topic Technical info: Chrome browser v73.0, Windows 7 OS in Retirement tax questions

"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 — Sat, 01 Jun 2019 21:46:02 GMT

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

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

gemini879053 — Sat, 01 Jun 2019 21:46:03 GMT

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

Please note: I am able to access/edit other forms, but no...

gemini879053 — Sat, 01 Jun 2019 21:46:04 GMT

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

The relevant intuit.com menu selection is "Extra Tax on E...

gemini879053 — Sat, 01 Jun 2019 21:46:05 GMT

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

Solution: For some reason, the technical glitch initiall...

gemini879053 — Sat, 01 Jun 2019 21:46:06 GMT

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.

Since you have already filed, you cannot revisit and chan...

SunnyM — Sat, 01 Jun 2019 21:46:08 GMT

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

When I asked this question I had not filed yet.

gemini879053 — Sat, 01 Jun 2019 21:46:09 GMT

When I asked this question I had not filed yet.

Re: When I asked this question I had not filed yet.

emsmith6 — Fri, 15 Apr 2022 22:20:11 GMT

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

Re: When I asked this question I had not filed yet.

JohnB5677 — Sun, 17 Apr 2022 12:10:16 GMT

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

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