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If you received your refund from the IRS and it wasn't the amount you were expecting, there may have been an offset. A refund offset is when the IRS intercepts it to pay off a delinquent debt, such as past-due child support, outstanding student loans, or unpaid federal/state income tax.   The IRS will  mail you a letter explaining the change in your refund.  For more information about refund offsets, including contact info and the appeals process, please see IRS.gov (Tax Topic 203).   In addition, here is a TurboTax Help Article: Why is my refund amount lower than the one shown in TurboTax?

Same. We were just on the phone with TurboTax support for over an hour. Figured out how to unlock return after hitting Print and then it saying on the second page of instructions that it is illegal to mail it in. Go to “add a state” and it will let you continue. We went through the whole thing again with the agent and resubmitted. Still no boxes to check. Hopefully it won’t get rejected a 6th time for the missing nonexistent check box. 

1. Probably. You don't say which state you are in but many of them offer some credit or income exclusion on the income. You definitely want to indicate that on your state return to reduce your tax bill. 2. Without your state for exact definition - rough guesses are IRA, annuity, or other pension- maybe private employer 401k, 403b, etc.

First, delete the form from your return.   Delete the Form: * Go to Tax Tools > Tools > Delete a form (or Forms Mode on Desktop). Find the 1099-MISC for Paid Leave Oregon and delete it. Also, delete any Schedule C that was automatically created. Now enter your 1099 MISC form another way.   Go to Federal > Wages & Income. Scroll to the very bottom: Less Common Income. Select Miscellaneous Income, 1099-A, 1099-C. Select Other reportable income (the last option). When it asks "Any Other Reportable Income?" say Yes. Description: 1099- MISC Resporting  "Paid Leave Oregon - Medical/Family." Amount: Enter the total from Box 3 of your 1099-MISC.  

The number listed above for Galway is only  the Dept of Education (DOE) identification number.  It is not the Employer (Tax) identification number (EIN) required to qualify or the American Opportunity Credit (AOC).  If Galway is not willing to go to the trouble of getting an EIN, you cannot claim the AOC.  Since Galway is on the DOE list, you are eligible for the less generous Lifetime Learning Credit (LLC) and do not need to enter an EIN, in TurboTax, to claim it.

Let's break this down: The code G rollover into traditional is not taxable so your taxable box 2 and ROTH conclusion are correct.  The form 8606 keeps track of your nondeductible contributions.  See Who Must File form 8606. If you should have filed and did not, you should file the form for each year separately. I had to go back over 30 years with one client. The sooner you get back on track, the better.  See About Form 8606, Nondeductible IRAs. The basis can be tracked: first step - your 1099-R shows a taxable amount - if that really is in a traditional IRA -some basis established Form 5498 -the broker sends when you make contributions and rollovers, see What Is IRS Form 5498: IRA Contributions Information? I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your  carryover information, and proof of your basis in your various investments. You must keep tax records  from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses, carryforwards,  and basis. This can be a digital or paper notebook.

I'm using TurboTax Desktop and the question is one of the questions that I had to answer when input my 1099s.  I am a retired US citizen, have used TT for 4 years now, and don't have any foreign investments or anything to do with Canada.   There is a line under Retirement Plans and Social Security, "Canadian Registered Pension Income". After I've entered my 1099 information and answered some other questions, the next heading that comes up is, "Canadian pension information".  It wants the Custodian Name of the financial institution and won't let you continue until you put something in to the open box.  If you just put in a 0 it next wants to know who it belongs to, me or my wife.  VERY FRUSTRATING

Same issue, last form I need to file.  But you make an interesting point - I also keep getting pushed to file my return even though this form is not available and is messing up my Schedule E.  There doesn't seem to be a stop on filing by Turbotax.  I understand this functionality works in H&R Block.  I may have to switch.