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This is beyond frustrating. My T Rowe Price brokerage account has been listed on the website for over a week. I know I can enter everything manually, however there's an extensive amount of paperwork involved which is why I purchased the software as I do every year since they first began selling TurboTax. I can understand if it was an obscure brokerage firm. But we are talking about T Rowe Price one of the largest in the world. My brother and some friends purchase tax cut. They had no problems importing that T Rowe Price brokerage accounts. Intuit is selling higher priced software with the promise of completing your taxes as easy as possible. This is not been the case.

@DaveF1006 Thanks a lot for your help.  So I only need to amend 2024 not 2023, correct? I contributed and did conversion both in March 2024 and reported for my 2023 return as it happened in the year 2023. Is that correct? I got confused because in another reply, it was mentioned contribution should be on 2023 but conversion on 2024. I guess this way I need to amend both 2023 and 2024. I appreciate your help. 

No. You do not have to file an AZ return because federal law prohibits any state from taxing the pension income of a non-resident.   Enter both Form 1099-Rs as they appear.    During the MO state interview, the software will ask if you resided in a different state. Because you were a resident of MO for the entire year, it will automatically allocate the AZ income to MO.   Note: Be sure to look for the MO Pension Exemption in the state section. For the 2025 tax year, MO allows a deduction for pension income that might eliminate any tax owed for the AZ portion.

We confirmed that the developers have tested the issue. Though "Available Now" displayed in your return, all of the data entered was there in the return. The display error could not be duplicated in other returns.   The issue was confirmed as a display error only, so you can continue to file your return and be assured the information you entered is there.

Once you have said no to both your husband and you having not rolled over an amount to a SIMPLE IRA does the NJ tax return show that you had twice the amount of rollovers that the federal return shows?  It seems likely that the system is asking two questions about the same amount just to be careful and if the amount is not doubled on the NJ return then this is not an issue.

@baldietax Hello, thanks for the reply. Do you mean I should amend both 2023 and 2024? I considered both contribution and conversion for 2023 completed but looks like you mention contribution should be for 2023 and conversion reported on 2024? Appreciate your help.

I see installment sales in the first question and sale of main home in the second question. If you qualify for the $500k exclusion, it is main home and you are wanting to know if the $38k in expenses can help your tax refund.   Money spent on your main home to buy, to sell, to improve all go into the basis. If you spent $38k to upgrade and improve the home or sell the home, that should be added to your purchase price. It reduces the amount of gain. If your gain is over $500k, it could reduce your tax liability.    You state that you do not need to enter your home because the exclusion covers the sale. You would only enter your main home if you received a 1099-S or if you had taxable income.   Follow these steps for ale of main home entry: less common income sale of home - note installment sales are listed just below and easy to hit the wrong button yes/start address of home 1099-S - yes or no date sold sales price sales expenses -maybe the $38k goes in sales expenses? You don't say what created the expenses. you can ask the program to help you calculate the basis and it will cover everything - the $38k will definitely be in there. If you did an installment sale and the buyer is paying you every year/ month until the house is paid, you would need to file the 6252 for an installment sale. It is filled out every year until the house is sold. Your first question shows you in the installment sale screens.    If you sold you main home as an installment sale with no taxable gain, you would file installment sale Form 6252 and report interest income on Sch B.