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If you split everything and did not enter anything different on her return than your return, then I would suggest going back to double check your entries.  Maybe print them both out and go line by line to see what is different.  If they are both the same, then you would both be able to e-file both state and federal.  This likely means there is something just different enough that it is sending up that message on her return. 

Did you use a paid version of the software?   How did you pay your fees?   Did you pay upfront using a credit card or did you choose to pay from your federal refund?   How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k  

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

@csbarbero wrote: It seems like I would have normally to file a 1041 except the amount for 2025 is below the $600 threshold.  Is this correct?   No. The $600 (or more) in gross income is applicable to estates. With respect to trusts, the threshold for filing a 1041 is $600 (or more) in gross income OR any taxable income for the tax year (regardless of gross income).   You'll find that taxable income number on Line 23 of your 1041(s) if you start preparing the return(s). If each trust has $476 in interest income and no deductions, there would be a filing requirement.

Let's make sure we have your correct Email address. Open your TurboTax. On the left sidebar. Scroll down and select Intuit Account Six boxes will appear Click Sign in & security Your account information, including Phone number and Email are available to be updated.

Not sure why you think there is a 10% penalty.   There is a 10% early withdrawal penalty if you take money out of an IRA or 401k before you are 59 1/2, but you are asking about a teacher pension---which is not the same thing.

I believe you mean you sold stock that you had acquired through an employee stock option plan. The two operative dates in that situation would be the date the option was granted and the date you acquired the stock. If you sell the stock more than two years from the grant date and one year from the date you acquired it, it may get more favorable tax treatment. If you don't know the exact dates but you know it qualifies as mentioned, you can enter estimated dates to arrive at the correct tax treatment.   Otherwise, you may have to ask your employer for assistance in securing the actual dates.

The program will ask you the same questions for each identical type form you enter.  So every time you enter the 1099-R and indicate that it is a 401/457, you will  be asked the same question.  This is because a lot of times things apply specifically to that source of income.  Ex.  If your getting a pension and a spouse is getting a pension, then you would both need to be able to answer the same questions.  Or if you are having xyz withheld from pension A and similar but different wxy from pension b, you would need to opportunity to enter all of that.     If you entered the same health insurance premiums both times, then this would be the problem.  The program will not catch this as it has no way of knowing what your actual premiums are. You would need to go back through and delete the information about your premiums in one of the 1099-R's.  This will lower your refund, but it will not be duplicating a deduction for the same premiums.  

The discrepancy might be caused by the fact that state income tax should not be figured into the total on Form 1116 Line 3a. State income tax is a tax based on U.S.-source income amount(s), and should not be figured into the total. From the IRS website Instructions for Form 1116 (2025):   Lines 3a and 3b Some deductions don’t definitely relate to either your foreign source income or your U.S. source income. Enter on lines 3a and 3b any deductions (other than interest expense) that: Aren’t shown on line 2, and Aren’t definitely related to your U.S. source income.   Line 3a. Include the following itemized deductions (from Schedule A (Form 1040)) on line 3a. Medical expenses (line 4). General sales taxes. Real estate taxes for your home. State and local personal property taxes.   If you don’t itemize deductions, enter your standard deduction on line 3a. If you recalculate your Line 3a on your own including just the above listed itemized deductions (medical expenses, general sales tax, home real estate tax, and state and local property tax) - do you still have a discrepancy between that and what the software is showing? 

I had your problem and many more besides and finally downloaded the 2025 TurboTax to my desktop and filled it out locally.  I will not use TurboTax online in the future as I wasted over 10hrs on repeat uploads of forms, misleading directions, and incompetent "customer support." 

If you are in the Online version, it should be there. First Log out and clear cache and cookies   Log back into TurboTax Select Deductions & Credits Scroll to Home Energy Credit [Add/Edit] Click the Radial button for Yes, we made these energy-efficient improvements or have a carryforward. Continue the interview. You may need the Manufacturer ID (QMID) The first place to check is your purchase invoice, manufacturer certification statement, or contact the installer.     You can also check the IRS list of registered manufacturers.