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If your inherited IRA is incorrectly triggering a Form 5329 in TurboTax, follow these steps to delete the incorrect form and re-enter your Form 1099-R:   First, to delete the forms:   In TurboTax Desktop, click on Forms Mode at the top right, then click on 1099-R/5329 and Delete Form at bottom left In TurboTax Online, go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of the Form 1099-R you would like to delete, then delete Form 5329 Follow Steps 1-14 above to re-enter your Form 1099-R and type in your revised explanation   Next, to re-enter your Form 1099-R:   Return to your 1099-R entry by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the 1099-R Click Continue through the entries you've made Note: Box 7 should have Code 4 for an inherited IRA, as well as the IRA/SEP/SIMPLE box checked Ensure you selected, I inherited this IRA, Continue Enter the information about from whom it was inherited, Continue Answer the, "Did you have nondeductible contributions for this IRA?", typically "No", Continue Year when the person from whom you inherited IRA was born, Continue Next, "Let's get more information about your RMD", enter the distribution amount, as your RMD, Continue Next, select, The entire distribution applied to the December 31, 2025 RMD, Continue Next, in the Review your 1099-R summary, Continue (not the pencil) Continue answering the questions Next, when you see "Let's go over any required minimum distributions (RMD), select Continue (not the pencil)

The federal form 4562 is for depreciation. If you added any new assets this year and took extra depreciation, you will need to to have two sets of books, one for Ga and one for Federal. Take a look at your: GA IT-311 (the Ga version of the federal 4562). Form 500 Sch 1 - addition to income = bonus depreciation taken on federal return GA Depreciation Adj worksheet You will still claim regular depreciation on GA, just not any bonus depreciation.   To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now. @princemurtuza 

For the estimated income you use, it should be the amount BEFORE taxes or your Gross income.  This is what is used to calculate the Premium Tax Credit.  So if you told them you made $20,000 after taxes but you actually made $30,000 before taxes, they would have calculated your premium tax credit on the wrong amount.   Did you have an amount in box C of your 1095-A?

Hi Diane,   I am just getting back around to look at my taxes again and saw that you had replied to my question and I thank you for that.  Per your message, I did check and under "Other Situations", it is already marked "YES".  Do you have any other ideas why TurboTax is capping my expenses?  I should be able to deduct them correct?    Thanks!

You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

You can use this IRS tool Where's My Refund? to check on the status of your refund. It provides updates regarding the processing of your tax return.    You can contact Cross River Bank as follows: Call 1-877-55CRB55 (Monday-Thursday 9am–6pm EST, Friday 9am–3pm EST) to trace the funds. If you had your fees taken out of your refund, using the Pay With My Refund option, your refund would go directly to Cross River first to deduct your TurboTax fees. It should then be forwarded to your account. If there was an error with your routing/account number and the deposit was rejected, Cross River would receive it back and an paper check should be mailed to you.  You can also try calling Intuit using this number, 800-335-9612, and see if they can provide additional information regarding your refund.   Please return To Community if you have any additional information or questions and we would be happy to help.

Also, @DawnC! Illinois and Iowa are reciprocal states. So I can't do the “Credits for taxes paid to other states” in my Illinois filing. It specifically says do not add the Iowa taxes there because it's Iowa.

@cascadia1 @Rnp777tx @cefoster @Bobcat1979 @ygr2063 @MD101 @richardknopf @EDWARDTHOMAS18 @beejay926 @timbarbeau    Wanted to let you all known directly as best I could that above this message is the NOW WORKING SOLUTION to the PROBLEM WITH PAYMENT API FOR FILING A RETURN - NOT ACCEPTING EXP MONTHS 9-12 CREDIT CARD ENTRY. Please try the solution out yourself and provide feedback if you can, crossing fingers on the solution. Cheers

It takes me quite a bit of time to get organized and ready to work on taxes, so I am not an early filer. But I do not like an extension because it only prolongs the pain. So, I try to get done on time and it usually takes me right up to April 15. I'm filing a week early this year because I over paid my estimated taxes, so I will receive a large refund! 

@slcarter10    If you tried to link-to and import info from a retirement account...and it couldn't be done. THEN....then you need to use your paper form and put in the data yourself.   Do not try to import it again.....just "Enter another way"....and then "Type it in myself"   Hundreds to Thousands of 1099-R providers do not have a way to import the data directly, thus TTX lets you enter it using your paper form and entering the data into the software's 1099-R forms.