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If you are getting an error message with regard to needing an amount in Form 1099-R box 16 because there were state withholdings reported, enter the amount reported in box 1 of your Form 1099-R for the state distribution amount box 16.    

@BillM223     Thank you for the review. If I use the  TT desktop, will it allow me correct this workflow and the forms??     In summary:   I had excess HSA contribution carried over from 2024.   With that carryover plus the 2025 contributions, TurboTax online correctly calculated an excess of $2028 to carryover into 2026 ,  while I was preparing the taxes for 2025, stating it would ask me  for if  I would withdraw that excess.  In Feb-2026,   I withdrew that $2028 excess from the 2025 contribution, so  according IRS rules, I  should not have been taxed $ 122 for the penalty of 6% on that excess, that TT is including , correct?  But because TT online is not prompting me to report that there were withdrawn, I am going to have to pay  the penalty anyway. That is a problem with the SW, not the the numbers correct?        

If you are being asked for an IP PIN and you haven't filed in a few years, it is likely due to the adjusted gross income check that is used to verify your identity. it could also mean  the IRS has detected a potential identity theft in your past.   If you didn't file last year, you should enter "0" for your 2024 Adjusted Gross Income (AGI) when asked.   If you previously  incurred an identity theft or the IRS identified you as a potential identity theft victim previously, they would have mailed you a new 6-digit IP PIN in January.   If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity. You can use this link to create an online account Online account for individuals.   If you are trying to locate your IP PIN you can sign in to your IRS Online Account using ID.me on the IRS.gov website to retrieve your current IP PIN. Your IP PIN is available through your “Profile” page.  Retrieve your identity protection PIN (IP PIN)   Steps to Find Your IP PIN Online Go to the IRS Get an IP PIN page. Click Get an IP PIN. Sign in to your ID.me account (or create a new one, which requires a photo of your government ID and a selfie). Once verified, navigate to your Profile to view your 6-digit PIN.    Please return to Community if you have any additional information or questions and we would be happy to help.  

Hello @PatriciaV    I'm now trying to efile my llc's 1065.  I'm getting to the attachment part and I've upload an 8453 and a 743(b) basis adjustment computation and now it's asking me to upload an appraiser signature. It says I completed the declaration of appraiser section on from 8283 but I did not do that and when I go back to the charitable contributions, it doesn't show that I am making any nor do I see form 8283 in forms view.  I don't know what to do and I have to file on 3/16.  Please help!

Already tried that without success. Use PNC Private Banking and my rep said that they changed clearinghouses this past year and there will be no link, so have to just do manual input of total gains, dividends, and interest. The only pain was putting in the states for municipal bond interest, and manually adding up per state. No difference for online or downloaded TurboTax.

@MJPete wrote: There should have been a disclaimer on the packaging, and a class action filed as a follow up.  Notification was made by Intuit sometime back in August re the discontinuation of ItsDeductible and there would be no need for a disclaimer considering the program was essentially defunct as of October 21, 2025, which was before the 2025 editions of TurboTax were released.   Not sure what the legal theory would be for a class action lawsuit.

Yes, your state withholding amount of $35k is contributing to Schedule A line 5a.  It would also include any local withholdings or a balance due for the state that was paid during 2025.     That amount alone could make itemized deductions more attractive for your 2025 tax return.  But, keep in mind that since you are expecting a significant refund for your state return that if you itemize for 2025, then that refund will likely be taxable income for 2026.     If you were to take the standard deduction instead, then the state refund would not be taxable on your 2026 return.   Use the instructions in the following TurboTax help article to compare the standard deduction and itemized deductions for your return and select the one that is the best for your situation:   How do I change from the standard deduction to itemized (or vice-versa)?  

If you're using TurboTax Desktop, select Forms > under Forms In My Return select Open Forms > Navigate to Schedule M15 to add the state underpayment sheet > select Step-by-Step (upper right) and follow the question prompts to complete the form.      If you're using TurboTax Online, select State Taxes from the left-hand side menu, select Revisit next to your MN return, and follow the prompts until you reach Other Situations > select Underpayment of Estimated Taxes

"5 days early" was for your federal refund; it has nothing to do with your state return.   "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds    

If recent updates did not resolve the form errors involving Special Depreciation, your best option may be to request an extension of time to file. This is fairly common for business returns. Once the issue is resolved, you can complete and file your return. Be sure to notify your partners/members of the delay in providing Schedules K-1.   To create Form 7004 Extension Request in TurboTax Business, go to Federal Taxes >> Other >> Continue to "Need more time to file?" and answer Yes. Then follow the interview to complete the form, which needs to be printed and mailed.  

The only reason I am filling out the federal medial worksheet is to detail the various medical expenses for the NJ filing. There is no NJ detailed form. Even if I pay for expenses from the HSA and do not exceed 7.5% expenses for SchA, I still think TT should have a line that indicates the total expenses minus the insurance reimbursement and flow that to the NJ medical worksheet. It can still indicate the excess medical expenses that were not HSA covered that flows to SCH A.