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@Dabado wrote: Line 15 for State, the drop down does not have Washington state. also, can't delete the state selected until Washington is on the drop down list   This on the 1099R Washington state does not have a personal income tax.  Leave boxes 14, 15 and 16 blank (empty) on the TurboTax Form 1099-R.

If you have more than $1500 on 1099INT's you have to upgrade; you cannot use the Free Edition.   Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

Not sure it is still valid, but the "Desktop" software used to allow you to buy as many states as needed......but you can only e-file 3, and the rest have to be printed, and filed by you...by mail.   "Online" software only allows 5 and that's it, but all 5 can be e-filed.

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Account Recovery

The Form 5695 for Home Energy Credits is available when using the TurboTax online editions.  If you are currently signed onto the online account, sign off and then sign on again.   The Form 5695 has not yet been finalized for the TurboTax desktop editions.  It may be available sometime next week.

They did not give me any estimate.  I was on the phone for over an hour and frankly they appeared to disregard the issue.  The representative bluntly suggested that I should take the issue to the forums.   I was dissatisfied due to the fact that it is very easy to look up this guidance, and at the time the guidance was issued it actually made headline news.  I provided the exact same IRS documents to TurboTax/Intuit but they appear to not be taking it seriously.  They do not issue a ticket that can be tracked for the issue so there is no follow up mechanism for the consumer.  I hope they implement a fix quickly.   Even ChatGPT is able to acknowledge the IRS guidance reference and concludes that the tax credit is applicable if a binding contract with payment happened before 9/30/2025 and the vehicle was placed in service after 9/30/2025.   One interesting nuance is in form 8936 it doesn’t even have a date field, so it appears TurboTax is using internal logic not reported on the form, and their internal logic appears incomplete because it does not account for the IRS guidance.

@wirsme  If it's a pension that you receive regularaly...it still has an RMD, but the Issuer has already pre-figured the proper amount according to IRS rules...and what they send you is the RMD, and all of it is the RMD.   TTX starts asking that of any 1099-R once you reach age 73.  Usually, it's just IRAs and 401k/TSP's that you have to worry about since you control how much and when the $$ are withdrawn.