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Just posting this here so I can find it again in the future    For 2025,  See IRS pub 501 page 2 table 1 asterisk…. https://www.irs.gov/pub/irs-pdf/p501.pdf   It says…… If you were born before January 2, 1961, you’re considered to be 65 or older at the end of 2025.

Let's try a couple things. If you are out of the country, NJ wants to mail you the check. Otherwise, direct deposit is preferred. If you are in the US: go back to your personal section and make sure your address is correct. Possibly delete and re-enter to make sure no ghost data is there. Go back to the end and see if you can choose direct deposit for your refund. If no, go back to your NJ state return and switch it to full year and right back to part-year. This might force the connection. Try again to use direct deposit. If you are using desktop, the next step is forms mode to get the refund. Some little piece of data is stopping you. 

If you have bought TurboTax Online, please go to turbotax.ca/activate to use your code before you start your returns. You can see this TurboTax FAQ for step-by-step instructions: In TurboTax Online, how do I use a prepayment code?    Please keep in mind that the code can only be used once per account. Using the code again will result in an error message. It can only be linked to one account. Additionally, TurboTax Online and TurboTax Desktop codes are not interchangeable.    Thank you for choosing TurboTax.

If you were in a Federally declared disaster area in 2024, you would have been allowed to remove up to $22,000 from a retirement plan penalty-free and spread the taxes over three years.  If you did elect to do this, you would need to report 1/3 of the withdrawal in 2024, 2025 and 2026 using Form 8915-F.   If this does apply to you: Go back to the Income section in the Federal tab and select Add/Edit for IRA, 401(k) and pension plan withdrawals. Click Done on the 1099-R summary page "Have you ever taken a disaster distribution before 2025??" will be on the next screen.  If you did take a disaster distribution select Yes  (if you didn't take a disaster distribution in a prior year, select no and you'll be done. TurboTax will guide you through the rest of the information that may be needed.  If you filed with TurboTax in 2024, much of the information should be pre-populated from you 2024 return. The message you had received was due to the form not being available at that time, but it is available now so that you will be able to file your return.

It's interesting that there is another bug in the 1099-Q entry that it looked like they were GOING to fix and then just wiped it out. The OBBBA had a new provision that allowed you to remove 529 funds to pay for qualified K-12 expenses (besides Tuition which was already there) that occured after July 3, 2025. The first versions of TT desktop threw a red error just like it continues to do for the Roth transfer, but it DID have a pertinent question on the worksheet "Did you incur expenses for K-12 after July 3, 2025?" If you checked 'Yes' you got an error saying to stay tuned for OBBBA updates.   A few software updates later and that worksheet question just completely disappeared. Like they were gonna fix it but were like, nah, we can't even get 529 to Roth to work, we better just forget this even exists.  Imagine if not only did they know that withdrawal isn't Federally taxable but IS taxable in my specific state? My mind would be blown.   Does Intuit think we just don't notice this stuff?

If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?