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To clarify, what state tax return are you preparing?   You can go to the State Taxes area in TurboTax Online and go through your state's organizer.    Look for any question or area that might indicate why your Roth IRA distribution is being taxed on your state return if it is not being taxed on your Federal return. 

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return    

If you are expecting a refund, we recommend that you wait to amend until after the IRS has processed your original return and you have received your refund.   To amend your tax return, please read this TurboTax article. 

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

Sorry, Online is only for 2025 now. Online for 2023 and prior is closed now so you can not start a new 2023 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Monterey 12 to install it on. If you have a simple return and want to file for free you can fill out the forms by hand. Here are some basic forms….. Here is the IRS 2023 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf And 2023 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 Tax and EIC Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.  

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

Since you are still legally married you can file as Married Filing Separately.  However, if you have not lived with your spouse for the last 6 months of the year and you have a qualifying person as a dependent plus you have provided over one-half the cost to maintain a home, you would be eligible for Head of Household.   So, when asked for your filing status select Married and that you will not be including your spouse on the tax return.  After entering your dependent the program will ask a series of questions to determine if you are eligible for Head of Household.

If you are using TurboTax Online, you cannot prepare and file a tax return for another person using an existing TurboTax account. You'll need to create a new account, distinct from the account you used to file the first return.   Please read this TurboTax Help topic on how to start a new tax return for another person.

Still getting this error above during the check that the program has not been updated yet. This is getting rather annoying. Trying to kludge a solution using trustee to trustee and hoping you don't get audited is not acceptable and shouldn't be expected. Again, this basic setup worked last year and the rules have not changed they just split moving 529 to 529 and 529 rollover to Roth. It is past time that the program is fixed and released to the customers. This delay along with the removal of ItsDeductible might be just the reason I look elsewhere for tax software next year.

Thank you very much for your reply.  I have gone through the section again to make sure everything has been answered and everything appears to be correct on the IRA Information Worksheet.  I will try deleting the 1099'R and re-entering it.   Appreciate your help!

When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/