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NY doesn't tax retirement income under $20,000.  I don't know if they will tax this, since it is not a normal withdrawal, but it a return of excess.  At worst, NY will tax the gains.  At best, they won't (depending on your other retirement income, of course).  There aren't any other penalties in NY. 

Are you able to open the program?  Do you get an error when trying to update when it first opens?  If you could share more details, we'll try to help.  Make sure you don't have any other programs open, and disable your anti-virus software.   @mrhor77 

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

You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

On your 2025 return, you must report the Roth contributions.  Turbotax will then say, "you have excess contributions, will you remove them before the tax deadline?"  Answer Yes.   The withdrawn contributions are not taxable, but the gains are taxable, and they are taxable in 2025 since the contribution was for 2025, even though you did not actually get the money until 2026.   Then go to the retirement income section and enter a new 1099-R as if you received one (don't use the "substitute 1099-R" procedure, just pretend you got one.). Enter the total amount of the withdrawal in box 1, and the taxable amount (the gains) in box 2a.  Use codes P and J in box 7.   In January 2027, will get the actual 1099-R for this withdrawal, you will need to enter in on your 2026 return so the IRS computer can match it, but the codes will ensure that the gains are not taxed again. 

@bivona2525    There was a New pop-up this year that you had to accept...before the data will actually get recorded. IT was something about letting Intuit have access to your devices...   See the following discussions on what to do to re-set that browser to allow it, then try again. __________________________ Solved: Re: Importing Brokerage data does not work and Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

To access your tax returns (current or prior year) you will sign into 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 Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Generally no.  If you never launched the business and only filed the paperwork you cannot write off the legal fees for zoom on your 2025 return.     If you do plan to start the business still, you can deduct up to $5,000 in start up costs in the first year of business, which you could use the legal fees as start up costs when you begin operations.   

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.