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@feltongirl wrote: ...I would not have bought this TurboTax CD if I have known about this issue.   Not sure where you got a 2025 TurboTax CD since such a beast does not exist.   Regardless, if you paid and received a code and a download link, you can get a full refund by calling customer support.

@nortsub  I am so sorry for your loss.  I pray for peaceful rest of the departed and my condolences for the family.   Generally, if you are filing a return in  the name of the decedent,  and filing by mail, you sign your name and add  " representative for "  or " attorney in fact for"  then the name of the decedent.  You choose your title based on facts.  Sometime  it your  name  and the "for " Decedent's name.   Is there more one of us can do for you ?

I refuse to buy a Windows 11 computer when there is nothing wrong with my computer.  Microsoft is reaping people off with this upgrade to 11 when there is nothing to be gained from switching.  Now, this TurboTax forcing people to use Windows 11 is another example of corporate stupidity.  They will definitely lose a lot of customers with this decision.  I am one of them and I have used TurboTax for over 10 years.  This is not the only tax software out there.  There are other options.  

Hi I have the same issue with 1256.  I don't see the option as pointed out by the expert.  I don't see how to enter on 6781.  I go to form and I don't have form 6781.  Please further help me on this topic.

The amount in line 5 is not taxable. If that is the amount being rolled over into a Roth, while the rest goes into a rollover IRA, then I think replying "no" to the question gives the same result as "splitting" the 1099-R. I think the Turbo Tax question is to determine taxability, not something that the IRS is asking. Right?  

See this long thread for transferring on Mac. Read from the beginning. Many different ways are working for Mac users. https://ttlc.intuit.com/community/taxes/discussion/attempting-to-import-last-year-s-tax-return-but-turbotax-will-not-do-it-found-the-correct-file/00/3718897 Expert employee MarilynG1 posted….. In TurboTax 2025 for desktop, select File > New Tax Return. Then click on the blue 'Browse' and locate your .tax2024 file in the browse window. Double-click it and it should open in the 2025 program. The easiest thing to try first is just quit Turbo Tax and reopen it. The next thing to try is open 2024 in the 2024 program and let the program update. Then save your return. Some users say to try to OPEN your 2024 return in the 2025 program. Then the program asks if you want to tranfer it.

Thanks AnnetteB6. Your clarification confirms my interpretation. It's confusing and cumbersome at first but now makes sense as to how we have to report this transaction and why 5329 is required. Personally, I prefer NOT to have to file an amended return and will enter the 1099R now. 

Thanks for your huge help!   Still have confusion about Line 78. I understand I need to write "IRC 1341 $1000 on the dotted line), but how do I physically add the $1000 to the total payment? Creating an entry on the estimated payment? or manual overwrite? Or there is another way that I totally missed??   Thanks again for your help!!

@dylanwinn39  once the return has been "accepted" by the IRS for processing, it is generally between the filer (you ) and the IRS.  Please consider contacting IRS.   If the return was sent  in time, then IRS probably sent you a notice by mail and awaiting your response.  In any case, please consider visiting the IRS local/nearest office -- they should be able to help you as to what is the next step.

I was able to bring up my 2024 return into the 2025 program on my Mac, though it didn't show up in the list of returns to bring over in TurboTax - I had to search for it in Finder and drag it into the TurboTax window to select it. However, once I did that everything was there.   Is it possible you selected an older unfinished version of 2024 to bring up in the 2025 program? or that the one you wanted to select had been overwritten?   On a Mac, you may be able to recover an overwritten TurboTax file by using Time Machine backups or the "Revert To" feature in the Finder. If no local backup exists, you cannot recover the file from TurboTax directly.   Here are some options to try:   Time Machine Backup: If you use Time Machine, open the folder where the file was stored, open Time Machine from the menu bar, and go back to a time before you saved the blank form to restore the older version. "Revert To" (If the file is still open): In TurboTax, check File > Revert To to see if a previous save point is available. Search for File Backups: Search your Mac for files ending in .tax or .tax202X to see if a backup was automatically created. Check Email/Downloads: If you filed, you likely saved a PDF version during the filing process. Check your Downloads folder or email for the completed return.  Use Prior Year File: If the current year return you were working on can't be restored, and you have the previous year's .tax file, you can import that data to help rebuild the current return.    See also this help article for troubleshooting issues for TurboTax with Mac.  

Thanks for the feedback!  I went through and confirmed that I needed to add a vehicle in other expenses, so it isn't there anymore.  I'm asking because as it reviews my return, it keeps asking me about details for my vehicle that it's missing.  I believe I tried to add it last year for 2024, but I decided to not use it.  It must have saved some of those details.  I went through to the end and it isn't asking me questions about my vehicle any more.  It was confusing.