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Did TT software (specifically DELUXE) warn filer in advance when entering capital gain/loss that they have to postal mail in forms if they enter a summary total of security transactions rather than each separate transaction?  It would have been very helpful for filer to have the option, during the step-by-step guide. NOT come to find out after e-filing that they now have to postal mail in forms, which defeats the purpose of e-filing.  Please share where the notification was made in the steps-by-steps guide if it was provided in the software. 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

2024: When you enter the 1099-R, TurboTax will ask if it was a "Return of Contribution." Once you confirm it was an excess contribution removed by the deadline, it should result in $0 tax impact. No need to amend 2024 since you had a loss, there is no taxable income.   2025:  Another loss would mean nothing to report this year. Since your AGI is high, you could consider doing a backdoor ROTH. Recharacterize the contribution to a Traditional IRA, giving you a basis and filing form 8606. Convert the traditional back to a ROTH. There is no income limit on a conversion. If you had earnings to withdraw in 2025: You can report the withdrawal now so you don't have to amend your taxes later. In the "Deductions & Credits" section, enter that you contributed $8,000 to a Roth IRA for 2025. TurboTax will calculate that you are over the limit. When it asks, "Did you withdraw the excess?" say Yes.  Look for the amount of earnings withdrawn. Enter the specific profit amount provided by your financial advisor. Go to the Income section and manually enter a 1099-R. Enter the information from your brokerage for TN/ EIN, name, address, etc. Box 1 (Gross Distribution): Total amount (Contribution + Earnings). Box 2a (Taxable Amount): Just the Earnings. Box 7 (Codes): Use Code P (for return of excess) and Code J (for Roth). TurboTax will then ask which year this form is for; select 2026.

The Reject Code is 639. The verbiage of the email I received from TT is where I got the stuff about 3A... It's in the Medical deduction portion of Sched A and it just doesn't make sense that they would be equal numbers. I'm afraid your PS statement is accurate!

See this TurboTax support FAQ for a spouse that is a nonresident alien - https://ttlc.intuit.com/community/tax-credits-and-deductions/help/how-should-i-file-my-taxes-if-my-spouse-is-a-nonresident-alien/01/1707071?search-action-id=613804087131&search-result-uid=1707071

You could enter tools under Miscellaneous Expenses and enter the description as tools.     If you are using the tools for both your personal home and the rental property or business you would need to allocate the cost between home and business.  So if you purchase a Saw that costs $300 and you use it 50% for home and 50% for business, you would enter $150 for the cost of the tools.   If however, you are purchasing tools that are large and expensive, costing more than $2,500 you would enter them in the asset section.  Then you can choose to fully depreciate them using Section 179 or the Special Depreciation Allowance.     As noted above, you cannot take a deduction for your own services. 

@AmyC again thank you so much! One last clarification (I apologize if this has been answered) - I need to indicate somehow to turbo tax that the cost basis was not reported to the IRS (since it was left blank in the 1099-B) as opposed to being reported incorrectly. Will TT let me indicate this?

If you right-click on the field 'gross income from all sources' on Form 1116  and choose 'data source', you'll get a pop-up screen outlining the sources for that amount.    "Calculated Gross income from all sources: This is total income before deductions and is the sum of: Form 1040, lines 1, 2b, 3b, 4b, 5b and 6b plus Schedule 1 (Form 1040), line 1 plus Schedule 1 (Form 1040), line 2a plus Schedule C, line 7 (all copies) plus All gains reported on Schedule D minus Schedule D, line 11, Subtotal Line A(Form 4797, Gain from Part I) plus All gains reported on Form 4797 plus Schedule E, line 3 total plus line 4 total plus  Schedule K-1 Worksheet - Estates and Trusts, Box 14 Code B : Foreign Tax Information section, line 7 (if it has a value); otherwise income reported in Part III lines 5, 6, 7 and 8 plus Schedule K-3 - Partnerships Line B - Gross income from all sources Schedule K-1 - Partnership Additional Information page 1, Box 11 section, Code A, line 1 (if positive) and line 3 and line 4 and Code I, line 5 Schedule K-3 - S Corporations Line B - Gross income from all sources Schedule K-1 - S Corporation Additional Information page 1, Box 10 section, Code A, line 1 (if positive) and line 3 and line 4 and Code H, line 5 Schedule F, line 11 (all copies) plus Form 4835, line 7 ( all copies) plus Schedule 1 (Form 1040), line 7 plus All positive income amounts on the Other Income Statement"   @KimT-IL   

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?

I had replied to a different post by you - now that I see this one, my memory was triggered as to your situation re: the 3 inherited IRAs.  Your situation is such that this is the first year that you withdrew from these inherited IRA accounts.  If your parents were New Jersey residents when they made contributions to those IRAs, their contributions were taxed by New Jersey in the year of contribution.  When funds are withdrawn from the IRA, only the amount of the IRA attributable to earnings will get taxed by New Jersey, while the amount of the withdrawal  attributable to the contribution will not be taxable by New Jersey.  When you go through the instructions below, compare the results that you get in TurboTax to what you would get from manually preparing the Worksheet Cs - one for your mom's IRA and one for your dad's IRA.   I'm going to repost the instructions from my earlier post here, modified for realizing that you have 3 inherited IRAs:   As you go through your NJ return, after Wage adjustments, you come to a screen IRA Distribution for You.  This screen will show the Gross distribution and the Federal taxable amount that you input after making your Form 8606 calculations.   Click Continue.  The next screen is IRA Information for You.  You will mark that Yes, this was the first year of withdrawal from this IRA.  You will then enter the total contributions that your parents made to the IRAs that were taxed by New Jersey when those contributions were made.  Then you will enter the total value of all of the IRA accounts.  There should not have been any contributions made by you to the inherited IRAs in 2026, so the bottom box is left blank. The Retirement Exclusion Summary page will show the amount that TurboTax determined for the taxable amount and will also show if any of that taxable distribution is subject to an exclusion (if you are 62 years old or older). If the amount of the contributions to the inherited IRA made by a New Jersey resident is high relative to the earnings, then very little of the IRA will be taxable to New Jersey.  Following the above steps should take care of getting the taxable amount of the inherited IRAs calculated correctly. The following from the TurboTax Audit Support Center explains our audit support that is included in the cost of the return in addition to information from Audit Defense.  And yes, if you paper-file your return, you are able to purchase Audit Defense.  Prompts about Audit Defense sometimes pop up periodically while filing the return, but you will also have an opportunity to add it to your cart when you checkout.

Improvements to your personal primary residence are not reported on a tax return.  The cost of the improvement is added to the basis of the home when it is sold.   To report the sale of the second home you need to complete the Investment sale section.   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Other and continue

Yes, even though your daughter worked in OH, she has to pay IL state income taxes on the income that she made in OH.  The good news is that she is getting a refund for the taxes that were withheld in OH.   Refer to the TurboTax Blog Illinois State Income Tax in 2025: A Guide for additional information.