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Since you are dealing with a W-2 that has $0 in Box 1 but amounts in Box 3/5 and Code II in Box 12, you should follow a modified version of the "W-2 entry" approach rather than the "Other Income" route. Here's the recommended entry.   The most reliable way to get this accepted for e-file and have it count for your Roth IRA is to "force" the income into Box 1 so the IRS computer sees it as wages. Enter the W-2 exactly as it appears, but with one critical change: Copy the amount from Box 3 (Social Security Wages) into Box 1. Enter Box 12 with Code II and the corresponding amount.  Proceed through the interview until you see a screen titled "Let's check for uncommon situations" or "Any of these apply to these wages?" Check the box for "Nontaxable Medicaid waiver payments" (also called "Difficulty of Care" payments). TurboTax will then ask you how much of those wages were nontaxable. Enter the full amount you put in Box 1. By putting the number in Box 1, you match the "Earned Income" requirement for the Roth IRA.  By marking it as a Medicaid Waiver payment in the follow-up screens, TurboTax creates a "negative adjustment" on your Schedule 1, Line 8. This removes the income from your taxable total, so you won’t pay income tax on it, but it still counts as "compensation" for your IRA.

I don't know that you were ever allowed to access forms in the online version of TurboTax. I believe the reason is because you pay for the program when you are finished, so if you were allowed to access forms before paying it would be possible to complete your return manually using TurboTax and then not pay for the program.    @Idwei

What do you mean by "sat at accepted?'   What are you expecting?   TurboTax will not update to your refund status.  TT gets no information from the IRS after you file your tax return.   You can track your refund yourself on the IRS refund site.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.      

This is a known issue in TurboTax and we are working to resolve it as soon as possible. As soon as we have a resolution for you, we will update you in this Community thread.   [edited 2/4/2026 | 3:11pm PT]

That is not an error.  You cannot claim the Overtime deduction for wages that were not included in taxable income for the IRS.  So the overtime on the W-2 with $0 in box one, you would not be able to deduct.  You would need to delete the numbers from box 14.  In order to claim the No tax on Overtime deduction, the income must be included in your taxable income and reported to the IRS.   Since your other W-2 has a number in box 1, you can deduct the OT premium you earned from that employer, but you cannot deduct the OT from your exempt income.     Note, the premium or the .5 in time and a half is what is deductible, not all of the overtime.  To calculate your overtime deduction you would take your overtime pay per hour minus your base pay per hour and multiple that by your total overtime hours.  If your employer lists your total overtime you can divide that by 3 to get the OT Premium amount.   If you are paid double time you would divide it by 4.  Only the .5 amount is deductible. So if you work 300 hours of OT and earn $30 per hour for your regular pay and $45 per hour for overtime, you would multiple $15 (45-30) by the 300 hours for a total of $4,500. Remember, this is a deduction NOT a credit.  This means it will lower your taxable income, which can lower your tax liability.  You will  NOT see a refund in the amount of the OT you enter. The OT is reported on Schedule 1-a, line 14a with the total amount you are qualified for reported on line 21 of Schedule 1-2.   To see your form 1040 you can switch to forms mode if you are using TurboTax Online or if you are using the online version you can select Tools>>Tax Tools>> Preview my 1040.    

It depends on your entries. Check the steps below to be sure you are entering the correct information in each field.    You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2024. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.

I assume in this case that what you are trying to say is that you have paid for the ability to file a state tax return on one account and then have entered the information that needs to be on that state return into a different account.     In that case you will need to re-enter all of the information that needs to go on the state return into a federal return in the other account.  Then create the state return in the account that has the license.  Then file the state return without filing the federal return.

If you used your TurboTax account, it transferred your information only so you will have to enter your spouse's information to get the entire Kicker.   In the Oregon state tax return entry, look for the screen that says Oregon Kicker Amount.  Continue through this section of the interview and you will see where you can add her information.  Look for the screen titled Did Spouse file an Oregon return for 2024?

