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Do we know when this going to be fixed? I get used to enter 1099Q for last few years, and was always asked if these expenses are qualified. Was absolutely shocked, when saw TT just silently made the earnings taxable with extra 10% penalty this year. Many people probably do not check the final documents and just trust "we will get you the biggest refund possible" ad.   Yeah, I understand I can just delete 1099Q, and that's what I will do, but this is frustrating.

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If you had contributions as a teacher in between 1987 and 1989, Georgia did not give you a tax break on those contributions, meaning you already paid taxes on that money.  So, when you are taking the distribution, you would not need to pay taxes on THAT portion again.  So, if this applies to you, you would enter your contributions made during that period.  If this does not apply to you, you can leave it blank or enter 0 whichever it tells you to do.      

This has been solved in the Desktop version as of 3/5/26:   The latest update to the desktop version has added the uncommon situation after entering your W-2 that asks if there are any tips reported in box 1 but not in box 7 or 14. 

We're currently working on an update to form 5695. A potential calculation error has been identified on the federal return related to the Form 5695, Energy Efficient Home Improvement section, specifically the Enabling Property group.   This return can't be filed at this time due to a processing error. The fix is scheduled for March 6, 2026.

 I am thinking you have business income/ rental/ some income from IN forcing you to file a return since you no longer live or work there. There is a good chance some ghost data is in your return. Let's go through a few basic things that you may have already done: Open to your federal return Personal info Edit your state of residence Verify your new state is listed and IN is not anywhere in the federal section - despite needing to file a return Open to your IN return Go through the General Info section In which county did you live? select Out of State In which county did you work? select 00 or 99 - depending on the version If those answers were already marked correctly, change the answers to some random county, continue, continue Change the answers back to the correct answer. This should force a refresh. You should be cleared and ready to file. If not, there is definitely ghost data in your return. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Delete all the forms that relate to the county. Online version: Delete all the forms related to county, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again. Desktop version:  Delete the forms Save your return while closing the program. Update the program Open Enter the information again. Just for kicks, I asked Gemini your question and it said amending the return was terrible advice. Which it was. You do not want to file an incorrect return. If you do all of the above and still have an issue, delete the state, clear cache and cookes, etc again. Best wishes!

Did you open the 2024 return in the 2024 program?  I don't know the Business program but see if she was listed as Final in 2024?   Maybe  you can change something about her on your 2024 return and transfer again into 2025.  

As mentioned by a prior poster, TurboTax will prepare Form 8949 for you by using the Summary Method for reporting your crypto transactions.  You may also need to mail a copy of your CSV later, depending on what type of transactions you report.     Here's more info on Mailing Form 8949 for Summary Totals.     @tcp100    [Edited 03/05/2026 | 2:44 pm]

Thank you for that tax advice, but in fact I did not enter any such self-employment, business, or rental income. There is no K-1 schedule on my return.   I believe it to be just a labeling error in the software. It displayed the correct dollar amount, but labeled it as “Qualified Business Income Deduction” instead of “Senior Citizen Deduction”.   As stated above, I reported this to the customer service team, and hopefully they will be able to fix it. 

Very sorry for your loss.   If you filed your 2022 return last year in 2025, then you must have filed by mail.  The IRS is currently showing information for 2023 2024 and 2025 on the refund site.   Check to see if the IRS has a trasncript of the 2022 return you filed last year.  If not, it is possible that they did not receive it in the mail and you may need to mail in another copy.   You will want to take care of that before April 15, 2026 or your 2022 refund will be forfeited.   https://www.irs.gov/individuals/get-transcript   And.....check your online account with the IRS to see what it shows. https://www.irs.gov/payments/your-online-account  

 Based on your numbers, the answer is yes to that question.  Here is a breakdown:   The IRS allows you to treat the new loan as "Grandfathered" (pre-December 15, 2017) as long as the new debt was used to refinance "acquisition indebtedness." Original Mortgage ($675,969): This is clearly acquisition debt.   Mortgage Assistance ($96,440): If this was a subordinate lien or "silent second" used to stay in the home or cover the original purchase/improvements, it is also considered part of the debt used to "secure" the residence. Cash to Close ($17,000): Since you put money in rather than taking money out, you didn't increase the debt for personal spending (like credit cards or a vacation). Because your total new loan is simply replacing the combined total of your previous home-related debts, the IRS views this as a "Refinance of Acquisition Debt." You are still within the $1 million grandfathered limit (pre-2018 rules) rather than the lower $750,000 limit. To summarize.   Original Loan Date: Use the 2017 date to keep the $1M limit. Is it a Refinance: Yes. Did you take cash out: No (putting $17k in is the opposite of a cash-out).      

Yes, I have tried to re-file multiple times and keep getting rejected.     Here is the most recent message: "YOUR TRANSMISSION DIDN’T GO THROUGH. TurboTax was unable to send your return to the Intuit Electronic Filing Center, for the following reason: Transmission failed. The transmission is a duplicate of one that was previously received. Please contact customer support. Looks like we’ve had a technical hiccup.  Try e-filing again. If that doesn't work, you can print your return and file by mail."   So, unless you have an immediate fix, I’m done banging my head against the electronic wall and will file by mail. If I don’t hear back by 9AM Friday morning with a new fix, please credit my charge card for the $25 filing fee.