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This year I worked VERY HARD not to get caught with any Expert Assist charge. I did not check that column at the beginning and somehow at the end AFTER I had put in my credit card number, which by the way is a Citi DoubleCash card where I signed up for the TurboTax discount (and I never pay any attention to these corporate agreements but saw this one) and didn't get it, I was looking at the price and thought, "What the heck. How did this happen?" I hadn't even filed yet and in my mind not even finalized the payment, but nope, you got me. I went back and tried to start again at review, but the app said that I had paid.  If I do not get my money back for snaring me into the Expert Assist that I did not want and certainly did not use OR the discount for using that credit card, that's it. I'm done. No more. It's too easy to trick people.  I will never get caught again because I'm done. You know, I'm a very well-educated person but apparently too stupid to use TurboTax.

Please ignore the previous reply - I now understand what the option is.   Curious about one thing: if I already added the $5000 that I overcontributed in 2024 to the income reported on the 2024 tax return, is it true that as a non-medical distribution I will have to once again add it to the reported income for the 2026 tax year, essentially being taxed twice on the same amount? (on top the 20% penalty that I owe for the non-medical distribution)   Note I don't have any unreimbursed medical expenses to offset the amount here.

I'm just here to say that I am encountering this exact same issue described by the original poster 1 year later.  I was hoping to find some guidance but disappointed to learn that this is not a new problem.

If you are using TurboTax Online and inadvertently closed your session:   Go back to TurboTax Online if you have left the webpage. Log back in with your account id and password. If you see a Welcome Back screen, click Continue If you don't see Continue, look for Pick up where you left off and select that option   Look to the left side menu for the section you need to finish: Wages & Income, Deductions, etc.  When you have finished the return, TurboTax will prompt you to Review it. Once you have no more items to review, you can proceed to the File section.    

The fix did not work - same error message (no error code).  Next phone associate I spoke to could not find any issue. Suggested I try a different browser or contact IRS during the week to see if they have the return.  Indicated he is escalating the issue for research.  Also suggested I might file by mail - TurboTax checker finds nothing wrong with the return. 

Sorry @MaryK4, I might have gotten confused. If it's only the one we contributed to, it should be just Traditional IRA for me (I did backdoor IRA), and none for my wife (she's the one that is doing to contribution removal)? On the wording of the question, is there a form to provide feedback to the product/eng team? I imagine I'm not the first one getting confused by that question 🙂

Possibly.  If they are still working with TurboTax.  You can phone TurboTax Support and make a request.   Hours 5AM-9PM, 7 days a week.  (may vary this weekend due to holiday) https://ttlc.intuit.com/turbotax-support/en-us/contact/