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When you entered your Roth IRA contribution in TurboTax, the program tells you the excess amount, and asks it you withdrew it before the deadline.  You will then create a 1099-R to enter with Box 1 being the excess contribution amount, and Box 2a being the Earnings amount (if you know that amount) and Codes P and J in Box 7.  When you receive a 1099-R in 2026, it will have the same info, plus tax withheld, which will be included in your 2026 return.    You won't incur a penalty and only the earnings will be taxable income.  You won't have an early withdrawal penalty for withdrawing the excess, but may for the earnings withdrawn. The earnings amount will raise your MAGI, but withdrawing the excess will not.     Here's more discussion on Excess Roth Contributions.   @terry00005 

Yes, that is how it is being done.  I just realized though the OH employer did not deduct state taxes - this box is left blank but they did deduct local taxes.  Is this why she has to pay on the IL return?  

If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically.     If you're using TurboTax Desktop, search your computer for a .tax2024 file when starting a 2025 return to transfer into your new return.   Here's more info on Transferring a Prior Year Return and Finding a Tax File on Your Computer.

Yes, you can wait until October 15 to file your CA return.   CA has an automatic extension of 6 months to file. If you owe taxes, you'll need to pay the taxes by April 15. As you are expecting a CA refund, there is no need to tax to pay and you have until October 15, 2026 to file. No extension is required. There is no penalty.   See this CA Revenue document.

Your son can claim the AOTC thanks to your thoughtful gift of the 529 withdrawal which allowed him to pay tuition. There is no double dipping and you navigated all the factors. You have worked this out beautifully, well done. 

Are you seeing them when you go to your documents?   To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

Review your daughter's personal answers on the Personal Info section which is needed to help ensure that you create the correct state tax returns. Also, delete the state returns and start over.  You shouldn't ‌be paying taxes on the same income in both Ohio and IL.    To delete your OH and IL tax returns, follow the steps below: Launch TurboTax and select State from the menu and Continue On Status of your state returns screen select delete next to OH and IL and confirm. Refer to the TurboTax article How do I delete my state return in TurboTax Online?   To review your answers in the Personal Info section:   Select your name under My Info Select Continue  Select the down arrow under Other state Income and select Revisit Select Yes, I made money in states other than IL Select that you made money in OH. After you complete your federal tax return and you move to the State Taxes sections, both your non-resident Ohio and resident state returns will be listed.  Prepare your non-resident  tax return first. Your daughter should y get a credit on her IL tax return for the taxes on the OH return.   For additional information, refer to the TurboTax Help articles Do I have to file tax returns in more than one state?,  Why would I have to file a nonresident state return? and How do I file a nonresident state return?  

@jscheitler21  please can you tell me a little bit more about your foreign source income ( type, amount  etc. ) and the foreign taxes  paid  ( including country and amount ).  While I am not familiar with the  screens  for the on-line product, it should be pretty similar to my version ( Widows desktop, Home & Business ).  I would like to replicate your situation and see why Turbo is misbehaving.  Please help   I will circle back once i hear from you -- yes ?  

Yes, your ROTH IRA distribution would not be taxable on your federal or New Jersey state tax return. I suggest you verify that you entered the correct code in box 7 of your Form 1099-R. If you can clarify what that code(s) is, we may be able to help you better.   Violating the five year rule could result in tax and penalties on the income earned in the IRA, but the principal distribution is never taxable. 

@gitukapur1 , Namaste Kapoor ji.   While I am not very sure that I understand your  issue but--- (a) when you created and amended return, you should have saved the original filed/accepted return -- this should still be in your documents folder. (b) if you have not "printed/signed/dated " and mailed the amended return and the 1040-X, then there is nothing to worry about.  IRS still has the original filed return in your  account ( at the IRS).   Is this the issue or am I in total left field ? Namaste ji

First, what is the exact reject code from Arizona?   Second, are you saying that on AZ Schedule A, line 1 is greater than or equal to line 2, so there is an entry on line 3? But that line 3 is not equal to line 1 minus line 2?   Where in the AZ Schedule A Instructions do you see that line 3 does not have to equal line 1 minus line 3?   P.S. It does happen that the software provided by the state to accept an e-file has stricter tests than the actual tax return, thus a legal return might be rejected through no fault of TurboTax.

But if you used your Online account then did your return or another return in it, the next return will overwrite the first return and it is gone.  Online is only for 1 return per account.   If you can't find her online account,  How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/