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The IRS is withholding my 2024 refund because Turbotax did submit my Pension form 1099-R.   I have used Turbotax Deluxe online for more than 10 years. I have never manually attached any PDF forms to my tax returns.  I always use the Turbotax function to fill in the form information and the IRS receives a copy of the 1099 forms with no problem. In 2025, I filed tax return for 2024 taxes on Turbotax is the same way. However, I received IRS form CP05A indicating that my Pension and Annuities 1099-R forms were missing.  All other income forms were received (SSA, Int, DIV). The Turbotax function that handles attaching forms failed and needs review.

I am using desktop version 2025 TurboTax Premier.    Federal Taxes -> Wages & Income -> Your 2025 Income Summary Import Summary -> View -> Add Other Documents -> I'll type it in myself -> Continue, then I got sent straight back to the Your 2025 Summary Import Summary page.    But if I choose to import, Federal Taxes -> Wages & Income -> Your 2025 Income Summary Import Summary -> View -> Add Other Documents ->Import from my bank or brokerage -> Continue, then I could see the page where I can search for financial institution to import from.    But I have 1099 INT from Barclay which I can't get Turbotax to import, and now I can't enter it manually like I was able to do in the past. How to fix this?

The CA State Standard Deduction shows the Federal MAGI amount on Form CA-540, instead of the correct Standard Deduction, which is SINGLE-$5706 or MFJ-$11,412. As a result, it is incorrectly calculating my CA Taxable Income as zero.    

2025 Federal Return E-File is not available because your tax return includes forms that can't be e-filed. Revisit the Review section to see which forms. Make sure to mail your return by April 15, 2026.   I keep getting this message and have logged out and cleared my cache on my browser. When I hit the review button it does not show me which files I cannot efile. Need help! Also, I'm military and the only files I have are my W-2 and 1099B for my savings account. 

Hi - i work for a foreign organization Goethe Institute. I reported my income as advised here by the turbo tax expert under 1099-misc    https://ttlc.intuit.com/community/tax-credits-deductions/discussion/income-from-an-international-organization-goethe-institut/00/3214466   However this is causing an issue with the dependent care credits. My spouse contributed money to dependent care FSA which is now being considered taxable and we are not able to claim credits as Turbo tax is saying both spouses need earned income. Basically its not considering my income as earned income. How do i get this working?

I was trying to re-process my 2024 taxes because the desktop version of Turbotax 2024 made it seem like I could still e-file. It allowed me to pay the e-filling fee for state, then afterwards told me that the filing season is over with and I had to mail them. How do I get the e-filing fee for 2024 put back on my credit card?   Thanks, Michael

1) I have a main job where I regularly max out my 403b contribution each year, including for 2025. 2) In 2025 I started a 2nd occasional side job.  That employer auto-enrolled me into its 403b and deposited an elective deferral in its 403b plan on my first paycheck. 3) I immediately contacted the custodian for the 2nd job's 403b plan and asked for a corrective distribution of the entire account and to stop further contributions.  I was advised that I should submit paperwork for a 90 day refund of the entire account, which was paid. 4a) My main job's 2025 W-2 shows 31,000 in  box 12 with code E. 4b) The side job 2025 W-2 shows the $147 elective deferral from the first paycheck in box 12 with code E. 4c) The 1099-R shows a taxable distribution of $146 with code 2 in box 7 (i.e not a corrective distribution). 5) I called the custodian for the 2nd job's 403b plan and was told they did everything right and won't issue a corrected 1099-R showing the refund as a corrective distribution.   If I'm understanding everything correctly, the way the informational forms exist now the IRS is going to expect to see the $147 on line 1h AND the $146 included on line 5b.  The IRS is also going to see a problem if I try claiming the $1 loss on schedule 1 line 8z.    How do I avoid being double taxed on the $146 dollar distribution?    It seems to me that a fair representation of my taxable income would be either :   a) including the $147 on line 1h with $1 loss on schedule 1 line 8z and omitting the $146 OR b) just including the $146 on line 5b and leaving line 1h and schedule 1 line 8z blank.   However I suspect that either of those would get kicked out as an error.