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If you are filing a joint return in TurboTax, "your" is generally going to be referring to both of you, unless you are in a section that may address a question specifically to you, such as when you are entering "your" W-2.   See this tips article for more information about filing jointly versus separately.    

If you mean that your Form 1099-R showed a gross distribution amount that was $35 less than what your RMD is, then you will need to request a waiver.   However, if you mean that the financial institution sent you a Form 1099-R showing a gross distribution with the correct amount of your RMD, but you only received the gross minus the fee, then you would not need to request a waiver. In other words, if Box 1 matches your calculated RMD requirement, no waiver is needed.   If after reviewing your Box 1, you determine that you had a shortfall, to report that you missed a portion of your RMD and request a waiver in TurboTax, do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section Click on the pencil to the right of the 1099-R (or add if you have not yet added your Form 1099-R) Click Continue through the entries you've made, continue answering through next screens When you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD that was due by December 31, 2025 (including the $35 you did not take), Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?" Select "The entire distribution applied...", Continue Next, you will be asked, "Did you take out the remaining $35 during the correction window?", Select, "No, I did not", Continue When you reach, "Review your 1099-R summary", Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD)", Select the pencil Next, you will see, "Did you miss taking the...RMD...?", Select Yes, Continue Enter the amount of the RMD (that you should have taken) when you reach, "Tell us the Total RMD...", Continue Select "Yes", when asked, "Did you take a corrective distribution...?", Continue Do you want to request a waiver, select, "Yes", Continue Next, enter the amount of your RMD for which you are requesting the waiver ($35), Continue Next, enter an explanation, such as, "The $35 shortfall was due to a one-time administrative fee charged by the Custodian. The error has been noted and corrected", then Continue   Note: If you were short on your RMD, you will need to withdraw the additional $35 immediately. The IRS requires you to remedy the shortfall before they will consider waiving the penalty.

Qualified dividends are a subset of ordinary dividends.    If the qualified dividends on the K-1 are greater than the ordinary dividends, you need to contact the executor or the person responsible for preparing the 1041 and K-1s for the estate.

You are correct, you should enter what is on the form.  It sounds to me like you have one or more errors on the K-1. Qualified Dividends are a subset of Ordinary Dividends; therefore, by definition, the former cannot be greater than the later.  It seems highly improbable that Net short-term capital gains (box 3) are exactly the same amount as Qualified Dividends (box 2a). I suggest you contact the executor of your mother's estate to get some clarification and a corrected Schedule K-1.  

Your TurboTax program for each year is saved under Applications.   The .tax files that include the returns you prepare are saved when you tell TurboTax to save them and can be located using a Finder search for ".tax" files. These files can only be read by TurboTax.    If you want to save a PDF version of a form or your return, select File from the top bar menu, then Print or Preview.   You can also name or rename the return files by selecting File from the top bar menu and then save, name, rename, save to PDF, etc. If you don't see all the choices in the File menu you could look for the .tax file in Finder and click on the name to rename it.  

A blank Form 1040‑X when the rest prints normally is usually a print or form‑rendering issue. Here are some ways to fix this:   Update and re-open: If you’re using TurboTax Online: Sign out, clear browser cache, try an incognito/private window, or switch browsers (Chrome/Edge/Firefox/Safari). Then re-open Amend and print again. If you’re using TurboTax Desktop: Update TurboTax (Check for Updates), then close/reopen the program and your return. Reprint. Use “Save as PDF” first: Choose Print/Save PDF for “All forms and worksheets,” then open the PDF and print from a PDF viewer. This often renders 1040‑X correctly. Ensure 1040‑X is finalized: In the Amend (1040‑X) section, complete all steps until you see entries in Part I, II, and III. An in‑progress 1040‑X with missing “Reason for change” or figures can appear blank when printing. Verify you selected the correct year to amend (2025) and that the program shows “Amended return prepared.”

Thank you for your detailed reply Patricia.  But if all the the conditions you list are not met, form 8582 is required, right?  In this case, all these conditions are not met.   Why is TT-desktop not filling out the form?   Thanks, mark

Hi Mark, It looks like you may need TurboTax telephone help.  But 1st make sure that the program isn't somewhere on your computer.   In Windows Explorer, go to OS (C), and look in both Program Files, and Program Files (x8).  also try in Users/your name, etc.   Also try the search function in OS (C:), typing in: TurboTax exactly.      The best way to get telephone help with the least amount of waiting is to call very early in the morning or very late at night.  the number is on this page:   Center https://ttlc.intuit.com/turbotax-support/en-us/     If you can respond to the prompt with a case number you will get through faster.  I once found a way to get a case number through the help link in the program, bur can't find it now.  

