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The updates are there - I can now enter RB in the conversation of the desktop.  However, one thing that I noted on both of my college students and was still causing issues was that TT is still on the Student Info worksheet is filling in $10000  in line 18 of part VI "used for credit..." even though I am not trying to use AOC / LLC.  That then removes 10K of "expenses" and starts making 1099Q money unqualified.   When I zeroed that out,  everything then allocates correctly.   Really interested if AmyC or HalAI have and comments on this.   If you are seeing that you are having 529 money be allocated as taxable when it really should not, I'd first check the student info section VI line 18 and see if you have 10K in that line.  Just the left most box.  TT will carry it over automatically to the other line18 entries as needed.

Sorry for your health issues, but unclear on your tax question.    What are you trying to do with that on your tax return?    The only question to answer on your tax return about health insurance is whether you have a 1095A for marketplace health insurance--aka "Obamacare" or Affordable Care Act....or healthcare.gov.    If you did not have that kind of health insurance you say NO to the question about 1095A and just move on.   Did you have Medicare---or Medicaid?     Neither of these is entered on a tax return.     MEDICAID AND MEDICARE   Though the programs are similar, Medicare and Medicaid are not the same thing and the terms are not interchangeable. Medicare is a health insurance program managed by the U.S. federal government that typically covers healthcare costs related to hospital stays, doctor’s appointments, hospice, and more, for individuals who are 65 or older or have been diagnosed with certain disabilities. Medicaid is a health insurance program managed jointly by the U.S. federal government and individual state governments. It is reserved exclusively for those with special cases, such as low income individuals, pregnant women, and those with certain disabilities.    

Can you give us the URL for the Arizona Schedule A worksheet that you downloaded?  The Worksheet that I downloaded from Arizona (if we are looking at the same one) had "$40,000", not "Enter $10,000".   Also, please tell us the amounts you have on lines 5A, 6A, and 7A on your Arizona Schedule A - the rejection message says that the subtraction is wrong.

No. You can’t skip carrying back your Foreign Tax Credits to 2023. The IRS requires you to follow a specific order: if you have extra credits in 2024, the law says you must apply them to the previous year (2023) first. Only after that can you carry any remaining credits forward to 2025 or 2026. If you ignore these in 2023, the IRS may disallow any future carryovers going forward.    I would recommend filing an amended 2025 return so that the previous year's carryovers are properly reported.  This way the credits will be properly calculated by reporting the carryover amounts that should be applied in 2025 to determine your foreign tax credit for the year.   As a result, those carryovers will properly appear in your 2026 return going forward. As far as the adjustments, these are necessary because these are qualified dividends rather than ordinary dividends. Qualified dividends are taxed at the capital gains rates rather than ordinary income rates. If this occurs, your foreign tax credit is inflated, thinking this income is taxed at ordinary income rates.     As a result, your income from qualified dividends is adjusted downward to reflect the difference in the two income tax rates. TurboTax recognizes this fact and will automatically make that adjustment for you.        

Generally, you will enter the recharacterization when you enter the Roth IRA contribution and select you recharacterized it. Then TurboTax will add an explanation statement. It seems you entered recharacterization correctly on your 2024 return and made it nondeductible since you had the 2024 Form 8606 with the 7,000 basis on line 14.   The gain in the Roth IRA before the recharacterization is deemed to have been made in the Traditional IRA since you recharacterized the contribution.   You can ignore the 2025 Form 1099-R with code R since it belongs on the 2024 return but won’t change anything in your 2024 return. On your 2025 return you will enter the nondeductible contribution to the traditional IRA: Login to your TurboTax Account  Click on "Search" on the top right and type “IRA contributions”  Click on “Jump to IRA contributions" Select “Traditional IRA” Enter the $7,000 contribution amount  On the screen "You have deductible traditional IRA contributions of $XXX" enter $7,000 as the amount you want to make nondeductible (If you have a retirement plan at work and are over the income limit it will be nondeductible automatically) To enter the Form 1099-R conversion:  Click on "Search" on the top right and type “1099-R”  Click on “Jump to 1099-R” Click "Continue" and enter the information from your 1099-R Answer questions until you get to “Tell us if you moved the money through a rollover or conversion" screen and choose “I converted some or all of it to a Roth IRA” On the "Review your 1099-R summary" screen click "Continue" Answer "Yes" to "Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?" if you had any nondeductible contributions in prior years. Answer the questions about the $7,000 basis from line 14 of your 2024 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs ($0.66 rounded up $1 assuming this was your only IRA).    Part of your conversion will be taxable on line 4b of Form 1040 since you had a gain. @ales01   

You can check the box. It will not cause any issues, since what matters most to the IRS is that the numbers match their records.   If you emptied the account, checking the box accurately reflects the status of the account.   The important thing to look for is Code 4 in Box 7, since it is an inherited IRA.

I have a similar experience.  My past experience is that the prior year information for rental property was transferred into the new year tax software. That didn't happen.  It asked me to enter my 2024 expenses into the section feeding the Schedule E.  I did enter all of the expenses by category but only one total from one expense shows up.   I sold this property in 2025 and it is not allowing me to enter that information.  A few weeks ago I got a message that the section on disposing of rental property was not complete and I would be notified when it is updated.   I have not seen any update?     txflyer55

I appreciate your response. Before I continue on with TurboTax, you mentioned that the questions I have encountered happen when box 2a is blank. But I do have a number  in box 2a on my 1099-R for taxable amount,  which I entered manually on TurboTax.  So if this is the case, that I do have a number in box 2a, how should I continue?   Thanks again

Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.   Then try to delete the form again.  If this doesn't work, reply back.

Please double check that you are trying to enter the correct account number.  The instructions for the Indiana IT-40 suggest that only certain Indiana 529 accounts will qualify for the credit.  TurboTax uses the account number parameters defined in the Indiana instructions for Schedule IN-529.  Here are excerpts from the relevant sections in those instructions:   Indiana529 Education Savings Plan Credit  837  You may be eligible for a credit for contributions made to Indiana529 education savings plan. Also, you may make contributions to this fund for Indiana K through 12 education purposes. While there are many 529 college savings plans available both in Indiana and nation-wide, only contributions made to this specific Indiana529 Education Savings Plan are eligible for this credit.    Column B. Enter the account number of each qualified account to which you/your spouse made a contribution. The account numbers may be: • 11 digits long, and begin with “61” or “62”, • 10 digits long, and begin with “200”, “201”, “208” or “209”, and/or • 16 digits long, starting with “200” or “201”.    For reference, here are links to the instructions referenced above:   IT-40 Booklet - see page 43, column B IN-529 - see page 2, bottom of column A to the top of column B