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You just go ahead to H & R Block---there is nothing you need to do with your TT account.  You can simply abandon it.   No one has access.   Keep a record of how to access your account if you have prepared past returns using TurboTax; they will be saved for seven years.

@ThomasM125 I understand that changes in tax laws can drive delays in tax preparation software, but labeling this as ‘last minute’ is exaggeration…IRS changes happened 19 January.  What I still can’t understand, and what you did not address, is why the software lets you complete your return and file knowing that this portion is still missing?

@rdemyan wrote: 1) I am over 65 years old. 2) I already have a Roth IRA that is well over five years old. It has about $20K in it. You have met the requirements for qualified distributions from your Roth IRAs.  Any distributions that you make from any of your Roth IRAs are now completely free of any tax or penalty, including distributions of any amounts derived from Roth conversions now or in the future or from earnings.  Although it's still good practice to do so, there is no longer any real need to track contribution and conversion basis.  Because any distribution from your Roth IRAs will be a qualified distribution, the distribution will not be reportable on Form 8606.

It usually does not prompt you to download a state program until you are working on a return for a state that has a state income tax, so you could begin with preparing one for the family members who are in the state with an income tax----that way it will give you the program for their state.

CantinaT1-   i did not itemize for my 2024 tax return with TurboTax.  For 2025, I am able itemize due to the large increase in deductible state and local taxes.  My 1099R for SS does not break out the amount I received in March 2025 as a lump sum resulting from elimination of WEP.  I divided the lump sum by 13 for the months the lump sum covered and then multiplied it by 11 for the 11 months in 2024 to get the lump sum for 2024.  I plugged that into the lump sum line on TurboTax and it seems to have dropped my taxes by about $800.  This does not sound right, but TurboTax is not importing my 2024 tax return like it has in previous years.  Am I doing this correctly?  Thank you.

Quick points: 1. I didn't try DeductibleDuck, so I can't say anything about it. 2. I said  the TFX might work OK in the TurboTax app, and I don't e-file from TTx Online, so no comment there. 3. Importing TFX from DeductAble successfully created separate donation forms with a total amount for each of my three batches, but did not list individual items. Don't know if that will clear the TTx review for e-filing to IRS, or the IRS review if it gets there. It entered "Comparative sales" on the wrong line of the Additional Info/Detail Worksheets, but that's easy to fix. 4. Perhaps, ideally, Intuit will fix TTx to accept an It'sDeductible-compatible file with valuations from other apps. But I wonder whether IRS would be happy with those numbers. Guessing that Intuit simply wants to get out of setting valuations, possibly because IRS will accept no more than a dollar per item. Do you think the feds would be so nasty to us taxpayers?

Federal tax refund?  If so, did you request to have the TurboTax account fees paid from the federal tax return? If not, what is the amount that was sent as shown on the IRS website for the status of tax refunds - https://www.irs.gov/refunds Did you have a refund offset? - https://www.irs.gov/taxtopics/tc203