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You can try this procedure to remove the form:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 5805 in the list and delete it  

You cannot make an attachment to an e-filed state tax return using TurboTax.  The state return will have to printed and mailed if you need to attach the military orders to the return.   See this for how to print and mail a tax return - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258?search-action-id=623281337469&search-result-uid=26258  

If you want to verify that they have actually "landed" in the system, you can use the state's official self-service tools through myPATH Portal.  Visit the myPATH website. You don't necessarily need an account to check your refund status, but creating one lets you view "Letters and Notices" and "Submissions," where you can often see whether your documentation has been logged.        

The answers to your questions are listed below. Yes, however it must include the earnings on the excess contribution as well. You should see code J  Yes, the penalty will apply to all three years the excess remained in the Roth IRA. Tax year 2026 will not have the penalty but will be taxed on the earnings portion. Yes, each year must have Form 5329 and the penalty will be due for each tax year. Interest and penalty will apply for each day the payment is late. It's possible to request relief from the underpayment penalty. Use Form 843 after payment, it never hurts to try and success can happen. Yes, as indicated you will receive a 1099-R with the code mentioned above for your 2026 tax year. Again, the earnings are taxable in 2026. How do I amend a tax return for a prior year? @Tax039494 [Edited: 04/16/2026 | 7:09 AM PST]

When finalizing your return you can enter a 5-Digit Pin which is a number you create to sign your return, or you can elect to use your prior-year Adjusted Gross Income (AGI) for verification.  you can find your AGI on Form 1040 on Line 11. You can also order a free digital transcript of your return from the IRS. You can view your online transcript immediately, while a mailed transcript takes 5–10 days to receive.   How do I find last year's AGI? Once you have the AGI, to enter it on your return and e-file your return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return

My return is being rejected because I did not pay any estimated taxes, nor did I live in any of the cities listed. I didn't pay almost $200 for a machine to answer real life questions. What do I need to do to get my return approved?

To correct the "Person on the Return Worksheet: Enrollment Status" error in TurboTax, access the Forms mode, locate and delete the problematic "Person on the Return" worksheet, then re-enter student information in the Personal Info section. If using desktop, click "Forms," select the worksheet, and click "Delete Form". For K-12 529 plans, ensure "529 plan" isn't accidentally marked as a 1098-T student.    In TurboTax Online From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete. 

The receipt can be used for proof of mailing the tax return if it is on or before the due date of the tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

There aren't known issues between this Schedule and Form, but generally TurboTax asks users to manually input their at-risk limit amounts in passthrough entities (use the below K-1 QuickZoom menus), rather than having the system calculate it (which features many unknowns). See below for a 6198 Line 4 flow-thru item off the K-1 wks that could be limited; the program asks the user to update the Form manually (image 1) using the Form worksheets (image 2).  Make sure you've hit all the QuickZoom menus on your Schedule K-1 worksheet for at-risk limits and made all the required entries in the sub-menus.     TurboTax - What Is Form 6198: At-Risk Limitations

You will need to send a Form 3911 to the IRS to request that missing refund. This asks the IRS to track down the payment. If they see it was never cashed and returned to them, they can credit it back to your account. Here is a link to download the form and send to them. Also view this link on where to mail or fax the form.    Be sure to record your banking information in section 1 line 7 of the form as the IRS no longer issues paper checks.

For New York City employees, health insurance information is typically found in two specific boxes on your W-2: Box 12 and Box 14. Depending on whether you are looking for the total value of your coverage or your specific pre-tax contributions, you will check the following:    The combined cost of health insurance coverage provided by the City of New York (including both the employer's and your own contributions) is reported in Box 12 with Code DD. This is for informational purposes only as required by the Affordable Care Act.  This amount is not taxable and does not affect your federal or state tax liability.    Your personal contributions to health insurance premiums, which are deducted from your pay on a pre-tax basis under Section 125, are typically listed in Box 14 labeled as IRC125. This amount is already subtracted from your taxable wages in Box 1. Unlike federal rules, these contributions are subject to New York State and City taxes. When filing your NY state return, you must add this amount back to your taxable income (often using form IT-225).    

What exactly are you being asked to pay?   See this for viewing your TurboTax account fees - https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/01/26353?search-action-id=623279034003&search-result-uid=26353

When property tax shows twice in TurboTax, it usually means the information was entered more than once or imported twice. To fix this, follow these steps: 1. Go to the Deductions & Credits section. 2. Navigate to the Property Taxes subsection. 3. Look for duplicate entries of your property tax payments. 4. Select the duplicate entry and use the option to delete or remove it. This should remove the extra property tax amount and reflect the correct total on your return.

To find the section to enter state taxes paid as estimated payments in TurboTax online:   On the left side menu, click Federal, then Deductions & credits Click on Deductions & credits summary Scroll down to Estimates and Other Taxes Paid and click on that section to expand it Click Start or Revisit for Estimated Tax Payments Click Start or Revisit for State estimated taxes for 2025 Click Yes for Did you pay state estimated taxes for 2025? If you made quarterly payments, use the top section.  Select a state from the dropdown for each payment and change the date paid if it does match the actual date that you paid it.  Finally, enter an amount for each payment. If you didn't make quarterly payments, you can click Add another payment under Additional payments.  Select the state, enter the date and amount paid for the payment.  Click Add another payment for a 2nd payment, otherwise click Continue.

TurboTax Free Edition only covers simple returns (Form 1040, basic income, standard deduction), and adding things like self-employment, itemizing, or certain credits can trigger fees.   Follow these steps to downgrade to a different TurboTax Online product:  Open your return  In the left menu, select Switch Products.  Select Downgrade. If you have not yet paid or filed you can also clear and start over to switch to a different product. This option erases your information to give you a fresh start in the new product you've chosen.