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When you go back to your return the first page in your printout is the instructions on how to prepare, mail your return, and the address information.   To download and print your return:   Sign in to TurboTax Select Continue or Pick up where you left off Select File in the menu. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3   On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save.   How do I file my return by mail?

A portion of the rollover is taxable income, at least that is my understanding. It is a rollover -- sort of. They call it a rollover, but it really isn't. Just a way of moving money from one account to another. The money taken out of the 529 plan, assuming you meet all of the nitpicky requirements (not money contributed in the last five years, account open for more than 15 yrs, Roth IRA account in the name of the beneficiary, etc.) is considered a withdraw with the earned income taxable. The 'rollover' is now an authorized use. Hence the reason the 'rollover' is subject to the annual contribution limits. Only gets you around the income limits. With a Roth IRA you only have to pay tax on the earnings and by transferring the money, you lose track of the basis. So you pay the tax on the earnings from the 529 and then have a clean slate for the Roth. But yeah--with you on why is it taking TurboTax so long to update to address QTP to Roth IRA Conversions. Not like this is a brand new thing.

In the Virginia interview, you will come to "Here's the income that Virginia handles differently". Scroll down to Education, then look for "Commonwealth Savers Account Plan". Click on Start or Edit (or whatever) on the right.   On the next screen, tell TurboTax that you had a Virginia 529 plan, then complete the next two or three screens with information about your 529 plan and amount of contributions.   Note that while contributions to the Virginia 529 plans are not deductible on the federal return, they are deductible on Virginia's return.

I finally had a SUCCESSFUL TRANSMIT of California Fiduciary return (form 541) for a Trust this afternoon.  I DM'd with TurboTax support via Facebook the past two days - they were somewhat helpful and very responsive, but in the end they said that California returns that include Schedule K-1 "cannot be e-filed."  This is FALSE; it worked fine the past two years. If the rep was implying "cannot be e-filed" this year (because of a bug), that was not clear.  I got better support from Google's AI (gemini.google.com), where its latest response confirmed the "cannot be -efiled" statement is generally false, and it recommended reviewing the Federal form 1041 where Interest and Dividends for the Trust are entered.  I stepped though this and subsequent forms again (for the umpteenth time), then tried to transmit again -- this time it worked.  There is nothing that I saw that needed to be fixed, so the reason for success this time was not clear.  Perhaps Intuit and/or the CA FTB finally got their bug fixed since earlier today.

LeticiaF1,   I don’t have penalties or fees associated with this TurboTax failure.  As is noted by many filers on both the Forums here, as well as the Daikin website, the problem is that during transmission of the return to the IRS, the QMID Code is apparently not being recognized properly, so it removes the allowed deduction on Form 5965, Line 29a.  In my case that reduced my refund by the allowed amount…. $1800.  I still received a refund, just reduced by that much…… that’s a pretty big deal.

In TurboTax, open your tax return and click on Federal Taxes, then Deductions & Credits Under All tax breaks, locate the section named Estimates and Other Taxes Paid and click Show more Click on Start next to Estimates Click here to jump to the tax payments section, if logged in using TurboTax Online/Mobile

I helped my brother refinance his house to take money out of it in 2020 for my moms medical bills so I was added to the loan.  Last year my brother sold his house and he received 100% sale proceeds and I received nothing because I was only an owner on paper never wanted anything to do with his house.  I never received a 1099S form and just wanted to know should I report sale on my taxes even though I received zero sale proceeds.

Did you make an estimated payment?  Or have taxes withheld from the 1099R?   To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button   I read a post that you may have to expand or go to Other common situations. Or maybe uncommon situations. Or look for More Tax Breaks.

thanks so much for those instructions. for each point, here's what i have or some followup questions...   0. you said to look on Kelly Bluebook's website for the Fair Market Value, but, that's not working. it does find my car by VIN, but when it comes time to show its value, it says "Info Unavailable" - maybe because its so old?   1. total life miles: 231,954   2. total biz miles (just 10 for last year) divided by total miles (231,954) = 23,195.4 (is that right? how is that a percentage?)   3. you said to take the "original cost of the vehicle" but i don't know what that was back in 1993.  - and is the "Business Cost" the same as the "Cost of Property"?   4. sale price ($100) x the biz % (i can't do that since i don't know the original cost).   5. you said to "calculate all the business miles by year" with the SMR for depreciation rate.   - for "every" year since 1993 or since 2006 when i started using it for business?  - how do i "calculate" that? for example, below you listed "2025: $.33". would i multiply that be the total business miles used for each year?  - you gave a link to the IRS Pub 463 webpage for a chart, but i'm not finding any charts on that page that list the year & dollars/cents like you listed. - where would i enter all that for 'each' year? why wouldn't it just be for last year, the tax year i'm doing taxes for?   6. i don't understand, i put the sale price on the screen with the make/model, under 6,000 lbs, the date i started using for biz, & the date i sold it. you said to NOT indicate it was sold. how? by not putting the date of sale there? on the next screen is where i selected that i "started using as a personal vehicle 100% in 2025" (see screenshot from last post).   7. so all the info i need is for these 6 fields, then i have all but the last 2:  - Description (1993 Honda Civic)  - Date Acquired (1993, i don't remember the month & day)  - Date Sold (7/10/2025)  - Total Sales Price ($100)  - Cost of Property (?)  - Depreciation on Property (?)   ...are there other fields that show up after filling in these? if not, then why find a chart showing the SMR amount for every year? there's only 1 field to enter that number.   thanks again for the help!!!!!!!   EDIT: added new screenshot of what i'm seeing.   OH one more thing - when i go to the "Any Other Property Sales" page to select the "Sales of a biz prop" (the first option), the second option "Recapture" is always automatically checked. i tried UNchecking it, but it keeps returning. is that right?

In the Personal Info section, if you Edit your dependent, you're asked who the parent(s) are.  If you're filing as Married Filing Jointly and choose one person as the parent, you get some follow-up questions on whether you're 'letting the other parent claim' and also if 'a relative helped support'.  These may be the questions you're referring to.    Be sure to step through the Education section again.  At the Education Summary page, use the pencil icon to Edit your student's info and expenses.   @marrs