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TurboTax automatically calculates the additional senior deduction based on your date of birth and your income. You will see it on Schedule 1a, line 13b of your 1040 form. There is nothing extra that you need to do.    Taxpayers who are 65 and older may qualify for the additional deduction of $6,000 ($12,000 for MFJ).  To be eligible for the additional deduction, you must meet the eligibility criteria below: Be 65 or older by December 31, 2025 File Married filing Jointly if married Modified adjusted gross income under $75,000 ($150,000 for MFJ).  The deduction phases out for taxpayers above this income Review the TurboTax articles Tax Counseling for Seniors and the IRS Fact Sheet Deductions for Seniors for more information.

 You may wish to check your return for that year or with the accountant to see if he/she made an election in that year.  Usually if a Form 1116 is generated for a Foreign Tax paid that is below the Form 1116 threshold amount, you would need to declare a standard election method for the form to appear in your return. Check this as it is important on whether or not you need to make the same election this year.   Your accountant may have created a form 1116 for your records only, and if they did, you can make the election this year. It's recommended that you elect to take the Simplified Election if you only have one category of income such as passive category income, which includes investment income. If you have other types of foreign income such as pensions, you should take the standard election because there are different categories of income that effect AMT. A standard election create additional reporting requirements that can be complex.    As you mention, it may be worth just reporting the $300 so you won't have to make a choice.  Before you do, ask the accountant if they made an election for you when your Form 1116 was generated for the $31 Foreign Tax credit.     

I am also wondering this. My actual taxable income meets the requirement. But, the State requests a copy of all 1099s as shown in the FAQ that @KrisD15 linked. My spouse did two 401(k) rollovers directly into a traditional IRA in 2025. The two 1099s regarding the rollovers specify that the money wasn't taxable (box 7 has a "G"). But, the State's documentation doesn't say anything about that situation.  And the form instructions don't indicate that we should exclude those 1099s or how we would document that - it just asks for the total amounts in the 1099s. Going through the steps in TT, it's telling us that our income is equal to the whole total of *all* the 1099s - it's not subtracting the two rollovers. Is this a bug? Or is Missouri really counting rollovers we didn't touch as income?

Sometimes it takes a few days between the return acceptance and the time that the return starts to show in the state return website.  If you just filed, wait a few days.  If it has been a while since you filed, you should contact your state department.     Go here to track your state refund.  

normally you would go to the fund company to get their year-end supplement which has the %s by every state, but I do see Fidelity has that info for funds (handy!) and for one example I have at least, it ties back to the %s from the fund company.  you can also do the same check against your funds' supplements.   according to the footnotes...   *Tax-Exempt Interest percentage provided is based on your legal State residency. **US Territory percentage is the total per fund of all US Territorial interest earned in tax year 2025.   Most states (if not all? - not sure) include US territories (Puerto Rico etc) as exempt from state tax along with your home state.  The only rub is TT doesn't have a bucket for that it has the individual territories but you could probably just enter it all as Puerto Rico, or get the actual breakdown from the fund company and enter for each territory.  Puerto Rico can be a big portion of some funds' dividends as their yields are high.   In the supplemental questions you would need to select "I earned tax-exempt interest in more than one state." and then fill in your home state, and the US territories, and the rest you input as "Multiple States" so it adds back up to the total on the 1099.  Check the outcome on your state return as an addition to income for what is taxable in your state, sometimes this entry screen can be buggy.   When you said you added up all the %s did you mean that literally... you need the average % i.e. you need to multiply the % for each fund by the exempt income distributed by that fund in Box 12 to get the $ amount exempt per fund and total those.  You can then determine the average % exempt if you need that, or just enter the total $ amount by state/territory into TT.  It's nice that Fidelity at least provides the %s but if you have multiple funds you'll still to do some math.

