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When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/     If your child will have a very simple return you could try using the Free Edition for the child.   https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp  

I think that VolvoGirl might be concerned that increasing the amount distributed would generally increase your taxable income, so you would have to factor that in when determining the amount that you choose to have distributed and withheld for taxes.  However, if your distribution is larger than your RMD, even though you allocate all of the distribution to tax withholding you could still substitute other funds to perform a rollover of the amount in excess of the RMD (provided that the rollover would not be in violation of the limitation that you are permitted to roll over one distribution in a 12-month period).

I'm a new member because after 35+ years of using TT this is my first transmit rejecction.  So as of 2/28/26 TT Desktop version QMID for I7Q6 issue is still not resolved. My returns were "Rejected " with instructions that stated the correction would be done and to return on or after 3/6/26 to fix and resubmit   Read alot of different forums this has been an issue since January unbelievable and disappointing.

Do you have a "kiddie tax" situation?   Does your child have interest income?  Is that why you are asking about your own return? https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/2021-kiddie-tax/L4UfEmyxW_US_en_US      Or did your dependent child have income from an after school or summer job, etc.?     MY DEPENDENT HAD A JOB If your dependent has a W-2 for his after-school job, summer job, etc. you do not include the information on your own return. You can still claim your child as a dependent on your own return.  He/she can file his own return for a refund of some of his withheld wages from boxes 2 or 17 (he won’t get back anything for Social Security or Medicare), but MUST indicate on it that he can be claimed as a dependent on someone else’s return.  (Supervise this closely or prepare it for him!) If your dependent’s earnings were over $400 and were reported on a 1099Misc or 1099NEC then he must file a return and pay self-employment tax for Social Security and Medicare.     You might also want to use free software from the IRS Free File versions: https://apps.irs.gov/app/freeFile/  

@radhay    Historically, for over at least the last 18 years, Fidelity NetBenefits has never provided direct imports of 1099-R forms into the TTX software.  I've always had to enter them manually.   Maybe they wanted to start providing the 1099-R forms as imports this year....but haven't actually programmed their computers properly to do it yet.   I have two 1099-R forms from them this year....I just entered them Manually.   (No, I tried and couldn't import from them either, but I wasn't really expecting to be able to do so)

In TurboTax Online you are able to remove the form by following these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right. California Form FTB 3554, the New Employment Credit (NEC), is used by qualified businesses to claim tax credits for hiring qualified full-time employees in specific designated geographic areas (DGA). The credit applies to employees hired between January 1, 2014, and January 1, 2026, and requires a Tentative Credit Reservation (TCR) for each qualified worker.

You can find your AGI on last year’s tax return (Form 1040, line 11). If you don't have the 1040, you can log into your IRS ID ME account to retrieve it. See more information in our help article below.  How do I find last year's AGI?  

You should first contact the IRS by phone at 800-829-1040 Change your address. Find out what was mailed. You should then: File Form 8822, Change of Address with the IRS to update your records. Set up mail forwarding with the USPS.

While the payer probably should have used code 2 if they knew that your age and separation date qualified you for the age-55 exception, there is nothing inherently wrong with using code 1.  In that case you simply need to claim the age-55 exception on Form 5329 line 2.

Are you filing an IL tax return but entering a FL drivers license?   Illinois is really picky and is going to want an IL license.   You will end up having to print, sign and mail your IL return.   If you moved to IL in 2025 and have not yet obtained a drivers license in IL, you need to get that taken care of soon.    

After you enter everything and it tells you that it does not qualify, what is the message it is giving you?   Do you have enough tax liability to claim the credit?  The water heater is part of the Energy Efficient Home Improvement Credit. This is a nonrefundable credit that cannot be carried forward.  Which means it is a use it or lose it credit.  So if you do not have a tax liability in the tax year you are filing for on line 16 of your form 1040 for it to offset, or you already have enough other non-refundable credits to offset it, you will not be able to claim this credit.