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If you are using online---   When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/  

If you do not have any 199A information to enter, Box Z should not be checked.   The issuer technically should not have given you a K-1, with no Box 20 detail (even $0 if for example you have a small share and the 199A was small). So, if you think there is a statement missing, I'd suggest reaching out to the issuer before proceeding to ensure you don't miss out on any deductions. 

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     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   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.              

Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)     See this TurboTax support FAQ for amending a tax return -   CURRENT YEAR https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk   Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return  

This needs to be fixed.  I can't believe some are suggestion that this is correct TurboTax behavior.  I'm not comfortable deleting the 1099-Q.   It should be asking the qualifying questions when the QTP box is checked and then removing the income as taxable.  I assume many are not realizing this bug and are paying taxes on qualified 529 to Roth conversions. When will TT be fixed to treat this correctly?

If you are using TurboTax Desktop and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies   If you are still having trouble, you might also try these steps: Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer. If you have tried ALL of the troubleshooting steps and the issue is still not resolved: See this help article for instructions on how to contact TurboTax customer support depending on which product you are using.  

Hello Tax Experts,   I hope you can help me with this issue.   Once again, I have multiple  20251099-INT forms that I have received. Some of them have values in Box 3 representing the interest income from US Treasury Obligations.  It is my understanding that the sum of values in Box 3 of all 1099-INT forms should be the subtraction amount shown in CA (540) form. But as I mentioned before, the number appearing there is slightly less.   Have you heard of any similar problem before? In your opinion what is the best course of action?   Thanks!  

That sounds correct. You should see a basis of $7000 on line 14 of your form 8606 for 2025 (assuming you have no previous basis in traditional IRAs) which will reduce or eliminated taxes on the conversion when you file your 2026 return, on which the conversion is reported. (Conversions are reported in the year of conversion, contributions are reported for the year of the contribution)

Oddly----your question is posting from online TurboTax.    If you have the desktop download, open the desktop program from your own hard drive.   Then go up to File, click it and then click New Tax Return to start a return for another family member.      First----be certain you are using desktop---   We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.  

To confirm: If you print the entire California return to PDF, it includes pages 1 through 3 only even though you can see pages 4 through 6 in Forms mode? What version of TurboTax Desktop are you using?   When you select Print, do you also see a message about the California return containing non-final forms which are not available?   In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread   If you are using a Mac, select Help at the top screen then select Send Tax File to TurboTax Agent.   Please also let us know if you are using any other State returns besides California.   @hb10syoyo

I am stick on this passive operating loss, I've tried to enter 0 and it won't take that. I have never needed to add this in all my years and it won't allow me to progress. How to we contact someone to report the error in the system?  @PatriciaV