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Since you live and work in reciprocal states, you only file for the state in which you live, in your case, Indiana.  You would only file for a Kentucky refund if Kentucky tax was withheld, but your employer should have only withheld Indiana tax.    To clarify, was Kentucky Tax withheld on your W-2?  Was all your income listed as Indiana Wages in Box 15 and 16 on your W-2?    Usually, the non-resident state return needs to be done first in TurboTax so the state tax paid in the non-resident state is credited on the resident state return, but when the states are reciprocal, there will be no non-resident state tax and therefore no tax credit on your resident state tax return. Be sure your full taxable income from the W-2 shows as Indiana income.    If all your income shows as Indiana Income on your W-2, and no Kentucky tax was withheld, you needn't file a Kentucky return to claim a refund.     

A form that is needed to report the Roth conversion, Form 8606, is not yet ready.  The following link shows the forms availability in TurboTax:  Forms availability .  Form 8606 is currently showing a date of 1-23-2026 for its ready date, but any changes to this date will be reflected in that link.

You probably answered something incorrectly in MY INFO.   Go back to MY INFO, click the child’s name  and go through all of the interview questions carefully and slowly.  Read every screen top to bottom.     Make sure you have entered your child as a dependent in My Info, and that you have entered the child's Social Security number.    Careful— do not say that your child’s SSN is not valid for employment.  If your child was born in 2025 make sure you said he lived with you the whole year.  There is an oddly worded question that asks if the child paid over half their own support.  Say NO to that question.

@Melissa1378 Ok....Two things, did you indicate that the funds received were from a Non-Qualified Plan?  And have you verified that your date of birth is correct in the My Info/Personal Info section?   If yes to both, then you will need to contact TurboTax support for assistance with this problem. Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)

@JediNxf7 If you didn't make any withdrawals from the NY 529 account in this year or prior years, you might consider deleting the New York State tax return and then restarting it.  When you get to "Changes to Federal Income" in the NY state return and click Start or Update by "New York 529 college savings account activity", enter your contributions, then click Continue.  When you get to the next screen asking about Non-qualified withdrawals, click No if you did not make any Non-Qualified withdrawals.  This will take you past the screens asking for the detailed information about contributions and withdrawals that you may have made from the 529 account.   This post has some screenshots of the NY 529 entries in TurboTax

Form 8829 reports Expenses for Business use of Your Home. While the form has been finalized, the final software update has not been released. Since TurboTax Online is updated automatically when you log in, please check every few days to see when the form becomes available.

Furthermore, TurboTax is inconsistant.  If the state surplus payment is listed as being applied to furture state taxes rather than a cash refund, it is properly treated as a 2025 additional state payment with no corresponding subtraction just because you made 2024 state payments in 2025.   One source said "This is a software limitation, not the law.... The 2024 refund should NOT reduce your 2025 Schedule A."   TurboTax accuracy guareentee is very limited.  In only covers tax penalties for paying too little, It doe NOT cover overly conservative (inacurrate) calculations that cost the taxpayer money, but does not result in penalties.

If you click on "Form" in the upper right-hand corner of the screen and then click on Schedule 1-A you will find the calculation in Part V, Enhanced Deduction for Seniors.  There is a calculation error in this section that I think TurboTax is currently working on but only affects seniors who are married and filing jointly.  They are duplicating the phaseout amount by applying it to both spouses on lines 36a and 36b.  

Form 4562 reports Depreciation and Amortization. While the form has been finalized, the final software update has not been released. TurboTax Online is updated automatically when you log in. Please check every few days to see when the Rental Sale section becomes available.  

It is not the amount of interest I want to change, it is the average balance used to calculate the amount of allowable interest that can be claimed if your average balance is greater than $750K. I hate to change numbers on a 1098 that has been sent to the IRS. I would not know how to change the interest paid number to a higher number so that TT will reduce it to the correct allowable amount. What I can do is change the "Beginning Balance" reported on the 1098 to the correct "Average Balance" I want to use for the allowable interest calculation. That works because TT is using the Beginning Balance as both the Beginning Balance and the Ending Balance in the allowable mortgage interest calculation. This is not a good solution. Is there a better way of doing this without fudging numbers reported on the 1098?

I just got off the phone with Turbo Tax.  Their calculation is incorrect.  In my example, the phaseout should total $300 which is 6% of the amount over the threshold for a married couple of $150,000.  TurboTax is doubling that phaseout amount by deducting $300 from each spouse.  That is incorrect.  The total phaseout reduction of $300 is 6% of the amount over $150,000.  In my example, AGI of $155,000 creates a $5,000 overage.  $5,000 x 6% = $300, not $600.