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Letter G in box 7 indicates that the distribution reported on the Form 1099-R represents a direct rollover from one financial institution to another.  These are reported on your tax return, but are not taxable.     Please add more details to your question if you still need assistance.    

I am experiencing similar behavior. 1099 div, part of that is from US treasury. I flagged and entered the amount in federal return, then I go to VA and put the same amount. If I do, it actually increases my VA tax burden. It should be the other way. Anyone? TT, please clarify.  

TurboTax creates this form for you because it has all of the information required to complete the posting of it. You will indicate by your birthdate that you are 65+,  Your W-2 information will include tip/overtime income, or  Paid interest on a new car loan has already been posted. It doesn't require any additional interaction from the taxpayer. Schedule 1-A is a new IRS form that is generated in TurboTax to claim deductions listed above.   You can view a summary of the form.  Login to TurboTax Online Go to Tools View Tax Summary The value of the Form 1A is listed.      

ok if you find a better option for your situation you should be able to get a refund for desktop   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US  

@mikej25    If you actually paid it during2024, you answer NO to that question.   The question is there for folks who did pay it in 2025, so that their 2025 state payment can be included in the 2025 Federal itemized deductions...if the person happens to itemize their deductions for 2025 Federal filing.

In order to claim the credit you will need  a QMID code.  You cannot claim the credit for 2025 if you do not have it.  This comes from the manufacturer, if they are not participating, you would not be able to claim the credit on their windows.  Manufacturers certifications do not count if they do not have the QMID.  The QMID says they ARE participating.    Qualified manufacturer identification numbers. Beginning January 1, 2025, if you are claiming the energy efficient home improvement credit for specified property placed into service in 2025, you must include the four-character alphanumeric unique qualified manufacturer identification number (QMID) for each item

I had been told middle march personally.  another individual posted this yesterday,  "Just received this updated reply from Turbo Tax expert:  I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.  You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates. " however, i would not put any faith in anything the tax experts claim as they have lied 20+ times.  https://www.reddit.com/r/TurboTax/comments/1qm2ice/unfortunately_changes_related_to_qualified/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

TT is working on a fix for the 1099-Q section which is expected by Feb 27.  But, I have not heard if your particular issue is being addressed.  I suggest you try again after 2-27-26.    Alternatively, you can just not enter the 1099-Q.   The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

Yes, I re verified. No issue there. The issue is let's say I had 3 1099's a week ago and I downloaded them. Now I have 6.....the 3 old ones and 3 new ones. I unchecked the 3 that I've already downloaded as I don't want to download them again.....and the only option that comes up is either "cancel" or "download and delete" or something similar. Then it downloads the checked ones and deletes the origin 3 from my return.....what I want is to download the new and leave the old alone.

I’m in the same boat today is my dd date sbtpgcant locate an account for me turbo tax giving me the run around I can locate where my refund was sent my bank don’t have it how do I speak to a live person at cross river what’s the number and options   

Go back through the section of your return where the 1099s were entered to be sure that the format for the EIN/TIN entry was entered in the same format as the number reported on your form in hand.  There is a toggle to allow either the xx-xxxxxxx or xxx-xx-xxxx format.     Additionally, while you are double-checking things, it wouldn't hurt to go through any other tax documents you may have entered (W-2, 1099-R, etc.) to verify that the EIN on those is correct.