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If your tax return has been rejected, you can fix it by following the steps below:   Launch TurboTax Select Fix my return  Select Fix it now and follow the instructions  When you're done, select File in the left menu and follow the instructions .    For additional information, refer to the TurboTax articles Video: What to Do If Your Tax Return Is Rejected by the IRS and What does my rejected return code mean and how do I fix it?

As a dependent, you don't need to add a Form 1095-A to your tax return. Your won't have any health insurance questions to answer on return.  TurboTax will tell you "Since someone is claiming you on their 2024 taxes, you don't have to complete Health Insurance". Somehow, you may have made an entry that makes TurboTax think you need the form. Review your entries by following the instructions below: Launch TurboTax and type 1095-A in the search box at the top Select Jump to 1095-a  If you see a Form 1095-A, select the trash can to delete  If you don’t see a Form 1095-A, make sure that you select No when you get to the screen that asks Did you received Form 1095-A. Also, try deleting the forms your tax return. Follow the steps below. Launch  TurboTax Select TaxTools in the menu on the left Select Tools Select Delete a Form in the pop-up window Scroll down until you see Form 1095-A and delete If you see Form 8962, delete that form also Return to your tax return and review.   Refer to the TurboTax article How do I view and delete forms in TurboTax Online? Where do I enter my 1095-A?

You can transfer your 2023 tax data file from Desktop to Online to prepare your 2024 tax return. Refer to the TurboTax Help articles How do I switch from TurboTax Desktop to TurboTax Online? for more information.

ok when you do directpay you have to give a reason from the drop down, what did you use for that as there is no option to classify that as "withholding", did you use "estimated tax".  Then in TT I'm guessing you used "other income taxes" / "withholding not already entered on a W-2 or 1099"? - as opposed to the "estimates" category.

Yes, I cleared cookies and cache just as you suggested, but I don't know how to use another browser or incognito window. Appreciate your help. My federal return went as expected filed and paid. And yes I am using the online version. 

If your 1099-R is for an IRA, the box 1 amount goes to line 4a of form 1040 with the taxable amount on line 4b.   If your 1099-R is for a pension or 401k,  the box 1 amount goes to line 5a of form 1040 with the taxable amount on line 5b.

There are NO Wash Sales on GAINS.  So, if the brokerage puts in a figure for a Disallowed Wash Sale, I changed the Wash Sale to -ZERO-   Is that not correct?  I've had Turbotax CPA's tell me THAT is how you do it, rather than change your Cost Basis.   I'm making the changes from calculating the difference between Cost & Proceeds from an Excel Spreadsheet the brokerage provided.   As the spreadsheet has somewhat different Cost Basis & Proceeds, that is how they said to do so.   WHAT'S MISSING HERE FROM REPLIES:  When there is a Gain, there is no box to place a Gain in; only a box to delete the Wash Sale.  So, my correction removes the erroneous Disallowed Loss, there is no place to enter the Gain.

Your question is posting from online Live Deluxe---which indicates that you have used an online version that includes live help from an expert.  Did you use that help?   If so, you pay the "Live" fee for both the federal and state returns.     If you have not registered, paid or e-filed you can clear and start over in a lower version of the software. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost     https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m5ydiw67       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    

@Balditax:  Thanks, but near as I can tell I did the TTax 1099-R correctly.  There is a withholding for my RMD and no more than that.  The only place in my filed return that shows the correct numbers withheld from the conversion (withheld from outside funds) is on the TTax page "Estimates & Other Taxes" -> "Other Income Taxes".   The amount I withheld when using "Direct Pay" had a cushion and I made the payments within 2 days of the conversion.  I kept copies of the transaction confirmations to avoid underpayment penalty.  TTax form said I did not need to file a 2210 so I didn't.  The IRS has my return because they have mentioned all of the correct amounts.  And, because I paid the direct pay my taxes paid are well over 100% of prior year (which is likely why TTax said I didn't need to file a 2210), but you raise a good point as I am going to convert more this year and probably won't be able to cough up enough outside cash to meet 100% of this year.   I'll try to remember this next year.   My 1099 is "taxable amount not determined" and coded IRA 7 which is correct.  It shows the total amount distributed without mention of the conversion.   I guess I simply need to send another letter to IRS spelling out "their error" but they seem to be set on giving me back my tax payment anyway.  Maybe the "Operations Manager" has been in the seat only since Jan.

@erenteria5   What file did you download?  You need the pfd file to open and view your return.   If you downloaded the .tax2023 data file you need the 2023 Desktop program installed to open it.  You can call in and ask to have the Desktop program put into your account and the 16 digit License Code so you can open it.