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This rejection is because a return was already filed with your social security number.  If you did not file a return already, then check that the name and number match exactly what is on the primary taxpayer's Social Security card and make any corrections if needed before submitting your return again.   If your SSN or TIN is correct as currently entered on this return, it may be necessary to contact the IRS for further guidance. If you need to correct the tax return originally filed, you must file an Amended Return.    

No joy!! didn't work.  It greyed out the final "Security check" pop up and said it was an example.  It said I was already verified.  How do stop the **bleep** final check??  the connection to merrill works fine. then I have no where to go  

I have Desktop Deluxe. RITA is in the same place as usual.  TurboTax (TT) does not automatically prepare a city return, you must initiate it. At the screen, in the Ohio program, titled   "A few things before we wrap up your state taxes"       scroll down to Ohio City taxes.  After you press start (or update), RITA will be a choice Or, later "Your 2025 Ohio Taxes are ready for us to check"     -Click Other situations     -Scroll down to Ohio City taxes.  TT cannot e-file an Ohio City or RITA return. It must be printed and mailed.

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

You would need to know which income the distributions, AMT adjustments, interest and UBTI belong to so you can put them on the proper K-1 entry. That information may be available in the notes attached to the K-1 schedule. You would need to make a separate K-1 entry for the business income and the rental income, then enter the other information on the K-1 that it applies to.   Most likely the section 1231 gain evidencing the sale of business property belongs to either the business income or the rental income, so you probably need just two K-1 entries. Unrelated business tax income (UBTI) is income a business receives that is not associated with it's main purpose. That would most likely belong to the business income as opposed to the rental. Interest expense could belong to either one, as could alternative minimum tax (AMT) adjustments. 

Thank you so much @MaryK4  for the reply and for raising the NY convenience rule.   For further context, my facts are: • I was a New York resident from January 1 through June 5, 2025. • I then moved and became an Illinois resident for the remainder of 2025. • I am filing as a part-year NY resident and a full-year IL resident.   My current understanding is: • New York taxes my wages and investment income during my NY-resident period. • Illinois, as my resident state after the move, taxes my post-move wages, dividends, and capital gains.   Given that I changed residency mid-year (rather than being a full-year nonresident telecommuter), I would appreciate clarification on the following: 1. Does New York’s convenience-of-the-employer rule apply to wages earned after I became an Illinois resident? 2. If so, would those wages still be treated as NY-source income despite the change in residency? 3. In that situation, would Form IT-112-R allow a credit for Illinois tax on that same post-move income, given that the NY resident credit is generally limited to income taxed during the NY-resident period? Separately, my understanding is that post-move dividends, interest, and capital gains are sourced to Illinois as my state of residence at the time and are not reclassified as NY-source income under the convenience rule.   Please let me know if that is correct. Thank you for your guidance.  

Using TurboTax Desktop Deluxe.  I cannot enter RC as required on an IRS Form 5329, Line 54a.  The first box takes me an explanation statement.  Form instructions require entry of "RC". The second box, where I should enter a dollar amount, takes me to the same Explanation statement as the first.  The third box does not allow any data entry.  So, how to enter the IRS-required entries on the form?  

