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"So step 8 should be $8000 and Step 9 should be $8698.73,  Is that a correct assumption? Which form will this generate in Turbo Tax? Is that 5498 or something else?"   Yes.   "Then, I'll also complete "Step 1: Enter the Non-Deductible Contribution to a Traditional IRA" from the following:"   No.  Do not separately enter a traditional IRA contribution.  Indicating that you recharacterized the Roth IRA contribution already accomplishes the traditional IRA contribution entry.

how are you inputting the contribution, it should be under Deductions & Credits not Wages section; should be following these steps https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US

Sorry---only desktop download lets you prepare five federal e-files.    You do not get five returns when you use online.     When you use online TurboTax software you get one return per fee.   Each return needs its own email, account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.     https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596 https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/  

"I should reduce the RMD amount entered on her final return in TT to the amount distributed before she died rather than the full RMD for the year?"   Yes.  Entering more than that would cause TurboTax to inappropriately generate Form 5329 to report an excess accumulation.

For what it's worth, I was able to fix this by completely uninstalling TurboTax for the current and previous years, both via the TurboTax uninstaller on the Windows add/remove programs screen and via the "force uninstall" instructions at https://ttlc.intuit.com/turbotax-support/en-us/help-article/diagnostics/forcefully-uninstall-turbotax-windows-8-1-10-11/L02V7GKz3_US_en_US , and then reinstalling.  

I didn't have any dependents, but this basically worked for me. 1) 1098-T switched No to Yes 2) Went a few steps in filling in info as if I were a student 3) Backtracking and then deleting the information   I apologize if that makes little sense, but we just were on with Turbo Tax for 3 hours and no one could figure it out.

According to Turbo Tax there is no processing fee if you have your refund sent to you by check via USPS and by passing direct deposit. This doesn't seem to be true. I changed from direct deposit to the mail option and Turbo tax is still requesting the processing fee. 

@colotom    I'm not sure you actually followed my directions.   For the 1099-DIV form, on the page I showed above: 1)  You must first select the TOP radio button  (....."one state"....) and set that to "Multiple States" all by itself. 2)  THEN....select the second radio button, and enter the breakdown to PA  $$, and the remainder to "Multiple States"  $$ in the second table.