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@ScottD2000 you should be angry at Apple for obsoleting your hardware.  Intuit doesn't care what you do - desktop is less than 1% of their business and they've taken a position to not support their s/w on unsupported OS versions usually due to security concerns.

This is really great information, and I appreciate your thoroughness! I certainly understand why the 1099-B would result in owed taxes. In my excitement to file my taxes early, I neglected to give the investment firm time to send this form out. The state refund I received is from Maine. When I look at the actual amended return, it the form shows that taxes are owed, but doesn't actually say they are due (which is strange), although there are calculations for tax already paid (I assume, via the W-2s) as well as a negative amount in line 26 where it says "If this is an amended return, enter overpayment, if any, on original return or as previously adjusted." Not sure what this means. I did actually file two amended returns because of a Schedule K-1 that I also received late. 

You are right about the very particular rules; but, I do want to comment that the earnings do rollover federally tax free. Which is what makes it different from a withdrawal. As long as you follow the annual and lifetime rules, there is no federal tax or penalty on the earnings. For the ROTH, it is a clean slate and the entire rollover becomes the basis.   Box 4b is a rollover to ROTH.  It is either nontaxable in its entirety or there is a taxable component. A nontaxable 1099-Q should not be entered. The program wants to tax it. Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. Taxable 1099-Q should be entered. While entering, under Other Form 1099-Q Information, select that it was a rollover to ROTH IRA. Continue answering the questions. @ETM 

To find your 2024 TurboTax (TTLC) Desktop activation code (16-character license code), check your purchase confirmation email, your Intuit Account, or the physical box insert. For digital purchases, log in to the downloads page to view your code. I can't find my license code @Rabbot 

Since you now have to log into an Intuit Account all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to download to install it again or install on another computer, even on the other operating system (Windows, Mac).  And the download will always be up to date with all the updates.   Access your program downloads here Intuit Accounts - Sign In   Where is the License Code? https://ttlc.intuit.com/community/tax-topics/help/i-can-t-find-my-license-code/01/852973

You need to go to the Information menu and click on Partner/Member Information. Scroll through that section and you will come to a screen that says Partner Capital. There you can enter the numbers for the Partner's Capital Account Analysis

@robmtk    Yeah, My NC software used to have a similar issue for 1099-R forms with box 16 blank. Sometime in the past couple years, they reprogrammed the link to the NC  software, to deal with it automatically using the correct distribution amount for my 1099-R forms.   Not sure it covered all cases, but it fixed mine.   That NY issue is so common, the NY tax crew really needs to implement some similar NY box 16 programing to automatically correct the problem that is driving their residents & retirees crazy.

TurboTax may think you have reached your limit of 5 e-filed returns. The limit may have been triggered by any rejected returns that were resubmitted, or multiple installations on different computers can sometimes trigger this prematurely.  An amended return may also count toward your e-file limit.    If you think this is in error, you can contact TurboTax Support using this link: Turbo Tax customer support     You can check this by reviewing your e-file history in TurboTax Desktop  by going to File, Electronic Filing, Show Electronic Filing Status History to see which returns were counted as e-filed.     Additional returns may have to be printed and mailed, or you can purchase a new license. However, the IRS limits you to five e-filed returns per email address, user, and computer IP address.  This limit is addressed in IRS Publication 1345.    Please return to Community if you have any additional information or questions and we would be happy to help.

What did you enter for the question prior to the The entire distribution applied to the December 31, 2025 RMD question.   It read: Let's get more information about your Required Minimum Distribution (RMD). If your XXXX account was subject to a Required Minimum Distribution (RMD), we need to know the amount that was required to be distributed by December 31, 2025 from this XXXX  account. Did you enter an amount greater or less than the amount in Box 1 of the 1099-R

Sometimes it helps to just delete your dependent and start over by entering the dependent again.   When you do that, go slowly and carefully through all the screens.  Read every screen top to bottom.   If he is a full-time student under the age of 24 then you should be getting the non-refundable $500 credit for other dependents on your tax return.

No, si te dieron un bono lo tendrás que reportar aun si afecta la forma 1095-A.  Es recomendable que incluyas cantidades como los bonos, cuando apliques al seguro de salud para que no hayan ajustes cuando declares tus impuestos.    ¿Qué es el Crédito Tributario de Prima?