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It’s usually caused by starting an “amended” return in the wrong tax year or the software pulling in an unexpected baseline.  Here are some tips:   Open the exact year you’re amending (e.g., 2023 vs 2024). Starting an amend in the wrong year can show a large default balance.  Make sure your original return for that year is marked as filed/accepted in the program before starting the amendment. If not, mark it as filed (don’t re-file), then start Amend. In that year’s return, choose Amend/Amended return (Form 1040‑X). Let TurboTax create a copy; don’t start a brand‑new return. If the $5,000 persists, delete the current 1040‑X, then restart the Amend process so the “original” column matches your filed return. Confirm your original withholding, estimated payments, and credits imported correctly. Missing payments can fabricate a large “owed” amount. Ensure you’re looking at the federal 1040‑X first; state modules can show preliminary balances that change once federal updates. Make sure TurboTax and tax forms are fully updated; incomplete forms can display placeholders that look like balances.

When you enter your Form 1099-B information in Wages & Income>Investments and Savings, there is a checkbox on the 1099-B entry screen that says I have more info to enter that I don't see here. Check that box and more fields will open, including one for Federal income tax withheld.

Georgia itemized deductions for state and local income taxes paid are still limited to the prior $10,000 cap, because Georgia is still decoupled  from the new federal tax bill OBBBA, as a fixed-date conformity state. Whereas you are allowed to take $40,000 max under the new federal SALT cap, as of the current time, the instructions for personal income tax in Georgia still require the filer to limit their income tax deduction to a 10,000 max.

For my Windows 11 laptop, I clicked on the "Expiration Month" while holding down the CTRL key and the pull down menu would suddenly show all months (01 to 12) that you can select from. This appears to be a UI bug on the desktop software which can be easily fixed permanently. I'm not sure why it is an ongoing issue. Give this hack a try and see if it works for you. Good luck!

TurboTax requires two different numbers when you're performing a recharacterization, the original contribution amount and the total transfer amount. If the amount recharacterized is blank, that means the data did not map correctly.    To resolve the blank line on your Form 8606, do the following:   First, delete the IRA contribution entry by going to the Deductions & Credits, Retirement and Investments.   Note: Be sure to also delete the sample 1099-R(s) you entered by going to Income, Retirement Plans and Social Security and selecting the trash can icon to the right of your 1099-R.   Next, re-enter the contributions:   Enter the Roth IRA contribution first Answer "Yes" to "Did you recharacterize...over to a traditional IRA contribution?" Enter the $7,000 in the, "How much of your contribution to this Roth did you switch...?" In the next screen is where you are asked about the origination date, recharcterization date, reason and Amount transferred, including earnings ($7,100) Continue answering the interview questions related to your prior year Roth contributions and conversions   Next step, enter the conversion (Backdoor step) via the Form 1099-R in the Income section by doing the following:   Go to Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)  Click on +Add a 1099-R, select the Enter a different way box, then Type it in myself

@hollymortensen I posted that procedure in the first answer on this thread.   Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Less Common Income On Sale of Home (gain or loss), click the start or update button

It’s not letting me leave blank areas, enter zeros, or skip this step alltogether. I’ve never had to enter this before, and I don’t care to get any sort of credit for these expenses. I just want to do a simple return with my W-2 and 1095-A. I was able to easily do this last year, but for some reason this year it’s requiring me to enter this info.