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See if you can reconstruct your basis from your records. Any items for which you cannot determine a basis, use zero. Here are some thoughts: Check your activity confirmation / past statements Historical prices for the approximate purchase date Was it part of a merger or split? Inherited -FMV at date of death Gifted - donor's basis I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your carryover information, and proof of your basis in your various investments. You must keep tax records  from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses, carryforwards, and basis. This can be a digital or paper notebook.

The more important question is really the amount on line 22.  You can't use the clean energy credit to remove self-employment tax.  Self-employment tax is just social security and medicare charged on the amounts you earned from the book author thing.  On the upside, it should have removed any tax from before that as well as carried into next year to deal with income tax then.

Same problem: "T. Rowe Price Brokerage" is not listed for importing, despite the fact that my 2025 1099 paper copy has been issued. Like others who have reported this problem, I was able to get the T. Rowe Price Mutual Fund import, but not the Brokerage side. The T. Rowe Price website instructions say to select: "...T. Rowe Price Brokerage Accounts to retrieve Brokerage accounts, and click Continue." TRP must think it's listed. Could Intuit get this fixed?

Maybe you have a piece of data stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again. Desktop version:  Delete the form 1099-DIV Save your return while closing the program. Update the program Open Enter the information again.

I'm also having this issue. I've deleted both 5695 forms, cleared my cache and tried again. I'm trying to claim new windows and doors improvement costs for joint occupants.    After entering the cost of the windows/doors. I'm asked, "Did you have any of these residential energy property costs in 2025?", I answer no (as windows/doors are not on this list). The next question is "Improvements or replacements installed for enabling property". I am forced to select something to continue, so I select "Windows and skylights". I leave the QMID and cost fields under "Enter information about panelboards, subpanelboards, branch circuits, or feeders." blank.    During the federal review stage, I get the error: "Form 5695: Cost of enabling property must have a value when any enabled property code (A-G) is selected.". If I go back and fill in the QMID and cost fields on that previously mentioned step (about panelboards, etc), I get a new error: "Form 5695: Cost of enabling property should not have a value since the energy property was not installed by you in connection with a home in the United States.". I have no idea how to resolve this bug.   Pulling my hair out trying to get this to work. I'm starting to regret self-filing with Turbotax.

Thanks, that was helpful. So the message is I should wait for the refunds before processing. That makes sense. Then once Virginia processes the amendment they will ask me to pay back the difference in refunds.

@TWJ4899 wrote: Roth IRA comes from after-tax dollars. When the Roth IRA is changed to Traditional IRA, how does it taxed upon withdrawal?  Does it being tax twice since it comes from after-tax dollars ?  Is there a provision to keep track of the cost basis to taken this into account?  If you recharacterize a Roth contribution as a traditional IRA contribution, it will either be tax-deductible or non-deductible, depending on your other tax factors.  https://www.irs.gov/retirement-plans/ira-deduction-limits   If it is deductible, you take a deduction on your tax return.  If it is non-deductible, this creates an after-tax basis in the IRA.  This is tracked on form 8606.  There are two basic options at this point.   1. If you have no other tax-deductible money in any IRA account, so that your only IRA funds are these non-deductible funds, you can convert the IRA to a Roth IRA, and because the money was already taxed (non-deductible) the conversion is tax-free except for any gains or interest.  This is called a backdoor Roth IRA.  (And remember, workplace accounts do not count as IRAs, because they are under different tax codes, but you must aggregate together all your IRA accounts as one amount for this purpose.)   2. If you have mixed deductible and non-deductible funds in your traditional IRA, you keep track on form 8606, which you need to keep basically for the rest of your life, unlike most other tax papers that you only need to keep 3 or 6 years.  When you retire and start withdrawing, part of your withdrawal is non-taxable, using the pro rata rule.  For example, suppose the balance is $100,000 and you have $7,000 of non-deductible basis.  7% of your withdrawal would be non-taxable since it was already taxed.  This continues to be tracked on form 8606 until you empty all your accounts.   If you are in a position where you have no other tax-deductible IRA money, you can do a backdoor Roth conversion.  If you do have deductible IRA money, it is much simpler to withdraw the excess rather than recharacterize it and then have to keep track for the rest of your life.   

Hello!  The process had me do WI first, since that is my resident state.  The Schedule OS did not populate at all because of that.  I deleted WI, went through the MN process, then added WI back.  Schedule OS populated at that point, however the PDF was still blank.  I deleted both states after that and started with MN first then added WI.  Schedule OS populated (just like before), but the PDF was still blank.  Then I made a copy of Schedule OS and manually filled it in and deleted the original generated by TurboTax.  The PDF was still blank.     It is not an issue of the Schedule OS populating data initially.  There is information on there when I look at the state.  It is the PDF itself that populates absolutely zero data.  Not even my name or the state for which it exists.  See the screenshot from my previous message.  That is the screenshot from the PDF that is supposed to be my final return.   Thanks,   Brandi