Select Tax Home from the left-hand side menu in TurboTax Online, then select State, select Go to state return, and then Continue next to Maryland to run through your state interview questions again and review any previously entered information for accuracy. You can also select My Info from the side menu to first verify that you've entered your addresses identically.    It sounds like you're in the Final review and error check section if the program is telling you you've been disqualified from e-filing; if so, keep pressing Continue, and the program should also automatically take you back to where you can change the necessary information.   Finally, there are a variety of software troubleshooting steps you can take, but if the program says you're e-file ineligible, it's more likely that a box got checked the wrong way or some numbers were mistyped along the way.

Yes, the advertised “$59 for filing both together” refers to the state add-on for preparing and filing a state return alongside a federal return. It doesn’t include any separate state e-file fees that some states may impose.

As mentioned earlier, a dummy code may be sufficient to make the subprogram in TurboTax work.  For the three (3) skylights that were $2500 each, plugging in the three line items and the dummy code (e.g., A1B2), generated a tax benefit of $600.   On this matter, I will accept anything, as Velux won't help.  And the figure will most likely not generate any audit (My refund is very low at this stage).  The $600 figure may be the limit for this energy efficiency domain.   Good luck! 

Hi Amy or Turbotax experts,   I am still very confused on the 1099Q and 1098T form based on my previous questions & answers on this thread.   My son is 18yrs old, full time student first yr in college.  We still claim his as a dependent for our tax in 2025. Based on my previous questions, I am no longer include any 1099Q and 1098T in MY tax filing.   But for my son's tax filing, we are using TT to file his tax for 2025.  His income is 4.5K and he should get $6 refund.  But when he enters 1099Q (for 529 distribution paying to school directly but sent to him under his name, $24,540), TT predicts he needs to pay almost $2K in tax.   When he enters 1098T amount of $24,820 with $2886 on box 5.  TT reduces his tax payment from $2K to $215.  One of the question TT asked was about if he uses his scholarship to pay for room and board, if he said YES, his tax payment increases from $215 to over $400.   In another screen, TT asked more info about Computer & books & room & board expenses.  He entered a total amount of $2300 for these categories.  This $2300 amount is the same amount reported on 1099Q under my name (instead of his name).  However, it does not reduce his tax payment.   Please help with the following questions:   1)  Why does my son have to pay any tax at all after he enters his 1099Q and 1098T forms?.  The 1099Q under his name was paid directly to the school of an amount $24,540 (box 1 is $24,540, box 2 is $16,311, box 3 is $8,228).  His 1098T form reported a slightly higher amount of $24,820 (box 5 is $2886.25).  If all of the 1099Q is qualified education expenses, should he pay zero tax for this distribution that went directly to pay the school?    2)  For my son to pay ZERO tax on his 529 distribution, we had to increase his 1098T form from $24,820 to $31,500.  For this setting, TT predicts he would have a refund of $6 that matches his original refund amount before he enters any education expenses.  What are the relationships between 1099Q form and 1098T form and how does TT calculate tax amount based on my son's example?   3)  My son's 1098T box 1 amount of $24,820 is currently including room and board for 2025.  Starting Fall of 2026, my son will need to stay off campus as a full time student due to the college's limited housing.  We plan to use 529 distribution to pay for his off-campus expenses (apartment rental, food, internet etc).  I expect his 2026 1098T form box 1 will be LOWER going forward since it will no longer include room & board.  Based on what we observed for his 2025 tax right now, does this mean in 2026, he will have to pay even more tax on his 529 distribution reported his 1099Q form?   4)  Within his 2025 1098T form, box 5 is for scholarship with an amount $2886.  When TT asks if any amount of scholarship was paid toward Room & board, he enters the entire $2886, and his tax payment went up from $215 to over $400.  Why?  Is this because room and board not considered as qualified education expenses?   5)  When my son enters additional qualified education expenses such as computer, books (using the amount from 1099Q that is under my name), he did not get any reduction in his tax payment.  Why?   Thank you for your help in advance answering these questions.     HHP