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Yep, I just had the same experience.  This is terrible TT.  Sucking your customers into unknowingly selecting a more expensive (Expert Assist) when they only want/need Basic by not providing a clear choice at the onset is thievery, really.  Time to take a look at TaxAct, I guess, after all these years of using TT :(

I figured out my problem. I have traditional and Roth accounts with RMDs and TT only asked the required RMD amount once when adding data for the traditional. I put in the total of both since there was nowhere else. That caused TT to think I under distributed. I changed it to the required amount for the traditional account only and all was well. Later during the final checks, TT complained it needed the required amount for the Roth (why not ask when entering the 1099?) and I added it there. All seems well now.

VolvoGirl, you have again missed the entire conversation.  I did not buy a box from Costco.  As stated, I have an annual subscription for a download desktop version of Turbo Tax Home & Business.  That package does includes ALL states software use and ONE (1) free e-filing for ONE (1) state.   Again:  One (1) state = Zero (0) Dollars $  or  1 state e-filing = $0.00 1) There is no where that Turbo Tax states that every customer buying Turbo Tax must pay a software fee of $40 for each state over and above the e-filing cost. 2) The fact is no one actually even gets the one free state e-filing fee. So, why advertise one state free e-filing if it is not honored?  Why not just state the fact that every customer will pay a total of $60 for every state filed beginning year 2026. Then from the very beginning they can chose to use a different software from another company.  If they chose to use Turbo Tax the do so knowing what it will cost them.  They will pay the initial software cost and then an addition cost for each state and another cost to actually file the return with the state.  So, a total of three charges for one return.  

If you've accidentally opened TurboTax 2024, you can search Windows for "TurboTax 2025" to re-open this year's edition. Look in the upper left corner; for example, I have "TurboTax Premier 2025" open right now on my desktop.    Verify online that you purchased a valid copy of TurboTax 2025 for Windows or Mac by checking your Intuit Account: For retail & purchases made directly from TurboTax: Sign in to your Intuit Account using the same user ID you used to purchase your software. In the Products tab, locate the tile for your TurboTax Desktop product year Select Licenses and Download to view your license code   From there, you can follow these instructions to rollover your 2024 tax return: Transferring from TurboTax Desktop for Windows, H&R Block, or TaxACT Launch TurboTax 2025 and click Start a New Return (or go to File and select New Tax Return). Don't select Continue, as transferring is only available on new, empty returns. Select the Transfer Return button on the Good News! screen. You can also select Browse and in the pop-up window, select All Files (*.*) from the dropdown menu. Then browse to wherever you stored your 2024 return and select Open. Still can't find it? It might be on another computer. See this article for help in moving it to this computer. Follow any onscreen instructions. We'll give you opportunities to review, edit, or delete transferred info later on. Note: Once you've gone past the Transfer screens, you can't go back to revisit them. If you need to redo your transfer, go back to step 1 to start over with a new return. Further info: TurboTax FAQ - Transfer last year's return to TurboTax Desktop for Windows | How do I get started with TurboTax Desktop?

Let's try this another way. The following steps should take you to the questions and Form 8960. You should not have to do this in Forms view. Search (upper right) > Type net investment income tax > Click the Jump to.. link > Continue to answer the questions What is Form 8960: Net Investment Income Tax Review the information in the link just to confirm you are required to file it this year. @user17715453417 

Continuing to show a loss on a Schedule C business could lead the IRS to deem the business a hobby and disallow the losses you are claiming.     If you did not have any income from the business for 2025 and only incurred expenses, then you may want to consider 'closing' the business.  As long as you do not have any assets being depreciated under your Schedule C, then it is a simple process of not filing the Schedule C.  If you do file the Schedule C for 2025, then there is a checkbox in the Business Info section stating that you sold or disposed of your business in 2025.  Checking this box will prevent the Schedule C from carrying over to your 2026 tax return.   If you do have assets being depreciated, you will need to go into each asset entry and indicate that you stopped using it for business purposes.  TurboTax will guide you through any other steps in this section.   In the future, if you have income, you could claim it as hobby income.  However, the current tax law does not allow you to claim any expenses for hobbies.

Hi mesquitebean,   Thanks for your reply.   My 2025 return was prepared using Online TurboTax.   I do not want to amend my online 2025. Or experiment on my filed Online return.   Any recommendations for the Online TurboTax version?   Thank you.    

seems like an issue with the contribution inputs I'm guessing you input 7k as the Trad IRA contribution but you just give 2800, it should not include Roth contributions that were recharacterized); and then input the 4200 Roth Contribution and recharacterization details   (once line 1 is fixed you should get the right outcome on line 14).