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No. The excess contribution will not be offset automatically when you import your 401(k) information.   TurboTax will see the contributions on one side and the withdrawals (distributions) on the other, but it won't link them to solve the "excess" issue.    If you took a regular distribution, your financial institution will likely issue a standard Form 1099-R with Code 7 (normal distribution) or Code 1 (early distribution) because they are not aware of your financial situation.   The Form 1099-R has to have specific codes. Therefore, if you were issued a standard Form 1099-R with one of the above codes, you will need to contact your financial institution to request that they issue you a revised Form 1099-R with a Code reflecting a "Return of Excess Contributions", which are primarily Code 8 (current year), or Code P (prior year).   While you wait to receive your revised Form 1099-R, you will be able to enter your transactions by creating a substitute Form 1099-R, by doing the following:   Go to Wages & Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R (Here, you may import or type in by selecting the Change how I enter my form box On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the deatils from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported), then Continue Continue answering the questions, pressing Continue to advance When you reach, "Do any of these situations apply to you?", select the third box down "I need to file a substitute 1099-R", then Continue You will then enter the calculations for the substitute amounts, as well as an explanation, then Continue Select Skip when complete if you are e-filing your return, or select Print Form 4852 Answer the remaining questions, then Continue

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.     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    

Yes, the St Jude Hospital is a qualifying charity for donations. Any amount given to this organization will qualify as a charitable donation, within the limits allowed.   The tax law is clear that you must have receipts to be allowed to take the deduction if it is $250 or more on one date.  It is your responsibility to prove the amount of your donations. And as stated you must have proof of the cash donations.  If you give cash, check or charge payments on one day to one organization of $250 or more, you must have a receipt in your hands before filing your tax return. If not, you are not entitled to the deduction.  See Records to Keep in IRS Pub 526, Charitable Contributions. (page 20) @jerry-vroni 

Yes, you can remove the amount from your time as a nonresident that is being included by using the screen entitled "Additional Info for Part-Year Residents."  Type in the amount that should be removed and that will flow to Maryland Form 502 line 12.