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The program did not register that you took the full RMD. After you enter the 1099-R, there are a lot of questions to answer, including the RMD question. Follow these steps:  Edit your 1099-R,  continue through the screens until you see: "Was this withdrawal a Required Minimum Distribution?" Select Yes. The next screen asks: "Did you take the full RMD for 2025?" Select Yes.

If your HSA contributions were through payroll and reported on your W-2 with a code W in box 12, the amounts were not included as income on your returns.    If you made contributions outside of payroll, those are also entered in the federal section - Any HSA amounts entered on the federal return have been removed from income on the federal and PA returns, so no additional deduction is entered.       Pennsylvania allows four deductions against income.   Deductions are allowed for: Medical Savings Account contributions; Health Savings Account contributions (allowed on federal); IRC Section 529 qualified Tuition Program contributions, and IRC Section 529A Pennsylvania ABLE Savings Account Program contributions.    

Thanks Dave. That is very helpful. Do I need to split the SEP contribution between my two schedule Cs (I have two separate businesses and the SEP contribution is calculated per the total earnings of both businesses)    This resulted in two issues.   1. how to assign the contribution to the business — which you have resolved. 2. Only one  business shows up to assign the contribution. How do you apply the contribution across two businesses, how is the split calculated, or does it not matter and you need only apply the total mixed contribution to one business under a schedule C?   many thanks!

The general issue you will find it you have individual bonds with a mix of home state and out of state, is that for any adjustments which reduce the income (i.e. 1099-INT Box 13, 1099-INT accrued interest adjustments, 1099-OID Box 6/10), Turbotax doesn't know how to apply the adjustments between state exempt and state taxable munis; or between different types of income if you have a mixture on the 1099 (e.g. accrued interest adjustment on a 1099-INT with Box 1 or 3 as well as Box 😎 except for the 1099-INT Box 13 which is muni specific.   Turbotax even added on-screen guidance to split the 1099 if making adjustments to a 1099 which has amounts in more than one income box: "The adjustment amount entered here will be allocated among the different types of interest reported on this 1099-INT. To apply this adjustment to a specific type of interest, create a separate 1099-INT for each type of interest income, and then enter the adjustment amount applicable to only that type of interest."   Hopefully you're aware to adjust (reduce income) for accrued interest paid if you purchased the bonds on the secondary market, in the tax year of the first coupon you receive.  This is not reported on 1099s, brokers may provide a supplemental schedule of accrued interest paid during the year, but don't formally report how to apply those payments against coupons received during the year.   The general process I've used for some years now is to split the 1099s and enter anything muni-related separately, and further split home vs. non-home state munis.   I've found it important to track this stuff offline in an excel sheet to come up with the total net muni income which ties to what Turbotax reports on 1040 Line 2a; and further breakdown the out-of-state portion which should tie to an "addition" to Federal income in your state return (or however your state handles this); and also track the accrued interest paid and which tax year to apply that in.   This net muni income (from what I've experienced) should be: 1099-INT Box 8, minus 1099-INT Box 13, minus 1099-INT accrued interest adjustments plus 1099-DIV Box 12 plus 1099-OID Box 11, minus 1099-OID Box 6/10, minus 1099-OID adjustments.   so coming back to Box 10, I would adjust it against the income on 1099-INT either using Box 13 or an adjustment, with the caveats above if you have a mixture of income types or CA/non-CA munis I think you need to split up the 1099s to get the correct outcome on your state taxes.   I'm not an Intuit employee/expert nor CPA just a fellow user so the above is to the best of my knowledge and experience dealing with tax reporting on individual munis; here's another thread on this Box 10 topic (usually Schwab related) https://ttlc.intuit.com/community/taxes/discussion/re-can-someone-help-me-correct-errors-on-imported-1099-oid/01/3880090#M1442896

@Rick7897    I don't see that missing in my Online test file. Bumping my state payments up and down by $500, also bumps my fed taxes owed down & up .too.   Couple things to check..... 1) Edit those payments on the Deductions&Credits page....make sure you've selected the state properly...and that the year you put for each is 2025 and not 2026.  (the effect isn't triggered until you "Continue" out of the page where you enter those payments.)   2) go to the bottom of the Deductions&Credits page and hit "Continue" and step thru the pages that follow until you get to a page that shows your STD DED vs Itemized values....& which TTX is planning on using.  Maybe your Std Ded is larger than you realized.   3)  Write down the Itemized Ded $$ amount form step 2 above...then go back to the State Estimated taxes section and bump one of the payments up by $2000 (temporarily) then work your way back to the Std vs Itemized display shown in #2, to see if itemized jumped up by 2k too.   Only other things I can think of is a)   remember....Only your out-of-pocked Med expenses greater than 7.5% of your AGI are included in the "itemized" total...and b)  The state & local taxes & Property taxes paid deduction is limited to 40,000...and is reduced for really high income individuals/couples.  

It depends. Each state has different laws and since you didn't give us the state, this is a comprehensive answer. Enter the form as issued.  Go through all of the questions in the federal section. That often handles the state changes.  As you go through your state return, you will find the program applies exemptions and exclusions.  If you are in a state that does use a different basis, enter the information as you go through.  Some states do not tax IRA distributions at all.