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I am having the same problem with my Vanguard 1099R. I did a split year contribution/backdoor conversion for 2024/2025. I had to file a Form 8606 with my nondeductible contributions (I performed in Q1 of 2025 for my 2024 contribution). That has been mailed to the IRS. However, I keep running into the same issue of placing my 7,001.62 in both box 1 and box 2(a). I have both box's in 2(b) checked and code 2 in box 7 (as well as the (x) for the IRA/SEP/SIMPLE). I believe I understand the process but after going through the prompts, it still shows as taxable income on my federal taxes. The questions I answer at the end of the the 1099R (converting all money to a ROTH IRA) as well as at the end of income section-answered "YES" to nondeductible contribution. Used 7000 as my basis for 2024 and then had my IRA account equal "0" by the end of 2025 with no outstanding rollovers or recharacterizations. My state taxes are correct but still looking at my preview of my 1040 line 4a and 4b, as well as seeing a notable change in my federal return due to the money counting as taxable in the software, so I am perplexed. It's the last thing holding me up from filing my taxes for the year.   Is there something that I'm missing @dmertz @baldietax? Should I call Vanguard to see if is should get a corrected 1099R with a box 2(a) as 0.00-because the numbers work out if that is 0.00? Did the original poster get this problem solved @gtak24?   I appreciate any insight. Thanks!

The preparation of Form 1040X Amended Return is expected to become available late on Feb 25 or the morning of Feb 26.  It may be in this week's routine update which typically occurs overnight on early Thursday mornings.   In the meantime, do NOT make any changes in your return.  When you start the amending process, it has to start off exactly as originally filed.   If you were due a Federal refund, you should wait for your original return to fully process at the IRS and that you have received the refund.   Before you prepare your amended return, also see the info in this FAQ and video:   FAQ:  How do I amend my Federal tax return for this current year? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...   If you amend the Federal return, you may also have to amend the state return (if applicable.)

@ lsh61993 wrote: Five days early and I stil don’t have them and its 25th so what was point off paying for early deposit    You didn't say what is displayed at the IRS "Where's My Refund" tool.  Has the IRS finalized your refund? https://www.irs.gov/wheres-my-refund What does that tool show?   Did that say the 25th?     The offer is actually for "up to 5 days early", so it can be anywhere from 1-5 days early.   If you don't get your refund at least 1 day earlier than if it had come directly from the IRS, then TurboTax says it refunds the $35 fee.  Here's how it works:   FAQ:  "Up to 5 days early" offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund-advance/turbotaxs-five-days-e...

A 2024 return cannot be prepared in Online TurboTax.  If you want to use TurboTax to prepare it, it would have to be in 2024 desktop software installed on a computer (not a tablet.)  A 2024 return prepared with TurboTax cannot be efiled; it has to be printed, signed, dated, and postal mailed.   Here's where to purchase from TurboTax: https://turbotax.intuit.com/personal-taxes/past-years-products/

I think TurboTax Business 2025 is defective. I cannot figure out how to input 1099 DIV capital gains. It is a terrible program, nothing like personal program. Had hoped it had import. Nope. Horrible UI.

True about paying prior to filing. I’m not sure I’m willing to take that risk and for people who have an IRS installment loan it’s not cost effective to pay and wait another month or so. I’ll check out H&R Block online filing. 

@Kcrus57 wrote: I need to amend my 2025 tax income. I’ve received the refund. I keep trying to amend it. I forgot to put a deduction on it when I go where I e- file on TurboTax, the form is not available at this time. is there a reason why when they said you could do it mid February towards the light today is 25 February  The preparation of Form 1040X is expected to become available either late on Feb 25 (Wednesday) or morning of Feb 26 (Thursday.)   The usual weekly update occurs overnight on early Thursday mornings so I'd wait until Thursday to try.   In the meantime, do NOT make any changes in your return.  When you start the amending process, it has to start off exactly as originally filed.   If you were due a Federal refund, you should wait for your original return to fully process at the IRS and that you have received the refund.   Before you prepare your amended return, also see the info in this FAQ and video:   FAQ:  How do I amend my Federal tax return for this current year? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...   If you amend the Federal return, you may also have to amend the state return (if applicable.)

If the efile status at your Tax Home still says "pending" after you efiled 15 days ago, please phone TurboTax Customer Support for assistance.   Contact TurboTax Support Hours 5AM-9PM Pacific, 7 days/week https://ttlc.intuit.com/turbotax-support/en-us/contact/