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Yes, you are OK just leaving things as they are.  The Pensions and Annuities Smart Worksheet is a TurboTax function that does not appear on the Massachusetts form that gets e-filed or mailed to the state.  The critical thing is the correct taxable amounts are showing up on line 4 of your Form 1 which it sounds like is what you are seeing.   I was able to get a G to appear under the type when there was a pension amount that was Federally taxable, but tax-exempt to Massachusetts, so I'm not sure why it is not showing a T for a taxable pension, but it does appear to be reporting the correct amount of taxable pension on line 4.   As for the rollover, the Pension and Annuities Smart Worksheet is for Federally taxable amounts on 1099-R, so it is not surprising that there is no code for it under type, nor that an amount was not reported in the Pension Amount column.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh @vanclevebobby

The simple answer is your cost basis will always be what you paid into the plan with after-tax dollars or if you paid zero that is your cost.    Information about a self-directed Roth IRA (SDRIRA) is a retirement account that allows investors to hold a broader range of assets beyond traditional stocks and bonds, including real estate, private placements, and cryptocurrency. The purchase price will always be your cost basis. If that cost is zero then all distributions in that account will remain tax free at distribution. It's important to know your cost in the plan every step of the way so that you always know what you actually put in the SDRIRA until fully distributed. Same cost basis as number 1. above. Cost is any after-tax dollars you contribute to the SDRIRA. As long as you meet the qualifications none of the money removed from your Roth IRA will be taxable.   A qualified distribution is any payment or distribution from your Roth IRA that meets the following requirements. It is made after the 5-year period beginning with the first tax year for which a contribution was made to a Roth IRA set up for your benefit. The payment or distribution is: Made on or after the date you reach age 59½, Made because you are disabled (defined earlier), Made to a beneficiary or to your estate after your death, OR  One that meets the requirements listed under First home under Exceptions in chapter 1 (up to a $10,000 lifetime limit). IRS Publication 590b

Are you on Windows or Mac?    If your program says it's up to date or you can't update it then try the Manual Update for Windows https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/00/26041   Also try updating Windows OS.   Starting at $500,000 ($250,000 if married filing separately) of modified AGI the SALT deduction phases down and is fully down to $10,000 at $600,000 ($300,000 if married filing separately) of MAGI.

I was told that per their email on 01/12/26 you can only prepare five federal returns per  your email address that is associated with your intuit /turbo tax account.  In other words, if you print and file 3 returns and e file 2 Turbo tax is saying that you can not e file any more tax returns, but you can file printed ones.  This is  not the same explanation that the IRS gives.  Their definition states no more than  5 e-filed returns per email address.  Apparently, Turbo tax wants to force you to purchase their professional Intuit tax software which is over $2,000 dollars.  So basically they got you by the B____s.  Knowing this next year before I print, I will only efile if it is a refund (which is what I did this year) but don't print  the file if the person owes. Maybe I could print preview it to a PDF file?  I only do tax returns for family and friends and do not charge a fee.  I have been doing tax returns using turbo tax since 2012 and this is the first time this has ever happened to me. Or I will see what Taxslayer rules are.

I deleted the form and then stepped through the state return again. I re-filed it again and again it was rejected from Arkansas. I looked at the state form AR3 line 15 and again for Other Contributions the individual boxes are all empty but the $0 is again in the total box for that line. It seems that Arkansas does not like this. I am a retired programmer, and this looks like a programming bug to me.

I’m having the same problem was JKWEST on March 16 - 5 days later.  I followed your recommendations but the “Needs review” message persists.  There seems to be a bug in the software.  Nevertheless, I will ignore the error and proceed.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.          

Is your desktop software updated?  @aematkin All versions of TurboTax desktop have been updated to reflect the 2025 federal SALT changes.      The overall limit on the deduction for state and local income, sales, and property taxes has increased to $40,000 ($20,000 if married filing separately). The overall limit is reduced if your modified adjusted gross income is more than $500,000 ($250,000 if married filing separately) but will not be reduced below $10,000 ($5,000 if married filing separately).   IRS Schedule A instructions

I'm having the same issue this year; and it seems to be because of the Roth conversions.  I've taken RMDs from inherited IRA for a few years but this year is the first year I've done a Roth conversion of my own IRA. Sure enough, it's asking me for information from a form I DON'T have and is unnecessary.  I suspect I'll just put in my best guess (with statements the guess should be accurate) of the 12/31/25 balances. But really, WHY!  TurboTax! Hey! Get this fixed!

Since this is an inherited IRA and did not make the contributions yourself, you likely do not have records of your father's original New Jersey (NJ) tax basis from 2011. Therefore, the safest and most common approach is to enter zero (0) for the total of IRA contributions previously taxed.   By entering zero (0), you are telling New Jersey (NJ) that 100% of the distribution is taxable. This matches the federal treatment and is a safe default for your inherited IRA.   Note: NJ offers a retirement income exclusion for residents aged 62 or older, or disabled, with a gross income of $150,000 or less, wherein qualified taxpayers can exclude up to $100,000 (married filing jointly), or $75,000 (filing single) in pension, annuity or IRA income.   As long as you meet the age and income requirements, TurboTax will automatically apply this exclusion to your IRA withdrawal.

My NYS return was rejected 5x since January 31 for turbo tax internal software update issues. It was finally accepted Feb. 5th 2026. It's is now March 16th and still being processed. I think turbo tax should give the money back on the price we all payed for e- filing the state  with our federal return. Probably would have NYS state return by now. My son used H&R BLOCK around the same time with no issues. And, received his state return over 2 weeks ago.