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Thank you for investigating this.  It sounds like you agree that this is a bug in TurboTax.  I have already filed an extension, so I have no rush to file my return (I have until Oct 15).  Is there a chance this bug could be fixed within the next 6 months (before Oct 15)?   I hope that this problem can eventually get fixed by the development team, because even if I override the QBI value on my Idaho return and file a paper copy of the return, I'll have the exact same problem next year (and the years after that), unless the root cause of the problem is determined and fixed.  

Let's look for 3rd year issues: 5a is  blank or zero is good 5b is the amount being claimed this year. 8915 FEMA number must match original 8915 must be 1/3 of original amount 8915 covid, line C blank Honestly, switching from MFJ to HOH may be causing the rejection with the new  revised 8915 this year. Thankfully, this is the 3rd year for you and you are done. If none of the above are the issue, you will need to mail it in. I think the new 8915 this year may be your issue. I don't know how the IRS is programmed to match them up. If they used 2023, when it started and is looking at filing status, maybe that is the culprit. If they are using 2024, yours should go through. I would expect first year to be the one to match, honestly, no idea what the IRS has done or is doing.   If you mail, be sure to sign your return, mail it certified with no signature required by IRS receiver.

The dash is part of the formatting for all TINs that are from entities (rather than individuals).  I recommend deleting the 1099R and re-entering it manually (particularly if it was imported initially) as this will sometimes clear this error. Once this is done, try retransmitting the return.  The dash that the program enters will not cause a rejection, but sometimes there is an extra space or something odd that happens if a document is formatted that can cause the system to read it incorrectly.  If this doesn't resolve the issue, then it lies somewhere in the database that houses the payer tax identification numbers and the return will need to be printed and mailed.  @krconn 

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?

If TurboTax is stuck at the final stages, try these steps:   Clear cache and cookies  Log out of TurboTax, restart your device, and log and back in Use a different browser (e.g., switch from Chrome to Edge). Try a different time of day when there may be lower "traffic" As we approach the filing deadline, there is higher server traffic, which can significantly impact the tax filing process by causing system slowdowns, application errors, and potential delays in submission for both individuals and tax professionals.  

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms

You should wait until your filed return is processed and you have your refund if applicable before you do the amendment.   To amend your 2024 tax return, log into your current TurboTax account and you will find an option to prepare an amended return. Choose the year you want to amend and follow the instructions. What you will do is update your return to add missing information or make changes to information you entered. Then, include a description of your changes. TurboTax will calculate an additional refund or tax due if applicable and you will then submit the amended return and pay any tax due or wait for a refund.    

The Payers TIN listed on the 1099R does NOT have a dash in it..the format is 9 digits without any dash.  I called the pension plan and verified this is their correct TIN.   TurboTax does not allow me to enter the number WITHOUT a dash...and hence my return is getting rejected.  HOW do i enter a TIN that does not have the dash in it as apparently some older pension plans do not follow the format they are expecting?

I can't believe I'm paying them when I found the error myself. After two separate phone calls with TurboTax support totaling more than two hours — where the reps had zero clue what was wrong or how to fix it — I was the one who had to discover the bug and the workaround on my own. Their software completely failed to trigger the 2024 AGI questions for the Previously Owned Clean Vehicle Credit.   It's ridiculous that customers have to troubleshoot and correct TurboTax's own programming errors, especially when it could have cost me $4,000. @AnnetteB6 — any movement on the goodwill discount or partial refund I requested for this mess?

You don't have to complete sections in TurboTax that don't apply to you.   In TurboTax Online, you can choose where you want to go next on the left side menu. If you select Income on the left side menu, options within Income should display; click on another income item and you should be able to continue.