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We have transferred all funds from Company A's IRA account directly to another IRA account at Company B.   After the transfer, Company A closed the account, so we cannot obtain a copy of Form 1099-R. We need to complete Form 4852 as a substitute for Form 1099-R.   When previewing the form, line 3, "Address," correctly displays the current foreign address, which is the same as the address on Form 1040. However, the TurboTax software reports an error and prompts us to correct the address. The software only allows us to enter a US address for correction. Even when we try to enter a US address in the "Let’s Check These Entries" section, the software still reports an error. We suspect this is because the entered US address does not match the foreign address shown on Form 1040.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

@stugaville    Some states are particularly picky about box 14 having a value without a value in box 16....even though it's empty on most 1099-R forms.   The solution is to enter the box 2a value into box 16, if box 2a has a real non-zero value in it...otherwise copy box 1 into box 16.  

@user17756285304    I use Desktop.....so I'm not sure it is in the same place as the "Online" software.   But in my Desktop software this works...try it in the online version. 1) Open your tax return 2) Go to the Federal "Other Tax Situations" page 3)  Scroll to the bottom and hit Continue or Done....(whatever Online uses to step to the next page) 4)  #3 Starts you thru some follow-up pages.  Step thru those until you get to one "Let's take a second look at your info",  with your Name, BirthDate, SSN, and a checkbox for having lived in the US....uncheck that box and then hit "Continue"

On the screen, 'We recommend Efiling your Federal Return', choose 'File by Mail'. then on the following screen 'We recommend Efililng your state return' you should now see the option to File By Mail.   Here's more info on Filing Federal and State Returns Separately.

@MNSE_gal , if the amount shown in box 2a of the code-JP Form 1099-R was not reported on your 2024 tax return, you need to amend your 2024 tax return.   With code J instead of code JP, if the 2024 tax return did not report the excess contribution on Form 5329, one needs to submit a substitute 2025 Form 1099-R (Form 4852) to show that this constitutes a return of the excess contribution before the due date of your 2024 tax return.   If the 2024 tax return did not report the excess contribution on Form 5329 and one simply report the code-J Form 1099-R as received, one would need to amend your 2024 tax return to pay the 6% excess-contribution penalty.