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I have a very similar situation where the amount calculated using form 8606 does not transfer to the correct line on 1040. Instead of transfers the amount disregarding any adjustment for non-deductible IRA contributions. I have called customer support, but the agent I talked to, didn’t seem to understand and was not very helpful so

I can import my 1099 from T. Rowe Price Mutual Funds but there is no option for importing from TRP Brokerage accounts.  TRP Brokerage is listed as a partner.  I can link to my TRP Mutual Fund account from TT so that is not the problem.  Any suggestions?

I have a very similar situation where the amount calculated using form 8606 does not transfer to the correct line on 1040. Instead of transfers the amount disregarding any adjustment for non-deductible IRA contributions. I have called customer support, but the agent I talked to, didn’t seem to understand and was not very helpful so I don’t know if my information was passed on to the programmers

This reject is due to a program defect and is expected to be fixed in the next release. You may wait for after this Friday February 13th, 2026,  the next release before re-transmitting this return.    Alternatively, if you wish to proceed, please follow the steps below as a temporary solution:   Navigate to Forms mode Go to Form 4562 for each related Form 8825 in your return On Form 4562 Line 19h, enter a date on column b, and enter 0 for column c and column d Make the appropriate change(s), save and re-transmit

The IRS also tells you to allow up to five business days for the refund to post to your account.   If you chose to pay your TurboTax fees from your federal refund, the refund goes first to the third party bank and later it goes to you.   

SteamTrain is correct.  "New York State and City Education" has been combined with other retirement plans with a single radio button (circle) to select that source of retirement benefits.  See the screen shot below:  

  I don't see any information on my W2 - Box 12 J.  I will include 55% of PML benefit as the other reportable income when I work on my income tax.   Thanks so much & you took away a huge headache for me. Have a great day!