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I had a similar issue after starting my 2025 return by importing a PDF of a 2024 return from H&R Block software. On the Federal Carryover Worksheet under Other Tax and Income Information, 2024 AGI is 8 figures (if that was correct I sure wouldn't be doing my own taxes). The digits match the actual AGI with the 2024 form's line number (11) appended at the end so it appears the PDF was parsed incorrectly. Carryover is irrelevant to my situation, so does this error affect the calculations in any way?

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On State estimated taxes for 2025, click on the start button    

Thank you for the reply and condolence Hi Palms.   So a few comments here.  My mother was originally co-trustee with me and my sibling now is so we are both in this together.  The will of my father is the only trust guidance document which is titled in various assets as UWO decedent.  We are aligned on distributions with all cash and equity distributed before 2025 year end.  Taxes will be pushed to beneficiaries.     We have been struggling with my mother's tax firm and have elected to extend all taxes for the trust, my mother, and beneficiaries.  I also notified the firm that I will manage the returns.   I have a consulting agreement with my tax advisor to fix this mess after 4/15 as it is too late and they will advise me on completing the 1041 and schedules later.   No taxes will be due on the trust as they will be pushed via the K-1s.    I find the exercise interesting and I am trying to complete the 1041 in advance meeting with my tax advisor.  The better quality I do, the lower the cost will be plus I have the option of just handing everything over to my advisor if that is the best options.  The cost of Turbotax is insignificant.      I did research and understand that the annuity premium distribution in box 5 would be on the Schedule B.  I am unclear on the capital gains of my sibling who did take an early distribution for personal reasons which was allowed under our father's will.  Each equity account had FBO titling, one for each of us.  What I did not know was her financial advisor did the early distribution on a margin loan.  That is likely the reason for the long term gain reported and the gain not reported.  Net net, we both have 50/50 distribution when the early distribution is included.  That follows the will.     My remaining question is, do I include the capital gain or not?  From there I will do all further consulting with my tax accountant.   Thanks!  

If your 1099 doesn't have anything in box 15, don't worry, it usually means no state tax was taken out. To handle this, see the next instructions: If box 17 (State tax withheld) is empty, leave Box 15 and Box 16 empty. If you reside in a state with no income tax, leave the state boxes blank. Delete your 1099 form and enter it again. If you're using TurboTax Online, see How do I view and delete forms in TurboTax Online?    If you are using TurboTax Desktop, see How do I delete a tax form in TurboTax Desktop.  

This excuse-making in these responses is pretty frustrating. I'm having the same problem - about to file 2025 and turbotax is showing a 2024 AGI that is $9,000 higher than the AGI on my filed form. I logged into my IRS account and right there on the IRS site it shows my 2024 AGI being the exact same as what I filed last year.  No amendments, no rounding of pennies, and most importantly no links for me to drill in and figure out where turbotax is getting this number that is too high by $9k!   Update several hours later: I found the discrepancy. I started an amended 2024 return to poke around and compare with my original filed PDF. I sold a rental property in 2025 (45 days of use) and my 2024 data is now showing 75 days of use in 2024, while the filed form correctly has 366 days of use. Using 75 days lowers 2024 depreciation by $9k, increasing AGI by the same amount. I edited the days of use to "full year", but the wrong depreciation isn't updating. Either way... Why did my 2024 data change? Why is this different value being pulled into my 2025 process as the filed 2024 AGI for identification purposes? Given that my 2024 data has a too-low depreciation, why is the 2025 sale showing the correct total lifetime depreciation (compared to my hand-calculated value)? Note, I never edited 2024 previously and definitely never filed an amended return.

Because summary screens might combine different amounts, the best way to ensure that your wife's pension is being properly handled by TurboTax is by reviewing your Form 1040.   Since you are using TurboTax Desktop, you can switch to Forms Mode to review your 1040.   In Forms Mode, click on Form 1040 on the left panel, then check Lines 4 and 5:   Line 4a is where IRA distributions should appear Line 5a is where Pensions and Annuities distributions should appear   If you see the pension amount on Line 5a, your entry is correct. If it is appearing on Line 4b, however, go back to your 1099-R entry and ensure the IRA/SEP/SIMPLE box is not checked. If that box is accidentally checked, TurboTax will show the amount on the IRA line.

Thank you again for the response.  I have re-confirmed all inputs.  I did a "Smart Check" and I got an error:     "Schedule C (Design):  QBI At Risk Op Loss must be entered"   Honestly, I have no idea what this is ....

In TurboTax, in the Michigan state income tax return, if both spouses are reported as full-year residents of Michigan, active duty military pay is exempt to Michigan.   If one spouse is reported as part-year resident of Michigan, active duty military pay is exempt to Michigan.   Under Personal Info or My Info, make sure that you correctly report for the spouse that they lived in another state and the dates that they lived in each state.    

If TurboTax is not letting you continue, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".   If you need to correct your address:   Sign into your account and select My Info. Select Edit next to your name. Under "Tell us the state(s) you lived in", choose Foreign or U.S. Possession from the dropdown menu. Under "Mailing Address", select Foreign country from the type dropdown list to unlock relevant fields. Enter your address, including the city, province/state, and choose the correct country.   If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

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