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@Pavi wrote: My product is Turbo Tax Premier 2025 for the Desktop. I live in CA. I did not check Audit Defense by mistake. Turbo Tax is causing this to happen because there is a permanent check mark under Show Topic List-->Review-->Audit Defense that is irremovable and results in forcing the user to pay $45 for the Audit Defense or not be able to continue and finish efiling, unless you pay for Audit Defense. Does anyone have a solution? I do not believe it is legal to force customers to buy what they don't want or need. Besides what happened to selling a product that does what is promised it will do? Pauline If you are in California and sure that you did not choose Audit Defense by mistake, there is a way you may have ended up with it anyway, which can be removed.   How did you indicate you would pay your fees?    If you chose to pay the state efile fee of $25 out of the Federal refund, then in California that requires the addition of Premium Services for $45.   Premium Services is a bundle of benefits that includes Audit Defense, ID monitoring and restoration, the ability to pay out of the Federal refund, etc.   If that's your situation, then you cannot remove Audit Defense independently by the usual method, which would be to go  back and decline it.   Instead, if you chose that "pay out of refund" method to pay your $25 fee, then you have to decline or remove that Premium Service option (and thus Audit Defense) by paying upfront with credit/debit card instead of paying out of the Federal refund.   Then when you are entering your credit/debit card info to pay the $25 state efile fee, before you actually submit the credit/debit card payment info be sure the figure shown on the credit card screen only shows $25 plus possible sales tax.   I think @VolvoGirl  may have some screen images if needed.

Or do you want to upload them to your online account to store them in MyDocuments?  You might be able to save the pdf files there.     How to upload to Documents https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/docstm/L0VlCWX5G_US_en_US?uid=lfuovrq8

the reason I filed separately is because my husband is paying child support from his ex partner, and last year  it was out first time doing it together and  I didn’t received nothing even if it says that I was going to receive something especially since I have a child (not his). So I thought it will be ok for me to do it separately  so I can at least receive something back.  this time when I tried to do it  separately I only erased his W2 form, but for some reason   It erased all his information  and I don’t remember clicking where it says that we live separately, I triple checked and it did not show me that part at all, and I also checked to click where it says filed separately, but  it never showed anything so I assumed everything was a go, until I downloaded the file and that’s where I saw the mistakes, I hope I don’t get in trouble or my husband,  but thank you for your response I appreciate it.

But you answered YES I rolled it over to an IRA.   I think that's all you need.  Then it would only need to know IF you rolled it over to a ROTH account.    What code is in box 7 on the 1099R?  @dmertz    If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. 1040 line 4a or 5a is just the gross amount. Check lines 4b & 5b for any taxable amounts. For a rollover line b should be zero and the word Rollover checked by it.   Did they take any withholding out of it? If they did you had to add it back in from your own money when you put it back or the withholding will become a distribution by itself.

You will need to upgrade to TurboTax Premium to report the sale of an inherited home.  You will  enter the 1099-S in the Investments section of TurboTax and it'll be reported on Schedule D.     Refer to the TurboTax article  Where do I enter the sale of a second home, an inherited home, or land on my 2024 taxes? for more information for navigation instructions.   You will need the basis of the inherited property, which is the fair market value on the date of the decedent's death.  

I could view them on my iPad but not on my Windows Desktop.  It wants to know the total RMD you needed to take from that account to check if you took it out.  Did you take the RMD out before you did the Conversion?  You can't convert any of the RMD amount.  You might need to split your 1099R into 2.  @dmertz   

You can view or print your prior-year tax returns along with the worksheets. Follow the steps below to print your prior-year tax returns, including all of the worksheets using TurboTax Online;   Sign in to your account Select the down arrow by Your tax returns and documents  Select the year of the tax return that you want to print Select Download/Print (PDF) your federal and/or state tax return(s) Select Include government and TurboTax worksheets.      For additional info, review the TurboTax article How do I view, download, or print a prior-year tax return?