Your New York tax return has not been e-filed successfully due to an issue affecting the reporting of your inflation refund check. This has now been fixed, and the inflation refund check no longer affects your New York income tax return.    Please sign in to TurboTax, complete a final review of your return, and e-file your New York return. If you're using a desktop version of TurboTax, make sure your TurboTax product is up to date before re-filing your return. As a result of this update, you may notice a small change to your New York tax results, such as a slightly lower refund or a slightly higher balance due.    @RedHotLava 

Your New York tax return has not been e-filed successfully due to an issue affecting the reporting of your inflation refund check. This has now been fixed, and the inflation refund check no longer affects your New York income tax return.    Please sign in to TurboTax, complete a final review of your return, and e-file your New York return. If you're using a desktop version of TurboTax, make sure your TurboTax product is up to date before re-filing your return. As a result of this update, you may notice a small change to your New York tax results, such as a slightly lower refund or a slightly higher balance due.    @SwadeMarshall 

IOS and Turbotax is a JOKE.  They shouldn't sell it if the Turbo tax programmers can't trouble shoot, and run expected trials for users with IOS.  I'm in the same spot and installing the program was almost 1 1/2 hours.  Due to having to find a work around and to over ride the keychain issues it had (TT directions did not work).  I finally managed to get by that issue and the program installed.  Now I'm on hour 2, and dealing with the import or transfer issues, my file is not in USERS.  It still isn't working.  The TT computer voice is like nails on a blackboard waiting for a human.  I've been using this software since the early 1990's.  During COVID, I think it was 2022, it didn't work and I had to partition my drive with a phony user.  I have rental property with all the depreciation schedules.  I WOULD CHANGE IN A SPLIT SECOND if I could move all of it to ANY other program.  Its been stress, and un-necessary hour of work on my part, and worse is that I pay good dollars for it.   I BLAME IT ON A VERY VERY INEPT SOFTWARE DEVELOPMENT TEAM!  

Yes, if this is not from unemployment you can enter the withholding and income using the steps below.  If it is unemployment you will enter the 1099-G by using the search function on the right.    Other Withholding: Sign into your TurboTax account - TurboTax Online/Mobile or TurboTax Desktop >  Once inside the return select Deductions and Credits Scroll to Estimate and Other Taxes Paid > Start/Revisit beside Income Taxes Paid > Scroll to Other Income Taxes Paid in 2025 Continue to Start Withholding not already entered on a W-2 or 1099 Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount

Unfortunately, no. The only information I could find is in the article from the New York State Department of Taxation and Finance that I referenced in my prior post, and it just addresses state tax issues. I imagine the situation you are in is rare so there is likely not much on it when you do internet research. You may find it helpful to enlist the assistance of a New York tax accountant who is informed about such matters.

Unless your pension is an annuity-type pension, it is probably a private pension like a 401K. The best way to correct the classification is to delete the 1099R and start over.   If using TurboTax Online:   In the left-hand menu, click Tax Tools and then Tools. In the pop-up window, select Delete a Form. Scroll through the list until you see Form 1099-R (it might also say "1099-R Worksheet" or "Pension/Annuity Worksheet"). Click Delete next to it and confirm. If using TurboTax Desktop:   Click the Forms icon in the top right corner. In the list on the left, find the 1099-R associated with the annuity. Highlight it, then click the Delete Form button at the bottom of the screen. Step 2: Re-enter as a 401(k) Go back to the Wages & Income (or Federal Income) section.  Find Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R).  When you re-enter the data, pay close attention to the Box 7 Code. For a 401(k), this is usually a 1 (Early distribution) or 7 (Normal distribution). Ensure the IRA/SEP/SIMPLE box is NOT checked (unless it actually was an IRA). After the main screen, TurboTax will ask, "What kind of plan is this from?" Select 401(k).

Another possible thing to try here is deleting the state return and then starting over again.  Before restarting your state make sure that you have entered all your information on the Federal page.  Once you do that follow the steps below to delete and restart the state return   For the downloaded version of TurboTax:   Click "File" on the top left of the black banner From the dropdown menu, click Remove State Return. Click on the California return under the Return Description, then click Remove On the popup, answer Yes to Are you sure you want to proceed Go to the State Taxes tab Click Start to the left of California to restart the return. For the online version of TurboTax:   On the left side menu, go to State Taxes and click on Your State Returns. Click the trashcan to the far right of California Click on the + Add another State button Select California from the dropdown, then click Continue