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Here it is 3 years later, and I am encountering the same issue.  I use TT Deluxe, desktop version.   The error message now says, "Form 2210AI: Line 4 is not between the prescribed upper and lower limits"  but it's the same issue.   My situation is basically the same as the OP -- my itemized deductions in period 3 are legitimately greater than in period 4 because I receive nearly 90% of my income in period 4.  This isn't an error.  So how do I proceed?      

One additional item to consider with this is that you may have to file your return by mail.  Although things could change for future filing years, presently the IRS does not accept e-filed returns when withholding is equal to or greater than half of the distribution amount on a 1099-R.  The taxpayer must file by mail and submit a paper copy of the 1099-R showing this withholding.  

Search for 1099-patr and use the Jump to link to get to the 1099-patr entry screen.   If the amount is in Box 6, you will choose either Farm (Schedule F) or Farm rental (Form 4835) depending on your situation.  Most often, your Form 1099-PATR reports dividends associated with a farm or cooperative (co-op).   Full instructions are in this link:  Where do I enter Form 1099-PATR?  

@ user17720663123 wrote: Hello i would like to know how much would i get back for my W-2 Know one can know since everyone's situation is different.   However, you could get an estimate using TaxCaster, a Tax Refund Calculator and answering a few questions there.   Read the "Terms of Service."   https://turbotax.intuit.com/tax-tools/calculators/taxcaster/  

No part of the entry process for a Form 1099-R asks for this, including if the contribution was made as a QCD by an in-kind transfer of stock.  If the contribution is a QCD, it is not reportable in the section for Charitable Donations under Deductions & Credits.   Is this contribution not a QCD such that it must be entered as an ordinary charitable contribution deductible on Schedule A instead?  If so, the Form 1099-R would be reported on your tax return as a taxable distribution from the IRA to you, and a subsequent charitable contribution to the church.  In that case, your basis in the shares in your possession is the value of the shares distributed and the holding period begins on that date.  Under this scenario I assume that the donation was made less than a year after distribution from the IRA, so the holding period would be short-term.

The 1040X used to amend your tax return isn’t available yet but should be ready by the end of next week.   You won't be able to file an amendment until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.     Refer to the TurboTax articles: Amending Your Income Tax Return and How to Correct Federal Tax Returns for additional information.   Once you file your amendment, you can check the status of your amended tax return at Where’s My Amended Return?

Non-taxable amounts reported to you on a 1099-R do not need to be reported on the 1041.  They are part of the estate and can be distributed to the beneficiaries.   The IRS has received a copy of the 1099-R and knows that the distributions are non-taxable so you do not need to include them.

Assuming that you filed your 2024 Federal income tax return with TurboTax.   In TurboTax Online, follow these steps to access previous years tax returns:    First, make sure that you are in the same Intuit account where the previous years tax return was prepared.  Down the left side of the screen click on Tax Home. At the bottom of the page, click to the right of Your tax returns & documents.  Select the year. Select Download/print return (PDF). Access your previous year’s tax returns to view tax information.  See also here. Depreciation is reported on Form 4562 Depreciation and Amortization Report.  It is a form in landscape mode.   Cost basis is listed under Cost (Net of Land).

Actually with the Desktop program you can do unlimited returns and efile 5 Federal for free.   The rest you can print and mail.   To get to the menu items like File - Save go way up to the Apple bar at the very top.  

We don't have a specific date but here is a suggestion to move forward.  If you meet the qualifications you do not need to enter it into your tax return, keep the information and tax documents with your tax file. If you choose you can wait and continue to check for updates.    First  IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. If the full amount was transferred there is no requirement to enter it.    A QTP to Roth rollover allows for the tax-free transfer of up to $35,000 in unused 529 plan (Qualified Tuition Program) funds into a Roth IRA for the beneficiary, starting in 2024. It requires the 529 account to be open for 15+ years, with no contributions made in the last 5 years.