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The Roth basis is the total amount you contributed to the Roth IRA that is still in the Roth IRA. You will have $2,000 direct contribution basis and $3,500 conversions basis.    If you are under 59 1/2 the withdrawal of contributions and conversions are nontaxable. Money withdrawn from a Roth IRA comes from contributions and conversions in a distinct order: Distributions first come from contributions and then from separate yearly conversions in "first-in, first-out" order. See Pub 590-B for more details. Note, if you withdraw conversions before the 5 year period you will have to pay the 10% early withdrawal penalty (Pub 590-B).     You can enter the Roth basis either in the IRA contribution interview or after you entered a Form 1099-R for a Roth IRA distribution.   In the IRA contribution section:    Click on "Search" on the top right and type “IRA contributions”  Click on “Jump to IRA contributions" On the "Roth IRA Contributions" screen answer "No" On the "Did You Open a Roth IRA Before 2024?" answer "Yes" On the "Let Us Track Your Roth IRA Basis" screen answer "Yes" Continue through the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen ($2,000) On the "Any Roth IRA Conversions?" screen answer "Yes" if you made conversions before 2024 TurboTax will walk you through the conversion questions.   After entering a Form 1099-R for a Roth IRA distribution:   Click on "Search" on the top and type “1099-R”  Click on “Jump to 1099-R” and enter all your 1099-Rs Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R Answer "Owned Any Roth IRA for Five Years?" screen Continue through the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen ($2,000) On the "Any Roth IRA Conversions?" screen answer "Yes" if you made conversions before 2024 TurboTax will walk you through the conversion questions.  

Thank You. When I try to pay through one of the IRS payment provider using credit card, I get " Your payment cannot be greater than your total tax liability." I am trying to higher taxes as a precaution and the site is not allowing.    Sathiyasree

After you enter the information from the Schedule K-1 boxes, continue to find the page "We see you have Section 199A income."  Check the box that applies (usually the first option). On the next page "We need some information about your 199A income," be sure to check the first box and enter at least one type of income. Check any other boxes that appear on Statement A (wages, UBIA, etc.) and enter the related amounts. Continue back to the K-1 summary page.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m5ydiw67              If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629

That should not happen.  If you went to IRS Payment options there is record of your payment The IRS will confirm this and you will not pay twice. You can use the same site to confirm the payment.

When you requested your extension you were supposed to pay your estimated tax due.  Did you enter the payment you made into your tax return?  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes       You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2024  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2023 returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9p.m. Pacific time daily   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Just got done speaking to them through chat and they really have no help at all. They just said next year reach out before you order. - Thanks if I decide too . But Im going to look for other options. After 15 years and having my account, my dad's account and now my son's account. Im gonna look at switching and doing something else. Im not happy at all about the way this went down 

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.    Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.   If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:   @BillSee 

Consider not posting the IRS form 1099-K and posting the sales directly to IRS form 1099-B, Schedule D  and Schedule 8949.   Do you have a spreadsheet that reports your income and expenses related to each sale?  I would also recommend that you round off the numbers to the nearest dollar.   Your total selling price of all of the items sold may or may not total the IRS form 1099-K that you received.  The IRS may or may not question your entries.  But, if they do, you have your spreadsheet that ties the sales back to the IRS form 1099-K that you received.   Sale of personal items may be reported on Schedule D IRS form 1040 and Schedule 8949.   Personal items sold for less than their cost basis (most likely, the fair market value of the item on the date of the owner's death) report $0 capital gain on line 7 of the Federal 1040 tax return.   Personal items sold for more than their cost basis report the gain on line 7 of the Federal 1040 tax return.  See this example.                                                 Selling                   Cost                                               Price                      Basis   Item 1                                   $500                       $2,000                 Capital loss on personal item = $0 loss Item 2                                   $400                       $300                    Capital gain on personal item = $100 gain Item 3                                   $100                       $100                    No capital gain or loss                                                 $1,000                   $2,400   In TurboTax Online, to report such a sale of personal items, follow these directions.   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click to the right of Investments and Savings. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Let's import your tax info, select enter a different way. At the screen OK, let's start with one investment type, select Other, Land, Second homes, Personal items. Click Add another sale to post the next sale.   See also this TurboTax Help.

"result in my tax due being under $1,000,"   Estimated Tax payments do not work for this test. Only withholding can be used to bring the amount you owe below $1,000 and escape penalty.     If you find a penalty on Line 38, See Form 2210 Schecdule AI if you want to try to reduce that penalty.   @BTRR