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I believe you are referring to box 11 on form 1099-R which is for the first year of your Roth IRA contribution. The purpose of that entry is to determine if you held the account for five years before you took distributions. You may be penalized if you made a distribution before five years. If you know you held the account more that five years, chose a date that is more than five years from the date of your distribution.

The state is filing so there is an error preventing you from filing. It sounds like the program may not realize your OR return is paid - to allow e-filing. You need to go back through the OR return clicking continue along the way to see if you can establish that connection. If your return is finished, you can select to add a state- this lets you back in to go through the OR return. If you are using desktop, check for updates. If all else fails,  contact support.

@oshint00    IF both of you were at or over 65 during 2025......and only $6000 is showing   GO BACK to the Personal Info section and EDIT each of you. During the entry of your SS, there is a checkbox, indicating that the SS number is not valid for employment. One of you has that box checked, and it likely should not be. (you don't have to be employed....the SSN just has to be eligible to be used for employment should that person choose to work again)   That box is only checked if their SS card actually says it's Not Valid for Employemnt...in which case, there will be a $6000 drop off from that Sr deduction.

That fixed it, so thanks for that! I don't understand why 'XX' belongs there though. I think I entered MD on that line. Can you explain why it's supposed to be XX and how, from the instructions, would I know that?

Yes, there is a product update to Form PIT-ADJ capital gains, the release affecting New Mexico tax returns.  This update is scheduled for release on February 26, 2026. On or after that date, please log in to ensure your product has been updated (online versions update automatically). Once updated, review the New Mexico capital gains deduction by going through the New Mexico return and clarify the type of capital gain deductions, complete a final review and resubmit your return.   How do I contact TurboTax? @DPGallegos 

@DavidD66 Thanks!Though it feels very weird to put different dates in (Is this a bug?), that seemed to work! I'll hold you to it that it doesn't matter to the IRS. 🙂 I'd gladly take a partial refund for finding the bug (kidding not kidding) 😄

Yes, I noticed that too.  Apparently it is required for TT Online, but not TT Desktop.  I clicked on Continue rather than Upgrade and it downloaded the 1099-B flawlessly.   Using the word Require causes more people to click the Upgrade button and thus drives increased revenue for Intuit.  It's very shareholder friendly wording. 😉

Try this: Use the trashcan icon in the Canadian Pension section next to where this appears, but you don't click Continue, because it creates a new Canada RRP Worksheet. So click the trashcan and go right back to Federal Review.   We are currently investigating the issue and will provide updates as soon as possible.    If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

If you are using  TurboTax Online, you should be able  to see Tax Tools in your left panel of your TurboTax screen. If you can't see it, try going out oof the program and going back in.   You can get back to the sales tax section of your TurboTax program to enter your sales tax as follows: Click on Search at the top right of your TurboTax screen Typing sales tax in the search bar Clicking on the link Jump to sales tax   Click here for Where do I enter my sales taxes paid? Click here for How do I clear and start over?   Please return to Community if you have any additional information or questions and we would be happy to help.  

@joho3 wrote: I have an amount on Line 2b and Line 7 which I think is correct. @joho3    The amount on line 2b of the Form 1099-R Summary probably has something to do with the problem. Line 2b is for a disaster distribution. You didn't say anything before about a disaster distribution. Did you take the distribution because of a federally declared disaster? Line 7 of the Form 1099-R Summary is related to an inherited IRA. You also didn't say anything before about an inherited IRA. A distribution from an inherited IRA should not have a distribution code of 7. You may have answered a question incorrectly. Go back through the entire 1099-R interview again and carefully check your answers. Be sure to continue through all the questions until you get back to "Your 2025 Income Summary."  

You will find the 529 Plan Contribution on the "Here's the income that Ohio handles differently" page. You can deduct up to $4,000 per beneficiary per year if you contribute to an Ohio 529 (CollegeAdvantage) plan.            

Yes, there is a way to import your return. There's an easy way to move from TurboTax Desktop to TurboTax Online the link below will guide you through the process. How do I switch from TurboTax Desktop to TurboTax Online? TurboTax Online is easy to use and you will get used to it. The Step-by-Step guides you through the areas of the tax return you need and we are here to help. @PS56k 

What exactly did you purchase from Costco?   Costco (and other retailers) can sell TurboTax Deluxe with only federal software or with federal + state included.   I see both on the Costco site.   If you bought the cheaper "federal" only, then in order to get state software you will need to pay $40 for a state download, and then you can use the $10 off on the $25 state e-file fee.    It is a better value to buy the federal + state  if you know you will be preparing a state return.