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The rollover conversion came from my 401k, not a ""traditional IRA," so why would I need to fill that out? The key word is traditional. I paid the taxes, it went into my Roth IRA.  Please explain why I need to fill out Part II of 8606?

  I think the question in the interview (for 2025) that is throwing me is when it asks if I have excess contributions to report, and included in this list is a prior year's excess contribution to a Roth or a 2025 excess contribution to a Roth.  I've been thinking the answer to this question was "yes", because I did have the excess contribution in 2024.  But, I think what you're telling me is the answer to this question is actually "no."  Saying "yes" appears, from your comment, that would be saying there are excessive contributions that have yet to be withdrawn by the 2025 tax deadline (4/15/26)?  Does this sound accurate, or am I not making sense?  In other words, answering "yes" is a means of carrying forward unresolved excessive contributions.    

This reject happens when the IRS database  has record that you had health coverage through the marketplace.  If you did not have coverage you will have to contact Marketplace to find out what needs to be reported on your return.    Health Insurance Marketplace Statements | Internal Revenue Service   If you did have coverage and you need to report information for a Form 1095-A:   Go to the Do you have Form 1095-A info ready? screen Answer the questions and enter the details from your Form 1095-A When you’re done, select File from the left menu and continue through to re-file your return If there was no coverage, you can follow the steps below to certify that you did not receive a 1095-A:   Select Federal from the left menu, then Deductions & Credits. Navigate to Medical and select Show More. Select Start or Revisit next to Affordable Care Act (Form 1095-A). You'll be asked if you received a 1095-A. Select No. Select the statement indicating you did not receive a 1095-A. By selecting this certification, you will be able to e-file your return and meet the requirements of reject code F8962-070. Select File from the left menu and continue through the process to resubmit your return. How do I fix e-file reject F8962-070?    

There are now 8 states that do not tax their residents’ income: Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington, and Wyoming. If your state is not listed in the W2 box 15 drop down list it doesn’t have an income tax.  Leave all W2 boxes 15,16, & 17 BLANK, empty, no spaces. 

Do you still have a Schedule C in your return, @EEboy?   Did you delete the first 1099-misc and the Schedule C?     Delete that 1099-Misc and the Schedule C that was started, instructions are below.  Then re-enter it, making sure to answer the follow-up questions as follows:   After you enter the reason for the 1099-Misc, mark None of the above on the next screen (uncommon situations). Answer Did the refund involve work that's like your main job?  NO Answer How often did you get income for refund?  You got it in 2025 Answer Did the refund involve an intent to earn money?  NO   This will report the income as Other Income on Line 8 of Form 1040 without generating a schedule C.    You can enter your federal and state withholding amounts by clicking on the box that says, My form has other info in boxes 1-18 checked.      How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop  

This rejection is because a return was already filed with your social security number.  If you did not file a return already, then check that the name and number match exactly what is on the primary taxpayer's Social Security card and make any corrections if needed before submitting your return again.   If your SSN or TIN is correct as currently entered on this return, it may be necessary to contact the IRS for further guidance. If you need to correct the tax return originally filed, you must file an Amended Return.    

No joy!! didn't work.  It greyed out the final "Security check" pop up and said it was an example.  It said I was already verified.  How do stop the **bleep** final check??  the connection to merrill works fine. then I have no where to go