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@ThomasM125 - The problem many people are having is Turbo Tax is not giving anywhere to enter room and board expenses.  I have entered both 1098-T and 1099-Q and there is no where to enter room and board.  So, it is considering all my 529 distribution as taxable.  From what I can tell many people are facing the same issue in this message post and others.    I hope this can be resolved soon, or I will be forced to use other tax software.

This was my first year doing backdoor roth, and the 8606 is filled out accordingly. It is a clean backdoor roth and traditional IRA has a $0 balance otherwise.  My question is, if I am able to contribute directly to Roth IRA in TY2026, will I need to file 8606 again and reenter my TY2025 data?

What is the rejection code?   If your federal return did not get rejected, you will have to wait until it gets accepted (or rejected) to resubmit your state return.   What does my rejected return code mean and how do I fix it?    

I have used the phone number several times and spoke with an agent. Same results, Refund form states they can't find the charge, they can't recognize the refund request, they don't know the case number or don't recognize it. or it is closed,

The wording is a bit confusing.    First, the program asks "Who received the 1099-Q distribution?"  Really it is asking who was issued the 1099-Q. The 1099-Q can be issued to the owner or the beneficiary.  It is asking "Whose social security number is on the 1099-Q?"   Next it is asking who used the distribution. That would be the beneficiary student if the distribution was used for the student's expenses or rolled into a Roth Account for the student beneficiary.    Box 6 should say  "Yes, the Recipient of the distribution is not the designated beneficiary"  "No, the Recipient is the designated beneficiary"    Please select "YES" if Box 6 on your 1099-Q is checked and "No" if the box is not checked. 

I almost filed my taxes too because the review check did not flag the missing forms. But I remembered in a previous year I had to file an amended return because there was an error with depreciation. Only one of my 2 properties was calculated in that year.    What a major FAILURE on Intuit Turbo Tax for not flagging the missing forms in the final review. This is not the first year I had used Turbotax so they have my history of previously needing these forms. They compare previous years against the current year already. Their product design has obviously degraded over the years.    😦

Additionally, here's some links that give information on 2025 Tax brackets and Standard Deduction, so that you may proof-check the results TurboTax is giving you.   2025 Tax Bracket Calculator 2025 Tax Brackets

Thank you DavidD66.  There are only a few values that I need to override (AGI, prior year taxes owed), so I'm still hoping there is a simpler way.   I don't see a way to search the forms inside of TurboTax, so I'm thinking of saving the 2025 return to a .pdf file including all the forms and worksheets and then searching that for '2024' to see how many corrections will be required.

In TurboTax Desktop, to report an IRS form 1099-K as  Personal item sales, follow these directions.     Across the top of the screen, click on Federal Taxes. Across the top of the screen, click on Wages & Income. Click I'll choose what I work on. Scroll down to 1099-Misc and Other Common Income and click to the right of Income from Form 1099-K. At the screen What type of income is your 1099-K?, select Personal item sales. Click Continue. At the screen Let's get the info from your 1099-K, enter the information.      Click Continue. At the screen Personal Item Sales, report if some items were sold at a loss or had no gain. Click Continue. At the screen Your 1099-K Summary, select Done.  At the screen Your 2025 Income Summary, scroll down to Investment Income and Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click to the right. At the screen Let's finish pulling in your investment income, click Review for the 1099-K entry.  The entry should say Personal items sales (1099-K). At the screen Review your sales, click on the pencil icon to edit. Enter sale information.  Click Continue. At the screen Let us know if any of these situations apply to this sale, you may report sales expenses,  Click Continue.  The entry will be reported:    on Schedule D of the Federal 1040 tax return, and  on line 7 of the Federal 1040 tax return.  Capital loss for a personal item sale reports $0 capital gain on line 7 of the Federal 1040 tax return.  

You used a different version of TT. May be that version does not have the error.  I have been using TT for over 15 years with the similar of data and never had this issue. My return was started by importing data from 2024 return which also has the exactly same type of entries.   This screen shot shows what my version of TT asks for a 1099-INT. The first field is FEIN.