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Since you did not turn 73 until this year, you can skip the RMD section and avoid triggering the penalty tax you are seeing.   First, you will need to delete both the Form 1099-R that you have entered and Form 5329 that was generated to address the RMD penalty, since it does not apply.   To delete your 1099-R:   On the left panel inside of TurboTax, Go to Tax Tools and click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete the Form 1099-R   Next, to delete Form 5329:   Go to Tax Tools on the left panel Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 5329   To re-enter your Form 1099-R and skip the RMD section, do the following:   Go to Income, then Retirement Plans and Social Security  Click on Start or Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Add your Form 1099-R information Select Continue until you reach "Let's go over any required minimum distributions (RMD)" Click on the pencil to the right of your name On the "Let's check if you missed any required distributions", it will ask "Did you miss taking the RMD...?" select "No" and Continue

@rich_zuch wrote: That is certainly no excuse for NOT trying hard to limit the exposure as much as possible, now is it?  My point was that Intuit doesn't pose much of a greater risk than is already present, for the vast majority of people.

I'm sorry to hear about your experience. I've requested a call back from the assigned team. It takes 24 to 48 hours for a callback. They will contact you and assist you with this.  We appreciate your patience. Thanks. 

MY RETURN IS UNDER REVIEW The IRS is getting more and more vigilant to prevent identity theft and fraud.   People who file very early in the season are sometimes scrutinized more.  Do not take it personally.   TurboTax does not get any information from the IRS after they accept your return, so no one at TT knows that your refund is delayed or why.  All you can do is wait for the IRS to finish processing your return.  Watch the refund site.  If the IRS wants more information from you they will request it. If they want you to verify your identity, you must follow the IRS’s instructions in order to do that.   In many cases they will send you a letter—and you will have to wait for that letter.

You will report the sale of timeshare points as investment income in TurboTax as follows:   1. Navigate to Investment Income in the Wages and Income section of TurboTax 2. Choose the Stocks, Cryptocurrency, ... option 3. Skip the Import option 4. Choose the Other (land, second homes, personal items) option for investment type   You will come to a screen where you can enter your sales proceeds and cost basis, choose the "Other" option for type of investment sale.  

@M-MTax:"All of your personal information is stored online somewhere and is ubiquitous unless you have no credit cards, mortgages, auto loans, bank/brokerage accounts, et al. Even if you're totally offline and have none of the aforementioned, federal and state governments have all of your information on their systems. There's really no escape." That is certainly no excuse for NOT trying hard to limit the exposure as much as possible, now is it? The fewer exposures you have the lesser the chance of a compromise taking place that involves your sensitive information. So taking active control over those vulnerabilities as much as is possible would be sensible, I believe.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

To access prior-year TurboTax Online return, Sign in to ‌TurboTax  You'll have to use the same user ID,  Go to Tax Home Scroll down to Your tax returns & documents Choose the desired year Download or print the PDF. 

Please make sure that you are not in S-Mode. You might also want to try running the program as an administrator, by right clicking on the icon and selecting Run As Administrator.    If you are still not able to resolve this issue, please contact our phone support team for more assistance.     

If the bank rejects the direct deposit for your refund, the IRS usually takes about 1 to 3 weeks, or longer, to cancel it and issue a paper check to the address on file. You can keep monitoring your refund directly in the IRS website in the link below: Where's my Refund  

Smart Check says that I have 3 area areas that need review and I think it's section A and C of step 11. Would I click the fist box in Section A since it's a federal change? If so, what date would I use? Should I select yes or no for section C?