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I agree completely gjoly.  This is the second year that TurboTax's answer was not to enter the 1099-Q form if you determine that the 529-to-Roth rollover is not taxable, with the quote from the form.  But TurboTax could easily be programmed to accept all 1099-Qs and then follow up with a questionnaire for TT to determine whether it is taxable.  I don't think too many TT users want to read the tax code, and we don't like ignoring 1099 forms either. I know ignoring the form gets us the right answer, but that's not what we buy TurboTax for.  As I suggested in another thread, if TT doesn't want to develop a questionnaire with logic to determine whether the distribution is taxable, at least allow the user to enter the form and indicate whether the distribution is taxable.

¿Que es lo que le esta impidiendo terminar en este momento?   Para ayudarle a desbloquear el proceso, necesito saber:   ¿El sistema le esta dando un mensaje de error específico? ¿Esta atascado en una pantalla en blanco o de carga? ¿Es una duda sobre como ingresar la informacion bancaria para el pago al estado, o como mandar cheque por correo para el pago? Dígame donde esta la traba para poder ayudarle a resolverla y que pueda enviar su declaración hoy mismo.

Because overriding it may flag an e-filing error, I would suggest switching to Step-by-Step mode (upper right hand corner), rather than entering it into the worksheet directly, and answering the interview questions under Wages & Income > Investments and savings > Add investments > Stocks, Bonds, Mutual Funds   I don't know all the different ways that you've tried entering these transactions, but in general, it's not recommended to enter everything in Forms mode (since the software is designed for the average user). 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

I am having the same problem. I used Turbo tax desktop to prepare my 2024 return and I am not prompted to import the data into my 2025 return which is also Turbo tax desktop. The .tax2024 document is on my computer. This normally happens automatically.  Please list step by step instruction on how to do this.  I use TurboTax because I can import from last year. Is there a bug in the program???  

What is the error or message you receive for the 1095-A?  You can try deleting the 1095-A and then re-enter manually.   To enter, edit or delete your Form 1095-A - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Affordable Care Act (Form 1095-A), click the start or update button

Please follow up with @pk   Is this an employee pension, or is this a social benefit program similar to US Social Security?  There may be Tax Treaty provisions that affect the taxability of the pension. 

Yes, this happened to me. It also appears that others in this forum also have had similar problems with their Turbo Tax eFiled tax return that has the residential energy efficient tax credit.   I think it would help others avoid delays with their returns if Intuit give users a warning that using QMID I7Q6 can cause delayed return processing and to consider filing by mail.  If I had know I would have this experience I would have filed by USPS.  

Sorry, you can't claim the credit.  First, you can only claim property when it was actually installed, you can't delay the claim until it is more convenient.  Second, the energy efficiency credits were ended 12/31/25 by the OBBB so there won't be a credit next year even if you could delay.  Third, the QMID is a requirement under the law (the Inflation Reduction Act passed during the Biden era).  Manufacturers had 3 years to get registered -- if your manufacturer failed, that is something you can take up with them, but the IRS has not announced any further leniency.  

The TurboTax online editions can only be used for completing one tax return per account and User ID.  To start another tax return using the online editions you will need to create a new account with a new User ID and a new email address.  Go to this website and click on Sign up to create a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/