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"Should I say that I rolled both into a Roth?"   Only if the total actually made it to the Roth IRA.  For the portion withheld for taxes you would have to have substituted other funds and completed an indirect rollover within 60 days, otherwise that portion was not rolled over and was simply cashed out.   I don't see where TurboTax raises any issues with the entire distribution going to taxes.  It's not an uncommon situation.

If you are unable to complete the filing process, please continue to check back as many sections are currently being updated.     Some of TurboTax forms and features may not be ready because they are awaiting finalization from the IRS or certain state Departments of Revenue.  Some of the new tax laws require existing software to be revised or new tax forms to be finalized.   Some of our customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.   There were many significant new tax laws passed this year.   TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.     If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."   Make sure your program is updated and try some of the steps below.    TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.    Go out of your program, close your browser and go back in. Clear your cache and cookies. Try a different Web Browser. For further instructions on how to clear cache and delete cookies, please see the links below:   Click here for How to clear your cache.   Click here for How do I delete cookies?     You can also check for forms availability using this link click here.    Please return to Community if you have any additional information or questions and we would be happy to help.

Physical presence at the memory care facility is not enough to change her Pennsylvania domicile.  Since intent is another factor for state residency, her placement in the facility would raise capacity issues, and you stated that if she were able to leave the facility, she would return to Pennsylvania so you should file only a Pennsylvania state resident tax return only.  

Para agregar una forma 1099-G de un reembolso:   Abre tu declaración Selecciona tus impuestos federales y a la sección de Salarios e ingresos Ve a la pantalla ¿Tuviste alguno de estos tipos de ingresos? selecciona Sí En la pantalla Reembolsos de impuestos estatales y locales y otros pagos del gobierno , selecciona Reembolsos de impuestos estatales o locales sobre el ingreso y selecciona Continuar En la pregunta ¿Recibiste un reembolso de impuestos estatales o locales en 2025? , selecciona Sí Ingresa el reembolso total que recibiste en 2025 Contesta todas las preguntas de la sección, van a ser preguntas acerca de tus impuestos del 2024.  TurboTax te ayudará a determinar si el reembolso estatal que recibiste es sujeto a impuesto o no.     ¿Dónde ingreso un Formulario 1099-G para un reembolso de impuestos estatales o locales?  

The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr

I can confirm that by using round numbers that add up, it does indeed work.  Seems like an area for further refinement of error messages, as another combination of numbers from a different 1099-q transaction worked without error.

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.   This deduction is located on Schedule 1-A Additional Deductions, Part V. The total additional deductions will be summed and appear on your 1040, line 13b.   Note, this deduction has income limitations.  It begins phasing out at income of $75,000 for a single filer (or $150,000 married) and is completely phased out at income of $175,000 for a single filer (or $250,000 married).

As I stated in a previous post, the data entered via forms (the student info worksheet) processes throughout the session correctly, even after saving many times throughout the process.  When I reopen the tax return after exiting TurboTax, all the data I entered is saved WITH THE EXCEPTION of this worksheet.  Even if it passes error checking, any return submitted is questionable because I can't reopen the file to see what was done -- so would the IRS receive the file that is "open" when filed or would they receive the version that is saved?  Printing the return does not equal the saved data file!   Others have stated not to worry about entering my 1099-Q since it was all used for qualified education expenses anyway.  That sounds ok, except that by not entering all qualified expenses other things are impacted -- for example AOTC does not calculate correctly, questions from IRS can't be answered by documentation in the TurboTax return, etc, etc.   There is NO substitution for entering and storing (!!!) education expenses correctly.  After spending over 2 hours online with Intuit support, they finally agreed there "is likely" a problem as they viewed my screens while entering expenses and not seeing those same expenses when reopening the file.  They captured screen shots and I sent a diagnostic file.  They indicated they would take a look at it, offered no indication about resolution.  At least somebody there acknowledged a "likely" error in their code, although this has been several days and the only response I have seen from them to date is a support satisfaction survey....

https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN.

The prompt to add Form 4547 to your return will not appear until the final stages of filing and after you have entered your direct deposit info and after the "Review Your Federal Filing Choices screen."   Form 4547 is used to initiate the "Trump Account", with contributions that will start in July 2026.  The Trump Account is for children under 18 with a valid SSN. The contribution is a $1,000 contribution for children born between Jan 1, 2025, and Dec 31, 2028.   If you cannot add Form 4547 to your return in TurboTax, first, ensure that your TurboTax software is updated.     TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.     If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."     Click here for The $1,000 Head Start: Is Your Child Eligible for the New Savings Account?     Please return to Community if you have any additional information or questions and we would be happy to help.