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Thanks but that is not possible because these fields are not editable and are greyed out in the form.   After working with tech support the fix was: 1)  fully uninstall turbotax (using a uninstall program on a Mac to remove all preferences and support files) 2) reinstall and redownload the state and try again, this finally allowed the state to accept

Thank you very much for your response.  When I say "None of the above" it calculates the simplified method, which is what I want, but it does it for federal as well as New Jersey.  For federal it was pre-tax contributions so I have to pay tax on the full amount, contributions and non-contributory portion.  New Jersey was after tax contributions so that is where the simplified method comes into play.  Turbotax does not seem to let me do it for just New Jersey and not federal.

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.        "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. 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

Thank you @RogerD1 for these detailed instructions. This is really helpful. So does this mean that I'll receive another Form 5498 in January 2026 for the other $7000 that's associated with the 2025 contribution? And that I'll once again need to enter $7000 next year? And was any of this information supposed to be entered on last year's filing? I think that's where I'm confused now. Just want to make sure I understand this correct, since the contributions were technically for different years, though they were made the same day, and then both converted to another type of account on the same day shortly after as well. And yes, the 2025 1099-R shows distribution code 8, J in box 7. Line 2a and 2b are blank. And IRA/SEP/SIMPLE is blank as well.  I did receive a 1099 Consolidated for the regular brokerage account for 2025, on which the 1099-DIV had $213 in total ordinary dividends on 1a, and $161 in qualified dividends on 1b. Besides a detail breakdown of that $213, the rest of the 1099 Consolidated was was blank/zero. 

That doesn't answer the question. The choices from the dropdown list are: Early distribution from a ret. plan Rollover I'm eligible, plan's eligible (No PA tax) I'm not eligible yet, plan's eligible in PA Traditional or Roth IRA: I'm over 59.5 Traditional or Roth IRA: I'm under 59.5 Annuity or non Civil Svc Disability Non-qualified deferred comp. plan Life insurance or endowment Charitable gift annuity ESOP: Allocated ESOP stock dividend ESOP: Non-Allocated ESOP stock dividend KSOP: Taxable ESOP within 401(k) KSOP: Nontaxable ESOP within 401(k)   The question was, "Which of these describes a private employer provided pension?" I select "Annuity..."

Yes, it was definitely on the server side and NOT something any of us as the users could fix.  Looks like it was finally fixed sometime in the late afternoon yesterday (PST).    But it's not right to make the users jump through hoops and spend WAY more time trying to fix it on their end before they address it themselves.  Unless I have no choice next year or they, at least, offer some partial refund, I won't be using this part of the TurbotTax software suite for my returns again.

If your California carryover credit from Form 3804-CR relates to a K-1, TurboTax should flow the carryover automatically if you're importing your prior year return where the K-1 was entered. If you need to enter it manually: 1. Go to the California State Taxes section. 2. Navigate to the Credits area. 3. Find the option to enter carryover credits and select the relevant credit associated with your K-1. 4. Enter the carryover amount as shown on your prior year's Form 3804-CR. Make sure your K-1 details are entered correctly under the income section for accurate carryover tracking.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   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.      

Can you explain the "dependent issue?"   We cannot see your tax return or the rejection message you are receiving.    Is there duplicate use of a dependent's SSN?   If so, you either need to print, sign and mail your return or get an IP PIN to e-file.   GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account   Did your dependent file their own return and forget to say they can be claimed?   Or is there another parent/family member who might have claimed the dependent?     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin