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Did you get a 1099R from the first IRA?   What code is in box 7?   After you enter the 1099R it will ask what you did with it.   Say you moved it to another account.   You had 60 days to roll it into another account.   Did they take any taxes out of it?   

Same situation here.  How in the ever loving #### can the IRS be this incompetent?  In 2026 they are literally not able to discern between the capital letter 'I' and the numeral '1' or the letter 'Q' and the numeral '0'.  Talk about your tax dollars not working for you.  I found this post by Google-ing along with other forums / blogs (Reddit, etc.) of people saying the same thing, getting the same letter from the IRS, having purchased Daikin / Goodman units, and getting the "you didn't' fill the form 5695 out correctly" letter even though their forms are filled out correctly.  Shameful, just shameful that the IRS could be this incompetent.  So now, I get to submit the same information again for a refund that I should have received probably 3 weeks ago, just so they can sit on it another 6-8 weeks according to the "we'll get around to it when we are good and ready" line in the letter I received.  

@pjbaker    Go to the end of the list of states and select "Multiple States".   That question isn't particularly applicable for FL residents, but you can't move on until you select "Multiple States"..   If you work in some other state that has an income tax  (some FL residents do work in a border state), then that question might have some significance for the non-resident tax return they have to file.

@Allen14 When you entered the 1099-R for the pension withdrawal, did you enter an amount for RMD for the pension?  Pensions and annuities (in other words, retirement plans that make regular payments) are considered to satisfy the RMD requirement for those accounts.   Go back in and edit your 1099-R for the pension.  As you go through the screens, you will see one Let's get more information about your Required Minimum Distribution (RMD) - go ahead and enter the amount in box 1 as the RMD amount.  On the next screen, How much of distribution applied to your December 31, 2025 RMD?, you will select The entire distribution applied to the December 31, 2025 RMD.  That will get rid of the 25% penalty on Form 5329.

@janedibrell To report Schedule K-1 income (partnerships, S-corps, estates, trusts) in TurboTax, you must use TurboTax Premier, TurboTax Self Employed, or TurboTax Home & Business. The Free and Deluxe Online versions do not support K-1s, although all desktop versions (including Deluxe) can handle the K-1. Go to Personal Income> scroll down and you will see Business Investment and Estate Trust Income and Schedule K-1 entry area.    

If you are using the Online version you need to use Premium to enter a K-1.   To enter a K-1 go to Federal Taxes Tab or Personal (Home & Business version) Wages and Income Scroll down to S-corps, Partnerships, and Trusts or to Business items Schedules K-1, Q - Click the Start or Update button   Be sure to pick the right kind of K-1. There are 3 kinds, 1041, 1065 & 1120S Enter each k-1 separately.

@avley    Apparently you answered something wrong.   Edit the 1099-R and go thru the follow-up questions again.   When it asks how much your RMD was...enter the box 1 $$ amount. Then on a  subsequent page....you just make the selection to indicate it was ALL your RMD.

After you enter your W-2 you will come to a screen that says "Let's check for uncommon situations." On that screen, check the box for Overtime. TurboTax will then prompt you to enter the information needed to claim the deduction for overtime. You do not necessarily get a $12,500 deduction. That's the maximum deduction. The maximum deduction is gradually reduced if your Modified Adjusted Gross Income (MAGI) is over $150,000 ($300,000 for married filing jointly). The deduction is eliminated if your MAGI is $275,000 or more ($550,000 for married filing jointly). The deduction for overtime is only allowed for half of your regular pay rate (the "half" of time-and-a-half). For example, if your regular pay is $20 per hour and your overtime pay is $30 per hour (time and a half), only $10 per hour is deductible. The $20 per hour base rate portion of the overtime pay is still taxable. If you are paid more than time and a half, such as double time, you can still only deduct half of your regular rate. If you are married you must file as married filing jointly to claim the deduction for overtime. You have to get a statement from your employer showing how much overtime pay you received that qualifies for the deduction for overtime ("qualified overtime compensation"). The information might be on your W-2 or on your last pay stub for 2025. If not, you have to get a separate statement from your employer. The deduction for overtime will be calculated in Part III of Schedule 1-A. There are 3 other deductions that might also be on Schedule 1-A besides the deduction for overtime. The total of all the deductions on Schedule 1-A will be on Form 1040 line 13b.  

2025 Migration to Online Offer TurboTax Desktop to Online Migration Offer Terms (Tax Year 2025)   The offer is only for 1 federal and state returns.  You have to pay for the rest.  Don’t think you can use the $10 Costco rebate.   Call in and ask.   How to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991