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When you are in the File section of the program and going through the screens for e-filing the state tax return, there is a $25 state e-file fees.  You landed on a screen asking you how you want to pay for this charge, either with a credit card or with your federal tax refund.  If you chose the federal refund, there is a $40 service charge for this option.  If you do not want this $40 fee then you need to start the File section again, go through the screens until you are back on the screen for paying the e-file fee.  Choose Pay with a Credit Card.    

Where did you purchase the software?   Some retailers sell Deluxe for only federal without a state return, and then if you need to file a state return you have to pay the extra $40 to download a state program.  Look closely at what you purchased.  

If you used TurboTax last year, it will be on your 1040 Tax return. To access prior-year TurboTax returns, 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 for your state.   

Can you clarify what you need help with?  You are welcome to ask your question here in this forum.    Go here if you want to switch to TurboTax Experts from a different TurboTax product.   We also offer full service tax preparation, see: TurboTax Full Service for more information or to sign up.

If you lived together with your spouse at any time July 1-December 31, and you decide to file separately, head of household is not an option. Make sure to answer the questions in Personal Info about your status. Yes you are married. No, you do not want to file this return with your spouse Review the answers to all the questions for your dependents   @melissanne411 

Sorry----past year tax returns cannot be e-filed.  You have to file them by mail.   And there is no  "refund processing" available or possible  for past year returns since you cannot use online to prepare a past year return.  To prepare a past year return you must purchase the desktop download software to use on a full PC or Mac.   What did you do?   Did you use the current online program for a past year return?  You cannot do that.  The return will be all wrong.   Online can only be used for 2025---no other year.    If you used online and entered information for a past year, you need to clear it out or delete all of the past year information and save the account for your 2025 return.       You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.        

You can enter your current occupation at the time you are signing and filing the return.   The IRS really just uses this field for statistical purposes to track employment trends across the country. It doesn't affect your tax calculations.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   All prior year tax returns, 2022 thru 2024, can only be completed using the TurboTax desktop editions installed on a personal computer for each tax year. Prior year tax returns can only be printed and mailed, they cannot be e-filed using TurboTax.

@jcaps123 wrote:     One concern is that the distribution was done as direct transfer rather than a normal distribution so code 7 isn't right.  I hope that differences in the 1099-R box 7 code won't get flagged by the IRS.   If you look at the code, an HSA funding distribution is specifically called a "distribution".  26 USC §408(d)(9) to be exact.  Distributions from an IRA would be code 1 or in your case, code 7.  Even though it is done by direct bank transfer, it is still a "distribution" as defined by law.  If your IRA broker used code G, you need to manually change it in Turbotax to code 1 or 7 to get the program to handle it correctly.  (I am in the exact same situation.)  At worst, you would get a letter from the IRS asking for clarification, and it's an easy situation to explain.    In other words, the problem is that the broker used the wrong code.  Turbotax is correct in not populating the QHSAFD questions for a code G.    Also, it's worth noting that the only real value of a qualified HSA funding distribution from an IRA is to do it before age 59-1/2, so you save the 10% penalty.  If you are over age 59-1/2, you could just as easily have taken a normal withdrawal (taxable) and then made a direct contribution to the HSA in the same amount (which creates a tax deduction that offsets the tax.)

Okay, thanks.  I missed that the forms needed review after importing.  So, I ran through all the steps and marked the appropriate boxes.  However, I'm still not able to pass the Smart check.   Error message is "Taxable amount should not be zero if there is no prior year excess traditional IRA contribution on line 4 of the IRA Information Worksheet."  Error appears on both 1099s that have the QCD where the taxable amount should be zero.  I've not had excess contributions ever, so I'm not sure what's going on.   I should have told you where (which step) I was getting the error from.  That might have helped you.   Of course, there's always filing with the "error" intact, but as I mentioned, I  have time.   Thanks for your help!   Bob Maynard