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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       If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       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  1095A for marketplace health insurance     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/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629    

Thank you! Will IRS likely flag  us if we claim AOTC for highschooler despite we received 1098-T from college for 2024 tax year (with check marked at least half  time)? And ban us from claiming AOTC for 2 years? To be safe, should or can we wait to claim 2024 1098-T wiith 2025 tax year? Thanks so much in advance!

What reason are you seeing for not being able to e-file with Form 568? Are you using TurboTax Business? If you are using a 1040 version of TurboTax, it will only prepare one Form 568 for one SMLLC only.      

Thank you for the response.  I'm still having issues.  I actually did withdraw significantly more than my RMD.  I'll use round numbers just to simplify the example.  I withdrew my regular amounts monthly, and one lump sum of $29,000, totaling $51,000 for the year.  It turned out that I did not need the $29,000 that I withdrew, so inside of 60 days  I put that money back.  This shows up as a rollover in Box 2 on my Form 5498.  My 1099-R shows the $51,000 in boxes 1 and 2a.  It also has box 2b checked (Taxable amount not determined).  It shows $2,290 in box 4 (Fed tax withheld), and it shows distribution code of 7 (Normal Distribution) in box 7.  My RMD for this account is $14,800.  So, I went back into TurboTax and re-entered all this information, this time selecting "Some of this distribution applied to the December 31, 2024 RMD, and I entered the amount applicable to my 2024 RMD again.  The rest of the questions remained the same and I still was not asked about a rollover.  Here is more information, but I'm not sure if it is relevant.   I inherited this IRA from my spouse in 2023 and rolled the entire amount ($41,000) over to my IRA in 2023.  This was reflected in my 2023 Tax Return.

Waiting for his amended return will not help you.   Print, sign and date your own return that claims him in ink, and mail your return in.   You have been blocked from e-filing by his very common mistake---which he probably will not make again next year.....   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

Thank you so much for your answer. My home address has changed since then, which is the reason why I lost the document. Should I used the old address for the resent tax return or should I used my current address?  

If you did not make any contributions then you do not have to enter a value in the IRA contribution interview.   Also, if you did not take any distribution from a Traditional IRA, where you made nondeductible contributions, then you will not get the value question at the end of the retirement income interview.

It might also mean that someone claimed you as a dependent; or it could mean that someone accidentally "typo'd" their SSN and used yours by mistake.    You cannot e-file when there is duplicate use of your SSN.  Print, sign and date the return in ink, and file it by mail.  The IRS will sort out the duplicate use of the SSN.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

If you have received an IRS Notice that your mothers taxes were not paid, you can reply to that Notice as it specifies and send them proof (copy of payment withdrawal) that her taxes were paid.   If you haven't received a notice about your mother's taxes not being paid, you should contact the IRS regarding this and start the process to show them that they were paid.  You can call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday.   In the meantime, you should timely file her 2024 tax return to avoid any failure to file and failure to pay tax penalties.   My sincere condolences for the loss of your mother.   Click here for Death in the Family   Click here for Can I e-file a tax return for someone who is deceased? Click here for What forms will I need when filing a tax return for someone who's deceased? Click here for Filing a final federal tax return for someone who has died