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No, the 401(k) --> traditional IRA rollover was one transaction. A distribution from the same traditional IRA to a Roth IRA was a separate transaction. Both transactions were reported on one 1099-R (same institution). That 1099-R correctly reported the IRA --> Roth IRA as taxable in box 2a. I entered that 1099-R into TurboTax, but the taxable amount in box 2a did not transfer to lines 4a and 4b of the federal 1040.

The IRA --> Roth IRA distribution was reported in box 2a on the 1099-R (taxable) with Distribution Code G in box 7 (direct rollover).    My reply still stands.  A nonzero amount in box 2a of a code-G Form 1099-R represents an amount rolled over directly from the 401(k) to a Roth IRA.  With no Form 1099-R with code 1, 2 or 7 and the IRA/SEP/SIMPLE box marked, there was no distribution from an IRA.

Once you've reviewed the documents and determined that you will need an amended return  You can see  TurboTax Tax Form availability  for updates on the availability of the 1040X There are three boxes: Select return type | 1040 Individual Select agency | US-Federal Review |  Enter Form Number 1040X

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

@gorzelanski-61    Try it using Chrome instead...same "Allow" Not sure if virus software interferes or not....mine didn't, but some allow you to set them to block stuff aggressively, and might need lightening up some....or suspended just for the import process..

@ktramo17 wrote:   Last question for you.  Do you think it matters that the IRS will get a 1099-SA that shows box 3 with code 2 excess contribution but for my return, when i entered 1099-SA, i changed box 3 to be "normal distribution"? That seems to be the only way to get the software to do what it needs to do from a form standpoint but then there is a general mismatch.  My gut says why would the IRS care in this case since i am remitting both income tax and the 20% penalty.   I don't know about the IRS but at most you would get a letter asking for an explanation, and you can answer that with a letter explaining the situation.  If you want to be really thorough you could include copies of form 5498 showing the excess was in 2022, not 2025, which would support that code 3 was wrong.   I have a similar situation because I funded my HSA from an IRA this year and that should be a 1099-R with code 1, and I got one with code G (which is for a direct rollover to another IRA).  I had to change it to code 1 so that form 8889 would correctly show the HSA funding.  I'm surprised that big banks and big brokers don't know some of these rules. 

You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

You might get this message because of the following reasons: Your Personal Identifying Information (for example, Primary filer name, DoB, SSN, etc.) you entered in your TurboTax return doesn't match what you entered in the identity check prompt. If you have an existing Credit Karma Money account before applying for the Refund Advance loan and received the error message while confirming your information, you need to make sure your TurboTax return and your Credit Karma money account information match (for example, primary filer name, date of birth, and Social Security number). If you need to update any of this information, here's how: Sign in to your Intuit account. To update your user ID, password, email address, or phone number, select Sign in & security. To update your name, date of birth, address, or occupation, select Profile.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

You can make multiple payments using all methods, program, mail, or online. April 15 could be estimated taxes for 2026 or balance due for 2025. When you make a payment, NY requires you to choose the tax year and purpose of the payment. The NY portal clearly breaks out options for notice, audit, personal return or estimated payment here. @Tette

Maybe I can explain my observation better.   I received one 1099-R from a financial institution that reported both a 401(k) --> IRA rollover and an IRA --> Roth IRA distribution (separate transactions, same institution). The IRA --> Roth IRA distribution was reported in box 2a on the 1099-R (taxable) with Distribution Code G in box 7 (direct rollover). I believe the 1099-R is accurate.   I carefully entered the 1099-R info into TurboTax Deluxe for Windows desktop, but the taxable amount in box 2a of the 1099-R did not transfer to federal form 1040 lines 4a and 4b (they remain blank).   I have revisited this many times to look for any errors I made and the result is the same. I believe there is an error in TurboTax underreporting my income (but I'm willing to be wrong).