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Yes, you would select yes, if all the payments (withholding or estimated tax payments) paid and sent to the IRS belong to you.    It's uncertain about the rules for your state but you can use the link below to see the rules for your state Department of Revenue. How do I contact my state Department of Revenue? If you are filing jointly you should continue to file this Form 8379 each year so that your portion of any refund is release.

Check your account for 2024.     DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, or just never filed, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2024.    

Everything RedDogSD said AND:   Upon receving a CPS 2000 last year (for a tax return from two years ago), one of the items was that the IRS stated was that my 1099-Q Box 2 ( 529 Earnings) withdrawals (for 3 children in college at the same time) were taxable BECAUSE I did just what you suggested and didn't even bother doing any 1099-Q or 1098-T because I knew (with 3 children in at the same time) that I paid WAY more than I took out of the 529s.  And I got tired of putting all of this in just to have it come right back off when entering expenses (this is when I had the desktop version, and when the tool worked).   Anyway, the point is, we all have different reasons for what we do, mine is to protect myself and report everything correctly BUT  I can't because Turbotax software is BROKEN.  I'll probably just have to delete all of the 1099-Q entries and hope I don't get another CPS 2000.  Or switch to another tax software.   So what is the latest udpate for issue for the ONLINE version?   Folks keep saying it will be fixed but wondering if it really will be.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Below are the instructions for adding the Trump Account-Form 4547 to your tax return. First, you must have a qualifying dependent or go directly to the site provided by @JohnB5677 above and posted here for your convenience. How do I set up a Trump account in TurboTax? Trump Accounts jumpstart @Sonomamay11 

It’s not on the 1099R form.   You have to get it from the plan.   What is your 1099R from?   A IRA or 401K or a pension?   If it is from a pension say all of it is the RMD.   A pension is whatever  they send you and automatically fulfills the RMD requirement.   

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.