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Turbotax premier - desktop version.    I imported the data from my broker for the 1099-B. The initial screen asks if I have ISO, the answer is Yes (comingled with other transaction types), next screen shows the MANY transactions in tranches of 100. There are over 1K. Of the 10 or so tranches, some are identified as needing review. Once I click into one of the tranches of 100, I cannot get to any of the others. I can go through these 100 transactions only. I cannot get back to that initial screen. I can only route back Wages&Income -->Investment Income>Update-> various items including the BrokerA--> BrokerA indicates 'Needs Review'. Clicking the review button continues to take me the one single group of initial 100 transactions. I cannot get out of this loop.    I started over. Deleted the import. Re-imported. Get the initial screens again. Once I select one of the tranches, same loop all over again and cannot get to any of the other transactions.    Software bug? User error? Anybody else seen this? @ Turbo Tax - How do I resolve?   

I am allowed to e-file my Federal MFJ return. But since my California state filing status will be different - MFS, then I have to paper mail my California return to FTB. If I understand the screen below correctly, it asks me if I also want to print my federal return for IRS. As can be seen If I pick "Do not print my federal return..."   And when I navigate to this screen that actually allows me to print state return:   I observe that generated PDF file contains: 1. Federal 1040 forms (but without Federal filing instructions page) 2. California filing instructions page 3. California 540NR forms 4. Second copy of Federal 1040 forms and schedules Am I doing something wrong? Or is this  1. a bug in TurboTax where "Do not print my Federal return" option only removed instructions page, but still left copy of 1040 forms intended for IRS? OR 2. do I really need to send two copies of 1040 forms to FTB?    

My husband had a traditional IRA with all pre-tax contributions. Learning of the backdoor Roth conversion, we contributed $8000 in 2025 as a nondeductible contribution and then converted that nondeductible amount to a Roth IRA. At the time, we were unaware of the pro-rata rule but learned of it just recently.   In order to be tax efficient, we want to roll the traditional IRA over to his employer sponsored 401(k) but I have read that we cannot roll over any basis that is in the traditional IRA. I have two questions about this:   1 - Since we have not had basis BEFORE this year, can we roll the entire amount of the traditional IRA (but not the amount in the Roth IRA) into the 401(k)?   2 - If the answer to 1 is no, then how do we calculate the basis left in the traditional IRA? For example, if the traditional IRA had 70K in it before the $8000 contribution, do we say 8k/78k = ~10.3% in basis so if we plan to roll over the pre-tax amount in the IRA we would roll over $62,790 which is 89.7% of the 70k? Or am I way off? 

Keep getting the following error after transmitting: FAILED_VALIDATION. There is an update available for your version of TurboTax. Before you can file electronically, you'll need to get this update. To do this, go to the Online menu and select Check for Updates. I do this, and it says I am up to date.