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No. You would not include your conversions when calculating your contributions.    Your Roth IRA contributions are separate from your Roth Conversions and rollovers. Your after-tax 401(k) is in the Conversions and rollovers category.   TurboTax is asking about prior contributions to determine your contribution basis so that you pay the correct amount of taxes. Direct contributions go in one line, while conversions and rollovers go in another.    To find your total Roth IRA contributions, you will need either: Your Form 5498 for every year since 1998 Account Statements showing your net contributions Cross-referencing your bank statements and annual limits for each year Therefore, when asked, "What were your Roth IRA contributions prior to 2025?", you would input only the total of all direct annual contributions. The after-tax rollover amount is inputted in the rollover section.

Your 1099R will not show the amount of your RMD.   You need to get that from the financial institution that issued the 1099R.   Call them or go to your account on their website to look up your 2025 RMD.   While you are at it----they should be able to show you what your upcoming 2026 RMD will be.

No, it hasn't been resolved yet. It appears TurboTax is not currently allowing .csv file uploads or gain/loss statements. However, based on what I read yesterday, Koinly is working on a fix —likely a .pdf— that is expected to be released on February 26th, according to their website.

TX has no state income tax so there is nothing to file for TX.   If you lived and worked in TX for the whole year, then you need to file a non-resident IL return to seek a refund of the IL tax that the employer withheld.  And request that the employer stop withholding IL tax since you do not live or work in IL.     As for the WI address--not sure why you are using that as your primary address----sounds like that needs to change too.

I got it to work but I don't know why.  I went back to my 2024 return and made sure all the entries matched my 2025 return and form 1040 line 5b showed the correct amount after that.  I did not go back to answer the question you referred to.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

Any type of investment sale requires you to upgrade to the Premium online edition.  The Free and Deluxe editions do not support any type of investment sale.   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and continue

This is not available at this time however there are several places to arrive at your estimated value for the donations of personal items.   For examples see the links below for a guide to assist. Salvation Army Donation Value Guide Valuation Guide for Goodwill Donors Any reasonable method will be appropriate, just keep the details with your tax records should you need it later.   @e024486  @dp27