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I tried entering a 1099-R without a state distribution amount but state tax withheld.  I went to the Federal Review and it did flag the entry stating that the tax withheld could not exceed the distribution.  Once I entered the state distribution to equal box 16, the error cleared.   If this doesn't solve the issue, you may want to contact us to speak to an expert over the phone.  This link has the contact information:  TurboTax contact information

> What's the rush, anyway? The IRS will not start accepting and processing returns until Monday (1/26).   Are you just trolling? When just 2-3 comments before I reminded you that the issue had nothing to do with filing?

If you efiled, In the PDF of your TurboTax return, the last page of the federal return should be an "electronic postmark" that shows your name, Social Security number, the date and time that you e-filed the return, and the date that the IRS accepted it.

@Click wrote: I don't think so. I bought it November 6 .. you know, when they said the software had been updated with all the latest changes. What's the rush, anyway? The IRS will not start accepting and processing returns until Monday (1/26).

@mrb1llz   I don't know if you have tried it, and I personally can't vouch for it, but there is a TurboTax support number:  1-800-4-INTUIT  (1-800-446-8848) I don't think Intuit monitors this thread based on what I've seen.  However, someone like VolvoGirl (Level 15) might have a better reading on that.

I would like for turbo tax to provide me the co formation that my 2024 tax return e-file was completed and transmitted to the IRS.  I also need the file transfer information, that I may use to provide to the IRS, to help them confirm receipt.    Thank you.

I did that. It didn't matter, the error message wouldn't go away. I also called Turbotax help; the lady was very perplexed, and waited for a techie guy to join our call, but I finally got tired of waiting.

> Then use another product. I had to in order to get my year-end decisions made.   > You can still get a refund for TurboTax. I don't think so. I bought it November 6 .. you know, when they said the software had been updated with all the latest changes.

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. Turbo Tax automatically includes it if you qualify. For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f... The maximum deduction is $6,000 for each person 65+. The phaseout is 6% of the amount by which MAGI exceeds $75,000 for single or $150,000 for married filing jointly (MFJ). The MAGI is normally the same as your AGI on 1040 line 11 but with some Foreign items from Form 2555 added back in. On a joint return the phaseout is calculated separately for each person, so the 6% phases out for each spouse. You can not get it if you file MFS Married filing Separate.

I used the Turbo Tax Deluxe for Windows Desktop. I came across the attached description while I was answering if I had medical insurance and if  I was enrolled in a list of different insurances. I picked Covered California. And then the attached popped up. I printed it because I knew the 1095-A form was going to be needed..

Is line 8 on Schedule B checked "No" also?  If it is not checked, go back and do a Federal Review.  It should ask you a question about Foreign Trusts - just answer that "Yes" or "No" as appropriate and that should take care of the error you are seeing.