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Itemized deductions include the greater of state and local general sales tax or your state and local income taxes, not both, as stated on Schedule A Line 5(a). You can choose to include income taxes instead of sales tax under Deductions & Credits >> Sales Taxes >> Let's find your biggest deduction.   Review this calculation on the Tax & Interest Deduction Worksheet that is part of your complete return (not an IRS form).

"at some point it needs to be documented in 2025's return. "   On the 2025 tax return, enter the Form 1099-R as received so that the entire amount distributed is reported as income.  When 2025 TurboTax asks for the amount of RMD required, it is asking only about the 2025 RMD.  When answering this question, just enter the amount required to be distributed for 2025.  Nothing about the fact that the rest of the distribution is to address past RMD shortfalls is to be reported with the 2025 tax return.  The explanation that  the past RMD shortfalls were satisfied by being distributed in 2025 is to be provided only with the 2021 through 2024 Forms 5329 on which you will request waivers of the 2021 through 2024 excess-accumulation penalties.

Right.  I am trying to make the loss not go to Schedule E, but it keeps on claiming the loss.  I can't seem to put anything into Box 10 without overriding it and then it turns red.  @user17733408897   

Both the credit and the deduction are entered in the same place.  Enter all your foreign income in the Wages & Income section if you haven't already.  Then proceed to the foreign tax credit area >> Where do I enter the Foreign Tax Credit? and follow the instructions on the screen.   Navigate to the foreign tax credit section:   TurboTax Online/Mobile: Go to the foreign tax credit screen under Deductions & Credits TurboTax Desktop: Search for foreign tax credit and select the Jump to link or, go to Federal Taxes.   If asked, How do you want to enter your deductions and credits?, select I'll choose what I work on. Under Estimates and Other Taxes Paid, select Start or Update next to Foreign Taxes.  @kamatrohan    Form 1116 is available to U.S. citizens living abroad. It can be used to report foreign income and claim the foreign tax credit. Depending on the type of foreign income you've earned and how much foreign tax you've paid, you may need to take different steps to claim the credit.   Learn all about Form 1116.  

This is my third try.    I entered all my US income and tax information, turbotax said I had tax refund of $10595,  Then I went to retirement section and enter my 36k UK retirement withdraw, Then I went to foreign tax credit section, and enter my UK tax withhold of $13k, Now my tax refund is reduced to $4668. So obviously Turbotax does not allow me to use all my UK tax withhold against UK income.    How to fix that? I am so **bleep** annoyed

@Me173 wrote: I was holding out hope when I heard TurboTax was working on something to use in place of itsdeductible, but this is not a good solution in my opinion.  Hopefully, this will improve when some sort of import functionality is implemented (e.g., TXF, CSV files).

I've tried the FreeTaxUSA, and they has the same issue (lol they might copying each other?). But I did get a response from their custom service that they will fix the issue by the end of the march. So one can e-file in April. 

Thanks.   the income in question is straight salary (same each month +/-) so it is 2 months, or 16% of the year (59 days / 365 days).   None of your conditions apply, So line 1 column B = my wife's annual income x 16%, correct?  This was our only taxable income as NC residents.  

@Lindagmcd wrote: I also never received notice that IT's deductible was being discontinued, so not sure where you are getting the idea that everyone knew that. From the plethora of posts on this board (and others) shortly after the discontinuation was announced by Intuit months and months ago.

After you enter your 1099-R for 2025, there are several follow-up questions asking about Disaster Relief distributions received in prior years.  If you never reported a disaster distribution, you can delete Form 8915 from your return, or use FORMS, 'Open Form' in TurboTax Desktop.    After doing this, step through your 1099-R entry and the follow-up questions again.  The form should not repopulate if the questions are answered appropriately.  In TurboTax Online, you should clear your Cache and Cookies before stepping through the interview.    @vroman1216 

Thanks, that's fairly obvious, but I did not want to search through the forms to find all the exact numbers they ask for. The screen promises to copy them over - then doesn't. And the reason I am in this section is they didn't automatically generate ANY estimates, so I need to do it.   And when they ask for things like "Net Investment Income", this is not a number that is directly on your return. You have to calculate it from a few other items. Or "Other Income and Investments" - this is combined from 3 or 4 other lines in the return - but they don't tell you which ones.   Anyway, I did it manually, and it took several hours to make sure I was locating the correct information. It could have been so much easier, like it was last year. This is a bug. Anyway, thanks for answering.

Yes, the NYS Inflation Refund is generally considered taxable income on your Federal return if you itemize, but it is not taxable on your New York State return. If you itemized in 2023 and 2024, you need to report it.  Here is how to report in TurboTax.    Go to the Federal section in the left-hand menu.  Select Wages & Income.  Scroll down to the Other Common Income section and find Refunds Received for State/Local Tax Returns (1099-G). Click Start or Revisit. When asked "Did you get a state or local tax refund in 2025?", click Yes. Enter the information exactly like this: State: New York  Tax Year: 2023 (This is critical, as the refund was based on 2023 data). Total Refund: Enter the full amount from your 1099-G. Total Payments and Withholding: Enter $0 (unless you have a different 1099-G specifically for a tax overpayment). The "Trick" Question: You will see a screen asking "Does either apply to your 2023 New York return?" Select NO. * Even though you itemized, selecting "No" forces TurboTax to treat this as taxable Federal income while still identifying it as an NY adjustment. Taxable Amount: On the following screen, enter the full amount of the refund as the taxable amount.