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No, if you are receiving interest income from a bank in Indiana and Arizona while you live in Missouri, you do not need to file a return for all three states.   All of your interest income will be reported on your Federal return and your Missouri state return.  Having interest income from a bank in another state does not require you to file a return for that state.   To learn more, take a look at the following TurboTax help article:   Why would I have to file a nonresident state return?  

Thx for the reply.  The amount shown on the original 1099-R is the exact amount shown on Line 21 of Oklahoma Form 511. The letter from Oklahoma Tax Commission requesting a 1099-R in order to process the rerturn also stated they cannot verify the withholding amount claimed on the return. I guess that is because they require the 1099-R to verify the amount claimed and e-file doesn't provide the 1099-R. Not etimated tax and SS number is correct,.   Just like last year I provided them what the letter requested and just like last year my return was processed. I just received my direct deposit of the refund yesterday.

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. This means waiting until the payment submitted with the tax return has been processed, or your refund has been received.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.   

Here's what I have and the path/questions/answeres I went through.  Self-employment net income was well in excess of $16,000.  Thank you.   us-east-2.turbotaxonline.com/unified/2025/... Premium   (personal not business)   MasOS Monterey Version 12.7.6     Under Deductions and Credits Select Kinds of IRAs owned or contributed to for 2025 Traditional IRA   me, spouse Did you contribute to a traditional IRA in 2025 YES Is this a repayment of a retirement plan distribution you received..?  NO Enter the total amount of contributions you put in a traditional IRA for 2025 8,000 for jan 1, 2026-Apr 15, 2026 Did you contribute more money to this IRA than was allowed in 2024... NO Did you have any nondeductable IRA contributions from 2024 or prior... NO   Did spouse contribute to traditional IRA in 2025 Yes Is this a repayment of a retirement plan distribution you received?  NO Enter the total amount of contributions you put in a traditional IRA for 2025 8,000 for jan 1, 2026-Apr 15, 2026 Did spouse contribute more money to this IRA than was allowed in 2024... NO Did spouse have any nondeductable IRA contributions from 2024 or prior... NO   Your IRA Deduction Summary Based on what you have entered you don’t qualify for an IRA deduction

Filing Form 8606 for a Roth conversion is not a new requirement. It has been a mandatory part of the tax code for decades.   The IRS uses this form to track your basis (the money you've already paid taxes on) to ensure you aren't taxed twice on the same dollars.

It's not completely clear which PIN or what you did, but here's some info in general:   If you are referring to a 5-digit signing PIN that was being asked for, you couldn't have efiled without it.  It's on a screen with today's date and your birth date.   That's how you sign the return.  It likely wouldn't have let you advance.   If you are referring to a 6-digit IP PIN (Identity Protection PIN), if that was omitted, and the IRS is expecting you to enter one, the efile "should" simply reject, and you can enter it and resubmit.

If you're getting an error about the 1095-A while filling, the IRS data base thinks you or a member of your household has or had marketplace insurance.   You should Confirm that you and no one else in the household got a 1095-A You can use the phone number listed by state at  The Health Insurance Marketplace. If you're sure you don't have a 1095-A you can use these steps to clear it. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

1. Box 1 of the 1098-T is $25867 - Box 5 shows $16,000 (if you need to know that).  I believe the $16,000 is designated for Tuition and Fees (there is $1,000 that is dedicated for Room and Board although the $1,000 for room and board does not show in Box 5 of the 1098-T) - I believe she had some book expenses, but it was minimal because most everything is online now.   2. Thank you, I'll look forward to your next reply on where to put it.  I assume I need to enter the 1099-Q into her return as it is outlined in the 1099-Q?   3. As for her other income she has a W2 from her summer job with income of $15395 and she also has income made from TikTok in the amount of $2000 (although she did not get a 1099 for this)

Yes, you may need to enter information from the 1095-A into your tax return. See our help article, "I'm on my parents' 1095-A form. What do I do on my return?", for common situations and how to address them. 

You can contact the IRS International using these three options:   Phone: 267-941-1000 (Monday-Friday, 6 a.m. to 11 p.m. Eastern Time, U.S. and Canada). Not toll-free. Fax: 681-247-3101 (N/A). For international tax account issues only. Live Chat (English): Available online for users outside the U.S. to ask about an amended return or request a transcript (Monday-Friday, 6 a.m. - 11 p.m. Eastern Time, U.S. and Canada). Unavailable Saturday-Sunday. @thejavier7