2024 Deluxe Desktop step by step freezing up at deductible IRA screen

[DumbDadLTG]

@CatinaT1,  and others:

@DianeW777

My 2024 Downloaded Deluxe desk top version freezing up at IRA step by step:

 "any non deductible contributions?" (No in my case).

Screen progress will not "continue": at that point.

Checked supplied link from another of @CatinaT1 posts (https://ttlc.intuit.com/community/taxes/discussion/tax-year-2024-transmissions-are-not-available/00/...),

which all relevant forms ready - so questioning whether that list is accurate/comprehensive....

Agent over the phone a week ago told me to wait until end of this week - but she was just guessing - not IRA specific. searched online and found @CatinaT1 previous post - so can you (or other employee expert) specifically advise if the hang up at IRA is known issue (due to needed update) and if yes, when that update will be in?

Also , in case it helps with the diagnosis, in the step by step, when I do enter a proposed IRA amount as a test, the running total “Fed Tax due” actually increases (and when I remove it decreases back)...so something is wonky in that area.... 

Thank you

[DianeW777]

It's possible the IRS isn't quite ready for this situation. It's the beginning of the filing season and the IRS does not accept returns until January 27th, aside from testing some until that day.  The IRS must also be ready to accept all areas of the tax return.  My advice would be to continue to review each day.  In the mean time you can choose to send us a file using the information next.

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: 

TurboTax Online:

Go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax CD/Download:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

@DumbDadLTG 

[DumbDadLTG]

will do. 

Thank you @DianeW777 

appreciate your quick reply

[DumbDadLTG]

@DianeW777 

Hello Dianne,

I sent file.

Token is 96168046-34173441

state is California.

To clarify, I am not trying to transmit yet as I am still expecting some 1099's before I can enter precisely. I have plugged those for now.  Expect to transmit near end of February.

However, I am attempting to see if it makes sense to contribute to IRA (what Impact will be - order of magnitude), as that will also guide how much time I spend on some other areas (med deductions, level of documentation for non-cash gifts to charity, etc.).

Thanks

Thanks again

[VolvoGirl]

@DumbDadLTG   You have to keep clicking the CONTINUE button the number of times for the number of 1099R forms you entered.  Like 2, 3 or more. clicks

FAQ for the Continue button not working. You can sign up for updates.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-r/nondeductible-contributions-...

[DumbDadLTG]

@VolvoGirl Thank you. I saved the .tax file as a test and tried your suggestion. took 8 clicks!! - first for me then for my wife. I suspect issue might be lack of enough technically "earned" income (this year), but again, plugging for now. I will wait on Dianne's reply but thanks for the tip.