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We would like to research this further, and it would be helpful to have TurboTax files from both 2024 and 2025. You can send us “diagnostic” files that have your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return in TurboTax Business 2024 and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. Repeat for TurboTax Business 2025.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.

So yes, you report 0 for your RMD this year because it technically is not due this year.  But it is a smart idea to take it in the year you turn 73 so that you don't withdraw both your RMD for April 1, 2026 and December 31, 2026 and possibly get bumped into a higher tax bracket.  For the RMD you take in 2026, when you enter that in your 2026 return next year, you only need to report the RMD amount due on December 31, 2026 and not the one due on April 1, 2026   The reason that TurboTax asks for your RMD amount is to determine if you may be subject to a penalty for not withdrawing enough RMD and helping you to file for an exception to the penalty if you didn't.  The TurboTax program has no way of knowing your RMD requirement and relies on input from the taxpayer as to whether they withdrew enough funds to meet their RMD requirement.  And the honor system analogy is a good one to use here.    

Our programmers work to follow the state rules. You can verify the amounts on your forms versus the state law. According to SC DOR 2025 instructions, page 3: Line a: State tax addback If you itemized your deductions on your federal Income Tax return and deducted state and local Income Tax or general Sales Tax, you may be required to add back all or part of this amount to your federal taxable income when computing your South Carolina taxable income.    Federal law limits your total deduction for state and local Income, Sales, and Property Taxes to a combined total deduction of $40,000 ($20,000 if Married Filing Separately). You can’t deduct any state or local taxes paid above this amount.    In determining the state tax addback for a taxpayer whose tax deduction is limited to $40,000, you may first apply real or personal Property Taxes reported on federal Schedule A, lines 5b and 5c before applying state and local Income Taxes or general Sales Taxes reported on federal Schedule A, line 5a. The state tax addback required for South Carolina is the lesser of your:  a. itemized deductions in excess of the standard deduction that would have been allowed if you had used the standard deduction for federal Income Tax purposes;  b. state and local Income Taxes or general Sales Taxes from your federal 1040, Schedule A, line 5a; or  c. the $40,000 federal tax deduction limit less deductible Property Taxes   You may want to look at the worksheet on page 4 along with any other items of interest.

Inheriting an IRA is not a taxable event.   However, as you know, IRA distributions are a great way of creating lopsided income through the year.   As baldietax noted above, you may be able to reduce or eliminate your underpayment penalty by going through the Annualized income part of the 2210.   To do this, please go to Other Tax Situations->Underpayment penalties->Start and go through the somewhat long interview to identify if you are eligible for any exceptions to the underpayment penalty and to annualize your income for the 2210. 

1 - That may be the case.  It's often difficult to convince the system that you have already paid something - it is designed to err on the side of caution - but it should not autodraft for that.   2 - If you received a confirmation that the form was efiled then it was.

We would like to research this further and It would be helpful to have TurboTax files for both 2024 and 2025. You can send us a “diagnostic” files that have your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.

@Lindagmcd wrote: So, in order to be notified about changes, we have to show up on this board? Yes, either "show up on this board" or read your email (which might have wound up in your junk box/spam folder).    Further, did you make any attempt to use ItsDeductible after October 21, 2025? If so, you would have discovered that it was gone, not useable after that date and that you would have been unable to download your data after that time (although they extended the ability to download data).

Follow these steps: Go back to the File section.  The program asks if you want to e-file or mail.  Then it asks about payment. Select that you will mail your payment. This does not go to the state. It just tells the program you don't want to pay with direct debit.  Once you have filed, you have until April 15th to pay online, mail a check, or set up a payment plan. Reference: Payment options for IL Individuals

Your best option is to open the prior year return in TurboTax Business for that year. Verify both partners are included for that year and save the return under a new name. Then try transferring that file to TurboTax Business 2025.    If you add back a partner that failed to transfer, you would report a change of ownership, which is not correct. Starting over from the 2024 return is a better solution.

@VeteranTT     Line 4a and 4b refer only to IRAs.  Thus $$ may not show up unless you have the IRA/SIMPLE/SEP box checked on the software's 1099-R form...near box 7. That box must be checked   Even with a direct rollover, the $$ do appear in box 4a, as long as the IRA/SIMPLE/SEP box was checked on the form.   So I'm not sure what the problem is with yours if that is set _________________________ UNLESS....unless you uploaded a picture or PDF of that 1099-R form. If you did that....delete it entirely and enter it manually..."Type it in myself"   Picture and PDF uploads of forms can result in all sorts of problems...(Opinion) Never do that until their software  AI becomes flawless...it isn't.