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You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

It's not a Turbo Tax issue.   This is reported as a "Known Issue" by IRS: QMIDs with the letters I and/or O are being rejected when submitted. Projected Resolution Date was moved last weekend to June 21, 2026.   I've posted information earlier in this thread about what apparently needs to be done. Taxpayers must wait to receive the LTR 12C as it contains a Control Number that is to be included on the Taxpayer's response. IRS has a published Workaround. Again please see what I've posted earlier. Or visit Known issues and solutions | Internal Revenue Service, select TY2025. A spreadsheet will open, and this may be sorted to show Form 5695 entries. I've included a screenshot of the info.  There is a Workaround described. It's not very user friendly. The Taxpayer must return a copy of the LTR 12C received from IRS. Leave the QMID(s) blank on the Form 5695.  Attach to return a "binary attachment". From what I've been able to understand this means a document. In this case, a document with information as instructed in the Workaround. The document begins with "Substantiate QMID". For each item on Form 5695 with a QMID, include: 1. QMID provided by the manufacturer 2. Cost associated 3. "The line reference and small description for each item of specified property placed into service in 2025."   The return can be sent via the link included in the LTR 12C, faxed or mailed. The Workaround states, "This will allow for the IRS to accept such returns electronically...."   We still do not have our refund. When I followed the Workaround and filed online at the IRS link in the LTR 12C I noticed our Account information had changed, indicating it was now being processed: "We have reviewed your return and any information we may have requested from you and are now processing your return. Any changes to the status of your refund, including any new refund date, will be reflected here when any new update is available."   Hope this helps.      

You have to print out the full return with all the forms and worksheets to see Schedule D etc.   Even though it shows up as income on the first page,if you have capital gains or qualified dividends the tax on line 16 is not taken from the tax table but is calculated separately from schedule D.  The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet.  It does not get filed with your return.    In the online version you need to save your return as a pdf file and include all worksheets to see it.   See this FAQ https://ttlc.intuit.com/community/forms/help/form-1040-line-11-amount-is-less-than-standard-irs-tax-table/00/25752   In the online version you need to save your return as a pdf file and include all worksheets to see it.   For the Desktop version you can switch to Forms Mode and open the worksheet to see it.  Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet.   IRS Qualified Dividends and Capital Gain Tax Worksheet—Line 16 on 1040 instructions page 36.  And you will need the IRS Tax Tables starting on page 64 or the Tax Computation Worksheet on page 76. https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

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After manually filled in all the required information in the 1099R, it came up the RMD Q.  We did the RMD first (in March,2025) and then IRA to Roth IRA conversion (Dec, 2025).  Why did TurboTax treat the amount as normal contribution, not the conversion?  There is NO any Qs ask for the purpose of the contribution,  nor the conversion Q.  Can you please help how to trigger the Conversion?  Thanks! 

Check with your bank.   If the IRS shows it was processed, the refund was sent to the account shown on Form 1040.    Sometimes, if names don't match up exactly, deposits are sent to a clearing account which may cause a delay in reaching your account.   

Thank you for your reply.   A TT professional answered my question and I located the information I needed in the Mutual Fund and UIT Supplemental Information pages provided by the my investment firm.  I had to aggregate the various percentages for my filing state and answer the question if it was greater than 50% or less than 50%.  This was a question I had not seen before.

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Glitch is still there.  I was able to reproduce a faulty choice of standard deduction by going back through the deductions section again.  It automatically chooses Standard deduction, even though Itemized was a little better, and checks a box in Sect. VI of Info Wks to use standard deduction even if itemized is better.  If I "change my deduction" I can get it to go back to itemized, even though the page still claims it's using Standard deduction.  But if I go to the actual 1040 form, the itemized amount is in line 12e.   I was able to get my taxes filed with the right deduction (i.e., without it flipping back.)  I think it's probably related to telling Turbo Tax to apply my refund to 2026 taxes (so the refund amount is zero for both standard deduction or itemized.)  But I saved $819 by filing with itemized because  the amount of refund was higher.  If you blindly followed the Turbo Tax recommendation, you wouldn't know you'd have been better off with itemized.