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@wet0529  You're welcome.  I'm glad the larger PDF showed your information.       I'm curious if it will show up in another place--for my own future reference.   When you go to the Tax Home and scroll down to Your Tax Returns & Documents,  for 2025 do you see a link for "View order details?"   If so, when you view that, does it say anything about making a tax payment?    Just wondering, since I have no way to test it.  

@bdavi1 the contribution goes on your 2025 tax return.    the conversion from the Trad to the Roth is a 2026 transaction and the 1099-R will be sent to you next year.    The 1099-R reports the conversion, not the contribution. 

@wet0529 I am surprised it permitted you to select April 12 as that is the weekend and debits only occuring on Banking days.  So I would suspect you see the debit posted today (so you will see in your banking account on Tuesday)

@ballinger13 wrote: can anyone tell me why I can't print out my previous return? No list comes up to choose from.  Very frustrating. This answer assumes your previous returns were prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

@mesquitebean thank you so much for the detailed instructions! The document indicates that I opted to pay the balance through Direct Debit with a withdrawal date of 4/12/2026, so I should probably just give it some time. I really appreciate the fast and detailed help!

See if this article helps.  The method depends on how you came to be involved in Expert Assist.  Choose your situation in the FAQ.   FAQ:  How do I remove TurboTax Expert Assist? https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312

 The PDF downloaded at the Tax Home is very basic.  There is more info in the larger PDFs.   Here's how to get larger PDFs with all the worksheets, Electronic Filing Instructions, etc. by going to the Print Center inside the return interview.   NOTE:  When you open your return back up, do not make any changes in it since it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.   Log in and at the Tax Home down in the section "Your Tax Returns & Documents" for 2025, look for a link "Add a State." Click on "Add a State."  (you don't really add one.  That's just to open your return back up.) After the return interview is open, you should have a full left column menu again.  Click in the left menu column on the tab TAX TOOLS, then PRINT CENTER. Then choose "Print, save, view this year's return." The next screen should ask what you want in your PDF:  Federal. state, or both (I always save both--just in case) and offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"  The latter has the most pages. NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

Even though IRC132 is typically accounted for in box one, I would like to advocate for Intuit to include the specific category explicitly listed as IRC132 "transportation benefit" for clarity, continuity, consistency, transparency and peace of mind for the user. For multiple years I have wasted time attempting to get clarification on the question and when doing taxes, it feels "unfinished" and unstable for the user. Intuit has plenty of fields for other tax categories where if you click on them, one's tax bill or refund is not modified, but the user goes through the motions to rule things out and comprehend the process. The same should apply to IRC. The repeated IRC issue has made me consider using different software. It's a simple fix for Intuit and it would come as great relief to users. In addition to adding this specifically, you could have a thought bubble or similar explicitly state that the accounting for this element is already tabulated in box 1.

@mesquitebean Yes, Vermont (and others) have all been accepted. I clicked "Download Return" which produced a PDF, but don't see anything about Electronic Filing Instructions. I'm using the TurboTax website.

Have you received word yet that your efiled state return has been accepted?    You can look at your Electronic Filing Instructions in your return PDF to review your information.   There should be an electronic filing instructions for Federal and another one for state. We can tell you a special way to get a larger PDF with the pages.  Are you using desktop software or Online TurboTax?