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I have same issue and logging into the IRS to update the information has got me in a loop of verifying my information and uploading my drivers license. The loop keeps taking me back to the start.   TurboTax should be the one fixing this issue since they caused it. I paid good money to get my taxes completed correctly with up to date IRS rules and regulations.   This is delaying my return, I am unemployed and need the money. Will TurboTax refund some of my file fees due to THEIR error?

I went ahead and exited without saving, So unfortunately lost my federal input and had to start over as a result. Restarting a new filing has fixed the file save issue, Unfortunately I can't explain doing anything differently.  Just wish I had tried saving before going so far down the path. Lesson learned 🙂 No worries, I REALY appreciate your prompt responses.  Thank you!

I'm having the same problem e-filing a 2024 amended return with TurboTax Deluxe 2024 Desktop.  At the final transmit step, it tells me that the Intuit Electronic Filing system is closed for the 2024 Personal Income Tax filing season.  I called TurboTax customer service and spoke to an agent, then a supervisor, and I was told that they are no longer accepting e-filings for the 2024 1040-X.  I asked for an explanation as to why they aren't accepted, but supervisor said she didn't know.  As the previous poster said, this is really frustrating and disappointing.    The TurboTax support info says:  Generally, you can e-file your amended 2025, 2024, or 2023 federal return via TurboTax if your original return was also e-filed in TurboTax. However, there's a chance your return can't be e-filed based on your unique situation. If this happens, you'll need to print and mail your tax return.   This rejection doesn't appear to be due a unique situation; rather, it seems TT has stopped supporting this altogether.

Thanks for your help mesquitebean,   I clicked on "Add a state", somehow canceled the "amend", now I can get back to the interview. Finally after 3 days of phone calls, screen sharings, nothing worked except your advice. I am grateful, thanks mesquitebean.   Rgds, Cuong

I still do not see any change regarding an area to put the NYS refund check in for JUST federal taxes. When I put it in as "other income" or "miscellaneous"  it automatically includes it in my federal and state income and taxes it for both. Has anyone figured this out? 

The "Let's get more information" about your RMD screen is more likely to be the source of your problem than incorrect entry of the 1099-R information itself.  I think the interview asks one question, but actually needs you to answer a different question on this page.   The interview correctly distinguishes between any RMD due before April 1 (for the unique situation of the first RMD at age 73, under current law) and then asks how much of the RMD is for that specific account.  The correct answer to THAT question is the 12/31/24 balance for this account divided by the applicable factor from the IRS' table.  The question that TT needs you to answer here, however, is "How much of the total amount of all RMDs are you allocating to this account?"  Enter the answer to THIS question, in your case, the sum of the RMDs from all of your IRAs (but don't include employer plan RMDs).  The text at the bottom of this page, which says "Note: Do not include the RMD for other retirement accounts you may have.  RMDs should be entered separately", is confusing or misdirecting users, since in fact, TT wants you to include any portion of the RMD from other non-employer accounts that you allocated to this account to satisfy the requirement to take the total RMD for the year.  So for this question, for your situation, on this screen, for this 1099-R, enter your total IRA RMD.  You can check Form 5329 (-T and/or -S, if applicable), Part IX.  The "undistributed RMD" should be $0.

Worked with Turbo Tax help today but the issue has still not been resolved. The suggestion was as follows:   Delete all entries in the rental section,  including the income. Log out of Turbotax Clear your cache and cookies and then log in to Turbotax on a new window or tab And re-enter the section Let your 1098 be your 1st expense reported I still have 1098 (mortgage interest) section not going to a new screen to take a number from me. It just resets back to the same page.

@ greghudson1   I just searched other threads.  Some other users in the forum said this was causing their issue.  I don't know if this is what is causing your issue, but only providing the info, just in case.   Are you using Windows and using Windows Defender for your security?   If so, do you have "Controlled Folder Access"  turned on in the Windows Security settings?   If so, it may be blocking various apps, but you may be able to leave it on and configure it to allow TurboTax through.      So if that's your situation, here's how to check: Windows Security > Virus and threat protection > Ransomware protection > Controlled folder access    If that toggle is turned on, then there should be a link to "Allow an app through controlled folder access" Does it show TurboTax as blocked?  Then see what choices you have there to configure it to allow TurboTax.

Yes, this is the correct way to report the 529 Rollover to Roth for California. Since the tax-free rollover is for a beneficiary, it doesn't need to be reported on the recipient's federal tax return.  Form 5498 is documentation for your records (along with the 1099-Q).   Unless a 1099-Q has taxable earnings for a non-qualified distribution, it does not need to be included in your tax return.  Here's more info on Form 1099-Q.    You can Contact TurboTax Support and share screens with customer support at no charge.    @Mochina    [Edited 03/24/2026 | 9:22 am]

On Field D on the 1099-Q, in FORMS mode, move your cursor left slightly until you see the 'link' arrow.  From the pop-up window, choose 'Remove Link'.   Or, use Delete at the bottom of the 1099-Q form to delete it and step through the interview screens again.  Unless you have a non-qualified distribution, you don't need to enter it in your return.   Here's more info on  Form 1099-Q.   @juniperbeckettt   

Go to FORMS in the upper right corner, and then 'Open Form' 5695.  At the bottom of the form, click the Delete button, or re-check the appropriate boxes directly on the form.    If your return has no other errors, try skipping Review and go directly to File.   @douglasbporter 

Thanks for your reply and solution. I have one anomaly here. Last year we did the rollover in two tranches, 1) one for $6500 that was applied to 2024 year and 2) $7000 to 2025 year. Soon after we realized that it was wrong to transfer that much amount as I didn't have enough earned income and I immediately asked Fidelity to move out these excess contributions. so for 2024 year I moved $4500 in excess contributions and for 2025 it was $6000. Now paid my tuition with that excess money. Do I need to report any of this to IRS and pay the 10% penalty on the 529 funds? the 1099-R said i didn't have to pay any taxes as I took out the money immediately. but since original source of the funds are the distribution from 529 plan I got two 1099-Qs for the above two amounts. I also have a 2024 5498 that shows I have contributed $7000 to my Roth IRA but I don't have that much balance in it since I took it out immediately.  How do I enter all of this mess in TurboTax? and pay any additional taxes I may owe to IRS?