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Yes, you can remove the excess Roth IRA contributions, plus earnings, before the due date of your return to avoid the penalty.     Since you made the excess contribution for 2025 and will withdraw the 2025 excess Roth IRA contribution plus earnings in 2026 before the due date, then you will get a 2026 Form 1099-R in 2027 which should have codes P and J.  This 1099-R will have to be included on your 2025 tax return and you have two options:     Amend your 2025 return after you actually have your 2026 Form 1099-R in hand.  OR   You can report it now in your 2025 return and ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding.  Then you must enter the 2026 Form 1099-R into the 2026 tax return since the withholdings are reported in the year that the tax was withheld.  The 2026 code P will not do anything to the 2026 tax return income but the withholdings will be applied to 2026.   If you wish to report the Form 1099-R now as part of your 2025 return without amending it later, go to the use these steps:     Go to Wages and Income > Retirement Plans and Social Security > Form 1099-R section of your return to add a Form 1099-R Select "I'll type it in myself" Box 1 enter total distribution (contribution plus earning) Box 2a enter the earnings Box 7 enter J and P Click "Continue" On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"? On the "Which year on Form 1099-R" screen say that this is a 2026 Form 1099-R. Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".   See the following TurboTax help article for more information:   What if I made an excess Roth IRA contribution because my income is too high?  

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Additional things to try, if needed:   Reboot your router and modem. If using a wireless connection, try a wired connection. If using a VPN, try without the VPN if you can safely do so; i.e., if you are not using public Wi-Fi.   But you shouldn't be using public Wi-Fi for sensitive tax returns anyway.

I received an email from Turbo Tax saying that I asked for a 5 day early return and would be billed $35. I did not sign up for this and this charge needs to be removed. I do not need my return 5 days early. Can you take care of this.  Thank You: Eric Niemi

After you have entered the foreign rental income in the Rental section (Schedule E), you must go to Deductions & Credits → Foreign Taxes and indicate the income is passive category income to trigger Form 1116. For a step-by-step walk though, follow the steps listed in this article.     

TurboTax generally allows entering only whole numbers for estimated quarterly tax payments. If you try to enter decimals, the software may round to the nearest whole number automatically. For estimated tax payments: 1. Enter the payment amount as a whole number; cents are usually not required. 2. You can total smaller amounts and enter the rounded total.   If you did not receive an Identity Protection PIN (IP PIN) from the IRS, you can skip entering it in TurboTax by following these steps: 1. Navigate to the Other Tax Situations section. 2. Select Identity Protection PIN. 3. When asked if someone on the return has an IP PIN, select No. 4. Continue with the return without entering a PIN. If your return is rejected because an IP PIN is required, it means the IRS expects one for your situation. In that case, you may need to retrieve the IP PIN from the IRS before refiling your return

I only received a 1099-R. I looked at it again and I was able to put my age and was over the 591/2 so I was not assessed a penalty but I didn't think  anyone at any age should be penalized for withdrawal of a money market.

How old are the children?   A qualifying child must be under the age of 17 at the end of the year. If your children turned 17 on or before December 31, 2025, they no longer qualify for the Child Tax Credit and automatically qualify for the $500 Credit for Other Dependents. The children's SSNs must be valid for employment in the United States. The children must be U.S. citizens, U.S. nationals, or U.S. resident aliens.

It's possible for your IRS transcript and TurboTax to show different information due to timing or updates. The transcript might show $0 refund if the IRS hasn't fully processed your return or updated their records yet, while TurboTax shows your calculated refund and acceptance by the IRS. Discrepancies in filing status, like Head of Household on the transcript and Single in TurboTax, can happen if your filed return's data in the IRS system hasn't fully updated or if the transcript reflects a different tax year or amended return. IRS transcripts update later in the process and may not immediately reflect changes or corrections made through TurboTax before final processing. If your TurboTax return was accepted showing Single status, that is typically the status filed. Transcripts reflect processed return data and may have delays or errors. Continue monitoring your transcript, as it can take time to sync. This difference is common and usually resolves after IRS processing is complete. Ensure your TurboTax data matches your intended filing status and refund before filing.

Thanks, I did put in a made up number and it let me proceed. If the system was smart it would assume a $0 contribution prior to 2025 would imply an inherited Roth.  I entered what the amount I withdrew which might imply no growth.  All that should matter is the owners age and when Roth was originated. Don't know why they ask how much was contributed prior to the tax year being processed.  

I know you have tried many of these things, but I would maybe try a different browser.   You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Did you receive the benefits on a a form other than an IRS form 1099-G?  Please clarify.   Paid family leave may be reported by following these steps:     In TurboTax Online, enter 'paid family leave' in the search microscope in the upper right hand corner of the screen.  Enter. Click on 'Jump to paid family leave'.

Para la declaración de impuestos de 2022, debe utilizar el software de escritorio TurboTax (TurboTax Desktop), ya que TurboTax Online para el año actual no admite la presentación electrónica (e-filing) para las declaraciones de 2022.   Aquí están sus opciones de presentación:   Compre e instale TurboTax Desktop para 2022 para preparar e imprimir su declaración para enviarla por correo. Utilice TurboTax Online para enmendar o presentar si ya ha presentado pero necesita hacer cambios. Envíe por correo su declaración completa al IRS ya que la presentación electrónica no está disponible para 2022 en la versión en línea. Asegúrese de reunir todos los documentos necesarios (W-2, 1099, etc.) y siga las indicaciones del software para completar su declaración con precisión.