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@JMM5 wrote: I'm not sure anyone is trying to defend the behavior, but an app that tells you "Congratulations, we have your data - return to TT to continue", as it does for me (Desktop), but has no data.... Yeah, I agree; the program shouldn't return that result if no data has been imported.

Did you enter earned income first?   If not, then you would not be able to take the deduction as you cannot contribute more than your EARNED income. To fix this, simply go back and enter your earned income before working on the deductions. If your income is pension income or other non-earned income, you would not be able to contribute.     Did you have ANY contribution through work at all or are you covered by a retirement plan at work?   If so, and box 13 (retirement plan) is checked then TurboTax would apply the lower income limitation to you.   If you have an amount in box 12 that is due to retirement contributions, that amount is included in your contribution limits.  Your deduction would then be limited to the amount   Are you over the MAGI limit for the deduction? If you are NOT covered by a plan at work and your MAGI is more than $236,000 as Married Filing Jointly, you would not be able to take the full deduction.  The deduction phases out at $236,000 and ends completely at $246,000. If you are covered by a plan at work, then the phaseout begins at $126,000 and is completely eliminated at $146,000.

Reporting the interest, sales or original issue discount 1099s is the same as any company would be. The boxes of entry are important in relationship to the information received on your Treasury Direct report. Where do I report Form 1099-INT? - Box 3 is for US Bond interest Where do I enter Form 1099-OID?  - Box 11 is for Tax Exempt OID Where do I report Form 1099-DIV? - Box 12 is Exempt Interest Dividends  For TurboTax Desktop: Search (upper right) > 1099div > Click the Jump to... link Where do I enter or import Form 1099-B? - A sale or redemption is not a tax free event. All 'dividends' from a credit union are 'interest' for tax purposes.  IRS FAQ   @6xjv556  @2dwight 

You may be able to correct the name of the town, but you have to know the form that was updated with the incorrect information.  Do you know what form that is?  Please clarify.   Once you know the form, you may select Federal, Wages & Income or Deductions & Credits down the left side of the screen to find the form and correct it.   In some cases, the form may be deleted and re-entered  correctly.    In TurboTax Online, you are able to remove the form by following these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right.

Thank you DavidD66, After further review of IRS "instructions for Forms 1099-R, Table 1 Guide to Distribution Codes, Code Q seems to fit best: Use Code Q for a distribution from a Roth IRA if you know that the participant meets the 5-year holding period and: The participant has reached age 59½, The participant died, or The participant is disabled. Code T is very similar: Use Code T for a distribution from a Roth IRA if you do not know if the 5-year holding period has been met but: The participant has reached age 59½, The participant died, or The participant is disabled. Thank you so much for your response, either code yields the same tax result for me but Q is more appropriate.  I'm speaking with a Vanguard Rep at the moment, they are trying to direct me to self certify with by using form 5329. I may update with results later, I'm asking them to tell me what Vanguard needs from me to correct their 1099-R     

This just fixed me (running Windows 11 with Edge). As soon as I Allowed Local Access it showed up in TurboTax. Makes sense, have to allow the specific site to interact with a Desktop App.   https://ttlc.intuit.com/community/taxes/discussion/vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/00/3737554  

You can get rid of the Canadian pension entry by clicking the trash can icon next to it.  However, do not click Continue after deleting it.  Just click Federal Review to go back to that section directly.

Yes, we got it sorted. We filed the dispute, provided additional documentation, and it took about a month to clear. Once it cleared we received a voided form, and I was able to resubmit the tax return it was approved quickly. It was a pain in the butt, and took a lot of time, but keep fighting, unfortunately it's very common! I would just keep calling the marketplace contact however, different reps gave me different information, keep calling and following up, they can continue to put notes on your account.

Good morning:   Any update on Form 4562 for Schedule E? I am using Turbo Tax 2025 Home & Business desktop version and have been waiting for form 4562 since mid-January. Please let me know when to expect the form. Thank you for all your help. 

Yes. You’re right—Form 1099-Q was updated for tax year 2025 to add new checkboxes in Box 4 (4a for Trustee-to-Trustee and 4b for QTP to Roth IRA). If the software doesn't recognize the new 4b option, it can make you feel like you're reporting the information wrong to the IRS.    Because the software hasn't been fully patched to recognize the "QTP to Roth IRA" box as a valid non-taxable event, it sees the distribution as a standard withdrawal. Perhaps, here's some information that may ease your mind.   While it feels like you're "skipping" a form, it’s important to know the official IRS instruction for Form 1099-Q: IRS Publication 970 & 1099-Q Instructions: "Nontaxable distributions from QTPs (529 plans) are not required to be reported on your income tax return. You only report the distribution if a portion of it is taxable". If the transfer meets all the legal requirements (15-year account age, $35k lifetime limit, earned income match), the IRS literally does not want to see this on your 1040. With this said, delete the 1099Q completely. Instead,  Keep the 1099-Q and the confirmation from your Roth IRA provider (which will eventually issue a Form 5498 showing the rollover) in your tax records. If the IRS ever sends an automated letter (CP2000), you simply mail them the 1099-Q copy showing Box 4b was checked.   If you insist on entering it to "match" the 1099-Q in the system:   Check the box for "Trustee-to-Trustee transfer" in TurboTax.  Legally, a 529-to-Roth transfer is a specific type of trustee-to-trustee transfer. Checking this box tells the TurboTax "This money never passed through my hands, so it isn’t included as taxable income. Audit Risk: The IRS receives Copy A of your 1099-Q. Their computers look to see if the earnings are reported as income on your 1040. By checking "Trustee-to-Trustee," you are correctly telling the software the distribution is non-taxable, which matches the IRS's own data for Box 4b. I would recommend leaving the 1099Q out completely. 

If you are trying to file a return from years past, you can download TurboTax Desktop for years 2022-2024.  Any older years you will need to obtain paper forms from irs.gov if you don't already have the software (and paper file).

The amendment form 1040X will only be available on TurboTax after 2/19/2026.   As you have already filed, please wait to see if your return is accepted or rejected. If rejected, you may correct and resubmit. If it is accepted, you need to file an amended return.   If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article.   

To view/print all forms, schedules and worksheets on the 2025 tax return before it is filed, you will need to pay for the TurboTax online account.  Use the option for all worksheets.   To pay the TurboTax online account fees by credit card, without completing the 2025 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. Complete the credit card section and click on Confirm payment.

You can change the option. Here is how to do this in TurboTax Online: Sign in to your TurboTax account and go to your Tax Home. Scroll down to the section titled "Your tax returns & documents." Click on "Add a State" (you aren't actually adding a state; this is just away to reopen your return). Once the return is open, select File from the left-hand menu. You will see a screen that says something like "Just one more step." Click Start or Revisit next to Step 3. On the "Let’s get ready to e-file" screen, select the option "I want to e-file." Follow the prompts to enter your bank info (if needed) and click the "Transmit Returns Now" button.

Look at the Federal Information Worksheet.  In Part V of the worksheet will be the routing and account number of the bank you selected for direct debit of the taxes owed. You will need to download the PDF to include all worksheets.   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/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   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.