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You must use a separate Form 8606 calculation to determine the taxable portion using the basis in the inherited IRA. The problem is the software won't enter the correct Name: And it won't handle the case where you too have a basis in your IRA and took a distribution. - you can calculate the taxed portion on Form 8606 yourself to discover the proper amount for 1099-R box 2a. you can start a separate tax return in desktop TurboTax and use that one to calculate the Inherited IRA taxed portion. Then you have to fudge up a 1099-R that produces those amounts on Form 1040 avoiding Form 8606. --- After verifying you have the correct taxable amount on Line 4b E-file your return, don't file on paper. After it is ACCEPTED , get Form 1040-X from IRS website and mail it in with your 8606, which you can also get in fillable PDF. Note: since you are not changing any dollar amounts on your amended tax return, you can leave all the lines 1-23 EMPTY. The names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits, and your SSN. Part II explanation: "didn't include Form 8606 with e-File, software issue". You will have to mail it so this does not use up your one 1040-X e-File. Do not attach your old 1040 nor your revised 1040 because they are identical. @frankharry 

Here's a list from a TurboTax help article of troubleshooting ideas if you are having trouble with your download:   Make sure your computer meets the minimum system requirements. Verify that you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https:*.intuit.com to Trusted Sites. Set the security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. Troubleshoot TurboTax Desktop for Windows issues   Please reach out again if your problem continues.    

Si tuvo seguro medico en 2025 por medio del gobierno (marketplace), entonces le deberia de llegar Forma 1095-A y tendra que meter la informacion en su declaracion.  Si no tenia seguro medico en 2025, entonces tendra que decirle a TurboTax que no tuvo seguro medico para que no le pida que ponga la Forma 1095-A en su declaracion.  Le comparto liga que explica donde ir para actualizar su declaracion:   ¿Dónde ingreso mi Formulario 1095-A? ¿Dónde obtengo mi Formulario 1095-A? ¿Cómo cargo mi Formulario 1095-A?

We have no way to locate a message sent to you or posted her for you.  For instructions on how to connect with an expert go to the following TurboTax Help Article:  How do I connect with a tax expert in TurboTax Experts?    Go here if you want to start using TurboTax Eperts:  How do I get TurboTax Experts?

Check to see where you entered your Social Security SSA1099----did you enter it in the right place?    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.  

One reason your return can't be efiled right now is that it might have a form that is not available for efiling right now.  State and federal forms are released on different dates.  You can visit the following TurboTax help article to see if any of your forms are currently unavailable.   When will my individual tax forms be available in TurboTax? @vingehanson   If all your forms are available and you can check some of our common solutions.  If your tax return can't be e-filed for some reason, TurboTax will let you know.   If your issue continues, contact us again and give us more details.   

Thank you for your reply,  you were on the right track.  I found that my W2 (which I imported) had transferred in Box 14,  a line in the state tax section , labeled “P.P# “ and in the dollar column had an 8 digit hyphenated number that they system interpreted as a large State tax paid.  This pushed me into itemizing which I completed, but It just didn’t seem right.  If I changed my property tax amount my refund didn’t change.  Once I discovered and corrected the issue on the W2. I qualified for standard deduction and was able to complete my returns.  Thanks again

@user17708335723 ,  Namaste ji Just to be sure I used  Windows desktop TurboTax ( Home & Business ) to duplicate your scenario and it behaved as expected.  The steps I took are : (a) entered US W-2 to give the return some body, (b) MFJ,  & US  Person ( Citizen/GreenCard/Resident for Tax purposes ) so I could use form 1040 ( and not 1040-NR) (c) Under personal income tab I  selected " I will choose what I work on ". (d) Under Investment income group , I selected  "yes" and "continue",   this brought up " we can import .... ", I selected "exit import".  This then brought up a screen with tablets  for  INT, DIV etc. (e) Selected  INT tablet.  Next screen allowed me to enter  the name of the  interest issuer and the amount -- essentially copying what would have been a  1099-INT.  I did NOT say I am creating a replacement 1099-INT or similar because that would then have asked for  FEIN.   I entered  name of the  interest provider as  ICICI Bank  ( Box 1 ) and  US$900   as interest ( Box 2). (f) there after I proceeded with general tax prep i.e. all the other incomes and deductions/ credits.   (g) Switched to forms mode  and confirmed that  1099-INT worksheet was fully filled out --- I did not enter anything for Foreign Taxes Paid and how I want to handle it.   Thereafter I ran all the  tests / confirmations etc. and went all the way to select for filing ( e-file).  NO ERRORS anywhere. Note that while for dividend income, TurboTax is more likely to ask for FEIN  ( because  these are usually institutional gives ), for interest income, it can be from private individual.   I just worked on a person receiving dividend from Canada  with taxes withheld -- and TurboTax handled it correctly -- did not insist on FEIN.   If you choose replacement  1099 or say that I have a 1099, then Turbo will expect/ insist.   Is there more I can do for you ? You can add to this thread or PM me  ( just NO PII -- Personally Identifiable Information ). Namaste ji   pk

First verify that you successfully completed efiling, and that the efile was accepted.  Check at your Tax Home page in your Online TurboTax account.  Does is show as accepted, rejected, started, printed, or something else?   If accepted, then at the IRS "Where's My Refund" tool be sure you are using correct tax year, SSN, filing status, and Federal refund amount.   Look at your actual tax return, and use the refund amount showing on your Federal Form 1040, Line 35a. https://www.irs.gov/wheres-my-refund

   If you paid your fees for online last year, you can contact customer support for the desktop download.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number