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Are there any updates to this response? I have a similar situation and the account custodian has informed me you cannot withdraw to correct but must do the 5330 and pay the excise tax. Appreciate any updates 

I do not know the order of the states that you were a part-year resident.  I do not know the dates of residency in the three states.  I do not know how income was earned in the states.    Under Your Info or My Info, I declared myself a resident of Utah but did not report that I lived in other states.   At the screen Did you make money in any other states, I reported that I made money in Michigan and California.   I presumed that there was one W-2 and the state income and withholding was reported on lines 15-17 of the W-2 for the three states.   In each state, I declared myself a part-year resident.  In each state, including Utah, I was allowed to report Dates of Residency.        

Hi @mesquitebean , thanks for the reply. I don't use VPN. I tried both wifi and cellular, and different browers. Unfortunately, none worked.    Just to clarify, the error message popped up just when I entered the key, no download link showed yet.     

To fix this error on Form AR3 in the Arkansas return. You will need to make sure that all the entries have a type and amount. Fix any incomplete or incorrect information and remove any $0 entries if applicable. Please review the reason for the reject. If necessary, make the appropriate change and re-submit this return electronically.    However, if the reject continues, you may want to file this return via U.S. Mail. To file your state return, print it and mail to the appropriate taxing authority.   @philipjdahlin 

You don't need to change it.  The amount you enter for your RMD is only used to calculate a penalty if you don't take some or all of your RMD.  If you took a distribution of 100% of the inherited IRA then you definitely met the RMD for that IRA.   

Line 3a (foreign qualified dividends) is a subset of line 3b (total foreign dividends), so TurboTax will show the same amount when all your foreign dividends are qualified.   Instructions for Form 1116

Thanks but that is not possible because these fields are not editable and are greyed out in the form.   After working with tech support the fix was: 1)  fully uninstall turbotax (using a uninstall program on a Mac to remove all preferences and support files) 2) reinstall and redownload the state and try again, this finally allowed the state to accept

Thank you very much for your response.  When I say "None of the above" it calculates the simplified method, which is what I want, but it does it for federal as well as New Jersey.  For federal it was pre-tax contributions so I have to pay tax on the full amount, contributions and non-contributory portion.  New Jersey was after tax contributions so that is where the simplified method comes into play.  Turbotax does not seem to let me do it for just New Jersey and not federal.

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.        "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. 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

Thank you @RogerD1 for these detailed instructions. This is really helpful. So does this mean that I'll receive another Form 5498 in January 2026 for the other $7000 that's associated with the 2025 contribution? And that I'll once again need to enter $7000 next year? And was any of this information supposed to be entered on last year's filing? I think that's where I'm confused now. Just want to make sure I understand this correct, since the contributions were technically for different years, though they were made the same day, and then both converted to another type of account on the same day shortly after as well. And yes, the 2025 1099-R shows distribution code 8, J in box 7. Line 2a and 2b are blank. And IRA/SEP/SIMPLE is blank as well.  I did receive a 1099 Consolidated for the regular brokerage account for 2025, on which the 1099-DIV had $213 in total ordinary dividends on 1a, and $161 in qualified dividends on 1b. Besides a detail breakdown of that $213, the rest of the 1099 Consolidated was was blank/zero. 

That doesn't answer the question. The choices from the dropdown list are: Early distribution from a ret. plan Rollover I'm eligible, plan's eligible (No PA tax) I'm not eligible yet, plan's eligible in PA Traditional or Roth IRA: I'm over 59.5 Traditional or Roth IRA: I'm under 59.5 Annuity or non Civil Svc Disability Non-qualified deferred comp. plan Life insurance or endowment Charitable gift annuity ESOP: Allocated ESOP stock dividend ESOP: Non-Allocated ESOP stock dividend KSOP: Taxable ESOP within 401(k) KSOP: Nontaxable ESOP within 401(k)   The question was, "Which of these describes a private employer provided pension?" I select "Annuity..."

Yes, it was definitely on the server side and NOT something any of us as the users could fix.  Looks like it was finally fixed sometime in the late afternoon yesterday (PST).    But it's not right to make the users jump through hoops and spend WAY more time trying to fix it on their end before they address it themselves.  Unless I have no choice next year or they, at least, offer some partial refund, I won't be using this part of the TurbotTax software suite for my returns again.

If your California carryover credit from Form 3804-CR relates to a K-1, TurboTax should flow the carryover automatically if you're importing your prior year return where the K-1 was entered. If you need to enter it manually: 1. Go to the California State Taxes section. 2. Navigate to the Credits area. 3. Find the option to enter carryover credits and select the relevant credit associated with your K-1. 4. Enter the carryover amount as shown on your prior year's Form 3804-CR. Make sure your K-1 details are entered correctly under the income section for accurate carryover tracking.