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Thanks for your reply, it’s much appreciated. My distribution from my Roth IRA was fully qualified. I’m over 66 and I’ve owned the Roth for well over 20 years. The distribution code is “T”. I spoke with my account custodian and they ensured me that that was appropriate because they do not track the length of time of account ownership. After doing some more research, I found two sources that claimed that the problem is a glitch in TurboTax re: State of New Jersey returns. Learning this I switched to another program and I filed my taxes with them.

That would be an issue that you would take up with NY state. To check your NY State payments, log into or create a NY Department of Taxation  online account .  Go to the "Account Summary" and check the "Payments" section.  NY Department of Taxation and Finance website. 

When going through a state return, it is sometimes tricky to find the place to enter your 529 contributions.  You will often find it in the Income section of the state return under an Education heading on the page that says Here is the income that XX state treats differently.   You can always share the state you are filing and someone here can guide you to the exact place to enter your contributions.

When the IRS rejects your return due to marketplace coverage, it generally means they are being told by the Marketplace that you had coverage, whether as the primary policyholder or on a policy with someone else such as your parents, through the marketplace and the policy you were on received an Advanced Premium Tax Credit.  If you were NOT at all enrolled in marketplace insurance in 2025 whether you did it yourself or you were covered under a family policy, you will need to contact the Marketplace to find out why they are reporting to the IRS that you did have insurance through them.    If the Marketplace confirms that you did not have insurance through them and received the Premium Tax Credit in Advance, then you will need to print and mail your return along with a statement attached to your return that says ACA Explanation and explain why you do not need to file form 8962.    How to correct an electronically filed return rejected for a missing Form 8962   How do I file my return by mail?   If you did have coverage through the marketplace, you will need to take the following steps to add in form 1095-A which will complete form 8962. Then you will be able to continue through to e-file your return again.    The ACA/1095-A questions are now found in the deductions and credits section under medical.    Federal Deductions and Credits See All Tax Breaks Show More next to medical Start next to the Affordable Care Act (Form 1095-A) Walk through the steps to enter your 1095-A information   You can get there by typing 1095 in the search box and then click jump to or you can click 

If you used the Marketplace for your insurance, and you need a 1095-A: You can look up the phone numbers listed by state at  The Health Insurance Marketplace. If you need a 1095-(B or C) you may have to contact your employer, or the insurance company.

The only solution now is for your mom to still claim you as her dependent but she has to print her return and file by mail.   For your part, you should amend your return, In amending, go and revisit the My Info section of TurboTax, go slowly over the questions and say that you did not provide more than half of your own support and that someone else CAN claim you as a dependent.   To amend your tax return, please read this TurboTax article. 

First, if you efiled your return, confirm that the efiled Federal return (and state return, if applicable) was/were accepted.  If you used Online TurboTax, you can log into your Online TurboTax and look at the Tax Home.   Does it show as accepted?   If you used desktop software, you can check from within the software.   If it doesn't show as accepted, then what status are you seeing at the Tax Home?   If accepted, then you can use the IRS "Where's My Refund" tool to check on the status of your Federal refund.   What message do you see there?  https://www.irs.gov/refunds   When you use that tool, be sure you enter the correct tax year, SSN, correct filing status, and the amount of your Federal refund from your Form 1040, Line 35a.   FAQ:  How do I track my state refund? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

The additional senior deduction enacted due to the One Big Beautiful Bill Act (OBBBA) is not reported as part of the standard deduction on your tax return.  Instead, you will see it included on Form 1040 line 13b.     Amounts shown on line 13b can be traced back to Schedule 1-A line 38 where the total Enhanced Deduction for Seniors is calculated.   It will be automatically included on your return based on your age and filing status.  You do not need to do anything to get the extra deduction.

This is mainly a user community forum--not a direct route to TurboTax Customer Support.  No one here can look up or help with an account-specific billing issue.  I'll tell you below how to reach TurboTax Customer Support.   First, see what you were actually charged for.  Log into your Online TurboTax, and at the Tax Home scroll way down to the section "Your Tax Returns & Documents", and look for a link "View Order Details."   Below is contact info for TurboTax Support.  When a robot tries to triage your call, just say "billing issue" or "speak to a representative for a billing issue."  You may have to say it more than once.   TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/

As of September 30th, 2025, the IRS will not be issuing paper refund checks.   The CP53E  is an IRS notice that informs you that your tax refund is frozen   because your return does not include a valid direct deposit Bank on your 2025 Form 1040.    When you receive the CP53E notice, you have 30 days to update or add a new bank account. Access or establish your online account by visiting Your Account to add or update your bank account information. IRS to phase out paper tax refund checks, starting with individual taxpayers Understanding your CP53E notice Online account for individuals