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@ GERR  also wrote:  "I tried to confirm PIN on IRS.com but was instead lead to get an 6 digit IP PIN."   I don't know what "IRS.com" is.   The official IRS website is IRS.gov .   In any case, see the long answer I left you above about your rejection error issue.   Without knowing the original rejection error code, I'd be suspicious you may have ended up with an IP PIN by mistake, but now you do have to use it.

@GERR wrote: In process of e-filing, TurboTax asks for 5 digit "signature" PIN.  The IRS rejected my efile for lack of correct  PIN? I tried to confirm PIN on IRS.com but was instead lead to get an 6 digit IP PIN.  Very confusing because I did not realize there were two different pins.  When I returned to TurboTax I was shown the screen with the 5 digit pins so could not make correction there.  Had to read community discussions to try to resolve but TurboTax should have lead me to IP PIN entry instead of signature PIN site. Can't believe I was the only one confused. I'm suspicious of your first rejection since you did not provide the rejection error code, so all we can do is guess for now.   I'm curious if the original rejection code might have been for an AGI/PIN issue, which is not an IP PIN (Identity Protection PIN) issue.   In the rejection message did it specifically mention the term "IP PIN" or  "Identity Protection PIN?"   Or did it say there was a problem with AGI or PIN?    If the latter, that is not Identity Pin.   Again, it's hard to know without the rejection error code.     In any case, if you acquired a 6-digit IP PIN, then you do have to use it.  From the above I can't tell if you entered it or not, but if you haven't, here's how:   Federal tab (or the PERSONAL tab in Home and Business desktop) Subtab Other Tax Situations Scroll down to Other Return Info Expand that topic and choose Identity Protection PIN.   You will still need to enter a 5-digit PIN on the Signature page to "sign" your return. It's on a page with today's date and your birth date. Like it says there, those 5 digits can be any 5 digits of your choosing (except can't be all zeros.)   If you get another rejection, be sure to post the actual rejection error code.

Yes, I want to report After tax 401k to Roth IRA rollover. 1099-R received from the 401(k) Box 1 Gross distribution = Box 1 + Box 5 Box 2a Taxable amount Box 5 Employee contributions/Designated Roth contributions

Also check your email's junk/spam folder in case it ending up there.  Otherwise try this:   Log in if not already logged in, and low down in the left menu column choose Intuit Account. In your Account settings, go to Sign In & Security. Check the email address there, and update if necessary. If it has an adjacent tag that says "unverified" or "not verified", there may be a link to verify it there. It will then send a verification email. Once you do all that, I'd log out of TurboTax, close the browser and reopen it. Then log in and try your filing again.   It may or may not ask you again when efiling for an email verification code, but it at least it will be using your correct email address. FAQ: What if I'm having trouble with my filing verification code? https://ttlc.intuit.com/community/security/help/what-if-i-m-having-trouble-with-my-filing-verificati...  

I was very disappointed in this new format. Not customer friendly at all. I have a new computer and wasn't able to get 10 years of information off the old one. It took way too long to find what I needed just to get my tax started.  I have used TT for over 10 years no complaints. I miss the CD.  Making us have an Intuit Account was annoying. It should be our choice. I will not recommend TT for next year. 

This answer assumes your 2023 return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions (you don't actually have to prepare a return), and then when you are far enough into the process the left menu column will change, and you'll then see a Tax Home option.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started or finished a 2024 online return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

A 2023 return cannot be prepared in Online TurboTax, which is only for 2024.   You would need to purchase 2023 desktop software to install on your computer (see link below).   A 2023 return cannot be efiled with TurboTax; it has to be printed, dated, signed, and mailed.   If you had already started a 2023 online return last year and want to continue it in the desktop software, we can tell you how to download your *.tax2023 data file to open in the desktop software.   Or did you completely finish preparing a 2023 online last year and just need to file it?   You can buy 2023 desktop software directly from TurboTax at this page: https://turbotax.intuit.com/personal-taxes/past-years-products/

You should view your returns prior to filing.   To fully view them you have to pay for them first.   If you haven't paid yet, see this:    You can have preview privileges of the Federal Form 1040 for free while working on your return as described below, or you can pay in advance for full viewing/printing privileges at will of all forms in your return.    Here are the 2 options:   You can preview your Form 1040 at any time for free.  Here's how:   Open your return, and in the left menu column, choose TAX TOOLS, then choose TOOLS. In the Tools window, choose "View Tax Summary." When the Tax Summary opens, look in the left menu column and choose Preview My 1040. That will show you the Form 1040 and schedules 1-3. Or if you wish to do so, you can pay in advance to view/print the Form 1040 and all forms in your return at will.  Here's how:   Open your return, and in the left menu column, choose Tax Tools, then Print Center. Then choose "Print/save/preview this year's return." On the next screen choose to "Pay now". Note:  It may try to upsell you on add-ons like MAX, which you can choose or decline. The next screen should be an Order Summary.  Review that, and if all is OK, click Continue. It should then prompt you for payment by credit or debit card.  The screen only says "credit card", but it will take a debit card.  If it should offer you the option to "pay later" out of the Federal refund, that can't be used for this purpose.  You will need to pay now by credit/debit card in order to download/print prior to filing. Then you should have an option of which PDF to download/print/view.  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

Ok, we're getting a bit warmer.  But I still have the problem.   I got my timeline a little mixed up.  The corrected timeline of events: For Tax Year 2022, my employer overfunded my HSA by $50 I did not get the excess resolved in 2022 For Tax Year 2023, I contacted the HSA administrator, and had the excess funds removed.  I received the 1099-SA for Tax Year 2023, and filed it with Tax Year 2023 My understanding is that this should have taken the one-time 20% penalty, and resolved the issue Unfortunately, in Tax Year 2024, Turbo Tax still thinks I have an excess contribution. My 2023 1099-SA: From my 2023 Tax return worksheets: My 2023 5329 Part VII (including line 48) and  looks like maybe it did not correctly apply the 20% penalty? But as shown above, I showed the return of excess contributions.   So I'm at a bit of a loss here.  Is this a bug in TurboTax, or am I still doing something wrong?