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I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:    TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on Send and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.     *(If using a MAC, go to the menu at the top of the screen, select Help, then, Send Tax File to Agent”)    

What code is showing up in Box 7 of your 1099-R for the Qualified Roth distribution?  If it is code Q, it is a qualified distribution, but if it is code T, that would mean that the custodian of your Roth account doesn't know if you met the 5-year rule for the distribution.   These are only a couple of possibilities.  If you could provide more detail about the1099-R, especially the code in box 7, that would be helpful to get you the information you need.  Is the Roth distribution being taxed on both the Federal and State level, or is it being taxed by one and not the other?  If it is a state that is taxing it, please provide the state you are filing a return in.

If the contribution is being treated as nondeductible, verify that the “covered by a retirement plan at work” box is marked No for both spouses in the IRA contribution section of the software. Also, confirm that your net Schedule C earnings (after the deductible half of SE tax) exceed the contribution.    Contributions to Individual Retirement Arrangements (IRAs)    

In my case, my 2025 AGI is above the MFJ limit for the Previously Owned Clean Vehicle Credit, and my 2024 AGI is below the limit. So 2025 income is in fact the reason I don’t qualify under the current year test.   That’s why I expected TurboTax Online to open the prior year AGI input and populate Form 8936 Part I line 3a, but I’m not seeing that option in the interview.   Are there specific conditions or screens in the Used Clean Vehicle section that trigger the prior year income test? @AnnetteB6

Information for your name, you will need to change that in the federal section of the return, under My Info.  To fix the rest of the information that applies to Illinois, please follow these steps carefully:   Make sure you have entered the previous year's AGI correctly Verify your PIN Make sure to enter all 8 digits (This is not your 5 digit federal PIN) Verify your drivers license or state ID number is entered correctly If it is your first year filing with your state, you will have to enter your Drivers License or state ID information Enter each field exactly as it is on your Drivers License or state ID (First Name, Middle Name, Last Name, Suffix (leave blank if necessary), and weight You may not use an out-of-state or expired drivers license You may need to print and mail your return if the reject continues after re-transmitting @dvorak42 

@doobmonkey  The problem has been fixed. If you are using the TurboTax Desktop software make sure that you have updated your software. Then go back through the entire Sale of Home interview from the beginning.  

@CatinaT1 recommends this process.   Use the trashcan icon in the Canadian Pension section next to where this appears, but you don't click Continue, because it creates a new Canada RRP Worksheet. So click the trashcan and go right back to Federal Review.   Also, consider using Delete a form in TurboTax Online.  Follow these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right. @DanaJW 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button

The 2024 tax return can only be amended using the 2024 TurboTax desktop editions.   To complete and file a 2024 amended tax return, started with the online editions, you will need to download the 2024 tax data file.  Then you will need to purchase, download and install on a personal computer, Windows or Mac, one of the 2024 desktop editions.  Once installed you need to open the 2024 tax data file you downloaded by clicking on File and then on Open Tax Return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download .tax file   To complete and file a 2024 amended tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 amended tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

@gksd777    And you "should" Edit that uploaded W-2 to make sure everything went in properly. There have been some disasters with the A.I. putting State income into state  withholding instead. And Box 12 and box 14 entries could get messed up too. Check EVERY box against what is on your PDF.