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I had the same question.  Moved funds from traditional IRA into Roth-IRA.  Your note states what triggers the query, but a previous user asked why TT demands information that isn't needed or used.  I have the same question.  Shouldn't there be a branch point for distributions that go 100% into a Roth-IRA that obviates the inconvenience and stress of combing records and dealing with Form 8606 ?   What is the simplest way to handle this demand by TT for these data ? Thanks in advance for your reply.

thank you thank you thank you for a possible solution.  I'm in the same boat on TT2025.  I've spent 30 min on the phone with one TT support person and another 60 with another.  It's been days and it's now April 3rd.   I'm going to have to file and extension and hope this gets resolved.  It's taken up about as much time as it would to do my return.  OK .... not true ... my return probably takes 4 or 5 hours.   But this is absolutley insane!!!!

@user17752350119 assuming this is Form 8453 for details missing on Form 8949 which is usually the likely reason for this mailing, check your Form 8949s and see if any line items refer to "see attached statement", or you can check in Forms mode, on your Capital Asset Sales Entry Worksheets at the very bottom there is a Yes/No whether details need to be sent for that 1099B.   Note for this case that mailing the Form 8949 you already e-filed is not the point, you are supposed to send the missing details that were not reported on the 8949 - which is usually on the 1099B unless cost basis was missing entirely and you had to adjust that.

This is the correct answer for me - thanks so much for clarifying.    When I looked at my .pdf copy of "all official forms required for filing", it does say on the 1st page that I need to mail form 8453 and attach form 8949 to it.    I did use Summary Method for reporting Stock Transactions as otherwise there was about 5 pages of transactions that Fidelity (managed brokerage account) had sent me that I did not want enter manually.  

Al income is parsed based on dates correlating to W-2's (when AL state tax started accruing).  Both income and itemizing are different dates for me and my spouse.  I moved full time to AL and started AL income (allocated on W-2's) in  Nov, spouse moved full time to AL and started AL income in Aug.  Those "W-2 dates" (from paystubs) correlate to all income, including interest, dividends, capital gain distributions, and gain/losses.  Both dates also correlate to deductions such as FICA (SS & medicare). For property, it seems logical to attach to ownership dates of AL property, hence utilizing the interest and pts only for the AL primary residence, as well as property tax, especially since it had usage during overlap.    If for property (primary residence) a later "W-2date" is used then constraining the AL property to interest (and amortized pts) to those later months is an option.....in that case, since the out-of-state house (also primary residence) sold in Nov, should the interest & any amortized pts on the out-of-state sold house be combined in the avg bal/750K ratio limit factor for the overlapping months?  

The 'hit a snag' error is usually due to a security or connectivity issue.  When you are entering a payment, you're being routed to a 'Billing' server.  Try disabling your anti-virus programs and try your payment again.    If you're using TurboTax Online, click the icon in front of the URL address (lock or radio waves), and open Settings to 'Allow' Local Network. Sometimes closing the program, clearing  Cache and Cookies, will resolve this.   @txo8     

There is not a 1099-Misc in my return at all, so there's not a form to delete.  It doesn't exist in my return.   When I run the Review at the end, the message I get is: "Returns with a 1099-Misc and not subject to self employment tax are not eligible for electronic filing in Arkansas".  My return does not have a 1099-Misc, but I still get this message from the software.

If you already Efiled and your return was Accepted, check your PDF copy of your return.  The first page 'Filing Instructions' will tell you if you actually need to mail anything, and if so, where to send it.   It is rare to have to mail additional forms, except possibly if you used the Summary Method for reporting stock transactions.  In that case, you may need to mail Form 8949 and a copy of your 1099-B.   @user17752350119 

For 2025, at least, look at the information for "Line 28" on this page:  https://www.irs.gov/instructions/i2210#en_US_2024_publink1000305566     Turbotax is pre-filling the entry with the annual amount x 0.9235   So, likely, the first three periods need to be entered multiplied by 0.9235 as well.