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Code B in box 7 with $0 in box 1 and an amount in box 5 reports a distribution of unrecoverable basis in designated Roth contributions.  However, such a form makes no sense unless there was another distribution for a direct rollover from a designated Roth account to a Roth IRA, reported on a Form 1099-R with code H in box 7, or a direct rollover from a designated Roth account to a designated Roth account in another employer's plan, reported with codes B and G in box 7.  The code-G Form 1099-R reports a distribution from the traditional account in your 401(k), not from a designated Roth account in the 401(k).  (The only reason I can think of where such a code-B Form 1099-R would be issued without any other distribution from the designated Roth account is if the entire investment in the designated Roth account became worthless, but that's implausible unless the entire investment consisted of company stock which somehow became worthless.)

I saw it just now. And yes I have built a test case that shows that an excess HSA contribution that was withdrawn from the HSA in a timely manner shows up on the Ohio MSA Worksheet as a contribution to a medical savings account, even if you hadn't opened one.    Yes, it looks like TurboTax is determined to give you a state tax deduction even if you can't use it on the federal level (i.e., the excess HSA contribution cannot be deducted on the federal return, so it is automatically contributed to an Ohio MSA).   I don't see anything in the state documentation that suggests one should do this.   Yes, in the short run, override line 1 on the lower part (Schedule of Adj Lines 6 and 45) of the Medical Wks and set it to zero. In my test, it zeroed out line 2b on Ohio IT-1040, which is what you want, right?

A rejected return can count toward the 5 e-files for TurboTax Desktop.  Can? How can I make sure what's the count?  If it's getting rejected that's because of error, how and why is it getting counted towards 5 efiles as long as it's for same person and same federal return?  If you filed jointly, both you and your spouse have the same AGI. Don't enter 0 for one of you. we did jointly and I putting exact number as shown in transcript and it's not 0

 You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2025  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9 p.m. Pacific time   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

In TurboTax, the sale will appear under the heading Stocks, Bonds, etc. (1099-B). That means it could be a stock, Bond, or similar investment sale such as those reported on Form 1099-B. It doesn't mean it has to have been reported on a Form 1099-B though. The gain on sale of the house is reported similar to the gain on sale of an investment reported on Form 1099-B. It will show on Schedule D and Form 8949 as an investment sale.

Looking through my tax returns, it looks like some things have been fixed (I am now able to mark average share price for the valuation method), but as the previous responder mentioned, I am unable to mark the acquisition method as anything other than "Purchased". I've sent a diagnostic copy as mentioned and my token number is 1341528.

Thank MelindaS1, but the forms lookup table does not return Form 3885L as a form that is currently available.  Nor does it show up when I search Forms in My Return.   Can you post a link or a screen shot?   And do I really need to include the 3885L with the 568 that I have to mail in?  The value that would appear on the 3885L does not actually appear on any of the pages of the 568 that TT printed to mail.   Thanks,   Stan

Yes, you are correct. The following instruction will allow you to enter your options, which is by selecting Stock (non-employee) so that all the fields can be utilized, This will apply the gain accurately in your tax return.

If your IRA contributions are not being registered as deductible/nondeductible in TurboTax as you are expecting, you can try the following to correct that:   Click on Search at the top right of your TurboTax screen Type IRA contributions in the search box Click on the link Jump to IRA contributions Follow through the screen and answer the questions carefully On the screen that says YOURNAME's Traditional IRA's it should show your deductible contributions and it asks Deductible Contributions elected non-deductible make sure you fill/not fill in the box correctly   Keep in mind: IRA contributions may not be tax-deductible if you or your spouse are covered by a retirement plan at work (like a 401(k)) and your income (MAGI) exceeds IRS limits. For 2025-2026, single filers with a MAGI of $91,000 or more cannot claim a deduction if covered by a plan at work. Traditional IRA deductions phase out with a Modified Adjusted Gross Income of $81,000–$91,000 (for Single filers) or $129,000–$149,000 (For filers filing Married Filing Jointly) See IRS Pub 590-A  If you cannot take a deduction, you are still allowed to make the contribution (non-deductible IRA contribution). These require filing IRS Form 8606 to track the basis, otherwise, you may be taxed twice on that money If you are not covered by a work plan and are not married to someone who is, your traditional IRA contribution should be fully deductible.    See also:   Deductions Allowed for Contributions to a Traditional IRA   Where do I enter my traditional or Roth IRA contributions?   Please return To Community if you have any additional information or questions and we would be happy to help.  

