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Thanks Patricia for the link to the e-File waiver.   I went ahead and removed the B and e-filed figuring that if FTB has an issue with it, they can still match up by the FEIN...and we're filing early so we have time to make corrections if FTB flags the issue.   I also placed a call to FTB and they were able to look up information new CA SOS file number format and said I should use that next time and that the software needs to catch up.   Please have development correct the validation to include 12 character IDs that start with a B.   Thank you.

Form 564 is for the aerospace credit. Form 569 is to report a transfer or allocation of a tax credit. Sometimes a person or a business will sell OK tax credit they can't use.   If you qualify for the 564 aerospace credit, you can claim it up to 5 times/years. To enter it: Complete your Federal return first (TurboTax needs this data to start your state return).  Begin or continue your Oklahoma return. Proceed through the initial Oklahoma screens (Income, Adjustments, etc.) until you reach the section titled "Take a look at Oklahoma credits" or "Tax Credits." Locate the Aerospace Credit Look for a category called "Other Oklahoma Credits" or "Business & Energy Credits." Find "Credit for Employees in the Aerospace Sector" (it might also be labeled as the "Aerospace Industry Engineer Workforce Credit"). Click Start or Update next to that line. Enter your information, employer, graduation, credit amount - usually $5,000 unless you are using a prior year carryover, enter that amount. Caution: the first year filed, a copy of your diploma or official transcripts must be mailed to the state. @dletsinger 

Hi, I am in the exact same situation as justinadianne (above) for my daughter's return (jroman679). TurboTax is telling me that I must upgrade to TurboTax Do It Yourself Deluxe in order to file because "You have student loan interest." Your answer says I shouldn't have to do that because it's included, but there is no alternative offered. How do we resolve this and get back to the TurboTax Do It Yourself Free Edition? Thanks!

@PatriciaV , thank you again.   I have tried many things, but it still shows me that error in Box 16b.  I have only one home office.  But it seems TurboTax is registering two offices.   See this attached screenshot.  I have clearly selected that I have only one office.   Is there anything else I can try?  Thank you!!

After you import the 1099R you have to go though all the follow up questions.  I don't know how that works if you import it.  You may have to edit or review the 1099R to get the rest of the questions.     One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.  

Correct, except for the traditional IRA you'll need to also mark the IRA/SEP/SIMPLE box.  When TurboTax asks, make sure to indicate that these are 2026 Forms 1099-R.   Each dummy form that you enter will have in box 1 the gross amount distributed and in box 2a the amount of earnings included in the box 1 amount.  For other fields you can just enter information as best you can to satisfy TurboTax's error checking.  Because these forms will have no tax withholding shown, the details of these forms will not be included in your e-filing.  The only effect on your tax return will be to include the taxable amounts on Form 1040 line 4b.

I posted this in another discussion   "Schwab had told me on the phone that it would be available on the 27th.  It may be available in pdf but they need to do file format conversions to make it importable.   I saw that mine was available today and successfully imported -DIV, -INT, and -B forms, in addition to the -R that was available a while ago.   Note that typing in "Schwab" for the import will give you two options, or at least it did for me.  The second one had the correct forms to import.  The first has some placeholder forms with $0.00 amounts. "

Why are you amending your return?  Was your return accepted or rejected?  If accepted, was it processed?   If you are amending your return due to leaving your form 1095-A off of the return and it was rejected, you do not need to Amend Your Return.  Instead you will simply add the 1096-A which will generate the form 8962 and then you can resubmit your return.  In this situation go back into your return and add the 1095-A which will generate the 8962.  You can do this by selecting the following: Federal Deductions and Credits I'll Choose what I work on Medical Affordable Care Act (Form 1095-A) Then continue through to the file page again and resubmit your return.      If you are amending for reasons OTHER than just the 8962, then do NOT do ANYTHING at all to change your original return until the amendment forms are ready.  This will change the original return that the amended return is based off of and will not be correct.  Now, if the IRS catches the omission of your 1095-A, which they generally do, they will make a correction to your return.  In this situation, then you would add the 1095-A PRIOR to amending your other forms because that would now be your original return and what your original refund or tax due is based off of.    If the IRS accepted your return and you are NOT amending for OTHER reasons, and your return WAS processed, then you will still need to wait until the amended forms are available to make any changes to your return.     Regardless of the reason you are amending, you should always wait until the IRS processes your return before doing anything with making changes to your return.  It is possible that the IRS will catch omissions or make changes before they process it.      

In addition to @DianeW777 response: While form 3115 is not supported in TT, you can include the adjustment amount in your tax return and still efile your tax return. You would then need to complete form 8453, check the form 3115 box and mail both of these forms to the address on the instructions.  If you do this, make sure to send the envelope certified mail. Not necessarily advocating this method, for the simple fact that the IRS staff is down about 25% and just not sure of all the logistics given the reduction in staffing. If you decide to mail both the return with the form 3115, I also recommend you send this envelope certified mail as well.