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How do I send a diagnostic copy of my return?   The "Income Summary" has the wrong tabulation for the interest on 1099-INT.  Turbo Tax is placing the wrong info for Department of the Treasury on the Schedule B, which is inflating our total interest income for 2024.    

My income from Jan-Sept is in W-2 and Oct-Dec is in 1042-S. It's the same employer.  W-2 is straightforward, and I have reported the 1042-S on less common income/miscellaneous income/other reportable income and indicated the amounts withheld under Deductions and Credits/Estimated Tax Payments/Other income taxes/Withholding taxes not reported in W-2, as instructed by Turbo Tax customer service.    Just need a confirmation to know it's correct. 

1. You need to send a 8606, but you do not have to amend your return- it can be mailed separately.  You can go back to your 2023 TurboTax return and add the nondeductible contribution, then print and mail just the 8606.    2.  You missed an entry.  It was either the "Tell us if you moved the money through a rollover or conversion" or "Any Nondeductible Contributions to your IRA?" for prior years nondeductible contributions after you enter the second 1099-R. (Most likely the Nondeductible questions.)

No.  Since it is based off of being domiciled in GA, the rules are different.  The state of GA does not require the statement of residency to be attached.  They are assuming you are a resident (and your spouse) when you file a resident return. 

TurboTax doesn't set the conversion rates because these rates change often. TurboTax doesn't have a built-in currency converter to track these changes. You would need to make those determinations by using a reliable currency converter.   Here are some reliable currency converters you may use.   Oanda currency converter   Wise Currency Converter    

You can enter your Forms 1099  (e.g., Form 1099-B or Form 1099-DIV), and as you enter them you will be prompted to import them  into TurboTax, or    You can go directly to the import feature by searching for “import” in the search box at the top right of your TurboTax screen.  You will type "import" in the search bar and then select "Jump to import." This will take you to your screen(s) to import your financial data.   If you have your Forms 1099 and want to enter them into TurboTax you can for example , enter a form 1099-INT as follows:   TurboTax Desktop: Open your return. Select Federal Taxes tab, then Wages & Income tab. Click on "I'll Choose What I Work On". Scroll down to "interest & Dividends" then  select" Start "or "Update" next to "Interest on 1099-INT". Select "Yes" on the screen "Did you receive any investment income?" then "Continue". You may see the screen "Your investments & savings" or "" select "Add investments" or "Add another 1099-INT", then Continue. On the following screen, you will select how you want to enter your Form 1099-INT: If you want to import your form, search for your brokerage or financial institution. Sign in to your online account and select "Get my form". If you want to upload a copy of your form or manually enter the info, select" Enter a different way", and follow the screens to  enter your 1099-INT.   TurboTax Online: Open your return. Go to 1099-INT interest income. Select "Yes" on the screen" Did you receive any investment income?" then "Continue". If you see the screen "Your investments & savings" or "Here's your 1099-INT info", select "Add investment" or "Add another 1099-INT", then Continue. On the next screen, you will select how you want to enter your Form 1099-INT: If you want to import your form, search for your brokerage or financial institution. Sign in to your online account and select "Get my form". If you want to upload a copy of your form or manually enter the info, select Enter a different way, and follow the instructions to enter your 1099-INT.       Your screens will look something like this to search for "import".:         Click here for "How Do  I Import My 1099's"

And in the NC Q&A, there will be a question about a Military Retirement subtraction.   You don't put in anything there since you a e apparently using the Bailey Settlement.   That extra section is ONLY for DFAS Military 1099-R form distributions that do not qualify for the Bailey Settlement.....i.e. any retired Military person who did not have 5yrs of eligible military service before 12 August of 1989.  (which is a more common situation for recent military retirees)

thank you for your reply. i am looking for someone to help me fill it out online. i am not looking for a local office. do turbotax specialists provide the service of filling out the w-9 and w-8ben form? thanks.

@DaveF1006 Appreciate your answer. I have one more question. For GA state tax return, is a statement of election to treat NRA spouse as resident for tax purposes required to be attached, similar to the federal one?