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Thank you I figured that out because when I took out the 0 # in box  16 and 18, even though that number zero was on my tax form 1099 miscellaneous, not blank, but then it allowed instead of putting the state. But I really had zero under royalties and no, there’s nothing in any amount in any of the boxes. It was all either zeros or blank. So I don’t even honestly think the form ended up going through. It might’ve just done it as a worksheet, but it wouldn’t let me file taxes otherwise. But since the bank sent that I had to try to submit it because I think if they send you what you’re supposed to submit it. But it’s kind of annoying that the bank even sent that because there’s nothing on there amount wise, and it just messes up the taxes. But I’m glad my estimated guest to do it that way and submit taxes today was correct. I’m just going leave this thread up, though if it helps anyone else because it took me a few hours extra trying to figure it out.  so maybe the issue is a TurboTax era that it doesn’t let you file without that information more than the bank that sent it? I’m not sure. Tax should have a better way to handle that though. 

I had the same issue. And read this in the tread.in order to transfer your 2024 info all of it. It has to be a turbo tax file. It can't be a pdf version of your taxes. So find your 2024 version of turbo tax look in its folders and transfer that file into turbo tax 2025. You'll have to start over with a new 2025 tax return but it beats having to input all that info manually!!! Hope this helps  

There is no 2e on the actual form. Do you mean 3e? There can be reasons for this, and in some cases, TurboTax may be wrong.  Read the instructions for 3d and 3e. This may help you to determine whether the number as calculated by TurboTax is correct. (there are cases where the number will not conform to the IRS instructions. For example, entering multiple security trades on a single line on Form 8949. Losses don't count but there's no way for TurboTax to know this. You would have to go to the foreign tax section of TurboTax to modify gross income from all sources. https://www.irs.gov/pub/irs-pdf/i1116.pdf   

To qualify for Head of Household if you must meet the requirements below: Were unmarried as of December 31, 2025 and Paid more than half the cost to run your (or a qualifying parent's) home this year (rent, mortgage, utilities, etc.) and Supported a qualifying person.   Review the TurboTax articles Guide to Filing Taxes as Head of Household,  Do I qualify for Head of Household in 2025, and Filing Taxes as the Head of Household for more information. 

Where did TT get the 1099-Q information from to start with? Was it imported directly from the organization that holds the plan, read from a PDF file, or entered by hand during the TT steps?   Compare the real form 1099-Q, and make sure that TT has the right data from each of the boxes in its version of the form. In particular, look for the problem I reported a couple of days ago, where TT insisted on checking the "recipient is not the designated beneficiary" box, which would make the rollover ineligible (if it were true) and cause the cascade of wrong tax treatment you describe.   On page 2, verify whether your QTP-to-Roth rollover met all the conditions listed under Line 5, and make sure that the appropriate box on 5a/b/c is marked. An incorrect selection here would likewise make the rollover ineligible.

What do you mean by "merge on the 1099?"   AND.....what kind of 1099 are you asking about?  There are nearly two dozen kinds of 1099's---we need to know what kind you are asking about.  (1099R, 1099NEC, 1099INT, 1099DIV, 1099B, 1099E, SSA1099, etc etc etc.)

Once your tax return is accepted, the IRS takes over processing. If the IRS refund tool says that your refund was issued today but it hasn't arrived, it is often due to banking processing times, which can take 1-5 additional business days.     For status updates, you can use the IRS tool Where's my Refund?. You can also use the tools TurboTax site tracking tool.

https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin   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.  

If the IRS issued an IP PIN, which is a 6-digit number that the IRS provides to taxpayers to validate their identity, it must be used to avoid rejection.    Refer to the following TurboTax Help articles What's an IP PIN? Do I need one? and How do I get my 6-digit IP PIN? for additional information.

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.          

When you add W-2 # 1, after you add the NJ information that's in boxes 18-20, select Add another state and add boxes 18-20 for CA from W-2 # 2. Add the information from W-2 #3, boxes 18-20 under the local taxes section.   Don't worry, you won't be double taxed.   Refer to the TurboTax article How do I handle multiple W-2s from the same employer? for more information.