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You tell me how to get the token number to you.  Your system keeps deleting the number.  Lets try it backwards, otherwise you will have to send me a way to submit it by email. 11781001261967737.   Linda, you need to reverse this number to get the token number because of the TT system.

There was a small amount in the 401K that was not part of NUA investments.  I did receive a separate 1099-R for that amount which was rolled over to the IRA.  I did not include that in discussions above as I didn't think it would impact the 1099-R for the NUA investment.

TurboTax only accepts US phone numbers for login verification.  You can use your email address instead, Use a US-based phone number or  A dummy 10-digit number for the profile section to bypass the requirement. 

@susieque25 Then you are using the TurboTax desktop editions and the answer provided by me is correct -   To enter, edit or delete a 6 digit IP PIN Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button

You are likely being charged $129 because you are using the wrong TurboTax version or you were upgraded to a paid "Live" service, rather than the TurboTax Self-Employed version included in your bundle. Because of this, you are using different login credentials than you use for QuickBooks Self-Employed, so the bundle is not recognized.   To get the free filing, you must launch TurboTax from within the QuickBooks Self-Employed interface using the same credentials, ensuring you do not select "Live" help.   TurboTax may have prompted you to use a "Live" or assisted product, which is a paid service that may cost around $129.   If you have already entered data, you may need to clear your tax return data in TurboTax and start over to avoid the charges. How do I clear and start over?   You can log in to QuickBooks Self-Employed and go to your Taxes tab. Make sure to sign in with the same email/user ID that you used for your QuickBooks Self-Employed subscription bundle.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Hi,   Thanks very much for the prompt reply!   In the reply you indicated all the Federal Forms would be filed with my Montana Form 2 e-filing return.  My original question also referenced the required forms from New Mexico, where I moved from.   I plan to electronically file income tax returns from both Montana (form 2) and New Mexico (PIT forms).   Will my Montana Form 2 e-filing also include the required NM PIT forms?   Many thanks and have an great rest of the day!      

If the issue you are seeing relates to either reporting a QCD or reporting non-deductible contributions, are you able to follow the directions given by @SteamTrain earlier in this thread to resolve the problems?  If those directions don't help, are you seeing other issues?  Please provide as much detailed information as possible (no personal info though) in a reply as that will help us to better help you.   If you made a Qualified Charitable Distribution from your IRA, bear in mind that you are required to be over 70-1/2 years old at the time you make the distribution.  As an example, if your date of birth was May 1, 1955, you would have had to make the QCD on November 1, 2025 or later in order for it to qualify as a QCD.  If you birthdate was not before July 1, 1955, you would have been ineligible to make a QCD at any time in 2025.  So in the instance that you made a QCD and were born after June 30, 1955, the questions about QCD contributions would not appear in TurboTax.

In the year you move to South Carolina, you can choose to file a non-resident return and only pay tax on income earned in that state. That is why your South Carolina income is less than your federal income. You can learn more here from the South Carolina Department of Revenue.

If you cannot get a contact using the phone number on the 4883C letter, then you can verify your identity at a local IRS office.   See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment

You should look at your own Form 1040 to see how much you owe.  Your tax due is shown on line 37.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr       If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2026.      If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.    https://www.irs.gov/payments   https://www.irs.gov/payments/pay-your-taxes-by-debit-or-credit-card    https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212     https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403      To apply for a payment plan with the IRS   Apply Online for a Payment Plan    

Please post the token number (only the token number) in this thread so that we can retrieve it and get it to Linda.  The token number does not have any personal data associated with the file and also cannot be accessed by anyone without access to our secure systems to retrieve the file. @okieROSE