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I spoke to an agent on phone. Had to pay again online through Max. My taxes have been filed. Thank you for the help. He said I MAY be able to obtain some refund, but it is doubtful at this point. I'm really, really, really very much, quite unhappy with the no-run on Win 10., even though I have the extended support option from Microsoft. Certainly not your responsibility as Support Agent, but you are the Front Line! I am well acquainted with being there. I was in that position for most of my work life. Again, Thank you for the help. TAXED_GARY

I'm using the desktop version, and looks like I misread it as MM/YY.  Yes that works.  Thanks!   Another question, though -- I saw another thread here about entering these donations as somehow counting towards taxes paid on the federal return, but that only applies if you are taking itemized deductions on the federal, right? 

Follow these steps:   Enter the 1099-R with Box 7 as "G". The box not being checked is common with automated imports. After entering the form, click Continue. On the "What Did You Do With The Money?" Screen, select the option that says "I converted this to a Roth IRA" or "I moved the money to a Roth IRA". TurboTax should calculate the taxable amount. If the 1099-R says the full amount is taxable, ensure the summary shows this amount as a taxable conversion to a Roth.  Verify that the amount appears on Form 8606, which handles Roth conversions.

I have tried using my PC and my MAC, same crap. NOW PC with WIN11 will not open 2024 nor 2025.   Piece of everlasting feces. REBOOTED 10 times easily. Updated software and now nothing after the reboot. 7 days of crap Message: It is taking a minute then it disappears and goes to have cigarette it feels like to me  

I had this exact same issue. I entered a few 1099-Rs for a two 401k Rollovers yet the system forces me to complete a M1QPE. Neither 1099-R had anything to do with a public entity, nor a pension, it was a run of the mill rollover. Nor did the 1099-Rs have any taxable amounts. The system would let me "Delete Form" to remove the M1QPEN but then it would trigger an error and prohibit me from filing. The only true fix was to remove all the 1099s - which of course I don't want to do. I either had to complete the M1QPEN erroneously, or delete out material information.    So I spent FOUR hours on the phone and chat with absolutely no luck. Total waste of time. I even saved the conversation as a PDF so I can evidence the absurdity of some of the "tips" to fix the issue. Anyway, when it was all said and done I simply filed the return and include the M1QPEN (marking any fields in "0" or "None of the Above"). 

To amend your return, you must first wait until the IRS has fully processed your original return and you have received your refund or paid any tax due. If you try to make changes while your return is still pending or being processed, it can cause significant delays and confusion with your account. Once the original return is finalized, you will use Form 1040-X to report only the specific changes you need to make, such as adding a missed W-2 or changing your filing status.    To prepare your amendment in TurboTax Online: 1. On the Tax Home screen, scroll down to Your tax returns & documents and select the year you want to amend.  2. Select the Amend (change) return dropdown, then Amend using TurboTax Online. If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax Desktop instead.  3. Continue through the screens, make the changes you need to make (see below), and carefully answer the remaining questions to finish amending your return.  4. Review your changes and follow the final steps to e-file or print and mail your amended return as directed by the program.   The change in #3 above is adding a Schedule C.  Here is how: Navigate to Federal > Income > Wages & Income Summary > Self-employment income Answer "Yes" to the question "Did you have any self-employment income or expenses?" Give a description of the business Answer all the informational questions until you get to the screen  "Let's enter the income for your work."  Here, enter that you received common income- Other self-employed income, including cash and checks; then enter what you were paid. Once you've entered your income, type in your expenses in the proper categories, TurboTax Online will recommend popular categories, but refer to your records to ensure you are deducting all of your expenses.

If you received a letter from the IRS with a penalty calculated, you can go back through the Underpayment Penalty section in TurboTax and see if changing to the annualized method or actual withholding date method would reduce the penalty.   TurboTax does calculate underpayment penalties. However, Form 2210, Underpayment of Estimated Tax, is only required to be filled out by the taxpayer in certain situations:   A You request a waiver (see instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you aren’t required to figure your penalty.  B You request a waiver (see instructions) of part of your penalty. You must figure your penalty and waiver amount and file Form 2210.  C Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment method. You must figure the penalty using Schedule Al and file Form 2210.  D Your penalty is lower when figured by treating the federal income tax withheld from your income as paid on the dates it was actually withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210.  E You filed or are filing a joint return for either 2024 or 2025, but not for both years, and line 8 above is smaller than line 5 above. You must file page 1 of Form 2210, but you aren’t required to figure your penalty (unless box B, C, or D applies).   To review underpayment penalties, in TurboTax Online:   Open return and choose Other Tax Situations Choose Underpayment Penalties If asked "do you want to review estimated taxes" choose Yes If a penalty was calculated, you should see the option to annualize to possibly reduce penalty See this TurboTax tips article for more information about Form 2210. @dlbart 

Same thing happened to me. Had to screen share my return with TT Support to prove they have a bug. I submitted my return feb 8, IRS placed a hold on it, and am awaiting IRS instructions per TT Support before amending and resubmission. Who tested the software before release? Quality control at TT is going downhill. 

You need to set up another TurboTax account for your spouse and have her prepare her federal return filing as married-separate. That way she can prepare and file a married-separate state return for South Carolina and your income will not be taxed there. Prepare your joint federal return as you normally do, just don't file a state tax return with it. 

In addition to deleting that form (good), also go to the Step-by-Step and see Deductions & Credits->Medical->Affordable Care Act (Form 1095-A) , and make sure that you have answered the question "Do you need to report any 1095-As?" as NO.   In fact, go delete that Yes in the Step-by-Step and then delete the 1095-A (if it's still there).