It's not advisable to save TurboTax files while you're working with them anywhere but the C drive.  After you've filed, you can save copies to a removable drive, but leave a backup copy in Documents > TurboTax.  You may have backups in there now, with a tilde sign in front of them.   @Sschroeder604 

Contributions you make to a Solo 401(k) can be deducted from your self-employment income.  Here’s how to enter your Solo 401(k) contributions in TurboTax:   Navigate to the self-employed retirement plans section: TurboTax Online/Mobile: Go to self-employed retirement plans, under Wages & Income, choose Other Business Situations, then select Start next to Self-Employment Retirement Plans.     On the Self employed retirement plans screen, answer Yes to the question, Did you make a 2025 self-employed retirement plan contribution? Answer Yes to Did you contribute to an Individual or Roth 401(k) plan? On the next screen, Individual and Roth 401(k) plans, enter your Elective Deferrals and any Catch-Up Contributions you made in 2025. Enter your Employer Matching (Profit Sharing) Contributions for 2025. Note: There's no Employer Matching box for Roth 401(k)s because any matching employee contributions are pretax. If you haven’t made all your contributions for the tax year and would like TurboTax to calculate your maximum contributions for the year, select Yes next to Maximize Contribution to Individual 401(k) and Continue. On the Adjusting Self-Employment Income screen, enter any changes you'd like to make to your self-employment income as it’s been calculated by TurboTax (this is rare). Enter a positive number if you’re adding an amount, and a negative number if you’re subtracting. Select Continue. If you checked the box next to Maximize Contribution to Individual 401(k), you’ll see Your Self-Employed Retirement Deduction. This screen shows the maximum amount you can contribute to your Solo 401(k) for the tax year. Answer the questions on the following screens, until you reach Your Retirement Contributions. This is a summary of the contributions you’ve made to your Solo 401(k) during the tax year. If this page shows an excess contribution, you must withdraw the amount listed by the plan due date or face a tax penalty from the IRS. If this page shows an amount to contribute by plan due date, you can still contribute the amount listed to your retirement plan before you max out your contributions, provided the due date hasn't already passed. These instructions can be found in this help article.  

To generate IRS form 5329 to report an exception to the 10% penalty for early distribution, follow these steps:   After entering the IRS form 1099-R, you should see the screen Let's see if we can lower your tax bill. At the screen Identify the plan, tell the software what kind of plan the distribution was from.  Click Continue. At the screen These situations may lower your tax bill, enter the dollar amount next to the appropriate exception.  Click Continue. At the screen Good news:  your tax bill just got lower, the IRS form 5329 has been generated See also this TurboTax Help.

If you filed jointly last year, the IRS considers you as a single taxable entity, and you have the same AGI. Which would be Box 11 of your Form 1040, as you stated above.  You can try deleting and re-entering the amount. A rejected return can count toward the 5 e-files for TurboTax Desktop.    Some things to check:  If you filed late last year (after mid-November) or your return was processed after that time—try entering a  0 for your spouses AGI. If you amended your tax return last year, make sure you’re using the AGI from your original return, not the amended one.  If you rounded to the nearest dollar amount, make  sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. If you filed jointly, both you and your spouse have the same AGI. Don't enter 0 for one of you.  If you entered the amount correctly and you continue to get a reject, you won't be able to e-file. There may be a data mismatch at the IRS.   If you have to file by mail: How do I file my return by mail?   You can contact TurboTax Customer Support using this link: Turbo Tax Customer Support, to inquire about your e-file status.   Please return to Community if you have any additional information or questions and we would be happy to help.