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Thanks for your reply! I eventually realized that my DIV/INT forms uploaded directly by connecting the financial institution were read incorrectly in the transfer as TurboTax read the "FATCA filing requirement" box as checked. I found where to manually edit this for each form. 

I am using the online version. I cannot see how to do this.   If I say no to the windows and doors, these boxes are checked automatically.   If I say yes to windows and doors (even though I didn't have windows and doors), the address field is blank and will not save even when I enter the fields.  

2025 5329 Parts 1-3 are blank.  Only part 4 has values on lines 18, 22, 24 and 25. Late 2023 and January 2024 I incorrectly contributed to a Roth, which I backed out in February prior to filing 2024.   Same for my wife.   Our 2024 return has 5329 forms for both of us with a penalty.  Turbotax only generated a 5329 form for myself, not my wife in 2025.   The only difference I can identify is that I did have a pre-existing Roth account and she had never had one before.   My guess is that either I entered something incorrect on the 2024 return or Turbotax has picked up some incorrect information.   2024 I used the PC based product.  This year I accepted the offer to use the online version.   Unrelated, but this years return thinks that I didn't efile with turbotax last year though I did.  

It depends. TurboTax often does this, and it can be confusing. If Line 15a shows the right taxable amount but Lines 6 and 7 are blank, TurboTax is using the Taxable IRA Distribution Worksheet from IRS Pub. 590-B instead of doing the math directly on Form 8606. If the calculations are correct, then TurboTax is using the worksheet, which is perfectly fine.    Angela, just to be sure your 2024 amendment is correct, perform these steps.   Go to Deductions & Credits > Retirement and Investments > Traditional and Roth IRA Contributions. Follow the screens until you see: "Any nondeductible contributions to your IRA from 2024 or prior years?" Select Yes. Enter your Total Basis as of Dec 31, 2024  Regarding the print error.  If you are working in TurboTax online, go to tax tools>tools>print center. Here, see if this will allow you to print your forms.  If working in the software, go to the file button in the top left of the return and select print. See if these will bypass the printing error.   @missya2j  @angela829                     

What is the code in box 7 of the Form 1099-R?  If it is code G, the distribution was not from an IRA but was instead a distribution from an employer plan like a 401(k) and you will need to split the Form 1099-R into two for entry into TurboTax.

To get your mineral rights royalty to go to Schedule E instead of Schedule C you need to clear the current business classification and re-enter the income as an investment royalty property. TurboTax automatically generates a Schedule C if the royalty is accidentally entered as being tied to your main job or an active natural resources business.   Follow these two sequences to resolve the routing issue: Delete the Incorrect Forms Select Tax Tools from the left-hand menu. Select Tools. Select Delete a form in the pop-up window. Locate the incorrect Schedule C and the associated Form 1099-MISC on the list and select Delete next to each. Confirm the deletions and select Continue with my return.   Route the Royalty to Schedule E Select Federal from the left-hand menu. Select Wages & Income from the top menu bar. Scroll down to the Rentals, Royalties, and Farm section and select Show more to expand the list. Select Start or Revisit next to Rental Properties and Royalties (Sch E). Answer Yes when asked if you had income from real estate or royalties. When prompted to select the property type, choose Royalty property. When asked what type of royalty income this is, choose Oil, gas, or mineral. Proceed through the remaining interview screens to enter your Form 1099-MISC data.

I ended up figuring out how.  The screen I reached at first appeared to dead-end with no way out except to accept Expert Assist.  But there is a hyperlink near the bottom that says "See other TurboTax products".  Click that and a pop-up window shows 3 options in a table form showing features of each.  The three options are "Do It Yourself", "Expert Assist" and "Expert Full Service".  At the bottom of the table, two of the columns have "Select" in blue and you can select either of those, and the third column has Selected in black and of course isn't selectable (it's already selected).  Of course, "Expert Assist" is "Selected".  So just "Select" the DIY column and you have now selected the option we're all familiar with.

There is no chat in the upper right corner. I have an option to click "Expert help" in the lower right, but that just starts a new AI chat. There is no way to view messages the expert sent me (which I received as an email notification). I have no idea how to view it anywhere.

To enter your 1041 Schedule K-1 in TurboTax:   Select Federal from the left-hand menu. Select Wages & Income from the top menu bar. Scroll down to the S-corps, Partnerships, and Trusts section and select Show more to expand the list. Select Start or Revisit next to Schedule K-1. Select Start or Update next to Estates or trusts (Form 1041) to begin your data entry.

First, are you under an HDHP coverage now or expect to be soon? Applying the excess to next year's HSA contribution limit is the easiest way to get rid of the excess. Apply the excess carried over by making sure that you have allowed for the carryover to be used under the total HSA contribution limit.   If no HDHP coverage, then the alternative allowed by the IRS is this: Contact your HSA custodian and ask for the distribution of the excess. Do not tell them, as I think you know, that this is a withdrawal for excess contributions, but just a regular distribution.   They will send you a check for the amount (which you can spend any way you like), as well as a 1099-SA with a distribution code of '1'.   In your return, enter the 1099-SA in the HSA interview. Several things will happen: 1. The distribution amount will be added to Other Income. 2. A 20% excise tax will be added to Other Income. 3. The carryover of the excess will be gone forever(!)