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Hi @DanaB27 I made excess contributions to a pre-tax 403b in 2025. I requested the return of excess contributions this month and should receive it before April 15th 2026. My plan administrator said they will not provide 1099-R form(s) for the withdrawal until 2027 for tax year 2026. I'm using TurboTax 2025 Premier Desktop, and it gives the following guidance on reporting the withdrawal of funds:   "1. Report the excess deferral on your 2025 return in the income section for Retirement Plans and Social Security whether or not you received a Form 1099-R before you file your return. Enter as much information as you can. Report the excess deferral amount in boxes 1 and 2a, and use code P in box 7. Indicate that this is a 2026 Form 1099-R. 2. In 2026, you will probably receive two Forms 1099-R. One reports the excess deferral amount. The other reports the earnings on the excess deferral. Enter both of these forms in your 2026 return, and we'll only add the earnings to your 2026 income."   Your guidance was instead to report the deferral under Any Other Earned Income, which is the same guidance TurboTax provides in their support article on 401k excess deferrals: https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-r/401-k-excess-deferral/L9XUjVAxP_US_en_US   Which means of reporting is correct?   Thanks!

Yes, it's too late to amend your 2021 tax return to claim a deduction for the $7,000 contribution made for 2021.  However, as you found using Google, you could file a 2021 Form 8606 to report it as a nondeductible contribution since that would not be filing a claim of refund.  The slight downside to filing the 2021 Form 8606 is that the IRS might assess a $50 penalty for a late-filed Form 8606.  Still, $50 would be far less than the tax savings from adding $7,000 to your basis in nondeductible traditional IRA contributions.

Sorry you need your own child to file Head of Household .    Who is a qualifying person for Head of Household https://ttlc.intuit.com/community/family/help/what-is-a-qualifying-person-for-head-of-household/00/26624

Having the same issue here, searching for info on what appears to be a bug - getting lots of search results, but none are visible to me....each link in the search results that I click results in a page saying only "You do not have sufficient privileges for this resource or its parent to perform this action. Click your browser's Back button to continue."   Highly frustrating and the fix is evidently long overdue.

@ CNC6977  I should have asked this above.  I'm not sure how you have been trying to efile with the 2024 AGI.  Did you file a joint return in 2024 and a joint return in 2025?   If so, you and the spouse would have the same total 2024 AGI.   If your 2024 return was a joint return, when you filed the first two attempts this year, did you use the same total 2024 for both of you?      If all that applies (joint return in 2024 and 2025), and if it was rejected when you used the same total 2024 AGI for both of you, then the next step is to try using the total 2024 AGI for you and a spouse AGI of 0.   If that fails, there is still another option to still be able to efile.  So please report back.   

Or did you make an estimated payment in September?   To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January 2025 (for 2024) go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimated Taxes - click the start button

Can you clarify - are you using TurboTax Desktop or TurboTax Online?   I have a Virginia Sales Tax worksheet with those dates entered without any errors.    Make sure your software is updated if you are using TurboTax Desktop.        

See the following steps to enter your IRA contributions:   Go to Deductions & Credits Go to Retirement and Investments Start the Traditional and Roth IRA Contributions section. Follow the prompts to enter your contributions. See the following link for more help on this: Where do I enter my traditional or Roth IRA contributions? If you're referring to a Self-Employed Pension (SEP) contribution, you will need to have self-employed income in order to contribute to a SEP account.  The following link gives more information about SEP contributions: Where do I enter my SEP IRA contributions?  

After verifying your identity, the IRS typically takes up to 6 weeks to process your tax return and issue you a refund. Because you have the Child Tax Credit, extra review time may occur.    You can track your refund using this link. Where's My Refund?, You will need your social security number, your filing status and the exact whole dollar amount of your refund. So have a copy of your tax return on hand.   You can also view your IRS Tax Transcript for the most up-to-date information on your tax return status using your IRS.gov online account. You may have another letter regarding the Child Tax Credit to review, as it can trigger additional fraud checks. If you have an IRS Online Account or if you would like to create one, you can use this link IRS Online Account.   Please also see:  Tips for Handling Identity Verification Requests From the IRS Understanding your CP5071 series notice   Please return to Community if you have any additional information or questions and we would be happy to help.  

To add your dependent foster child to your return:   Go to the Personal Info section To the Dependents section and select "Add a Dependent" For relationship select "Foster Child" Who can I claim as my dependent?

I now live in WA and have been using Turbo Tax for many years. For 22,23 and 24, I worked for two CA employers. I am a W2 employee for one of them and a 1099 contractor for the other. Is TurboTax smart enough to not have reported my W2 income on my CA tax returns for those years? Or do I need to amend my CA taxes for those years and hopefully get a refund?

I don't understand. The difference is box 18 and 19. So I don't understand how to file this under the same w2. I can't file it twice because then it'll look like I made more than what I actually did. 

Go to FILE > New Tax Return.  Click on STATE and download Idaho.  Close TurboTax.  Re-open TurboTax and select the file where you received the 190 error.  See if this resolves your issue.   @scjtax 

@ CNC6977  wrote: Hi, last years tax return was rejected and had to mail it in. This year the federal was rejected again saying the spouses adjusted gross income didnt match last years. I verified the numbers and resubmitted but got the same result. Is it possible because of last years issue that the info isn't in the system? I can mail this in but how do i fix going forward? thanks   EDIT NOTE 3/17/2026 at 6:58 PM Pacific. Scroll down and see my comment which follows this one first.   You should NOT have to mail.  This can probably be fixed so you can efile.   Try using a 2024 AGI of 0 (zero) for the spouse.   If that doesn't work, report back again, and post the rejection error code or message, and we may have another suggestion.

THX for the number. Will call them.   At the very bottom of the notice it says in a small font:  Internal Use Only  18F.  Initial seasrch I made seems to be that another division which deals with making the returns easier to file may have got in the mix but I need to reesearch further.   THX