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To exclude these stocks from being taxed as Oklahoma income, you have to tell the software they don't qualify for the special Oklahoma tax break.   Go to the Oklahoma state interview and continue until you see the Summary of Oklahoma Capital Gains and Losses. With the screenshot provided, I can tell you are working on it already.  Click Edit next to each stock sale that is not an Oklahoma company. On the screen titled Oklahoma Capital Asset Location and Type, check the box that says "This property does not qualify for exclusion." I also see that checkbox listed on the screenshot but it's not checked. Check it!! Checking this box tells the software: "Do not apply Oklahoma sourcing to this asset." It will then report the Oklahoma gain as $0 and stop asking for a Federal ID number or an Oklahoma address. Please reach out if you have further questions regarding this.

I finally resolved my problem by better understanding what the questions were asking.  It was not obvious how to properly respond to the purpose of the QCD/RMD.   Once I made the correct response (as I finally understood what was being asked) everything was accepted...no penalty!  Unfortunately, it took a lot of investigation (and time) to get to that point.  It could have gone much quicker had I been able to step through the questions with your guidance.  There should be an easy way to do this.

Following what USED TO BE the usual path to printing for file-by-mail, I get "e-file now" or "e-file later." If I choose "later" and click Continue, I get the following dead end. Screenshots:   This is a dead end here:  

Let's review. To confirm you actually removed $1,120 + $398 (taxable amount), for a total of $1,518 (full amount). It's unclear where the $280 is coming from. More detail for a better understanding will help. If it is an excess in earnings that, for some reason, was not removed with the original excess contribution, then it will be another 1099-R for 2026.    If that is the case you should, take the distribution, report it on your 2025 tax return in the 1099-R you have or create a substitute 1099-R separately, and when you file your 2026 tax return the code in box 7, form 1099-R should be code P. You will not be taxed on it again.    Statement: it’s now March 2026 and I have to report the 1099-r for 2025 as there was withholding, but the tax was assessed on the 2024 1040-X and is being paid.   The tax withholding will be applied to the 2025 tax return and not included in your 1040-X. When you amend the 2024, you will not include the withholding on that return since it was paid to the IRS for your 2025 return even though you are amending. Enter the 1099-R with Code P and enter the federal withholding in your 2025 tax return. None of the distribution should be taxed on your 2025 tax return since you are amending 2024. Complete Form 5329 and request relief of the penalty since you did take it out by the tax deadline in 2025. 6% Annual Penalty: The 6% tax applies every year the excess remains in the account. Avoiding the Penalty: Remove the excess contribution and its earnings by the tax deadline What if I made an excess Roth IRA contribution because my income was too high? @Ginawild 

Income reported in box 1 of form 1099-NEC is self-employed income. You are considered as self-employed and in IRS terms, are operating a business doing what you do to earn the income reported on the form 1099-NEC. You enter your form 1099-NEC in TurboTax and TurboTax will populate a Schedule C after you enter all your information. You can deduct any expenses you paid related to this activity (such as supplies, car expenses, etc.)   Self-employed income is subject to income tax AND self-employment tax (calculated at 15.3% on 92.35% of net self-employed income).   You do not own a business in the common meaning of the word. So in TurboTax answer that you use the cash method, that you do not have an EIN, that you materially participate in the business. You use your own name as the business name and your personal address as the business address. You can use 999999 as your business code.   You’ll need to use TurboTax Deluxe (or TurboTax Online Premium if you have expenses to deduct), or any version of TurboTax CD/Download.   You can read this TurboTax article for more information.

@smbarnes54    I had a similar problem for my state  (NC)   The fix for mine, was to make sure my state's two letters (NC in my case) were in box 15 first...before switching the code letters.   BUT...it really should be done using the interview, and making a selection in a follow-up page after the main 1099-R form.