You are required to take annual beneficiary RMDs because you are an EDB, not because the decedent died after their Required Beginning Date for RMDs.   Because the decedent died after their RBD, you are not permitted to opt into the 10-year rule.   For what follows, I will assume that this inheritance was truly from an employer pension plan as you say and not from an IRA.     Regarding the determination of your 2026 RMD, if the plan value on 12/31/2025 was zero, the distribution of your share had to have been made in 2025 and you should have received a 2025 code 4G form 1099-R reporting the distribution.  The amount in box 1 of that Form 1099-R would be the 2025 year-end value because the value change while it is not invested.   If the distribution was actually made in 2026 and will be reported on a 2026 Form 1099-R, the plan was required to pay your 2026 beneficiary RMD to you before rolling over the remainder.  If they made the distribution in 2026 and rolled the entire amount over to the inherited IRA, the inherited IRA now contains an excess contribution equal to the amount of the RMD that was not permitted to be rolled over.   (If the plan was actually an IRA-based plan, the movement of the funds to the inherited IRA is a nonreportable trustee-to-trustee transfer.  Given that the plan had a $0 balance on 12/31/2025 and the funds were deposited into the inherited IRA in 2026, implying that the transfer was in progress on 12/31/2025, the year-end value would be the value deposited since the value cannot change while not invested.)

You enter that as an investment sale, listing the sales proceeds as $0 and the cost what you paid for them.   You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents. Choose Digital Assets as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis.  

Since you had a penalty, the program pivots to ask different questions. As you go through the GA interview, it asks if you were a resident the year before and amount of2024 GA tax paid. The next screen asks when you want to pay so the penalty can be calculated. It asks when you will pay.   That answer to your 2024 tax liability goes to the underpayment penalty, line 4. If your return was imported, there could have been some corrupt data. Otherwise, it would be what you entered. My guess is the import has   Next steps: Determine if you want to file an amended return to update the penalty form once the original is accepted. You have 3 years to file. Carefully check your tax return before filing. Always save a copy of all forms and worksheets to your computer when filing - definitely before and after amending. There is a possibility that GA will catch the mistake and correct the form. You can file a claim for the accuracy guarantee. Scroll to the bottom and select the most recent year. Your explanation and paperwork will show the correct information.

Thank you for your reply.  What I needed up doing was entering the 7/4/1991 date and manually inputting 23 months and then 319 months after 1991.  That came close to the way that I had manually calculated the subtraction amount for my state tax information.  It didn’t kick me out or tell me I had an error.  I can document all of my federal service should I ever get audited.  They don’t make it easy!! Now I am wondering if I should go and do amended returns for however far I can go back.  I also spoke with someone at the Oregon department of revenue who helped me calculate the percentage which was 7% of my federal pension income.  The way I input the numbers seems to be pretty close to that figure when calculated manually.  We shall see!!  It would be easier if Turbo Tax told you to input the numbers seems of months before and after 10/1/1991.  That seems to be easier to understand.  

@phdstudentb , while my colleague @DaveF1006  answers your  continuing question(s)/doubts etc.,  the difference between  J-1  and F-1  exemption  ( in addition to J-1  being allowed multiple times with some conditions, F-1 being once in a life time) , is how the year is count,  For F-1  you count the full year for the year of entry i.e.  an F-1 student entering in Sept 2023, still counts  2023 as the full first year of the five year.  In contrast  for J-1 you count the actual 365 days  per year i.e.  If a J-1 starts  in July 22nd of 2023, the first year of the  two year is on the anniversary  or  July 21st of 2024 is the end of first year.. The example  10 that you mentioned , does a similar  look/analysis. Does that make sense ? 

Did you go through Review and File tabs? Though the 3 steps and click on the big Transmit Returns Now button? When you efile you get back 2 emails. The first email only confirms the transmission. The second email says if the IRS (or state) Accepted or Rejected your efile. Check back though your emails and spam/junk folder. How to efile https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/e-file-personal-individual-tax-return/L4z6vchF2_US_en_US?uid=mgswr62y How to check your efile status https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/check-e-file-status/L9XhHDPtD_US_en_US?uid=lvriwl8j When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say?

It is not likely that investment sales reflecting long-term gains could show in the short-term gain section of Schedule D without there being errant entries during the Form 1099-B entries. I suggest you review you investment sale entries and focus on the ones that list dates that reflect short-term sales of one year or less. There must be long-term sales entered incorrectly as short-term sales. If you find duplicate entries, you need to delete them.