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If you do not want expert assist, then clear your return and start over.  When asked about your prior tax returns just continue through those screens.  Something that you answered triggered the option for Expert Assist.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over  

Please review my previous reply. You have currently entered the first part of the transaction; this is the gain at the partnership level that is passed out to the partners. When you mark "final K-1" you now are dealing with the second part of the transaction as previously noted.  This is the gain / loss at the individual level on your investment.  This has nothing to do with the gain at the entity level. You should have been maintaining your tax basis beginning with your initial capital contribution and adjusting it annually for the applicable items on your K-1. Now you need to adjust your tax basis for the applicable items on your final K-1. If your liquidating distribution amount exceeds your tax basis, you will have an overall gain that needs to be reported. If you liquidating distribution is less than your tax basis, you will have an overall loss that needs to be reported. Once again, this part of the transaction has nothing to do with the gains and losses that were passed out to you and the other partners on your K-1. This second part of the transaction is what needs to be addressed or you have not accurately reported the overall transaction.

The IRS website states:   When to expect your refund   The typical time to receive your refund depends on how you filed your taxes:   E-filed return - 3 weeks from the date you e-filed Mailed return - 6 or more weeks from the date we received your mailed return Refund delays can happen when a tax return needs corrections or further review.   Sign in or create an IRS account to get more information about your refund.

Yes, the method described will still work and is posted here for your convenience. The Form 8606 is a signature document and does not require a Form 1040-X, unless you are actually changing the taxable amount of the inherited IRA for the beneficiary. Be sure to review the link for details about Form 8606. Line 6 requires the value of ALL Traditional IRAs: Enter the value of all your traditional IRAs as of December 31, 2025... You must know the nondeductible contributions made by the deceased which is the basis in the Traditional IRA inherited.   If your own IRA ( IRAs if married) do not have a prior years basis you can pretend that the IRA is a regular IRA with a basis and TurboTax will calculate the taxable part.   You still have to file on paper with your own Form 8606 If: You are tricking TurboTax with fabricated 1099-Rs and/or overrides,  and TurboTax may not put the correct names on Form 8606. @LK2023 

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.          

A spouse who:  Has not remarried and  Whose spouse died within the last two years  Can claim the Qualifying Surviving Spouse (QSS) tax status for two years after the year of death.  This allows them to use married filing jointly tax rates.  They may also claim Social Security survivor benefits  As early as age 50 if disabled, or 60 otherwise and  A $255 one-time lump-sum death payment See the IRS article Qualifying Surviving Spouse Filing Status

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.          

See this for how to file your state tax return after the federal tax return has been filed - https://ttlc.intuit.com/community/e-file/help/how-do-i-e-file-my-state-after-i-already-filed-my-federal/01/26811?search-action-id=616975222863&search-result-uid=26811

I did that and entered my prior year AGI. The error was regarded to my spouse’s AGI which I do not see an option anywhere to enter it when going through file. It’s only letting me enter mine which then gets rejected again

@jrhebbe2    Since DFAS does not make the special files that allow you to directly import the data from DFAS into TTX. You should select "Type it in myself"   (my opinion) I recommend you do NOT attempt to upload a Picture or PDF into the software....too many problems occur as the software "attempts" to interpret what it sees.  (someday it will be flawless, but not so far)

You should have sufficient basis in Roth IRA contributions shown on Form 8606 line 22 to reduce the taxable amount on line 19 to zero on line 23.  After continuing beyond the page that lists the Forms 1099-R that you have entered, make sure that you have entered or confirmed your basis in Roth IRA contributions, including amounts contributed that were excess contributions.