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I recommend that you try printing to PDF from Forms mode to be sure you are printing just the pages you want before printing to paper.   I just printed a Form 8949 in Home and Business Desktop to PDF and got both Page 1 and Page 2. I then switched to Deluxe and printing the forms to PDF still worked correctly.    

California uses a specific formula to reach your "Total Income under California Law" in Column D.  Here how it shoud look.    Column A (Federal) -Column B (subractions) + Column C (addtions)= Column D Your form shows $100,000 + 40,000= $140,000 Move the $40,000 back to Column B and it should show Ca income as $60,000 in Column D. The "Adjustment" field you filled out likely mapped to the wrong column. Follow these steps to re-route it:   Go back to the California State Interview.  Navigate to the section for "Adjustments to Federal Wages" or "Wages/RSU Adjustments." Look for where you entered the $\$40,000$. If it asks for an "Adjustment Type": Ensure you haven't selected something that sounds like "Additional Income." If it's a Part-Year Resident Interview: It might be asking for "Income received while a nonresident." By entering $\$40k$ there, the software might be erroneously treating it as additional CA income. Here is how your CA form should look.                                            Column A  $100,000                                          Column B      40,000                                          Column C     blank                                          Column D      60,000                                          Column E       60,000

Your qualified Overtime is the .5 that you were paid above your normal hourly rate and that meets the criteria below.   If your employer lists your total overtime you can divide that by 3 to get the OT Premium amount.   If you are paid double time you would divide it by 4.  Only the .5 amount is deductible. To qualify the following must apply: You must be a non-exempt employee eligible for Overtime under the federal Fair Labor Standards Act The Overtime must be on hours worked OVER 40 hours.  (if you live in a state where OT pay is required after 8 hours, this does not apply) This is the .5 amount you are paid when working more than 40 hours a week.  So if your normal rate is $30 per hour, and your overtime rate is time and a half at $45 an hour, your qualified OT would be the $15 per hour.   Overtime must be paid at more than your regular hourly rate.   Your filing status cannot be Married Filing Separately Your income must be less than $150,000 if you are single or $300,000 if Married Filing Jointly.  If you are paid overtime after 8 hours, that OT does not count for the deduction.     

In TurboTax Online, you may be able to Switch Products or Clear and Start Over.   Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is available to you.   See also this TurboTax Help.    As long as you:   have not submitted payment,  deducted the TurboTax fee from your refund, or  registered your product,  you may erase your return and start from scratch in TurboTax Online. If you have done any of these things, you will need to manually edit your return.   The Free product may be found here.  

Here is where you enter the 1099-R information:   TurboTax Online/Mobile: Go to 1099-R. TurboTax Desktop: Select Search Topics. Search for and select 1099-R.   Where do I enter my 1099-R?    

The amount in box 1 of the 2025 W-2, minus any amount that might be present in box 11, is compensation that will support an IRA contribution.  With no other compensation, the contribution cannot exceed the amount in box 1.

Given the fact that the policy has been in place since 1982 the reason the dividends are being reported as taxable is probably because the policy has reached the point where the cumulative amount of dividends paid (including those used to purchase paid-up additional insurance) exceeds the total premiums paid (the basis).  Life insurance dividends are generally non taxable because they are considered a return of premium by the IRS.  Once total dividend exceed total premiums paid they become taxable income.   You cannot make adjustments or changes to your Form 1099-R.  If you believe your dividends are not taxable you will need to contact your insurance company.  

I have a hard copy 1098 from my lender. According to the IRS instructions on Form 1098: "Box 10. The interest recipient may use this box to give you other information, such as real estate taxes or insurance paid from escrow."  There is no amount in Box 10 on my hard copy 1098. That is correct because I paid my property taxes directly to the county. So the lender has the correct information on the 1098 so I have no idea where TurboTax is getting that amount to include in the download data.

No, net profit for the rental activity does not make a difference on the amount of the gain, that net profit portion will be taxed at the regular tax rate.   The depreciation has been taken in full so the affect of that is it will be recaptured as ordinary income (no special capital gain treatment), and any gain above the depreciation claimed for all years. will receive capital gain treatment.   I will echo DavidD66 advice to seek consultation from a CPA, EA or tax attorney to be confident in the filing of the returns.   @fpc 

It sounds like you moved the IRA by distribution and rollover, not by nonreportable trustee-to-trustee transfer (or at least that's what the original IRA custodian is claiming by issuing a Form 1099-R).  If that's the case, the RMD was satisfied by the distribution from the original account and only the amount distributed beyond the RMD was eligible for rollover.  If the entire amount was rolled over, the portion that was RMD must be treated as an excess contribution to the new IRA to the extent that it exceeds the amount that you are eligible to have contributed as an ordinary IRA contribution.  With the RMD already satisfied by the distribution from the original IRA, the distribution from the second IRA was an extra distribution (or actually should have been distributed as a  nontaxable return of contribution, but the new IRA custodian would have no idea that that was necessary unless you requested such a distribution.)

Same here.  In my case, "fiddling" turned out to be a Force Quit of TT (when I tried to exit the proper way, the spinning colored wheel appeared).  When I relaunched and logged in,  TT actually found the file itself and then was able to download it.   Now I've got another problem with importing brokerage stuff. But I'm going to save that for tomorrow.

Are you using the Desktop installed program or the Online version?   If you used the Desktop program then your return is only saved on your computer.  So installing on another computer shouldn’t be able to see your return or info.   

Any Qualified Tuition Plan rollover into a Roth IRA is not taxable in Pennsylvania after January 1, 2024 provided it meets all of the federal requirements.   The federal requirements are -  that you have had the account for 15 years or more,  that all of the funds in the account are at least five years old  and that the Roth is in the name of the person who was the beneficiary of the 529 plan.     If you meet all of the federal requirements then save all of your records but that is all you need to do.  You don't need to report the rollover on your tax return.   Here is some information on Pennsylvania 529 conversions.