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This appears to be information input by the preparer of the IRS form 1099-R.   IRS form 1099-R Instructions states:   Box 9a  Your Percentage of Total Distribution    If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box for any IRA distributions or for a direct rollover.

If this is an outstanding system issue, it may be fixed soon; due to system updates and recent tax law changes, returns including foreign tax credit and/or Form 1116 should not be filed at this time. The expected date of availability is 2/27/2026, Friday. On or about that date, you will be able to complete and e-file your tax returns. We appreciate your patience while this is resolved.    If your issue is not resolved by the foreign tax credit software update, then you can @ one of us in this thread to begin troubleshooting. 

That is more helpful. I’ll look into Forms mode. I know what the numbers should be (calculated them on the side. I’m a finance (not CPA!) professional) but I don’t know how to force them in TT. Thank you for the idea.

Yes, but if you move them to a Roth,  there would be no nondeductible contributions left in your traditional IRA.    If you make a nondeductible traditional IRA contribution, then convert the entire balance to a Roth account - you have no basis in the traditional account.     Are you converting the full amount?   If so, zero is good there.   

Schedule 1 is used to report a lot of different income and adjustments.  I would suggest that instead of entering information directly on Schedule 1, you enter or delete the information individually depending on what income or adjustment you are entering.   Let us know if there is a specific income or adjustment that you need information on how to enter and we can give you specific steps.          

Let's take this one step at a time. Keep in mind the Schedule W should be completed without any intervention once you follow the steps below to enter your W-2. There is no reason for concern because you are making entries to correctly report your wages for both Delaware (DE) and Pennsylvania (PA). First, figure out exactly how many days you worked in DE for the year.  Next, divide that number by the total days you worked during the year. Result is the percentage of income earned while working in DE W-2 Entry should be two states: PA and state wages for the days worked in PA DE state wages for the days worked in DE - enter all the DE withholding in this line also Complete your W-2 entry Go through the DE return first so that you have the correct taxable wages and the tax paid to DE (not withholding) Go through the PA return you will select Taxes and Credits > Continue to add DE it not already there. On the screen 'Do you have any double-taxed income from Delaware?' Be sure to put the same wages for you (Your Amount)  in the slot as is reported on the DE return It will be the amount you entered in the W-2 correctly for DE (2. above). This is reported on PA Schedule G-L You can view the PA tax summary by using the steps below and look for your credit on Total credits and payments.   See details below for how this works for the Other State Tax Credit.    State Returns - Your resident state requires you to include all worldwide income. Assume both states require income tax returns to be filed:  Report the income on each state return that is from the nonresident state Report it on your resident state and receive credit for taxes paid to another state. Credit for taxes paid to another state is allowed by a resident state when the same income is being taxed to another state.  Your resident state does not want you to pay tax twice on the same income. The credit that is allowed will be the lesser of: the tax liability actually charged by the nonresident state, OR the tax liability that would have been charged by your resident state In most cases complete your nonresident state first.   @user17711871756 

The IRS website states that if you claimed the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC), you can expect to get your refund by March 2, 2026, if you: E-file Get direct deposit There’s no issues with your return. Refer to the IRS website: When to expect your refund if you claimed the Earned Income Tax Credit or Additional Child Tax Credit.   Refer to the TurboTax articles: What if my federal refund is taking longer than 21 days?, When will I get my refund if I claimed the Earned Income Tax Credit or Additional Child Tax Credit?, and Where's My Tax Refund? The IRS Refund Timetable Explained for additional information.  

You would enter the inflation refund income on your federal return as "other income", here are the steps:   1. From the Federal menu in TurboTax find Wages and Income  2. Find Less Common Income 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other Reportable Income 5. Enter a description of the income and the amount   On your New York state return, look for a screen that says Changes to Federal Income and find Other New York Adjustments to Federal Income; choose Other Changes (adjustments) to your federal income;  find the category for Taxable Refunds and enter the amount there.      

The .4054 factor is the usual adjustment for the 15% rate group in a typical year. This number can change, though, since it’s tied to the highest U.S. ordinary tax rate for each tax year.   For the 2025 tax year, the tax brackets were shifted significantly due to the One Big Beautiful Bill Act (OBBBA) or standard inflation indexing. If the top ordinary tax rate used in the IRS's 2025 calculation is roughly 37.1% (or if a different "maximum rate" is being pulled by the software based on your specific tax data), the math changes. In this case 15%/37.1%=.4042. Normally, if you used the standard 37% this year, the factor is .4054. It increased to 37.1% because it was indexed for inflation, which changed the multiplier.   To answer your second question, the IRS isn't looking at your specific 12% bracket for this adjustment. They are looking at the "Preferential Benefit" you received because your income was classified as Qualified Dividends.    The IRS lets you pay a lower 15% tax rate on these dividends. If that money were regular income, it could be taxed at rates up to 37%.   Since you’re getting a tax break by paying 15% instead of the higher ordinary rate, the IRS also limits the amount of foreign tax credit you can claim. If you were able to count all of that income on Form 1116 but only paid 15% tax, you could end up with extra credits that'd reduce the tax you owe on your regular salary.   Not all is lost. You don't necessarily lose the difference. The "unused" portion of your 15% payment,the part that exceeded the 12% U.S. limit, is considered excess foreign tax. You can typically:    Carry it back to the previous tax year to get a refund if you had a "tax deficit" there. Carry it forward for up to 10 years to use in a future year when your foreign taxes might be lower than the U.S. limit.    

Perhaps you misunderstood.  There is no $6000 bonus check.   There is a senior deduction that reduces the amount of income you are taxed on.     The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

If the form is too complex meaning you're under a certain age, have a certain income level, needed additional forms.  I remember when I could go to the library and pick up most everything.  But thank you for the suggestions.