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Thank you so much for your valuable advice! Yes- the ENTIRE balance of the Roth IRA at Brokerage B was transferred to a previously empty Roth IRA at brokerage A. That $7,000 contribution in January 2024 was for 2024 and meant for recharacterization now. I did file extension for 2024 tax return.    I contributed $7000 in Jan 2024 for that needs to be recharacterized now, and I also contributed $7000 in Jan 2025 that is meant for 2025 and do not wish to recharacterize this.   Question: I wonder if the AOB is $12,000 + $7,000 + $7,000 = $26,000 is fair because the contribution $7000 in Jan 2025 were not part of the balance when the 2024 contribution started growing. Should we exclude the 2025 contribution's impact?    My account now has 2 contributions (2024, 2025) and I just want to recharacterize the 2024 contribution, is the following correct?   NIA=C×[(A−B)/B]   Where: C = Amount of the contribution I want to recharacterize ($7,000 for 2024) A = Current value of the entire Roth IRA at recharacterization time B = Value of the Roth IRA when the 2024 contribution was made, including that contribution Since I don't want to recharacterize the 2025 contribution, should I adjust both A and B to exclude: The 2025 contribution amount ($7,000) Any earnings or losses associated with that 2025 contribution So my adjusted values would be: Adjusted A = $26,604 - $7,000 - (any earnings on 2025 contribution) Adjusted B = $12,000 + $7,000 = $19,000      

The 2nd original return will be erased by this one.  You should include the refund that was received on the second return in the amount already received on line 18 of the 1040X.  That will subtract it from the new refund amount since you already got it.   @Zimers 

For this purpose, it is not much of a distinction for my purposes. Even worse, perhaps. If they're a vendor, just give them orders to stop doing this or stop doing business with them.  Since they are making it  look like TurboTax is doing this.

You should contact the company that issued the form and get the correct number from them.  If the original form was issued with the incorrect number, you should also request for them to correct the form.     @unique1911 

Your state rejected due to the year, owner(s), owner type, property address, assessed land and improvement value and acres (when more than one) must be provided. If entries are from a personal property tax bill with no assessed land value, the land value may be zero but Homestead Note #14 must be checked.   Please review the reason for the reject. If necessary, make the appropriate change and re-submit this return electronically. However, if the reject continues, you may want to file this return via U.S. Mail. To file your state return, print it and mail to the appropriate taxing authority.

Why do you think you need to update your account?    If you filed a joint return---and did so correctly----then you and your spouse prepare ONE tax return with all of your combined information on that one Form 1040.  There is no reason for you to enter your information again into your own account.    Do you have the mistaken idea that you each file a joint return?   What did you enter on the first return?

It's not clear what you are trying to do. When you file as married filing jointly you file one tax return for the two of you together, from one TurboTax Online account. All of the tax information for both of you is in that one account. If you have another TurboTax account for some reason, besides the account that you used to file jointly, there is no reason to enter any information in the other account. It is not being used.