I need some more clarification on this. Line 18  $18,500  This is the cumulative excess carried over form the 2023 return Line 20  $18,000  This must match the actual distribution shown on your 1099-R. Line 24/25  $500 This shows the IRS that you still have $500 of "excess" left in the Roth. I don't understand the $500 on line 20 and line 24/25. I believe there is no $500 excess as this amount was distributed last year and is included on the other 2025 1099-R from the financial institution that showed a gross distribution of $14,700 ($7000 was a 2024 contribution, $500 was a 2023 contribution made in 2024 and $7200 was earnings through 12/31/2024). There is no balance in the Roth IRA as of end of 2025.   Recall, on the 2024 return I used TurboTax to input a 2025 tax year 1099-R based on Dana's feedback. On that 1099-R I used a value of $14,200 because I did not anticipate that the financial institution would include the $500 that related to tax year 2023 in that amount on their 1099-R. I expected to see one 1099-R for $18,500 and another for $14,200.  See your comment here: this: https://ttlc.intuit.com/community/retirement/discussion/re-excess-roth-ira-contribut[product key removed]tion/01/3845644/highlight/true#M264665   Regarding Line 20, on the 2024 form 5329 I reported $0 since there were no Roth IRA distributions made in 2024 (the issue was caught in April 2025).  The entire Roth IRA balance, including all contributions and all income through 12/31/2024 were distributed in April 2025. That is why the 1099-R's from the financial institution are for the 2025 tax year.   OPEN QUESTIONS 1) I need to amend the 2024 tax return 1040 line 4a to reflect the 2025 1099-R from the financial institution amount of $14,700. There should be no tax liability as the additional $500 is contributions made that relate to tax year 2023. Question: Do I need to make any amendment to the 2023 or 2024 tax returns for the $18,000 vs $18,500 difference between what was previously reported on form 5329 vs the amount on the financial institution's 1099-R?    2) For this year's 2025 return, when I input the 1099-R, you commented: 1099-R #2 ($14,700, Code PJ): Even though you received this form in 2025, Code P means "Taxable in 2024." In TurboTax, when you enter this, the software should ask you "Which year is on this 1099-R?" and then tell you that it needs to be handled via an amended 2024 return. Question: Since Code P only relates to the "earnings" portion of the distribution, or $7200 and not the $500 which was a Roth contribution made in CY 2024 that applied to tax year 2023, how is the $500 excluded?    3) Question: How to resolve the $18,000 that is on the brokerage's 1099-R vs the $18,500 that was reported on the previously amended 2023 form 5329 (line 24) and again reported in 2024 form 5329 (lines 18,22, 24) . Given that the $500 difference is already included on the 1099-R from the financial institution above for $14,700.   4) Question: For this year's tax return, I thought I need to file a form 8606 based on Dana's feedback last year. Given the $18,000 vs $18,500 difference I am worried I am not going to do this correctly. In his comment he said: Next year in TurboTax when you get the 2025 Form 1099-R with code J for the $18,000 distribution you will follow these steps: Click on "Search" on the top and type “1099-R”  Click on “Jump to 1099-R” and enter all your 1099-Rs Click "Continue" on the "Review your 1099-R info" screen after you added all you Form 1099-R Answer "Owned Any Roth IRA for Five Years?" screen Continue through the questions and make sure you enter the net contributions prior to 2025 on the "Enter Prior Year Roth IRA Contributions" screen (you will include the excess contribution amount from 2021 - 2023). The resulting form 8606 will show this: Part III Line 19: Should show $18,000 Line 21: Should show $18,000 Line 22: Should show $18,000 Line 23: Subtract line 22 from line 21, should show $0

Please clarify. Does the farm income show up on Schedule SE but not on a Schedule F or a Schedule C? Which version of TurboTax are you using? PC or Mac?   In Home & Business, when you open the Business section and are on the landing / summary page, you can choose either Business Income and Expenses, Rental Income and Expenses, or Farm Income and Expenses.   Have you checked Forms Mode to see what forms have been prepared?   In order for us to troubleshoot this issue, you have the option to send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution.   @riki4 

Please provide more detail.  Why are you trying to make it do itemized?  Are your itemized expenses more than your standard deduction?  Did you see the screen that says your itemized deductions are more or less than your standard deduction, choose the itemized or choose the standard deduction anyways? This screen pops up at the end when you are entering your expenses. 

This can be caused by trying to enter a zero ($0) in a box that should be left blank, or by an issue with the imported data. If you have any zeros entered for your Form 1095-A, delete the zero and leave the space blank.   The best way to correct this is to delete ‌your Form 1095-A and re-enter it.  Make sure to leave the spaces blank and do not enter any zeros. Also, make sure there are no extra spaces or characters in the fields.   If you are using TurboTax online, first: Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. Make sure you have allowed local network access by clicking the lock/info icon next to the URL. If you are using a VPN, disable it. To delete your Form 1095-A if you are using TurboTax Online: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1095-A"  To delete Form 1095-A if you are using TurboTax Desktop: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1095-A" In your right panel at the bottom of Form 1095-A click on "Delete Form" Click on "Yes" to confirm the deletion To get back to your screens in TurboTax where you can re-enter this Form 1095-A information you can: Click on "Search" at the top right of your TurboTax screen, Type "Form 1095-A" into the search bar and Click on the link "Jump to Form 1095-A".  See also: Where do I enter my 1095-A? What is Form 1095-A: Health Insurance Marketplace Statement   Please return to Community if you have any additional information or questions and we would be happy to help.