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Talk to your broker. He can guide you.   If you have other IRAs, you can just convert them to a Roth IRA. If the IRA has no basis (i.e. a deduction was taken at the time of contribution, then the conversion is taxable,

MFJ on a 2025 tax return requires worldwide income for the full year. On the bright side, you can claim the foreign tax credit for tax paid to a foreign country on the same income. Use Form 1116 and claim the credit. See Where do I enter the foreign tax credit (Form 1116) or deduction?

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. What is the status of your e-filed tax return? If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_... What is the status of your tax refund?   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

@JustAsking1 I hear you, and I completely understand why it feels like we’re stuck on repeat with this one. Six years is a long time to wait for a specific update, and I want to be as direct as possible with you because I know how much you value a clear answer.   Right now, we don’t have a confirmed timeline for adding more lines to the T1135. I know that’s not the 'yes' you were looking for, and I wish I had a more definitive update to share today. These kinds of structural changes to our forms can be more complex than they look on the surface, but we definitely recognize that it's a pain point for our power users.   Please understand that this is not just a suggestion box; your post is exactly the type of feedback we use to prioritize what we work on next.    We really value your loyalty over the years, and we'll be sure to share any news here as soon as we have it.

TurboTax gets no information from the IRS after you file your tax return, so no one at TT knows about a letter the IRS sent you or what you had to do to follow their instructions.    All you can do is watch the IRS refund site for updates.  Only the IRS is in control, and only the IRS knows when they will issue your refund.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

Can I just amend state return? There's nothing wrong with my Federal return. Everything (W2, 1099INT/DIV, long term gain etc) is already entered in Federal part of Turbotax. I didn't forget anything.   My income gets transferred to state but I'm supposed to report the first half of 2025 as CA income when I lived there. I just made mistake in CA W2 calculation when I was a CA resident. I over reported my W2 income and under or didn't report my wife's W2.

For the one who has only a W-2 and interest, as long as the interest is less than $1,500 you should be able to use TurboTax Free Edition. But you will not be able to claim a tuition credit in Free Edition. You can probably find some free options in IRS Free File.  

No, it doesn't have anything to do with using the free version of TurboTax.  The IRS doesn't know which version you used to file.  It's probably because there is something in your return that the IRS is looking at. It could be the Child Tax Credit or Earned Income Credit.  The IRS scrutinizes returns with these credits more carefully.  That's not to say there is a problem with your return.

IRS states in Pub. 970 that a rollover Roth IRA contribution does not need to be entered in your tax return. Save Form 5498 reporting the rollover for your tax records.   If the contribution is for the beneficiary, and you are the recipient, the beneficiary would keep the documentation for their records.    Here's more detailed info 1099-Q Reporting Rollover Roth IRA contribution.   @jul_bun_pan     

The IRS checks the first four letters of the payer's name with the TIN/EIN. If they don't match it will continue to be rejected. It's actually the IRS that is rejected the return and not TurboTax. Double check with Capital Bank & Trust Co to confirm the name and number they are using is what is on the IRS records.   If after confirming this information, it's quite likely you will be required to mail your tax return. How do I switch from e-file to file by mail in TurboTax Online? How do I file my return by mail? @user17716252095 

To qualify to file for free their return should be a simple 1040, no other forms or schedules except to claim credits like Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A.  The Education Credits are not included in the free filings.     TurboTax Online: Important Details about Filing Simple Form 1040 Returns

Once your tax return is settled and the finances are finished, you will be able to amend your return to add your spouse and his income.   Reference: How do I amend my federal tax return for this year? How do I amend my state return.