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I posted this issue originally in the wrong discussion forum (https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-taxable-amount-rolled-over-for-1099-r-not-calculated-correctly-by-turbo-tax-2024/01/3675604/highlight/false).  However, I got replies recently and it has been root caused.

Hi, @SteamTrain:   You are amazing! Yes, that was the exact cause. Box 1 should be entered as $51749.60 instead of $51749.50. I missed that small error. I thought Turbo Tax rounds the numbers, so the cents wouldn't matter esp. if they rounded up to be the same. But as you suspected, the $0.10 difference must have triggered a hidden issue in TurboTax. The issue probably was there last year, but my entries with other correct 1099-R numbers didn't trigger it.  If Turbo Tax could add a change to alert user of such discrepancies for the user to catch and correct the data error, it would be nice. (c.c. @DanaB27 ) Thank you very much for investigating this issue!  Although I have already filed my tax by mail as I don't know when this issue would be resolved, I am so glad to know the cause! Next year, I can avoid a similar issue and hopefully be able to eFile again. JoAnn  

Your Section 179 deduction cannot exceed your net business income. When you have more Section 179 than income, the disallowed deduction is carried over to the next year. Only a business loss created by business expenses other than depreciation may offset W-2 income.

Sounds like you are on the Advantage auto renew plan?  This year they stopped sending the CD.  It’s download only.   If you are an Advantage subscriber sign onto your Advantage account to download https://accounts-tax.intuit.com/turbotaxadvantage

Did you buy the Desktop program?  Did you get the 16 digit License Code?   How to install and Activate the Desktop Download program with a License Code How to install TurboTax CD/Download software with license code

Yes!   If you live together he can’t file Head of Household.  You might need to amend the whole return.  If you lived apart the last 6 Months of the year and he claims a child he might qualify for Head of Household but your income shouldn’t be on it.  And you would need to file your own return as MFS or Head of Household if you also have a child.   And he can’t claim you as a dependent.   Oh what state are you in?  There are several Community Property states that have special rules when you file Married filing Separate.   

If you can be claimed as a dependent there’s no affect on your return by saying that you are a dependent unless you are eligible to claim education credit. Otherwise you don’t have to do anything. Your parents are free not to claim you but if eligible to do so are missing out on a tax credit if otherwise eligible. 

AND as a final note, when sending any paper returns to the IRS, always send those certified mail return receipt. This is very inexpensive insurance as the taxpayer always has the initial burden of proof for mailing.  The return receipt proves that the return has / had been received by the IRS.

I switched my 401k contributions to ROTH 401k contributions starting on mid-2020, and I'll have to presume that's when my employer started making their contributions to the ROTH 401k as well. I never received a 1099-R from them over the 5 years before my rollover - and during the above described rollover to a ROTH IRA, I requested a 1099-R from Vanguard for the pre-taxable employer contributed amount, and they refused. That left me with no other option than to pull the employer contributed amount from the ROTH IRA, and deposit the funds into my regular IRA with the self-certification that this is where they should have been deposited in the rollover process since there was no other way to declare them as deferred-taxable retirement funds from my employer.

Are you asking about transferring 2023 into 2024 but you don’t have the 2023 file or can’t log into your 2023 account?   Exactly what do you need to enter?   Do you have any Capital Loss Carryover or other carryovers from 2023?  We can tell you where to enter them.