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Form 1040X is used to amend or correct a return that was already filed.  If you have not filed a return yet and you are not looking to amend your return, then you should just delete the form.  To do this:   Here are the steps to delete your Form 1099-X:   Open your return. Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1099-X that you want to delete If you are using TurboTax Online, please follow the instructions in this TurboTax Help article to delete a form.   If you are using TurboTax Desktop, please follow the instructions in this TurboTax Help article to delete a form.  

It depends on the type of disability because there are different procedures for each type of disability.   VA Disability Compensation: If your 100% disability pay comes from the VA, it is already tax-free at the federal level. Because it isn't included in your Federal Adjusted Gross Income (AGI), you do not enter it on your Virginia return. Taxable Disability Pension: If you receive a taxable disability retirement pension (from an employer or the military), you can subtract up to $20,000.  If you are a veteran with a 100% disability rating, you might also be receiving military retirement pay. Virginia recently increased the subtraction for military retirement. For Tax Year 2025: You can subtract up to $40,000 of military retirement pay. Here is how to enter the last two steps I just mentioned into your Virginia State return.   1. Military Retirement Subtraction (Up to $40,000) Even if you entered your 1099-R in the Federal section, TurboTax won't automatically apply the Virginia military subtraction because it doesn't know if you meet the specific VA criteria.   Where to go: In the State tab, proceed through the Virginia interview.  The Screen: Look for a page titled "Here's the income that Virginia handles differently." The Action: Find the Military section and click Start. You will see an option for Military Benefits Subtraction. The Result: You must manually confirm the amount of your pension. For tax year 2025, TurboTax will apply Code 60 on your Schedule ADJ to subtract up to $40,000.   2. Disability Income Subtraction (Up to $20,000) This applies only if you have taxable disability income (like a private disability pension) that was reported as "Wages" on your Federal return.   Where to go: Inside the Virginia state interview, look for "Subtractions from Income." Select Disability Income reported as Wages. Important: TurboTax will ask if you want to take this or the Age Deduction. It generally chooses the higher one for you. Let us know if this is specific enough for you to complete your return.      

@CatinaT1 Thanks for the reply but it does NOT address the reported problem. Specifically: * Please, please, please read carefully each and every part of my post. I was very thorough, very complete, very specific, to allow you an easy step-by-step process to reproduce the symptom. * As I carefully explained, the wrong TurboTax behavior with 1040-X started BEFORE I made any changes to the return itself. This removes a theoretical source of this problem. * I used THE SAME version of TurboTax to file and THE SAME version to initiate an amendment. There were no software updates in between. This removes another theoretical source of this problem. * The suggestion to manually correct what TurboTax does is illogical. You know that and I know that. When I pay a decent price for TurboTax, I expect it to be correct and consistent. TurboTax should NOT expect me to manually detect and manually correct its own mistakes - especially when the mistake is so obvious. Kindly review again my - carefully stated - point B, C and D in my post.   In summary, this is an unexplained, wrong TurboTax behavior, It is consistent, i.e. easy to reproduce. As I listed in my post, TurboTax already has the data file and can see the wrong behavior. Still, if you, or someone from your expert product team wants to see it with his/her own eyes, just let me know, I will gladly share the screen  - again - with you and show the obvious issue.

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

I just have to think that  AZ gross income is greater than $75k since it is usually much higher than AGI for seniors.  AZ adds back  tax exempt interest, foreign earned income and social security to create the gross income.    Please note above I mentioned: Gross income is the total of all income before any deductions. It includes social security, pensions, IRA distributions, etc.    Please check your math again. The reduced credit really could be correct. If not, then you need to contact support.

I tried to download my tax form from last year or get a copy of the tax form from last year and it wont let me view it or down load it on my phone or laptop as a pdf. But I really need to view it. I was wondering if I could come in an office or anyone someone could send me a copy. 

Sorry, no, just entering "Multiple States" and hitting Continue worked with TurboTax for prior tax years, but for the current version of 2025 TurboTax at this posting, that definitely does not work--I tried it. If your 1099 reports exempt dividend income, you MUST enter one actual state and some amount of tax-exempt dividends for that state before you are allowed to choose Multiple States for the balance, and whatever you enter has to add up correctly to the total. (Normally you would do this for the state(s) in which you were filing state income tax returns.) If you don't split it out this way in 2025 TurboTax, you are not allowed to proceed and get the dividends area of your return marked as completed. It's a real time-wasting nuisance this year, because at least in my case, and I expect many others, it will make no difference in state income tax due.