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Can you scroll down and click on Continue?   You may need to add business information for your Schedule C - self-employment income.   Are you ready to file?   If you are still entering your tax information, you can ignore the Needs Review message until you are finished entering everything.   Where do I enter Schedule C?

As you proceed through entering this information in TurboTax, you will be prompted, to enter an exception to the penalty of the withdrawn earnings.  You will get to a page "Return of contribution summary", which you can edit to state that this was a distribution of excess contributions and earnings to an IRA.  This statement will be sent with your 2025 return when you e-file it.   You will not be required to add the 1099-R in 2026 to your 2026 return because you already reported it on your 2025 return.  You will not need to add any statements to your 2026 return.

Yes, Expert Assist and Full Service can help with your IRA over-contribution, but how they help depends on which service you choose.    TurboTax experts mainly work on your 2025 tax forms, but fixing an IRA over-contribution is part of what needs to be reported. They're expected to guide you on what steps to take outside of your tax return to make sure everything is accurate.

I have the Import window open in front of me, it says:   We see you're trying to import a 1099-B, which requires an upgrade to Premier.   I'm not doing it.  It appears from what others have said the "upgrade" is not a requirement.  

Unfortunately, TurboTax Desktop (2025) doesn’t import a dependent who is older than 18 into Schedule 5. No problem for under 18. The Dependent Worksheet has all of the details but won’t transfer appropriate information not only in the 2025 App but same issue in 2024. Contacted TurboTax support but they had no clue the error was there or how to repair it. Unfortunately, the user has to do an Override (<CTRL F2>) for many of the fields but some fields in Schedule 5 don’t permit you to override. No way of fixing this  as TurboTax hasn’t fixed it. 

have you gone thru all the steps?  importing a 1099R is only part of it.  You have to go through the questions at the end of the 1099R section to identity it as a Roth conversion and market value of your IRAs as of 12/31/25, and also go through the IRA section under Deductions & Credits to input the non-deductible contrition and other questions related to basis etc.  See here for the steps   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US

Just tried to file as well.  Reject Code /Return/ReturnData/IRS5695/EgyEffcntHmImprvCrGrp/EnablingPropertyGrp/PanelboardCktFeederStdPctCrAmt "This return cannot be filed at this time due to a processing error that will be corrected on March 6, 2026"     Come on TurboTax... Issue with business return, not issue with personal.  Not making things easy this year! 

That  should be from a 1099B.   You need to use the Online Premium version to enter investments and sales.    Enter a 1099 B under Federal Taxes on left or Personal (Home & Business) Wages & Income (Personal Income) Then scroll down to Investment Income Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start Then click +Add Investments at the bottom Then Import your info OR Skip Import at the bottom Then pick box Stocks, Bonds, Mutual Funds - then Continue

TurboTax creates Form 8606 if it detects a nondeductible contribution or a prior-year basis. To remove the form, set both of these amounts to zero in the software.   Go to Deductions & Credits > Retirement and Investments. Select Start/Revisit next to Traditional and Roth IRA Contributions. Uncheck the box for Traditional IRA (this is the most direct way to signal the form is unnecessary). If you did make a contribution but want it to be 100% deductible, proceed through the screens until you see: "Any Nondeductible Contributions to Your IRA?" Select No. If it asks for your Total Basis, ensure the field is blank (not "0").