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Have you tried going through the interview so TurboTax has all of the information needed to calculate your Home Office Deduction?   Where do I enter the home office deduction for my business?             Column B is for indirect expenses that benefit the entire home, so those have to be pro-rated based on business use percentage.   If the business use percentage is not entered, the form will not correctly calculate.       Can I take the home office deduction?    

I've had the same very frustrating experience with TT Customer Support - spend countless hours on the phone talking to the initial rep about 2 issues.  They were nice, but clueless.  Finally got to a supervisor 3rd wk in Dec and she opened an incident case and they'd provide updates.  I called a few times in Jan and Feb and spent over an hour on the phone each time - and had the same result.  Wait ~ 20 mins on hold for the initial rep.  Explain the problems and within a min you can tell they won't be able to help cause they don't have the knowledge, so after wasting another 15 mins, I push to talk with a supervisor, and EVERY TIME I either get disconnected after waiting another 15 or 20 mins for a supervisor, or do finally get a supervisor and they put me on hold to investigate and I get disconnected.  One time when I finally got hold of a supervisor I told him how many times I've gotten disconnected and if that happens this time could he PLEASE call me back and confirmed he had my cell # and email, and he promised he would.  Well, you guess it - I got disconnected again and NO call back!   It's to the point where I'm thinking Turbo Tax has trained their reps and supervisors to just hang up on callers if they can't address the issue so they free themselves up for other calls.  Either way their phone customer service situation is TERRIBLE.  I also have way too many investment txns to enter them manually.  TT needs to fix this connection issue w/ Fidelity  

Check with your financial institutions; the custodian can give you that information easily.   Or log in to your account(s) and look for Fair Market Value on 12/31/25.  TurboTax uses the December 31 balance to generate Form 8606 and to calculate:   What portion of your conversion is taxable What portion is non-taxable If you converted money from Traditional IRA to Roth IRA or did a backdoor Roth contribution, the IRS applies the pro-rata rule.   That means you cannot just convert the “after-tax” money. The IRS looks at ALL your IRA balances combined as of 12/31.   @Aussie 

I have the same question.  It's maddening, since this is very close to the last step to filing.  In my case, we used Turbo Tax desktop 2024, and this year we're using Turbo Tax Online.  I uploaded the file at the beginning of the process and everything seemed good until this question.

I agree with the other user.  Even though TT provided an update that the fix to successfully connect and import from Fidelity Investments would be fixes on 2/12/26, I just tried it again tonight (2/23/26) and it still doesn't import valid 2025 Tax Docs that are available online at Fidelity.com.      And my issue is a bit different from the original issue above.  I can connect, log in to Fidelity and TT says it has successfully connected to Fidelity and imported data.  But when I go back and look in TT at my import summary there are 0 docs there.  When will this issue be resolved? 

Is this for Form 5329?   If so, have you tried it through the interview?   You should be able to include the form with your e-filed return.   Go to the 1099-R entry section and at the end, you will be asked about missed RMDs.   TurboTax will ask for the account information, whether or not you corrected it, and will allow you to fill out the explanation statement.