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I'm having exactly the same issue.  During 2025, I converted part of my 457 account (tax deferred) to a Roth account (taxable), and later, rolled over the remaining 457 balance to an IRA account with a different institution (not taxable).  I've now received a single 1099-R, with a number in line 2a taxable amount reflecting the  457 to Roth conversion, and line 7 code is G.   But, the 2a taxable amount is not showing in 1040 or NY state form.  I see the issue has been reported here for a number of years, but not addressed by Turbotax yet.  Could you confirm that as of now, the best/only solution is to split the 1099-R form into two, one for taxable amount, and the other for non-taxable?   Thank you very much.  

If you are using TurboTax Online, see how do I transfer last year's return into TurboTax Online for guidance.   If you are using TurboTax Desktop, please see this link for instructions to transfer last year's return to TurboTax Desktop for Windows.

Hi @Hal_Al i'm back again this year with the same question. This one always stumps me.    This year tuition paid is : $615  Scholarship and Grants : $2,203  Books bought from school directly : $125   Last year it looked like the following, what would it look like this year with the new numbers?  Tuition Paid $1415 Grants and Scholarships $2740 Other Qualified Expenses $4065

@jrdandel wrote: Why, after account recovery?...I cannot login. I don't know; there's not enough information to know what you are experiencing.  What all did you do?   Did you go through the recovery steps above?   If it was done correctly, it should have found your accounts (User IDs) and allowed you to reset password to regain access.    If you still can't log in, try clearing your browser cache and cookies in case it's remembering your previous attempts. Then close the browser and reopen it to try again.   We're mainly fellow users here.  If you have a further problem, you may need to speak to TurboTax Support:   Contact TurboTax   https://ttlc.intuit.com/turbotax-support/en-us/contact/ If you use Free Edition, it may not let you have phone support, but here's another option for all editions:   Or if you have social media, you can use direct private messaging to reach a TurboTax support agent at X or Facebook: https://x.com/TeamTurboTax or https://www.facebook.com/turbotax

I only have Windows Defender on my Windows 11 laptop—it’s built into Windows 11. TurboTax requires users to upgrade to Windows 11 for “security reasons.” Did TurboTax actually test their software before releasing it to the market? I don’t want to try those methods and risk wasting my limited TurboTax activation attempts. I plan to gather all my documents and complete my tax filing in one day.

When i go to finish filing my file State California Tax using the TurboTax 2025 software I get to the let's complete your purchase online, I hit continue and get the message  Hmm... it looks like we’ve hit a slight snag Please try again or check back in a bit.   Try Again For answers to your questions, visit us at  TurboTax.com/support.   If you can’t reach us online, give us a call at 1-800-4-INTUIT, and select the option for TurboTax.   II had no problem e-filing my Federal Return, I have tried e-filing online too and get the same message.

Hi @MaryK4 !   Thank you so much for responding, your response was clear and easy to understand!   I have another question though - when I put $0, it has me owing state tax vs. if I put $15k I don’t. Since PA taxes money added to 401K, why do I need to pay more state tax?

It depends.   TurboTax does have an option where you can apply for a Refund Advance loan.  If you qualify, you can potentially receive an advance of your refund into a Credit Karma Money checking account.  If you meet the terms, you would be able to receive a physical debit card after opening a checking account.  Please see this link titled What's the difference between TurboTax's Up to 5 Days Early Refund Delivery Options and Refund Advance loan for more details.   You can also see how can I receive my tax refunds for all of the other options available.

Some customers are experiencing issues when trying to file and pay with their refund.  We're investigating this issue.  However, if you would prefer to file now, you can do so by switching to paying your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps."

I have been using Turbo Tax Premier for a number of years now. I have traditionally purchased the package at a local retail store. The cost for the 2025 tax year is $89.99 plus tax. In the past I have prepared 4 returns of the allocated 12 under the Premier Edition. This year, the same Premier Edition indicates Windows only. As I only have access to an IOS Apple tablet, it appears that my only option in completing my 2025 tax returns myself, will be to pay $40 per return ($160 vs $101.69).    Is this correct?