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No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Apparently from others who had the same complaint/problem as i did, your program defaults to 'yes' and your review doesn't catch it because if the default.  It should have been fixed.  I will not use Turbo Tax in the future. You should issue refunds.  What a disappointment and grave error.

Perhaps did you use a different account or user ID?  To get a list of your user IDs, use the tool at the link below.  When using the Account Recovery tool, try using your phone number first then with your email address to check for multiple accounts.   Refer to the TurboTax article How to recover access to your Intuit Account  

@VDANIELSON    It's in there, but you might have to click thru a couple pages to get there.   On desktop software   Start in on a new 1099-R form. on the provider selection page, click on "Skip Import". Select the 1099-R form box. Scroll to the bottom to "Continue" then start entering your data   For "Online" software:   Start a new 1099-R On the provider selection page....Click on "Enter a different way" On the next page...DO NOT try to take a picture or import a PDF, just select "Type it in myself" next page...Select the 1099-R form box and "Continue" then start entering the data from your paper copy    

My test (Missouri resident but working in Arkansas) shows the correct Arkansas tax on the AR1000NR, as well as the correct credit on the MO-CR, line 11.   As I was doing the Missouri interview, I noticed a number of questions that could affect the Missouri credit.    There should be a screen tilted "Out of State Tax Credit Summary". It should show a row with AR under state. You should click Edit for AR and follow through the sub-interview.   You will be asked about income from Arkansas - presumably TurboTax has already filled in the amount from your Arkansas return, and several other questions. In these screens, you have the opportunity to accidently set your Arkansas tax paid to zero (killing your MO-CR tax credit.   Anyway, go back to the Missouri interview, and pay attention to the questions about Arkansas.

Thank you, this is very helpful. On #2 - I called both HSA custodians (UMB for my wife's account and Fidelity for mine). Neither will calculate the earnings because it's been more than a year since the excess contribution. I've called multiple times and gotten different answers each time. I escalated to a UMB supervisor who is supposed to call back in 2-3 days, but I'm not confident they'll help. Two follow-up questions: 1. Is there a way to calculate the NIA myself? I believe the IRS formula is: NIA = Excess Contribution x (Adjusted Closing Balance - Adjusted Opening Balance) / Adjusted Opening Balance. If so, what time period do I use for the opening and closing balances given that the April 15 deadline has passed? 2. Given that the deadline has passed and I'll be paying the 6% excise tax on Form 5329 anyway, do I still need to withdraw the earnings along with the $375 excess? Or does the 6% penalty replace the earnings withdrawal requirement for late removals? I've seen conflicting guidance on this point.

Try these to see if these will work. 1. Check the "Carryover" Worksheets Deleting Form 5329 directly rarely works because the software is pulling the data from a hidden worksheet.  Go to Forms Mode (top right on Desktop versions). Look for a document titled IRA Contribution Worksheet or Retirement Plan Carryover Worksheet. Search for a line item labeled "Excess contributions from prior years" or "2024 excess contribution." If there is a value there, manually change it to 0 on that worksheet rather than trying to delete the 5329 form itself. 2. Use the "Step-by-Step" Interview (The "Clean Sweep" Method) Sometimes the software needs a manual "No" to overwrite the imported data. Follow this path:   Navigate to Federal > Deductions & Credits. Find Retirement and Investments > Traditional and Roth IRA Contributions. Even if you didn't contribute in 2025, click Start/Revisit Select the type of IRA you had the issue with (usually Roth). Proceed through the screens until you reach a question that asks: "Did you have any excess contributions before 2025?" Even if it shows a number, toggle it to Yes, then on the following screen, ensure the "Total Excess Contributions for 2024" is set to $0.   3. The "Delete and Rebuild" (Last Resort) If the form keeps regenerating, it’s likely because there is a 1099-R or a specific "Information Worksheet" flagging it.   Go to the forms mode. Delete Form 5329 and any associated IRA Contribution Worksheets.  Immediately Save and Exit: Close the program entirely and reopen it. Re-enter IRA Info: Go back through the "Deductions & Credits" section for IRAs. By starting the section fresh without the old worksheet attached, the software should stop assuming there’s a carryover.

Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received).  You must also furnish a Form 1099 to each of the other owners.    See this link to find the 1099 you need to file: IRS Forms & Publications. File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area (provided on the Form 1096). On each new Form 1099, list yourself as the payer and the other owner, as the recipient. On Form 1096, list yourself as the nominee filer, not the original payer.  The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner. The forms filed with the IRS should be the red copy so if you don't have a color printer, go to the IRS website and order the forms.  The nominee process will allow you to enter only your portion of the gross proceeds on your TurboTax return.  

This issue often occurs due to discrepancy between the state and zip code or a failure to import state data.   To fix it, try the following steps:   Sign in to your account, go to the Federal section, then click on Wages and Income, find the specific institution's form in the error, and click edit to verify the recipient state is correctly entered. Make sure the 2-letter state abbreviation matches the zip code. If editing fails, delete the form and manually enter the data again instead of importing it.   To delete the form, follow the next steps:   Sign in and open your return. Select Tax Tools in the left menu, then click Tools. Select Delete a form. Click Delete next to the form, schedule, or worksheet. Follow the instructions to confirm deletion.

Thank you. In TT when I got to "other tax  situation/business taxes" there is a menu that references reforestation.  Not sure if that is duplicate of what goes on schedule F costs.  Also hard to see where the part of income listed as cost sharing goes.

I am a little confused about using the word "Rollover" here because two directions are involved.   1. in Early Sept. they distributed my RMD amount from my 403b into my short term checking account 2. They then made a a second distribution of the same amount as the first, 4 days later (an error)   3. After months of begging them to reverse the second transaction, they did that, but in January 2026. They took that whole amount out of my short term checking account and redeposited it into my 403b.   The net effect was to boost my 2025 income by over $30,500 in Sept. 2025, and then decimate my checking account in January with a direct transfer from it into the 403b account.   So my 1099R for 2025 includes the extra amount although it has since been reversed transferred into the 403b.   So I think I kind of get the idea of not including the whole 1099R but only the RMD and designating as W2 but not quite understanding.  Can you give me more specifics?  (by the way it will have to be an amended return at this point.)   Thanks so much for your help, both of you, Dave Owen