Retirement tax questions

to fill out and finish my 2025 tax return.

I live in Massachusetts. 1099R payer address is Indiana. Turbo tax says will not file electronically because its not a Massachusetts zip code

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How do I reopen my program for editing after Turbo Tax has closed it?

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I took a disaster retirement withdrawal in 2024 and split the taxes over three years, and answered all my questions correctly. My wife has no such distribution, but I am stuck on "needs review" and it will not go away. I'm about to lose it.

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Tas Table shows $363 tax, TurboTax says that for 2025, taxable income up to about $24000 has no tax liability

I've added it to the HSA section when I click the option that my "company contributed but it was not reported on my w2" but it does not increase my refund at all so I'm a little confused.

How is the 1099-B amount in TurboTax determined from the IRS Boxes 1d, 1e, 1f, and 1g auto-filled from Morgan Stanley?

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But then when I tried to submit, I needed a irs up number before I can file

how to file form 4852

Need help completing my 2023 taxes (I filed the extension and now they are due Oct 15) with the following scenario: $2,537-excess contribution made on 2/9/2024 for tax year 2023 (year prior contribution to Roth IRA)$67.78-earning from $2537 excess contribution made in 2024 for tax year 2023.Removed both $2537 and $67.78 in 2024 before Oct 15 deadline from Roth IRA. Questions-1) Do I fill out form 5329 for 2023 tax year or 2024 tax year and how so? I believe I will only owe taxes on the $67.78 earnings but not the 10% early withdrawal penalty since I removed before the extended Oct 15 deadline for the 2023 taxes.2) Do I fill out form 1099R only for 2024 tax year or do I need to report for 2024 tax year? 3) Is there anything else that needs to be reported for tax purposes? I want to be able to avoid completing an amended tax return for 2023.  Thank you!

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I completed rollovers from an employer's retirement account to a Roth IRA and to a traditional IRA. The 1099-R listed a "taxable amount" in box 2a (the Roth rollover) and a gross distribution in my case of about 10x that amount, a traditional IRA rollover). The taxable amount was rolled into a Roth, thus 90% is not taxable.  Turbo Tax, the online version, did not transfer the taxable amount to the 1040 as taxable income on line 5b. Turbo tax asks if the distribution is a rollover to a Roth account, and if I check yes, it transfers the FULL DISTRIBUTION on 5b as "taxable", not the actual taxable amount listed. This is clearly a bug. It's been around for years, and it hasn't been fixed.  I tricked the system by creating an additional 1099-R for the Roth rollover, and modified the original 1099-R for just the non-taxable amount. So, then I'd say the fully taxable 1099-R is a Roth rollover, and the non-taxable part is at traditional IRA rollover (not taxable). This made

1099-k that I did not receive because the amount was under $600.

Son had no estate when he passed. Nine years later CoinBase contacted parents about son's balance as bitcoin. Parents claimed the balance and cashed it out. Are the funds taxable?

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In 2016 I invested a large amount of money in a company with my self directed IRA funds. They made monthly interest only payments on the invested money to my IRA until the end of 2022.  They stopped paying the beginning of 2023 and filled for bankrupt the end of 2023.  There are no assets to recover so I have lost all the money invested.  How can I deduct the lost money on my taxes now and/or in the future?  I use Turbo Tax Home and Business.

i withdrew funds from an ira and this amount was included with my 1099-R from regular monthly income. is lump sum amount taxable

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The 1099 NEC shows that I got paid $312 more than I actually did. How should I handle this on the return?

I put in two separate 1099-Rs withdrawals that covered both the April 1 and the Dec 31  RMDs, but the program calculates a 5K penalty for  "Tax on excess accumulations in retirement accounts. "  Does anyone know how to fix this problem? 

What if I don't want my state tax return done by you?