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I am able to start the Wisconsin state income tax return over by returning to Federal Taxes, then Review, then State Taxes.   At the screen Here's the income that Wisconsin handles differently, I click Edit to the right of Retirement Benefits Adjustment.   At the screen Retirement Benefits Adjustments, I make no entry.  Click Continue.   At the screen Wisconsin Retirement Income Subtraction (Credit Restricted), I selected Yes.    At the screen Subtract Wisconsin Retirement Income, I selected Yes.    The AI features of the software sometimes present differently for one customer and not another.  In some cases, may need to delete the state return and re-enter.   @mdschwartz 

Merrill Lynch often does not activate its "import partner" status until mid-February. As a result, the Merrill Lynch drop-down won't appear until the import is available.    Merrill Lynch says that for many clients, consolidated 1099 tax-reporting statements will be posted to online accounts by February 27 or February 28, 2026. However, they may be posted later because of an extension filed with the IRS, to validate data. This means many consolidated 1099-B forms may not be finalized for import until late February or early March. This is mentioned in this source under the heading What Might Delay Consolidated 1099's.    

Hey sorry for being rude, just frustrated!  Your advice is better than TurboTax's 🙂   I don't have any balances in a traditional IRA and I managed to do this last year, so I'm VERY frustrated   Thanks for helping the community

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

Yes, the interest is taxable and reportable to the IRS.  As @AnnetteB6 said, "You have received the interest as part of the new CD. "   I suggest you contact the bank, or check their website for any 1099s that may have been issued.

457b contributions are made by payroll deduction and are reported on your W-2 and captured by Turbotax automatically.  Even if it is a Roth designated account, you do not also report it on the Roth IRA section of Turbotax.  

Sorry, I need to change my title as it is not the contribution to which I am referring - it is the conversion.   This is line 4b on 1040.   Perhaps this is not related to a spousal IRA but I can't come up with another difference between the 2. I am assuming my conversion, not my husband's, is the problem because that's the only difference. Given we both contributed the same amount, this assumption could be wrong.   We converted both traditional IRAs to Roths. For some reason, one of the conversions is being taxed on the full conversion, including basis. As I understand, there are no limits in this case. I should only be taxed on the interest made in the account, not the basis.   (So far as the workplace account, I think it means that I have a 401k which I do, so I selected that I do. But I will say originally I did not because I thought it meant an account I was still contributing to, which I am not.)   Thanks for the timely response but I still need an answer. I'm missing something.

To enter the interest paid on a new vehicle loan, navigate to the Car Loan Interest screen in TurboTax.  Federal > Deductions & Credits > Add more deductions > Cars and Other Things You Own > Car Loan Interest  Vehicle Loan Interest Deduction  

@Paulie17 wrote: Thank you for the response.  I was afraid you were going to say that.  I have 3 separate donations this year with probably 100 items in each donation.  I know Its deductible made it soooo easy as we could add the items and then import the grand totals.  Appreciate the input.   While it might be some work to total up the value (depending on what they are), you only need to make 3 entries in the tax program.  Best.