"Revisit" button not working to change info about early IRA withdrawal. I need to report early withdrawal from Roth IRA only, instead of both Traditional and Roth (as is)

[gemini879053]

After paying for my federal and state tax filing through TurboTax, I noticed a mistake on my official tax filing forms, specifically form 5329 for the purpose of reporting early withdrawal from my Roth IRA in 2017. Erroneously, the "Part III" section of form 5329 was filled out with identical information from subsequent "Part IV" section. This needs to be changed so only a distribution from a Roth (Part IV) is reported, and NOT a distribution from Traditional IRA (Part III). The "Revisit" button does not open the form for changing this info; instead it just reloads the page with selections to "Start"/"Review"/"Revisit" various forms

Please note: The relevant intuit.com menu selection is "Extra Tax on Early Retirement Withdrawals"

Additional Info: 

Browser- Chrome v73.0

OS: Windows 7

[gemini879053]

Technical info: Chrome browser v73.0, Windows 7 OS

[gemini879053]

Please note: I am able to access/edit other forms, but not Form 5329 for some reason

[gemini879053]

The relevant intuit.com menu selection is "Extra Tax on Early Retirement Withdrawals"

[gemini879053 · Accepted solution]

Solution: 

For some reason, the technical glitch initially described here persisted for that particular form but other forms were accessible as normal. I was not able to determine the cause or find a solution to this problem via a phone call with a TurboTax customer support rep. Eventually, I discovered that the form I was trying to access directly could be amended from a more generic menu selection.

Ultimately, I think this mistake could have been avoided if the form entry question was worded more clearly. I had trouble understanding the scope of the questions pertaining to Traditional vs. Roth IRA contributions and early distributions. This led to incorrect information on my final return documents (Form 5329 Part III & IV). Again, I was able to correct this error via a different menu selection that was less intuitive to expect to lead to the correct forms.

[SunnyM]

Since you have already filed, you cannot revisit and change any info until you've started an amended return. 

https://turbotax.intuit.com/tax-tips/amend-return/how-to-correct-federal-tax-returns/L67t0F7il

[gemini879053]

When I asked this question I had not filed yet.

[emsmith6]

I'm running into this issue today. How did you find a workaround? Thank you

[JohnB5677]

You can get back into your return without amending. BUT DON"T MAKE ANY CHANGES TO A FILED RETURN unless it was rejected.

To get back into the return

TurboTax Online

1. Sign in to TurboTax.
2. Under Your tax returns & documents, select Show, and then select 2020.
3. Now select Add a state (this reopens your return).
4. Select State from the left menu (on mobile devices, tap in the upper-left corner to open the menu).
5. On the Let's get your state taxes done right screen, select Continue and follow the instructions.
6. Do Not amend your return
7. Go back and post your new information.

  TurboTax CD/Download software

With your return open, select the State Taxes tab near the top. This will take you to the state section and you can proceed from there.