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 Select Tax Tools You may have to minimize both the Federal and State options by clicking the Down Arrows on the Sidebar. You will then clearly see Tax Tools Click the arrow to up to see additional options Once you can work on Tax Tools On the drop-down select Tools There will be 3 or 4 green boxes Select Topics Search Type 2210 follow the interview Continue through the interview.  

The IRS uses your prior year AGI to combat fraud.      You can find your 2023 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2023 Form 1040 Requesting a transcript of your 2023 tax return from the IRS. You can request your transcript online at the following link: Get Transcript    Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0.  Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A).  Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less.  Filed with your spouse last year—you and your spouse have the same 2023 AGI. (Don’t split the AGI amount or enter  0  for one of you).    Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

@baldietax   It doesn't surprise me you had luck getting the older 2018/19 working, but what about 2022 and onward? If we can no longer 'activate' the product after 3 years does that mean we cannot install and use the software after 3 years unless it's still installed on the original machine?  We really need a definitive answer on this, the implication is we may be paying for software that is essentially just a right to a 3 year lease, and thereafter becomes unusable unless it's still installed on the original machine.  Or said another way, we need clarity on what exactly is required (the files and process) to be able to install and use the software after 3 years if needed. SE    

Yeah, I did that for NC this year...just a total.  But I also keep a spreadsheet for my records to show where the actual total $$ came from.   I wonder if I should change my answer/display....or let it be.   For UT residents, some Brokers are totaling all the specific states and territories that UT exempts, and generates just one % amount to use.

Go back through the Kansas state interview and edit your entries on the Tell Us Your School District screen.    The list is broken up into 3 sections and you may have entries in multiple fields which will cause an error during review.   Two of them should be set to No-Entry and only one of them should have your school district name and number.   In the example below (School  district = Fowler 225).    Both A-E and N-Z should not have an entry, only F-M has an entry.    

As a further comment, make sure you maintain records of how it was disposed: Letter from who you gave it to Picture of inventory in a trash bin If audited, the taxpayer will have the burden of proof so maintaining the above documents / records will be key.

To clarify, for the 2022 excess you requested the withdrawal of excess contribution  plus earnings and you reported the earnings on your 2022 return. You should have gotten a 2023 Form 1099-R with codes P and J.   And in 2023 you made a Roth IRA contribution that you recharacterized as Traditional IRA contribution in 2023 and then converted it to the Roth IRA in 2024?   You will enter the recharacterization when you enter the contribution to the Roth IRA for 2023 on your 2023 return:   Login to your TurboTax Account  Click on "Search" on the top right and type “IRA contributions”  Click on “Jump to IRA contributions" Select “Roth IRA” Answer ‘Yes” on the “Roth IRA Contribution” screen Answer “No” to “Is This a Repayment of a Retirement Distribution Enter the Roth contribution amount  Answer “Yes” to the recharacterized question on the “Switch from a Roth To a Traditional IRA?” screen and enter the contribution amount (no earnings or losses) on the next screen. TurboTax will ask for an explanation statement where it should be stated that the original $xxx.xx plus $xxx.xx earnings (or loss) were recharacterized. On the screen "Choose Not to Deduct IRA Contributions" answer "Yes" if you are thinking about doing a backdoor Roth. Otherwise select "No". (If you have a retirement plan at work and are over the income limit it will be nondeductible automatically and you only get a warning and then a screen saying $0 is deductible)   Please see What are IRA conversions and recharacterizations? for additional information.

First confirm that your ID and Password are correct.   If you forgot your user ID or password, but still have access to your phone or email on file, you can still access your account. This is the fastest way to access your account if you lost or forgot your credentials. Go to the sign-in help page. Enter the phone number, email address, or user ID for your account. If you enter a phone number or email address, we’ll send you a text or email with a verification code. If you enter a user ID, choose the method you prefer. Enter the verification code we sent, or follow the instructions in the message. We may ask you for more info to make sure it’s really you. When prompted, reset your password or select Skip. If you’re still unable to recover your account, select Sign in a different way.   For installation and software issues you can contact the TurboTax Support Phone Number   Edited 04/08/2025 | 7:14 PST @rhernson

Mine is the same.  Finally moved into "Approved" status with a note saying payment is due April 10.  Clearly there is something wonky going on at NJ Tax Dept.  Just keep calling.  Hopefully this is the last post from me on this subject.  Appreciate everyone who chimed in.  Definitely helped to know I was not alone in what I was experiencing.  Until next year all.......

If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button.