All Posts

Wow so turbo taxes online forms dont allow this to be correctly classified which is truly insane to me and I called for help and was incorrectly told information.   you need to download the TurboTax desktop Verizon and correct this manually under the forms for that schedule E (the check boxes -material and other)    finally got it to work but shame online software isn’t up to date for this feature 

Odd. I've gone through those exact steps.   When I arrive at the rollover question for my spouse, this is what I see:   Did [spouse name] roll over all of this $7,000 (Box 1) to another retirement account? Let us know if you rolled over all or a portion of this distribution by depositing it in another retirement account (or returning it the same one) within the rollover time limits. 1) Yes, [spouse name] rolled over $7,000 to another traditional IRA or retirement account (or returned it to the same account). 2) No, [spouse name] rolled over less than $7,000. 3) I did something else   On the other hand, I see the following options for me when I arrive at the rollover question:   1) I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) 2) I converted some or all of it to a Roth IRA 3) I did a combination of rolling over and converting some or all of this money 4) I didn't roll over or convert this money   I selected option 2 for me (converted to Roth IRA) and option 3 (I did something else) for my spouse and that seemed to do the trick on our forms 8606. It's unclear why the explicit "I converted some or all of it to a Roth IRA" isn't available for my spouse.

@ GTSeattle   See my comment above on where to enter the IP PIN.   But also be aware of this:   NOTE:  If you received your IP PIN by IRS letter a few weeks ago, be aware that the IRS sent some early letters with wrong IP PINs in mailings prior to January 6.   The IRS subsequently updated those incorrect IP PINS with new ones inside the online IRS account.   So if your IP PIN rejects again (after you enter it in the correct location), it may be because of a letter prior to January 6 with the wrong IP PIN, and in that case check the IP PIN showing in your online IRS account.

Absolute trash. it’s still not working and it’s the 21st- I have been working on this for weeks, deleting, adding, clearing cookies and cache, uninstalling, clearing my entire file and starting over. This is how wars start, honestly. PISSED.

Well now it’s still not available-Rather it is but everyone’s still getting the same you can’t file message. So what now? Enraged, honestly. The stupid link you posted doesn’t work either. I’m about to take my business somewhere else after about 20 years with TurboTax. This is such BS.

@ GTSeattle wrote: Where can I input the IP PIN on my return filed by TurboTax desktop software?  The Turbo Tax "signing pin" is only 5 digits and the IP PIN is six digits.   Can I correct the rejected E-Filed return or do I have to now file by mail?   You can correct it and resubmit the efile.  The 6-digit IP PIN is not entered in the FILE section.  It's an entirely different part of TurboTax.  Here's how to navigate:   Federal Taxes tab (exception:  Personal tab in Home and Business) Subtab Other Tax Situations Scroll down to Other Return Info Choose topic Identity Protection PIN   Addendum:  Also see my next comment below which mentions that some early IRS letters (if that's how you received yours) had incorrect IP PINs and how to get the updated one, if applicable.

To find the state tax refund section, go to Wages and Income, select Other Income, and then Refunds Received for State/Local Tax Returns. See this help article for more information.   If you were going to report a state tax refund received in 2025 as income and reported on Form 1099-G, TurboTax would ask how much you deducted for state and local taxes in 2024 (on Schedule A).    A state tax refund from filing the prior year's taxes would only be taxable to the extent there was a tax benefit - i.e., you took an itemized deduction for taxes paid.    See this article for more information about Form 1099-G.  

I call BS. it’s the 21st now I believe and I’ve been struggling with this for weeks. I uninstalled everything and cleared my entire tax form which was complicated this year, but I need to file because I need my refund, and I’m still getting this stupid that you can’t file yet message because of the form. What a pathetic generic answer.

Where can I input the IP PIN on my return filed by TurboTax desktop software?  The Turbo Tax "signing pin" is only 5 digits and the IP PIN is six digits.   Can I correct the rejected E-Filed return or do I have to now file by mail?    

The message "Success!  TT has the data" is not correct.  The data is trapped on the browser page, in my case hidden, along with an "import" button.  Scroll the browser page to see if you can find it.  In my case, locating and hitting the "import" command resulted in the data flowing into TT.  In prior years, the TT server talked directly to the financial institution and things worked the way they are supposed to.