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To input the year of birth for your inherited IRA in TurboTax, you will need to revisit the Form 1099-R entry by doing the following:   Go to Wages & Income in the Federal section of your tax return Select Update to the right of Retirement Plans and Social Security Select the pencil to the right of your Form 1099-R to edit your entries You will reach, "When was the original retirement plan owner born?"

@m_williams0864 , not knowing the  whole situation, I would still say if you have a  1099-S, you would need to file return, even if  the  gain is totally excludable ( main home sale meeting the eligibility criteria ).   Does this make sense ?

Very appreciative of everyone in this forum chat. I noticed the same thing where the routing/account number on my California 8453-OL was not my account number and was for Cross River Bank. Unfortunately, it looks like it is a waiting game with Cross River bank probably trying to make money off interest by holding everyone's money.   As an alternate solution, if you did not file yet, you can select to pay your fees by Credit Card (instead of through your return). This will avoid dealing with CRB all together and everything will go directly to your personal bank account. Hopefully others can catch this too before dealing with what seems to be a very shady process.

Make sure you check off that it completely ROLLED OVER into a new retirement acct. That seems to be what the issue was! There is some section where it asks you that so keep going through all the screens.

Hi thank you so much for your help!   I called Fidelity last week and it is now reported as a contribution not as a rollover for my 2025 Form 5498.   Another question: I was able to find 'Other reportable income' and have this amount listed in that box. However, my employer is working with my 401k provider to see if I will receive a 1099-R. My 401k provider is moving slowly on this. Say I do receive a 1099-R but it comes after I file, what changes (if any) would I need to make on my return? Would I need to file an amendment? 

@jmorrow338 , my suspicion would be on form 1040-V ---- two  areas of suspicion ---  foreign address could create an issue  ( thought all internationally filed return are processed by one center ) and 1040-V  ( this used to go  to BofA, whom will strip the 1040-V with the check  for deposit and then forward the rest of the return to IRS for processing).  If you have US bank ( 1040-V)  why don't you use the direct debit option.  There is nothing remarkable with the rest of the forms  you listed. Unless you specifically need/want  "Bona-fide resident", why don't you use  Physical Presence test -- the former requires IRS approval.  Or is there a specific reason ? Hope this solves your issue.

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery

It's possible TurboTax may not like the same name of the organization for each spouse. I would advise to add your spouse's information manually and give it a slightly different name such as Bank1 for example.   Please update if you have more questions or need additional assistance. We appreciate the update you provided.

This can be a bad error.  Box 14 looks like it must be entered manually.  And all Box 14 items in the W2 get moved to Box 12.   In my case, K in box 14 indicates amount of income that was removed before taxable income for dental insurance.  It got put in Box 12 where K is Golden Parachute an Additional Tax Owed.  So, I need to amend my return to get $634 back.  The scan AI only failed because it was not "allowed" to populate Box 14.  This should be easily fixed.