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The 5329 reports additional taxes on • IRAs,  • Other qualified retirement plans,  • Modified endowment contracts,  • Coverdell ESAs,  • QTPs,  • Archer MSAs,  • HSAs, or  • ABLE accounts whether there are current year excesses or carryovers or whatever.   Do you happen to be using the Desktop TurboTax product? If so, can you tell us which section the numbers on the 5329 are in (Parts 1 to 8)?

@ jacquieblue2 wrote: I tried this before inquiring about the issue and it didn't work for me. This is a thread with over 200 postings on issues with various permutations and several different solutions.   No one can know who you are even responding to.   You'd be better served to describe your own issue in full.   And then someone familiar with it may be able to respond.

TurboTax calculates the effective tax rate by dividing your total federal tax liability by your Adjusted Gross Income (AGI).  Total tax liability includes income tax, alternative minimum tax (AMT), and self-employment tax.  

I refer back to what I said earlier.  TurboTax does include the details in the e-filing, but it's likely that they know that these details can simply come from what the TurboTax user entered, so they are understandably skeptical if they are processing the tax return before they have received their copy of the Form 1099-R directly from the payer, even more so if the amount of state tax withholding does not conform to the default withholding.

@AmyC  And I'd also like to follow-up on your previous concern that perhaps the Portland ARTS form issue was related to this. As I said earlier, this particular return does not have that form -- but I want to add that the return that did got past that issue at long last this morning, Mar 5. This 1099-Q issue is definitely all on its own.

Same problem here 2 months after you posted and it's still not fixed! I can transfer my 2024 file into 2025 documents where it won't complete the forms but not into 2024, so it's useless. The reason I need it transferred is for tax carryovers, etc. Not because I'm too lazy to fill out the simple intro. forms. Turbo tax, Please get this fixed!

Let's suspect that there is a 1095-A form in the bowels of your return that you need to get rid of. Please do the following:   *** Desktop/Windows***   1. Go to the upper right and click on Forms, and  2. Select the desired form (1095-A). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   1. Switch to Forms Mode by selecting the Forms icon. 2. From the menu, select the form (1095-A) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   1. go to Tax Tools (on the left), and navigate to Tools->Delete a form  2. delete form(s) 1095-A   NOTE: The "1095-A" form may be followed by a name, ignore that, just look for anything starting with 1095-A.  

Thanks to TurboTax support person Dawn after going through line by line we found a form issue that needs to be fixed and did work around to fix. Yay. It was a 90 minute call ( she took control of my screen) and lots of work but ended up my filing electronically successfully both federal and state amendments which were accepted by both and I paid minuscule monies owed on line too. Whew. 

What about an Australian Super Annuation? It went up in value, but I hadn't managed or touched the account for all of 2025. This is just the Australian 401K if you will. In that sense, I don't believe it to have added income, deductions, or credits. Is that correct?

@ Zozobra1 wrote: I am having the same problem.  It appears this has not been fixed for 2025.   There is a quirk when entering withholding in the Utah form TC40-W and the workaround is to use lower case letters.   As an example, if it's for employer state withholding number. enter the 14 digit employer state withholding number such as 01234567890wth  with the "wth" in lower case.  Do not use any hyphens.   If this is mineral withholding, then it would be entered as 01234567890wmp with the "wmp" in lower case.     Be sure that all Utah income forms you are reporting use lower case for those last 3 letters.   If editing the 1099 doesn't fix it, then you might have to delete the 1099 and re-enter the entire form manually, especially if it was imported or scanned into TurboTax.