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I going to assume you are at the section in TurboTax where it is asking for your last year AGI. If you entered 0 here and it's not being accepted, you may have to file by mail.   The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).   Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return. 

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.    This article will give you instruction on how to print and mail your return.    The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.   You can find your 2024 Adjusted Gross Income (AGI) by: Looking at line 11 on page 1 of your 2024 Form 1040 Requesting a transcript of your 2024 tax return from the IRS. You can request your transcript online at the following link: Get Transcript Please click on this TurboTax article for more information.    Check these items as well to ensure you have the correct number.  If you:  Filed late last year after mid-November or your return was processed after that time—try entering 0. Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).  

If you still experience the issue, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

What is the reject for?   Here's how you can fix it:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 

Update: A Turbo Tax representative actually called me and I shared my screen with her and we fixed my issue.  My tax returns were not rejected anymore.  Thank you.  However, I'm still not sure I will use Turbo Tax again because interacting with an available local CPA is less stressful than clicking buttons and hoping for the best.  And about the same cost, honestly. 

Since your distribution is from an IRA, here are a couple of things to consider.     If the distribution was from a Roth IRA and the distribution amount is less than your total Roth IRA contributions (basis of the account), then the distribution is not taxable or considered to be an early distribution.  In this case, there would be no Form 5329 because there would be no penalty imposed.     If the distribution was from a Traditional IRA, be sure that the box on the Form 1099-R that indicates it is an IRA has been checked.  Also, note whether you are seeing a message in TurboTax stating that you may owe extra tax on the distribution.  This indicates that there is a penalty that may be abated on Form 5329.  If you do not see that message, then the penalty is not being imposed and no 5329 is needed.   The information for Form 5329 exceptions will come up after all Form 1099-R forms have been entered and you Continue from the Form 1099-R summary page.   @Valentina 

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) Or - 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.

There is nothing you need to do with your actual return with regard to the filing extension granted by the IRS.  You will probably still see messages within TurboTax that you are filing late, but the IRS will recognize that you are filing from an area affected by the natural disaster and take that into account.  If you do receive any late filing or late payment penalties from the IRS, there will be a phone number to call on the letter requesting payment.  Just call that number and request an abatement of the penalty.     See the following information from the IRS to learn more:   IRS announces tax relief for taxpayers impacted by Winter Storm Fern in Tennessee; various deadlines postponed to May 22, 2026  

As long as you did not receive a check made out to you personally to have the funds transferred from Schwab to Fidelity, then you can just keep that Form 1099-R with your tax records in the unlikely event that the IRS has a question about it.  If the distribution code in box 7 shows 'G', then that indicates that the money was directly rolled over to another similar account which means it is not a taxable transaction.     Even though it would normally be reported as part of your tax return, it would not be taxable and would not affect your refund or balance due.  So, filing an amended return would not be necessary in this case.