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You can report it as "other income" on Schedule 1 line 8z with a description that you enter. Here's how to enter it in TurboTax.   Go to Federal Taxes > Wages & Income. On the screen "Your 2024 Income Summary," scroll all the way down to the last section, "Less Common Income." Click the Start or Update button for the last topic, "Miscellaneous Income, 1099-A, 1099-C." On the next screen, "Let's Work on Any Miscellaneous Income," scroll down and click the Start or Update button for the last topic, "Other reportable income." The next screen asks, "Any Other Taxable Income?" At the bottom left click Add. On the next screen, "Other Taxable Income," enter a short description such as "Medical study" and enter the amount. Click Continue. That takes you back to the "Any Other Taxable Income?" screen. Click Continue.  

Thanks for your reply.  The profile for the account owner on the Louisiana START program does not require a social security number.  My spouse is the account owner.  The only difference that I see between what I submit for the TurboTax state tax forms and the Louisiana START program is that the START program does not accept a middle initial where as I do put my spouse's middle initial in the Turbo Tax forms and that my spouse's e-mail address is different than what is in the Turbo Tax forms.  Louisiana START program requires individual email addresses for different account owners.  Thanks again.

Hi, I am sorry to say Schedule D only transfers long or short term capital gain from our 1099, "not calculates". Then turboTax transfers the sum of long and short term gain to form 1040 as regular income.  Our long term gain should not be in the regular income section to be taxed as regular income tax higher rate.   Thanks, Judy

FWIW, we found that the line 3B number from Turbotax online corresponds to HSA contributions you made. So we referred to it as " possible HSA contributions" as we cannot see the actual number since TT does not show us the forms till we pay. That removed the error for us.  Hope it helps.    TT should at least give supporting data if they give error so we don't run like crazy trying to get past the error.

If your wife made pension contributions to the pension plan while she was working for the employer, their would be a cost basis that would be recovered.  Box 1 would report the pension distribution.  Box 2a would report the taxable portion of the pension distribution.  The difference would be the cost recovery of the cost basis.   The preparer of the IRS form 1099-R should know your wife's cost basis in the pension plan if your wife has a cost basis.   @Micsbraves 

The IRS issues most refunds from e-filed returns in about 21 days, although some returns take more time to review. To check the status of your refund:   Check your e-file status. If it's been accepted, track your refund at the IRS Where's My Refund? site. You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status, which you'll find on the first screen after signing in to TurboTax. If you mailed your return, wait 4 weeks after mailing your return before using the tool. If it's rejected, fix your return and file it again. If it's pending, wait until your return is accepted.   If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status. Go here to track your state refund.  

I have called TurboTax several times and have not gotten any answer or even an acknowledgement that there is a problem in the software. The IRS accepted my revised return but I am wondering when I will get a call saying the 1040X was not submitted. Someone named Sharon D007 asked me to send  the return to them but I have not been able to contact her again.

No, don’t list TN as your “previous state” with just 10/29 as the residency date. You had two part-year residencies, so enter your moves in My Info as: TN → GA on 6/22/2025, then GA → TN on 10/29/2025 so TurboTax tracks both periods correctly. Then revisit each state return to allocate income based on when it was earned.      

The part I struggle with is I don't see any guidance in the software that states this 3rd category is for renting out part of your primary residence. I only see, "This includes rentals you don’t live in and business properties."   To test my theory I added a random 1098, ticked the box for Other (3rd category) and TurboTax desktop went and added the property tax to my Schedule A on line 5b State and local real estate taxes (see instructions). This property is not mentioned anywhere else in my return. I call that a bug, but I don't see anywhere IN the software to report such a bug. "SMART" check did not flag any issues.   At this point, my recommendation is to not use this 3rd category until TurboTax provides better guidance on what it is supposed to used for. Disappointing they don't have a better mechanism to address perceived issues.