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The tension you’ve noticed between Administrative Release 5, Administrative Release 11, and Section 10-207 is a common source of confusion in Maryland tax law. Your reading of "distribution" makes sense, but the Comptroller’s office tends to separate interest and dividends from capital gains, focusing on the nature of the transaction.   Maryland follows the federal lead on the "character" of income. Under Federal and Maryland law:   Interest/Dividends: This is the yield produced by the bond while it is being held. This is what Release 11 and § 10-207(c-1)(2) are protecting.  Capital Gains: This is the profit realized when a bond (or a share of a fund) is sold for more than its purchase price. Administrative Release 5 (Section C)  explicitly states that Maryland follows federal law regarding capital gains from mutual fund shares "without modification." The Comptroller’s long-standing position is that once a USGO is sold at a profit by a fund, that profit loses its identity as "exempt interest" and becomes a "taxable capital gain."   You correctly noted that § 10-207(c-1)(2) mentions a "distribution or dividend... of interest or dividends." The key legal distinction is that a Capital Gain Distribution (Box 2a) is technically a distribution of profits from the sale of assets, not a distribution of interest earned.   You aren't missing a "secret" law; you’ve discovered an area where the Maryland Comptroller uses Administrative Release 5 to narrowly define the scope of Section 10-207.   Essentially, Maryland treats the profit from the sale of a federal obligation differently than the interest paid by that obligation. Because Box 2a on your 1099-DIV represents the fund's internal sales of securities, Maryland views those strictly as capital gains—which they have decided "flow through... without modification."

If you want to use the standard deduction sign in to your account, go to the state section, delete your California return, and add it back to refresh the calculations.  Make sure you haven't entered large or unnecessary deductions in the federal section, as this can automatically lead to itemizing.    If you don't itemize deductions, the program will apply the standard deduction automatically.   Follow the next steps: Locate the Deductions & Credits section, then proceed through the interview, and, on the final deduction summary page, select the standard option and click continue.   Please, open the link below to see more information: CA Deductions  

PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   https://ttlc.intuit.com/community/printing/help/can-i-print-a-copy-of-my-turbotax-online-return-before-i-file-it/00/26244  

You have not mentioned who the disabled adult dependent is.    If that dependent is a GF or BF, then no, they are not a qualifying dependent for Head of Household filing status.   In order to file as HOH, you must have a qualified dependent.     Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.    

Do it yourself Deluxe is $79.   If you prepared a state return, that state return is $69.    If you choose to pay your fees by having them deducted from your federal refund --instead of paying upfront before you file by using your credit or debit card--- then the refund processing fee is $40 ($45 in CA) and you may also have to pay state sales tax. How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7  

If you have Not filed your tax return, then just go back to the Medial expense section and make your changes.   To enter your medical expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Medical Expenses, click the start or revisit button

@rockyleeworld If you do not have any foreign income, then delete the Form 2555, Foreign Earned Income   Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form   Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.   Additionally, tagging onto a post that is over a year old and has about 325 separate postings is not a good way to get a question answered on a message forum, TurboTax's or anyone else's.  You needed to create a new post just for your problem.

What are you trying to add?   The Free Edition can be used only for very simple returns that use Form 1040--no extra forms or schedules.   If you are trying to add something that requires an extra form or schedule, the only way to do that using TurboTax is to upgrade to a paid version. TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/    

@popogonggong35    Once you reach age 73, TTX will ask that about any 1099-R income you enter.   For the actual standard pension payments that you receive...that you usually have no control over....the RMD has been pre-determined by the Pension provider and the RMD is whatever is in box 1 of your 1099-R.   That is your RMD for that pension, and all of it is your RMD for that pension. ______________________   For retirement accounts that you do have control over, about when and how many $$ you actually take out...like IRA accounts, or 401k accounts......those you do have to calculate what the RMD is for that type of account type, and make sure you take it every year once you reach age 73  (Administrators of those accounts can usually help you determine the exact amount needed each year)

I was using the TurboTax app and it was showing expert at the bottom and there was no option to switch. I actually went out of the app and signed in through turbotax.com. once I signed in that way, there are 3 lines to the left at the top beside the the check mark. I clicked there and that's where I saw the option to downgrade. It worked. I went back to the app version to make sure. It updated. I hope this helps. 

That underpayment penalty is based on when you made your payments and when you earned your money.  The system has estimated - based on your answers - that the FTB will not charge you a penalty this year.  It is always possible that you will still get a letter from them looking for a 9$ penalty but I would let the system do it's thing and see what happens.  You almost certainly don't owe a penalty.   As far as estimates vs increased withholding - increased withholding is better than estimated payments.  The IRS views withholding as having been paid equally over every day of the year so there is never a question of timely payment.  As long as your increase in withholding covers the amount that you would have covered with estimated payments you're definitely ahead.

Pas très logique comme solution ... la ligne 100 est la ligne des Revenus ... qui rempli un TP-80 sans revenus ?? Suite à ce commentaire, si la ligne 100 est la cause du problème, j'ai mi 0 à la ligne 100 et inscrit le Revenus à la ligne 128 Autres revenus en spécifiant qu'il s'agit du Revenus (chiffres d'affaires) ... ça ne change pas les calculs de l'annexe.  Résultat ... même problème de production ... mettre 0 à la ligne 100 sans mettre le Revenus ailleurs dans cette annexe fausse la déclaration ...  TurboImpôt nous demande-t-il de ne pas décalarer nos Revenus de travailleur autonome ou d'entreprise pour règler un problème technique ???