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Tax withholding does not specifically apply to any particular portion of your tax liability, it is credited against your overall tax liability.  It just so happens that the default tax withholding on an IRA distribution is the same percentage that Congress chose as the percentage excise tax on an early distribution, but that doesn't mean that the 10% withheld for taxes is the early-distribution penalty.   Once the IRS has the money that was withheld for taxes, the only way to get back anything is to file a tax return showing that your overall tax liability for the year is less than the amount that you paid the IRS in tax withholding and estimated taxes.  The reason that your tax liability was less than the amount paid in tax withholding and estimated taxes is irrelevant.

To fix this error, go back to your state return and please follow these steps carefully, :   Make sure you have entered the previous year's AGI correctly Verify your PIN Make sure to enter all 8 digits (This is not your 5 digit federal PIN) Verify your drivers license or state ID number is entered correctly If it is your first year filing with your state, you will have to enter your Drivers License or state ID information Enter each field exactly as it is on your Driver's License or state ID (First Name, Middle Name, Last Name, Suffix (leave blank if necessary), and weight You may not use an out-of-state or expired drivers license You may need to print and mail your return if the reject continues after re-transmitting @emucyndi

Yes Merrill was available as an import option as I tried it in January and also was prompted to wait until Feb for the import. But Merrill is missing from the import listing with the latest update to turbotax.      Waiting for turbotax to answer and fix like many others.

From the Louisiana Department of Revenue:  The department has responded to increasing occurrences of tax fraud by implementing enhanced security measures to protect Louisiana taxpayers. This means it will take additional time to process refunds. The expected refund processing time for returns filed electronically is up to 4 weeks. For paper returns, taxpayers should expect to wait as long as 8 weeks. Some returns, whether electronic or paper, are randomly selected for review. If your return has been selected for review, then the review process can take up to 16 weeks.  You can check your state status at Check Your Refund Status.

The amount from on line 4b of Form 1040 that comes from Form 8606 would be the sum of lines 15c and line 18 on that form.  And what you are seeing is that 1040 line 4b is the sum of line 7 and line 8 on Form 8606 - is this correct?

I have a very similar situation where the amount calculated using form 8606 does not transfer to the correct line on 1040. Instead of transfers the amount disregarding any adjustment for non-deductible IRA contributions.          

I have a very similar situation where the amount calculated using form 8606 does not transfer to the correct line on 1040. Instead of transfers the amount disregarding any adjustment for non-deductible IRA contributions. I have called customer support, but the agent I talked to, didn’t seem to understand and was not very helpful so

I can import my 1099 from T. Rowe Price Mutual Funds but there is no option for importing from TRP Brokerage accounts.  TRP Brokerage is listed as a partner.  I can link to my TRP Mutual Fund account from TT so that is not the problem.  Any suggestions?

I have a very similar situation where the amount calculated using form 8606 does not transfer to the correct line on 1040. Instead of transfers the amount disregarding any adjustment for non-deductible IRA contributions. I have called customer support, but the agent I talked to, didn’t seem to understand and was not very helpful so I don’t know if my information was passed on to the programmers

This reject is due to a program defect and is expected to be fixed in the next release. You may wait for after this Friday February 13th, 2026,  the next release before re-transmitting this return.    Alternatively, if you wish to proceed, please follow the steps below as a temporary solution:   Navigate to Forms mode Go to Form 4562 for each related Form 8825 in your return On Form 4562 Line 19h, enter a date on column b, and enter 0 for column c and column d Make the appropriate change(s), save and re-transmit