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I'm having the same issue and it does not seem complicated.   I've filed my taxes with TurboTax since 2007, but no returns are available for years prior to 2018. I have never received a message from turbotax or intuit saying that my old returns were being deleted or would become unavailable, and so I would like to know how to access my returns prior to 2018.

If your Form 1040 is showing the rollover amount in Line 4a and 0 tax in Line 4b, but is still impacting your ability to claim your dependent due to the income, you will need to revisit the interview section to ensure you answered the questions correctly, especially ensuring you answer, "Yes" when asked, "Did you move this money to another retirement account...?"   To revisit the interview section, do the following:   Click on Step-by-Step at the top right corner (if currently in Forms Mode) Go to Wages & Income, then Retirement Plans and Social Security Click on IRA, 401(k), Pension Plan Withdrawals (1099-R) Select the pencil to the right of your 1099-R entry Carefully answer each of the interview questions After completing the entries, check Line 11 (Adjusted Gross Income) of your Form 1040  If Line 11 includes the rollover amount, there is still a calculation error and you will need to delete and manually re-enter the Form 1099-R   Since you are using the Desktop version, go to Forms Mode and click on the Form 1099-R, then select Delete Form at the bottom left of the screen.    Once deleted, go back to Wages & Income, Retirement Plans and Social Security, to re-enter the 1099-R. 

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  @Saltzman55 

So, the difference it that if one transfers the entire amount, then it is a ROLLOVER, else it is a conversion, and therefore it does not say ROLLOVER near line 1040 5b?  Is this the correct interpretation?

Just answer and continue. Some field reset each time the page reloads so what you see needs to be updated, but once you enter, it is recorded.  Just double check before you file the tax return on the final results.  

DOH!  I didn't read closely enough, the forms are for dependent health insurance,  but they actually came with our names on the top so they're meant to be input under our names, not hers.  Updating to clarify in case anybody else has a problem.  If they had been only in her name, per TurboTax assist she would have to file her own taxes to be able to reconcile the premium tax credits etc.  

If you entered a valid (but incorrect) account number that doesn't belong to you, there's usually nothing to worry about. Most banks won't deposit tax refunds into accounts where the names don't match. You can call the IRS to stop the direct deposit if your return hasn't been posted to their system yet. For security reasons, the IRS can't reroute your refund to a different account over the phone, so you’ll receive a CP53E notice in the mail requesting that you update your bank details. What if I entered the wrong bank account for direct deposit?

@ user17730096080 wrote: HOW DO I GET A NEW LICENSE CODE!!! ONE THAT WORKS!!! YOU DO NOT ANSWER THE PHONE ON THE WEEKENDS? This is mostly a user community forum, not a direct route to TurboTax Support.   Where did you purchase your product--did you purchase a download of the desktop software directly from TurboTax?   Or did you purchase it elsewhere?   The license code is 16 characters, a mix of numbers and letters like XXXX-XXXX-XXXX-XXXX.   Do you get any error message?   FAQ:  Getting started with desktop TurboTax: https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US   Only TurboTax Support can provide a new license code.     I'm not sure how you were trying to reach TurboTax Support.  TurboTax Support is open 7 days a week this time of year.   Hours 5AM-9PM Pacific.  Here is some contact info: https://ttlc.intuit.com/turbotax-support/en-us/contact/   If you have social media, another option is to direct message a TurboTax Support agent at one of these: https://x.com/TeamTurboTax or https://www.facebook.com/turbotax

TurboTax requires you to enter your "QBI Passive Op Loss" amount to continue because it affects your Qualified Business Income deduction calculations. To continue: 1. Enter the exact amount of your QBI passive operational loss as reported from your prior year or K-1 information. 2. If you don’t have an amount, enter zero to move forward. This entry ensures TurboTax accurately calculates your QBI deduction, including loss carryovers. Once entered, you should be able to proceed to the next screen.

Since yours is a Roth 401(k) contribution, you will need to be careful when creating the substitute Form 1099-R so that you can properly report the handling of this excess contribution.   Here is how to create a substitute Form 1099-R:   Go to Income on the left panel within your TurboTax account, then select Wages and income summary at the bottom of the drop down menu Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R  On the next screen, you can select Type it in myself, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details for your Form 1099-R, using Distribution Code B and Code P in Box 7, then Continue Enter 2025 as the Tax Year, Continue Note: Select "None of these apply". Do not select the, "I need to file a substitute 1099-R" box when you reach, "Do any of these situations apply to you?" Enter the Gross Distribution of $292 in Box 1   Enter zero (0) in Box 2a to avoid double taxation Continue answering the questions, pressing Continue to advance   When you receive your official Form 1099-R in 2027, you will enter that Form when completing your 2026 tax return.

Sometimes you can modify the state ID to meet the requirements by including required prefixes or dashes as the state requires, just add it to the number you were provided.  If you have a length issue try adding zeros to make it work. For example, if your state requires 8 digits, and you have only been provided 6, add two zeros to the beginning.     If you can't find a way to modify what you were provided, ask your employer/payroll (HR) for the correct state employer ID.