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Do you mean 2026?  If your fiscal year ends on August 31, you cannot file a return until after August 31.  If the estate or trust is not based on a calendar year, the return is due the 15th day of the 4th month following the close of the tax year.     So if your fiscal year ends on August 31, then your return is due by December 15th. 

Yes. Box 9b is typically where your total employee contributions, or basis, is listed on a Form 1099-R for an annuity.    If you are receiving regular payments from a commercial annuity or a qualified plan where you made after-tax contributions (Usually shown in Box 9b of your 1099-R), you will need the following information to get past the annuity interview screens:   Annuity start date Plan Cost (Basis), which is the amount of after-tax money you (or your employer) contributed to the plan Age at start Amounts previously recovered, which is the total amount of "tax-free" principal you've already claimed on prior years' returns   Other places to look for your basis include:    Box 5 (this year's distribution that is a tax-free return of your basis)  Your own records, such as final pay stub from the year you retired Your Plan's Summary Plan Description often will show your total after-tax contributions Form 8606 for IRA-based annuities where your basis is not shown on Box 9b of your Form 1099-R 

You and your spouse can  file your state tax return in the state of your legal state of residence, which generally is your Home of Record.    To find out if you need to file a state tax return when you aren't stationed in your resident state, check out Military Filing Information on State Websites, which has links for active duty military and their spouses in each state. If you have nonmilitary earnings, review Civilian pay earned by active duty military.   Refer to the TurboTax Help article What is my military state of residence? and  Where can I find state information on filing my return as an active duty military member?      

You tell me how to get the token number to you.  Your system keeps deleting the number.  Lets try it backwards, otherwise you will have to send me a way to submit it by email. 11781001261967737.   Linda, you need to reverse this number to get the token number because of the TT system.

There was a small amount in the 401K that was not part of NUA investments.  I did receive a separate 1099-R for that amount which was rolled over to the IRA.  I did not include that in discussions above as I didn't think it would impact the 1099-R for the NUA investment.

TurboTax only accepts US phone numbers for login verification.  You can use your email address instead, Use a US-based phone number or  A dummy 10-digit number for the profile section to bypass the requirement. 

@susieque25 Then you are using the TurboTax desktop editions and the answer provided by me is correct -   To enter, edit or delete a 6 digit IP PIN Click on Federal Taxes (Personal using Home and Business) Click on Other Tax Situations Scroll down to Other Return Info On Identity Protection PIN, click the start button

You are likely being charged $129 because you are using the wrong TurboTax version or you were upgraded to a paid "Live" service, rather than the TurboTax Self-Employed version included in your bundle. Because of this, you are using different login credentials than you use for QuickBooks Self-Employed, so the bundle is not recognized.   To get the free filing, you must launch TurboTax from within the QuickBooks Self-Employed interface using the same credentials, ensuring you do not select "Live" help.   TurboTax may have prompted you to use a "Live" or assisted product, which is a paid service that may cost around $129.   If you have already entered data, you may need to clear your tax return data in TurboTax and start over to avoid the charges. How do I clear and start over?   You can log in to QuickBooks Self-Employed and go to your Taxes tab. Make sure to sign in with the same email/user ID that you used for your QuickBooks Self-Employed subscription bundle.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Hi,   Thanks very much for the prompt reply!   In the reply you indicated all the Federal Forms would be filed with my Montana Form 2 e-filing return.  My original question also referenced the required forms from New Mexico, where I moved from.   I plan to electronically file income tax returns from both Montana (form 2) and New Mexico (PIT forms).   Will my Montana Form 2 e-filing also include the required NM PIT forms?   Many thanks and have an great rest of the day!      

If the issue you are seeing relates to either reporting a QCD or reporting non-deductible contributions, are you able to follow the directions given by @SteamTrain earlier in this thread to resolve the problems?  If those directions don't help, are you seeing other issues?  Please provide as much detailed information as possible (no personal info though) in a reply as that will help us to better help you.   If you made a Qualified Charitable Distribution from your IRA, bear in mind that you are required to be over 70-1/2 years old at the time you make the distribution.  As an example, if your date of birth was May 1, 1955, you would have had to make the QCD on November 1, 2025 or later in order for it to qualify as a QCD.  If you birthdate was not before July 1, 1955, you would have been ineligible to make a QCD at any time in 2025.  So in the instance that you made a QCD and were born after June 30, 1955, the questions about QCD contributions would not appear in TurboTax.