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You do not mention why you filed by mail instead of e-filing.   If you used online TurboTax, the fee is the same whether you e-file or file by mail.   Once you file your tax return, TurboTax receives no information from the IRS---whether you e-file or file by mail, so no one at TT knows if your envelope successfully made it to the IRS.  If the IRS received the return you should be able to see information on the IRS refund site.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

Try using another browser. This is a very common issue. To enter multiple values including the code "7D" for Box 7 in TurboTax online, follow these steps: 1. Go to the Wages & Income section. 2. Find and select the section for reporting your distribution (such as IRA, 401(k), Pensions, and Annuities). 3. When entering the distribution details, locate Box 7 on the form. 4. Check the box labeled "I have more than one value in box 7." This will allow you to enter multiple codes. 5. Enter the first code (e.g., "7") along with its amount. 6. Then, add the second code (e.g., "D") and the corresponding amount separately. This ensures both parts of the code "7D" are accurately captured in TurboTax.  

Since you took your total RMD from the one account, you can indicate your total RMD was satisfied from this distribution by doing the following:   First, delete your Form 1099-R entry and the Form 5329 that was generated, since it does not apply:   For TurboTax Desktop, in Forms Mode, Click on Form 1099-R/Form 5329 then click Delete form at the bottom left For TurboTax Online, Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 1099-R and also Form 5329   Next, re-enter the Form 1099-R :   Click Income in the Federal section, then Retirement Plans and Social Security Select Review/Start, to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)  Click on the +Add a 1099-R, then Enter a different way, then Type it in myself Click Continue through the interview questions "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)

Thanks, but what do you mean when you said "selecting certain options I didn't need to"? Sure, I could type in totals from my 1099, but as I understand it, I will then need to separately mail in other information to the IRS since I provided summary totals. I'd like to avoid it and just e-file without have to create a mailer. And, as well, I'd like to avoid the typing exercise. For something that should just work (and has worked fine in previous years). One other note on this forum software - not sure why the screen shot I uploaded isn't displaying at all. Does it have something to do with my post count? Or another cause?

Regular payments for pensions or annuities are automatically considered to satisfy the RMD requirement for those required to take RMD withdrawals.  When you enter your 1099-R in TurboTax and get to the screen "Let's get more information about your Required Minimum Distribution (RMD)", for the RMD due by Dec. 31, 2025 just enter an amount in that box that is equal to Box 1 for that 1099-R.  Click Continue, and then select "The entire distribution applied to the December 31, 2025 RMD", then click Continue.   Since this is a pension, for Annuity information, answer yes that your received periodic payments, then continue answering the questions pertaining to that plan until you get back to the "Your 1099-R summary" screen.

  You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.      

You can continue through the program. The review will go through without issue in regard to the exclusion. You do have to verify the withholding period, well done. OK requires information to determine if you qualify for the exclusion. When you edit and go through the exceptions to the exclusion, there is nothing to mark that it does not qualify. The program has added a warning  since so many people miss the exclusion. 

Initially I had a slight difficulty connecting to Edward Jones, however I discovered I was selecting certain options I didn't need to. And then I imported twice by mistake. It can be accomplished, the only difference I see is that I used Windows and not MAC, which may have different dynamics.    In case you need to do summary entries, I will place instructions here for you. This solution is not as difficult as it may seem since your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) @Xarkon 

If you create an LLC and you are the sole member nothing will change.   If you decide to become a single member S-Corp then you have a whole big change.  Now your LLC will file a separate tax return.  When you file as an S-Corp you also have to pay yourself what the IRS calls a "reasonable salary".  So - regardless of how well the business is doing - you will have a payroll with at least one employee on it - yourself.  This requires that you also file all of the necessary payroll tax returns quarterly.  You would need to fill out a W9 form and submit that to everyone who pays you so that the 1099 that you receive at the end of the year is made out to the corporation and not to you as an individual.