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@bryce_in_tx    You are actually answering YES, that box 2a was the taxable amount...either this year, or also prior years.   The edits in my picture are to match the text TTX used in the 2024 software....and the actions taken by the software, when answering Yes or No, match what it did last year...even though they (my opinion) foolishly  changed the text....and should not have done so (again, my opinion)

The links below may be helpful for you to access your 2024 tax return filed with TurboTax. How do I get a copy of my 2024 return I filed with TurboTax Online? How do I find my tax data file (.tax file) on my Windows computer? How do I find my tax data file (.tax file) in MAC? Please update here if you have additional questions or need help.   @kaywiniarski 

When you entered your information in MY INFO what address did you use?  You have to enter your current mailing address in MY INFO---that is the address that the IRS will use if they need to mail you a letter or a check.

It depends. Because your property was placed in service in 2011 and is depreciated over 27.5 years using the straight-line method, it doesn’t fall under the Part 2, Line 6 Add-back. That line is meant to prevent taxpayers from claiming both the Oklahoma full-year expensing election and federal depreciation on the same asset.    The preferred method is to go to your Federal Asset Worksheet and ensure no "Oklahoma-specific" boxes were accidentally checked during the transfer. If you can't find anything there, then:   Locate the Oklahoma 512-S: In the list of forms on the left, open OK 512-S, page 2.  Find the Add-back: Go to Part 2, Line 6. Override the Amount: Right-click the field and select Override (or Ctrl+D).  Manually enter 0 or remove the amount if there is an amount listed. If the errors persist, you will need to address this in the Oklahoma State Interview section of your return.   Go to the State Taxes tab.  Continue through the Oklahoma interview until you reach a screen titled "Any Other Additions?" or "Additions to Income". Look for a line item labeled "Depreciation Add-back" or "Duplicated Federal Depreciation."  If the software has "auto-populated" this field based on your federal assets, you may see the amount there. If it is an editable field, you can delete it or change it to 0. Because this specific add-back (Part 2, Line 6) is tied to the new 2023 Oklahoma law, there is often a specific "Election" screen: In the Oklahoma interview, watch for a screen that asks: "Did you elect to immediately and fully expense any assets for Oklahoma?"   If this is checked Yes, TurboTax assumes every asset is being fully expensed for the state and automatically adds back the federal depreciation to prevent double-counting.  Ensure this is set to NO. Since your asset is from 2011, it doesn't even qualify for this election. If the state interview doesn't show it, the "mapping" might be coming from the federal side:   Go to the Federal Taxes tab -> Deductions -> Business Expenses -> Depreciation.  Edit the specific 2011 asset. Proceed through the interview until you see a screen like "State Prior Depreciation" or "Special Handling for States." Verify that no "Oklahoma Special Depreciation" or "Full Expensing" options are selected.        

@bryce_in_tx    The 5a and 5b tat some folks may refer to are not the boxes on the 1099-R, but are the line numbers on your form 1040.  IF it goes thru properly, line 5b on the 1040 will be lower than line 5a by the difference between boxes 1 and 2a on that 1099-R.     Of course, line 5a and 5b may include other 1099-R dollars so it may take some adding up to figure what the numbers are actually coming from.

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      

Follow these steps: Go to federal income Locate the w2 Edit Continue through the w2 until you reach boxes 15-17, the state section Edit box 15:  no letters are allowed, only numbers.  enter 7 digits in the box, if your form has more than 7 numbers, enter the first 7 only. if you form has no numbers, enter the first 7 of the federal id

Refer to the signed affidavit Form 5926 Homestead Disaster Tax Credit Affidavit which would explain the amount that you should claim.   Missouri Homestead Disaster Tax Credit provides financial relief to Missouri individual residents who incurred an insurance deductible on their primary residence due to a qualifying disaster in 2025.   The individual taxpayer claiming the tax credit shall file a signed affidavit Form 5926 Homestead Disaster Tax Credit Affidavit with their individual income tax return, verifying:   Address including county of residence that suffered damage Date the disaster occurred Evidence the insurance deductible was incurred as a result of a claim paid under a homeowner’s or renter’s insurance policy issued by an insurance company licensed in Missouri. The taxpayer should also attach the document provided by the insurance company and Form MO-TC Miscellaneous Income Tax Credits.   @Jschin 

 You can only get IP PINs from the IRS.   To have a new IP PIN generated, click here.     If you got an IP PIN or CP01A notice from the IRS in the past (or you opted in to the pilot program), you must use your 2025 IP PIN to prove your identity when you file your 2025 return. We can't issue IP PINs and you won't find them on your tax paperwork.     To enter your IP PIN in TurboTax, following these instructions linked here.     To retrieve an IP PIN that the IRS already issued you, click here.  

All of the above. If you have excess contributions for 2023 and 2024, you must each report those excess contributions and pay the 6% penalty.  If you did not report the excess and pay the penalty, you must each file your own amended returns for 2023 and 2024 to include form 5329 and pay the penalties.   Then for 2025, it is too late to use any kind of special procedure to remove the excess, so you have to pay the penalties again.  Each of you will file a separate form 5329 for your personal situation (your joint return will include two copies of form 5329, one in each spouse's name.)   Then sometime during 2026, you can make a regular withdrawal of the excess contributions.  You do not have to withdraw the earnings, just the contributions.  This is a regular withdrawal, not a special withdrawal of excess contributions.  Because it is a return of contributions, it won't be taxed.  Then you will include two copies of form 5329 on your 2026 tax returns to remove and resolve the penalties.   Two additional notes: 1. If you file jointly for 2025, and you made allowable Roth IRA contributions, you have the option to remove them, and then your 2025 limit can be applied to the excess carryover from 2023 and 2024.  For example, if you have $13,500 of excess contributions, and you are eligible in 2025 but make no new contributions, you can apply $7000 of the excess toward your 2025 limit, meaning that the 2025 penalty will be figured on the remaining $6500 of carryover excess.  Then in 2026 you can either withdraw that excess or use it up by applying it to your 2026 limit.   2. If you would be eligible if you had filed jointly, you could amend your MFS return to MFJ. This would make the contributions allowable (probably) and there would be no penalties owed.  The IRS will allow you to amend from MFS to MFJ.  However, I presume there was a good reason for filing separately, so you should consider whether these penalties offset the other benefits of separate filing.  Amending from MFS to MFJ requires special instructions, let us know if you want more information, and if you used Turbotax for those years or not.