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When do you get this error; is it when you try to delete or try to file or somewhere else?  Try to go back to the 1095-A section, delete any forms that are showing and answer NO to the Do you have a 1095-A/Obamacare? question.       Scroll through the forms list and make sure you are deleting any 1095-A AND any 8962s also.     How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop  

Thank you, I will forward the suggestion.    I had stated in response to your related post:   If you open the Form 5329-T, and type in a Waiver Statement, the Statement does get saved, but shows up with the Form 1099-R (the title Explanation Stm appears under the Form 1099-R). I just tried this with my Mac.   It can also be found again if you search for the 5329-T using Open Form at the top menu in Forms Mode. In the box labeled Waiver of Tax Smart Worksheet, click on Explanation to QuickZoom to the statement.  

When entering a Form 1095-A with $0 values into TurboTax, do not enter "0" or "0.00" in the boxes.  This will generate an error.    Instead, leave the fields blank for months with no coverage or no subsidy.    If you entered zeros, delete the form and re-enter, leaving those specific, empty spaces blank. 

Well dawn as I stated already I tried to download and copy it straight from turbo tax documents but it says it won’t download try again in a few minutes. I don’t have the physical w-2 only see the one on turbo tax and it won’t worl

If you open the Form 5329-T, and type in a Waiver Statement, the Statement does get saved, but shows up with the Form 1099-R (the title Explanation Stm appears under the Form 1099-R). I just tried this with my Mac.   It can also be found again if you search for the 5329-T using Open Form at the top menu in Forms Mode. In the box labeled Waiver of Tax Smart Worksheet, click on Explanation to QuickZoom to the statement.  

Below is the reason.  In a nutshell, the 1099, which is a disability pension, is not taxable, but the new company will not change box 2a to show that it's not taxable. (1099s from the former company did show $0 in box 2a.)   I was advised to enter a negative amount in Other Income to subtract the amount. Last year, it worked. This year, it isn't working. IRS code 1.104.1  states that this income is not taxable.   Error reason: S1-F1040-080-03 - Schedule 1 (Form 1040), 'TotalOtherIncomeAmt' must be equal to the sum of [ 'GamblingReportableWinningAmt' and 'DebtCancellationAmt' and 'TotArcherMSAMedcrLTCAmt' and 'TotHSADistriHDHPAmt' and 'AlaskaPermanentFundDivAmt' and 'JuryDutyPayAmt' and 'PrizesAwardsAmt' and 'ActivityNotForProfitIncmAmt' and 'StockOptionsAmt' and 'RentalIncomePersonalPropAmt' and 'OlympicParalympicMedalUSOCAmt' and 'Section951aInclusionAmt' and 'Section951AaInclusionAmt' and 'ExcessBusinessLossAmt' and 'TaxableABLEDistributionsAmt' and 'GrantsOrScholarshipsAmt' and 'NonqlfyDeferredCompensationAmt' and 'CertainPenalInstnWagesAmt' and 'DigitalAssetsAmt' and the sum of all 'OtherIncomeAmt' in [OtherIncomeTypeStatement] ] minus (-) the sum of [ 'NetOperatingLossDeductionAmt' and 'TotalIncomeExclusionAmt' and 'NontxMedicaidWaiverPymtAmt' ].

If you open the Form 5329-T, and type in a Waiver Statement, the Statement does get saved, but shows up with the Form 1099-R (the title Explanation Stm appears under the Form 1099-R). I just tried this with my Mac.   It can also be found again if you search for the 5329-T using Open Form at the top menu in Forms Mode. In the box labeled Waiver of Tax Smart Worksheet, click on Explanation to QuickZoom to the statement.  

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Error code IL1040-11870-1 is a common rejection code from the Illinois Department of Revenue (IDOR) indicating that your state return couldn't be e-filed because the information used to verify your identity or previous year's data does not match their records. This rejection usually relates to discrepancies in the Adjusted Gross Income (AGI) from the prior year or errors in personal identification information (Driver's License/State ID).    Verify Prior Year AGI: Ensure you are using the exact AGI from your original 2024 Illinois return, not an amended one. If you did not file in Illinois last year, use 0. Where do I correct my AGI in TurboTax Online? Check Driver's License/State ID: Double-check the Illinois Driver's License or State ID number and expiration date entered for you and your spouse (if filing jointly). Update Software: If using tax TurboTax Desktop, update it to the latest version, as this often fixes known state electronic filing bugs. Try Zero for AGI: If you filed late or amended your previous return, your correct AGI might not be in the system. Some taxpayers have had success entering 0. Paper File: If the return continues to reject, you may need to print and mail your Illinois return.

That's what I figured should happen.  It's funny though - the custodian has issued the 1099-SA with code 1, but not the one with code 2.  Maybe it's delayed because they just processed the distribution of the excess amount in early January.  I'll give them a call. I'm anxious to do the right thing and put this behind me.   Thank you!

If you would like us to help you with the form by answering questions here in community, we are glad to help with the MN child and working family credit, the lines and any error issues. If you want to speak with somebody on the phone, you will need to follow the steps in What's the TurboTax phone number?

It should auto update, if available, when you open the program. It is now midway down the list on the screen that asks "Do any of these situations apply?" (I hope I have the words correct.) I think it says something like "Were any of these funds sent directly to a charity?" It does not say QCD.