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@tracywoltman    And possibly this: I have seen a few others with this issue: .....it may not be your situation, but they had to select North Carolina for for the state in box 15 on the 1099-R, where you entered it in the Federal section.  Nothing else needed in boxes 14 or 16.   ...unless you did happen to have some NC withholding in box 14.  IF not, leave all the other boxes empty/blank....except for selecting NC for box 15.

The remaining portion of the year-of-death can be divided between the beneficiaries any way they see fit,  Yo indicate that 2 of the 3 beneficiaries completed the remainder of the year-of death RMD, so the amount that each was required to take was the amount actually taken by the particular beneficiary, with the beneficiary who took no distribution not being required to take any amount.  Even if the two beneficiaries who took more than their respective share of the year-of-death RMD, there is no harm in indicating that the entire distribution was RMD because a non-spouse beneficiary is not permitted to roll over any portion of a distribution anyway,   For example, if the portion of the year-of-death RMD to be completed by the beneficiaries was $5,000, one beneficiary took a distribution of $6,000 and another beneficiary took a distribution of $1,000, each of those beneficiaries could simply say that the amount that was required to be distributed was the amount they individually received and that the amount they received was all RMD.  The third beneficiary can say that no RMD was required by the third beneficiary (because the other two beneficiaries satisfied the requirement).  Answering in these ways will prevent TurboTax from preparing Form 5329 Par IX.

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

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 on line 13b.     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

Simple Google search -   The Qualified Manufacturer Identification (QMID) code for Bryant (a Carrier company) heating and cooling equipment, including furnaces, is  N8H2. This code is used for claiming energy-efficient home improvement tax credits on IRS Form 5695. The Bryant Legacy 916S furnace, which is part of the 916SA series, is a high-efficiency condensing gas furnace.

I followed all of these steps clearing the browser cache and cookies, closing Turbotax, restarting the computer and logging back in to the program, but the problem persists.  I have many 1099-NECs.  They almost all look the same meaning box 1 and 7 have the same amount in them and boxes 2-5 are blank.  In almost all cases box 6 only lists the state and in one case lists the state and a payer's state no. (which is different from the Payer's TIN).  I successfully input these same Payer 1099-NEC forms with the same information last year with no problems.  The only difference this year is the amount of earnings.  The entries continue to state that they "Need Review" for boxes 5 and 6 for the State Number (the one where I have a State Number want me to fill in box 5.  I've also tried putting in "0" for box 5 and the Payer's TIN without the hyphen in box 7 and the problem persists.  How do I move forward?

While it still has the problem of asking about Canadian Retirement Pension (a Bug that needs fixing), when I got to the end of the step by step to see my final return, the Taxable Social Security was correct as was the Non-taxable.  So that part works.

Yes, that's a good workaround too, particularly for those taxpayers who can't easily find how much exempt dividend income was attributable to particular states. It doesn't always get reported to taxpayers in an easily found place. I think in my case, $20 was tax exempt in my state. So I might save a buck. Gee thanks.   The only reason somebody needs to care about this is if they have a large amount of exempt dividend income (say, from municipal bonds or other tax-exempt mutual funds), and most or all of it was attributable to the one or more states for which they have to file a state income tax return. In a state with high state income tax rates where that income can be excluded, it might make enough of a difference to care about. Most people... pfft!

What is preventing you from filing?  Millions of TurboTax users have filed their tax returns.   Using the online editions - You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support.    If you have additional information or questions regarding this, please return to Community and we would be glad to help.