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If you're using TurboTax Online, clear your Cache and Cookies,  then add your spouse's AGI to the same amount as yours on your joint 2024 return before trying your Efile again.   @ethantheshadley 

Yes, you would choose "premature" withdrawal.    The IRS will know that you removed the excess contribution when you enter the 2026 Form 1099-R on your 2026 return. This entry will go on line 20 of the 2026 Form 5329 and then resolve the excess contribution carried over from 2025 on line 18 of the 2026 Form 5329.   Next year, on your 2026 return after you enter all Form 1099-Rs you will click continue and then get a question about your prior Roth IRA contributions. Here you will include the excess contribution amount with any other Roth IRA contributions. You can withdraw contribution anytime tax- and penalty-free. Therefore, this distribution will be tax- and penalty-free.

To get TurboTax to recognize your pension as satisfying your RMD and to get past the road block of the questions that do not pertain to you, do the following:   First, we will delete the original Form 1099-R entry:   Go to Wages & Income Select Review to the right of IRA, 401(k), and pension plan withdrawals Click on the trash can to the right of your Form 1099-R, which will delete the Form Before you add it back in, click on Deductions & credits on the left panel to allow the system to refresh Now, click back on Wages & Income to return to input the Form 1099-R information again:   Go to Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7  and that the IRA/S/S box is not checked, then Continue Ensure the "No, the box is blank" is selected on the next screen, "Is the IRA/SEP/SIMPLE box on this 1099-R checked?", then Continue Important: When you reach, "What kind of retirement plan do you have?", select Qualified plan, then Continue When you reach, "Was This Distribution From a 403(b) Plan?", select No, it's another type of qualified retirement plan, then Continue Next, when you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Next, you are asked, "How much of this distribution applied to your December 31 RMD?" Next, select "Entire, or Some", for the amount of the distribution that applied to your RMD (amount you just entered in prior screen), Continue Next, when you see, "We found a few other questions about your situation", Continue This is where you will see questions relating to Annuity, where you will answer No to periodic payments, Continue Do you have more 1099-Rs to enter? Select No to complete the steps for this one before moving to the next one You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)

Same thing is happening to me....it's a known issue for Oregon...not sure if you live in Oregon too or if it's an issue for more than one state....I am all done with my taxes and waiting for this so I can file for about 3 weeks now. I brought it up to their attention via screen sharing and talking to their technical support and tax experts and they advised if I said that my son went to both high school and college the window opens to add expenses and you can enter them...like it did for my daughter who is in high school...It does work but I am nervous about using since the window says to only enter primary and secondary expenses and later I can enter expenses for college...but of course the window never opens...so I am still waiting for them to fix the problem so I can enter the expenses in the correct window, college...

Unless you have wash sales or other criteria, it will tell you to send in the physical 1099b.   Yes they have it, but for some reason they want it mailed in also.  TT will tell you if that is your situation.  

I was able to start the amendment process for my 2025 tax returns but I am stuck on the page that has steps 1-3, after filling out my direct deposit and brings me back to the page and only has a continue button for step 2. I have tried clearing my cache, different browsers, incognito mode, and turbotax says everything looks good after reviewing. My taxes have already been accepted by the federal government so I'm wondering how to solve the issue? Is this a technical glitch? 

In the past 5 years i have been using Turbo tax to efile my tax return.  The 5 digit Pin Number was stored on my Last years form and was transferred for the last years Tax return  My laptop crashed and had it replaced so i did not remember the PIN number, so I went to IRS site and created an 6 Digit IP pin number.  The big issue is that i have a 6 digit Pin Number from the IRS and the Turbo tax field only allows 5 digits..  I went directly to the form and also only allows for 5 digit Pin Number, how do i enter the IP number from the IRS which is 6 digits..  It already failed once..     In the post below it says "enter in If you have a 6 digit PIN issued to you by the IRS you need to enter it in order to e-file.  Go to Federal>Other Tax Situations>Other Return Info>Identity Protection PIN and enter the six-digit PIN."   eWhere and how do i enter that on Turbo tax..  Thanks

When you enter the 1099-INT following the directions given above by Karis_F, you will be able to enter your form without having to enter a tax ID for the bank.     Go to Wages & Income Select Investments and Savings and Add Investments Select  Enter a different way Select the 1099-INT and Type it in myself Enter payer's name and interest amount See the images below for your reference:      

If any portion of fees paid relating to a continuing care community qualify as medical expenses, you would enter them in Deductions & Credits, under medical expenses.     If you, your spouse, or your dependent is in a nursing home or other facility primarily for medical care, then the entire nursing home cost (including meals and lodging) is deductible as a medical expense.   If the primary reason for entering the facility isn't to obtain medical care, only the portion of the fees directly spent on medical treatment are deductible. Meals and lodging wouldn't be deductible.   See this TurboTax Help Article for more information.   In addition, you would only be able to get a deduction for Medical Expenses if the total of the qualified expenses exceeds 7.5% of your Adjusted Gross Income. For example, if your AGI is $50,000, the first $3,750 of qualified expenses (7.5% of $50,000) don't count. You also need enough total itemized deductions to exceed your standard deduction.   See also this interactive interview Can I Deduct My Medical and Dental Expenses? at the IRS website. @user17723954851 

Return to the entry screen for that 1099R and enter the number from Box 1 again in Box 16 for "state tax distribution".  You will do this on the federal entry areas under Wages and Income.  The DFAS 1099-R doesn't actually have a box 16 on it (which is why I imagine it wasn't entered) but you can safely put the federal  number in that space in TurboTax. Once you've updated that, you can retransmit the return.

If you see $0 next to Canadian Pension on the Income Topics page, this doesn't affect your return.  You can Edit/Update and Continue and delete the Summary page to be sure (trash can icon).   @MATY       

  @ user17723939869 wrote: I bought from SAMS club and I have my liscense code and received my verify 6 digit code and then everything just stops   Oh, wait.   What exact product did you buy from Sam's?   Sam's sells both the desktop product code and new for this year, they are now selling a code for the Online TurboTax website.  So when buying from Sam's,  you have to be careful which one you bought.    Since you said "download", I assumed that you purchased the desktop product from Sam's.      The activation code is a 16-digit code with a mix of numbers and letters, like this format XXXX-XXXX-XXXX-XXXX.   Why are you mentioning a "verify 6-digit code" in this context?   I don't know what that refers to. Are you referring to a 2-factor sign-in code you receive when logging into your Intuit account as part of the activation process?  i.e., do you have 2-factor authentication set up for your Intuit Account, and a code is texted (or emailed) to you so you can log into your account?

I am having the same issue: I eFiled the original 2025 NY State Corporate Tax forms, but I have to amend to change one field (Final Year), and TurboTax is stuck in a continuous review loop and will never even try to eFile the NY state tax forms.

Yes, you should.   If you select Something other than a date and enter Various, you will be presented with the screen Did you acquire this investment more than a year before you sold it?   Select No, I didn't acquire any part of this investment more than a year before I sold it.   @hschmit   

You can choose the dropdown Other/Not classified. "NT HEALTH BENEFITS,"  likely stands for Non-Taxable Health Benefits. Box 14 on your W-2 is where your employer will report information that doesn't have a specific home elsewhere on the form.