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assuming by 2 step process you mean this https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US   Check form 8606 to see what is happening - if you're getting "half" the backdoor as taxable rather than fully taxable or fully non-taxable, that probably means that you have pre-tax balance in your Trad IRAs so Form 8606 is calculating the conversion as being partially taxable (pro rata calculation).  Did you have a MV in your Trad IRAs as of 12/31/25?

The Kentucky instructions say on page 10:  "Soldiers will claim the exemption by excluding military pay when filing a Kentucky individual income tax return starting with the 2010 return. Provided the military member has no income other than military pay, he or she would not be required to file a Kentucky income tax return." However, this assumes that you consider Kentucky to be your home of record. What is your home of record and where are you actually stationed?

I just created a student profile with scholarship and left enough to cover $4,000 for AOTC. It gave the $2500 AOTC as it should. I claimed it had been taken in prior years. I entered the 1098-T, books, room and board. I tried to answer in all the areas. Since you started back in February and there have been updates, I recommend you delete your entries.   A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again.

I am definitely having a problem with 1099-INT forms. I am uploading them from my laptop and going through all the steps for each one, but in the end, TurboTax just shows the income from one. Very frustrating!

TurboTax is treating this as income in spite of the Publication. In addition, if you have recorded one of these, you still get an error message saying to wait for the update.    You can not get to an agent these days and we keep seeing wait for a new update. I would like to know when this is promised.   Making me wish I had bought a different product and with customer service so poor -- had to go through a back door to get to Community -- can't get past the purchase product -- more than seriously considering revoking the auto download.

A qualified rollover from a 529 plan to a Roth IRA for a beneficiary does not need to be reported on the beneficiary's tax return.  She will receive a Form 5498 for her records and possibly also a 1099-R from the plan administrator to indicate the non-taxable rollover, which she will enter into her tax return.  Trying to indicate that from a 1099-Q entry may only show a taxable Roth contribution.    Here's more info from IRS Pub. 970.       @ETM     

Line 5a of Income Tax Form 1040 is used to report the total amount of pensions and annuities received.  The total distribution from Box 1 of Form 1099-R goes on Line 5a, while the taxable portion from Box 2a goes on Line 5b. You should be able to add up your Form(s) 1099-R to determine if line 5a is accurate.  See Form 1040 Instructions   If you have distributions from IRA's this should be reported on Line 4 of your Form 1040.   If you had Social Security benefits, this should be shown on line 6 of your Form 1040.   If it appears that the number on line 5a of your Form 1040 is too high, check to see if you accidentally added a Form 1099-R twice or typed in a wrong number.   You can go back to your Form 1099-R entries in TurboTax to check them as follows: Click on Search at the top right of your TurboTax screen Type Form 1099-R in your search box Click on the link Jump to Form 1099-R You will be able to verify your Form 1099-R entry information on the following screens Make sure  all of the follow-up questions are answered correctly   For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"    Please return to Community if you have any additional information or questions and we would be happy to help.  

There is a very specific method for entering the information so that it populates correctly in the worksheet. For this method to work correctly, enter this in the step-by-step or easy step mode.  Stay out of the forms.    To start with a clean slate.   Since you mention the worksheet, I assume you are working in the desktop version.  Go to forms. Select 1098 T.  Delete that plus any worksheets associated with it. Also, you may wish to delete any form that says education credits or similar wording.   To delete, you would select each form individually.  When it appears in the right pane in the return. Select delete at the bottom of the form Do the same for 1099 Q and any worksheet or forms associated with it. Now re-enter the 1098 T from the deductions and credits>education section of your return. One of first screens that will appear is asking if you have any of these common situations in 2025.  Check that you had other expenses other than tuition. This will allow you to report room and board later in the interview. After you enter your 1098 T, there will be a screen that says "time to enter your educational expenses. Here is where you enter the room and board information as well as other information regarding expenses other than tuition.  Now go to deductions and credits>ESA and 529 distributions in your return (Form 1099 Q). Once this is done, everything should be reported correctly in your return, so you won't need to force the information into forms.   @rogers098        

= backdoor Roth - this is a "conversion" not a "rollover".  check the steps below and make sure you've answered the questions after the 1099-R input to identify it as a Roth conversion   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US

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