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It's impossible for a QCD to be greater than the gross amount distributed.  If more was contributed to charity than the amount distributed, the amount beyond the gross amount distributed had to come from some other funds.  A charitable contribution made using funds that did not come from an IRA would have to be claimed on Schedule A.   If QCDs were made from more than one IRA such that you have more than one Form 1099-R from IRAs, you must enter the QCD amount made from each IRA separately.

Q. How do I report this on my '25 taxes since I was no longer a student? A. You don't report it on your 2025 tax return, at all.  At most, you may have to file an amended 2024 tax return. That's unlikely, as TT must likely made the necessary adjustment depending on your input. 

Si no has presentado su declaracion, se puede rectificar la direccion del contribuyente con estos pasos:   Dentro de su cuenta en TurboTax, seleccione Salarios e ingresos al lado izquierdo En la pagina de Ingresos, seleccione IRA, 401(k), Pension Plan Withdrawals (1099-R) En la proxima pagina, seleccione el lapiz que se encuentra al lado derecho de su 1099-R En la proxima pagina, seleccione, Continuar La proxima pagina es donde se puede rectificar la direccion del contribuyente Cuando termines, seleccione Continuar   Pero, si has presentado su declaracion y fue aceptada por el IRS, ya no se puede cambiar los datos.

They are different. Amounts taken out of your paycheck and put into an FSA should have reduced taxable wages as reported in Box 1. For many with an FSA, that's it, nothing more to report. But if you put money into a dependent care FSA, there will be an amount in Box 10, requiring Form 2441.

Let us know if you are still having issues.  I would recommend updating your software and trying again.     If you are using TurboTax Desktop, please log into your program and select Online, Check for updates in the top menu. If you are using TurboTax Online, please log out of the program, clear your cache, and then log back in.  This should allow you to proceed with transmitting your return. @piinksnow96     

If you set your tax return up correctly as a joint tax return, when you enter a SSA1099 it will ask which spouse it is for and/or  show you a spot for your spouse's SSA1099.   When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.  

@pnsdetsd    If your CSA-1099-R has an actual box 2a value in it already...answer YES to tat question, then the box 2a amount will automatically be used. without further calculations on your part. __________________ If your box 2a was empty & undetermined ....Answering NO, brings up the Simplified/General calculation question  (that i don't know which is supposed to be used)

To clear a 1095-A in TurboTax, you can follow these steps Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

Up to 5 Days Early works by delivering your refund up to 5 days before the IRS is able to deliver funds to your bank account. For example, if the IRS indicates that your refund will arrive in your account in 15 days from the date your tax return was accepted, our to Up 5 Days Early service will get your refund to your account within 10–14 days.   Since you indicated that TurboTax is saying your refund will be delivered the 11th, and it is only the 8th, the best thing to do is wait.   If the money isn’t delivered at least 1 day early, you won’t be charged a fee for this service.

If you are filing as Married Filing Jointly you can enter both yours and your spouse's SSA-1099, by Nam.   If you received two SSA-1099's and they both have your Social Security number, then add the amounts in box 5 of each form together and enter the sum of the two on your tax return.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

In the context of oil, gas, or mineral royalties, a negative production tax is essentially a tax refund or an overpayment adjustment from a prior period.  Because the tax paid was deducted in a previous year, you must report it as income in the year you receive the adjustment.  You can add to Box 2 Royalties as a positive number, or add as additional income in the Schedule E section of Turbotax.  

The posting of your tips is after you post your W-2. After posting the W-2 there are several questions. Continue to the statement Let's check for other situations Select the option for Tips not reported on my W-2  Or tips included in box 1 of my W-2, but not in boxes 7 or 14 Continue through the interview. I now suggest you take a look at you Tax Return Form 1040. You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax.   On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. This will bring up a copy of your 1040 Tax return. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required.            Some key numbers on the form are: Line 12e shows your deduction You may have the Standard Deduction Your interest and property taxes may be less than the standard deduction. Taxable income is line 15 Total tax is line 24 Federal Income Tax withheld is line 25d Tax credits are listed on 27 - 30 Tips deduction is in line 13B If there was an underpayment, there may be a penalty Refund is posted to line 34 The amount you Owe is line 37      

TurboTax calculates the necessary estimated tax payments based on the assumption that tax withholding and, for state tax, state of residence will be unchanged and income will not decrease from one year to the next.  If those assumptions are correct, the estimated tax payment vouchers produced by TurboTax show the minimum quarterly amounts the must be paid to qualify for the the safe harbor of paying 110% of last year's Maryland tax liability.   In your son's case, the penalty and interest imposed by Maryland indicates that his tax withholding was insufficient to qualify for the safe harbor of paying at least 110% of the previous year's tax liability, for the safe harbor of tax withholding totaling at least 90% of the current-year tax liability or for the safe harbor of having a balance due of $500 or less.   To avoid the need to make state estimated tax payments in the future, he likely needs to have his employer increase his state tax withholding.