to mark each as full RMD. While you may have taken the vast majority from one account and a little from another, both need to be marked as full RMD because together, they would equal the full amount.
Oh wow, you're right. Thanks so much!  
Yes, you do not need to report a Form 1099-Q distribution on your tax return if the distribution is not taxable.   You will find that documented in IRS Publication 970 . The online publication does... See more...
Yes, you do not need to report a Form 1099-Q distribution on your tax return if the distribution is not taxable.   You will find that documented in IRS Publication 970 . The online publication does not have page numbers, but you will find the excerpt in Part 6 Coverdell Education Savings Account (FSA). In the section that says Tax-Free Distributions it says the following:   "Generally, distributions are tax-free if they aren't more than the beneficiary's AQEE (adjusted qualified education expenses) for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return." 
thank you so much for the detailed reply.  I will wait until I can import my 1099 from my bank and then see if that doesn't clear things up. Not sure if it makes a difference but since I am past reti... See more...
thank you so much for the detailed reply.  I will wait until I can import my 1099 from my bank and then see if that doesn't clear things up. Not sure if it makes a difference but since I am past retirement age, it would be considered a "normal" distribution.  I was really just trying to put back some funds that I took out but since I didn't do it in the 60-day window it's obviously treated differently than a "replenishment.   Joe
What are you being asked to correct? What state?   Here's how you can fix it:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the inform... See more...
What are you being asked to correct? What state?   Here's how you can fix it:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 
I am going to assume you have excess contributions: All retirement plans have limits. If you exceeded the limit for any plan- salary deferral, 401k, etc, you have excess contributions. Please review ... See more...
I am going to assume you have excess contributions: All retirement plans have limits. If you exceeded the limit for any plan- salary deferral, 401k, etc, you have excess contributions. Please review Retirement topics - Contributions. You have options: Remove the money: You would need to contact whoever you paid the money into and request a return of excess contribution. They will send the money you deposited plus earnings Best done before the April 15, 2026 deadline and include the income on your tax return. If you have already filed, it must be completed by October 15, 2026 and you will file an amended return. Carry forward the excess and reduce your contributions this year to compensate for the overage.   You can have a tax on excess when not taking the full RMD. In that case, see Retirement Plan FAQs. Excess must be removed and kept separate from the current year's RMD. You must be able to show full RMD taken for each year, even if it was the following year to clear the mistake. You can file form 5329 to request a penalty waiver.   Your amount is so large, I wonder if there is a typo somewhere on your forms. Please review all your forms, the entered numbers and decimals carefully.
Did you switch to the desktop version of TurboTax @user17705694908  @ccassady ?
I had mistakenly entered a number in 2a. The form had UNKNOWN.  When I cleared out the amount and saved, Turbotax calculations went crazy. I think this happened with distribution code 4 and 7.   I ... See more...
I had mistakenly entered a number in 2a. The form had UNKNOWN.  When I cleared out the amount and saved, Turbotax calculations went crazy. I think this happened with distribution code 4 and 7.   I started the tax file completely over to get the problem corrected. 
Another hour on the phone with TT and they concluded it is still not fixed.  He had his team lean working with him who kept having him instruct me to try different things.  We did successfully get th... See more...
Another hour on the phone with TT and they concluded it is still not fixed.  He had his team lean working with him who kept having him instruct me to try different things.  We did successfully get the data to save in the forms, but no step by step.  They are supposed to once again send me notification when fixed.
TT responds with an "invalid entry" message when I enter the 4 digit QMid for a furnace and AC provided by Trane. I've tried a few different QMids.
Then why is it not showing up if it is automatically added onto your 1040. This continues to be a problem. I have birthdates verified and my income verified below max allowed and it is not showing up... See more...
Then why is it not showing up if it is automatically added onto your 1040. This continues to be a problem. I have birthdates verified and my income verified below max allowed and it is not showing up. 
Here is the best way to remove it.   Go to the Federal Taxes tab, then Wages & Income.  Find the Retirement Plans and Social Security section and click Update next to IRA, 401(k), Pension P... See more...
Here is the best way to remove it.   Go to the Federal Taxes tab, then Wages & Income.  Find the Retirement Plans and Social Security section and click Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R). On the summary screen, click the Delete button next to the duplicate account. Log out of your return to save the change then log back in to see if the duplicate remains.
I have a small monthly pension, on the 1099r - the distribution code is 7 but unlike all of my other 1099r the IRA/SEP/Simple is left blank. Turbo may also ask if this is a same amount you get regula... See more...
I have a small monthly pension, on the 1099r - the distribution code is 7 but unlike all of my other 1099r the IRA/SEP/Simple is left blank. Turbo may also ask if this is a same amount you get regular period payments (as most pension plans do). This indicates these pension plans factor in the RMD. Hence, why they don't flag put a  'x' in the 1099r IRA/SEP/Simple box. The questions from TurboTax re how often you get them on a regular basis is a safety check for turbo. Put the fin the FULL amount of the pension paid per 2025 and move on. If you still feel uncomfortable, you should contact you pension plan and inquire what was the RMD for that year. also review your different 1099r to see which have IRA/SEP/Simple boxes checked. Hope this sets your mind at ease.