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@E-NC    Might be tough to figure out exactly....A bit higher, or a bit lower? Or a LOT higher or a LOT lower?   My PDF of everything from 7 Feb  shows that line 1 on  the Sched S Wksht to be exactly the same number as it is now. ____________________ Mine includes a breakout of Multiple States from NC&PR amounts from box 12 on 1099-DIV . and ....a breakout of the Multiple States from the NC amount from box 8 on my 1099-INT.   My Sched S Wksht, line 1 didn't exactly match the total add-back for Multiple States, because I also had subtractions for both Premium amortizations on the 1099-INT (box 13) , as-well-as accrued interest Amounts for bonds bought in 2025 on the follow-up page.  (haven't figured out yet if those are properly apportioned, such that line 1 of the Sched S wksht is somewhat lower that the total apportioned to other states..yet)   But, like I said, my value from 7 Feb is the same as it is today. _____________ So you need to be sure you didn't edit anything...nor import any forms since then that changed that add-back amount.  Some folks have Form K-1 s that can supposedly add tax exempt interest but I'm not familiar with those.   Beyond that, perhaps go thru your 1099-INT and 1099-DIV forms again to seee how the Tax-Exempt $$ are actually distributed between NC and the "Multiple States"

Thanks for the feedback  Using the desktop software made changing the local network access a bit more challenging but  I was able to change it half way thru the transfer procedure.  I must have hit no access during an update or something since everything transferred fine on an earlier return I did for someone. Anyways, I'm back in operation due to your links you provided.  thanks again.

I have the Turbo Tax Premier desktop version, I just updated it to the latest updates and it is still limiting my SALT deduction to 10,000. I don't know how to change it. The answer I keep getting is the it should be 40,000 but it is not on my software.

You may be able to claim her as an "other dependent", assuming she has met all the tests, from:  Rules for Claiming Dependents on Taxes:   Do they live with you? Your relative must live with you all year as a member of your household or be on the list of “relatives who do not live with you” in Publication 501. About 30 types of relatives are on this list, including parent, so you have met this test. Do they make less than $5,200 in 2025? Your mom can't have a gross income of more than $5,200 in 2025 and be claimed by you as a dependent. Certain income is excluded from this requirement such as all or part of Social Security benefits. Do you financially support them? You must provide more than half of your mom's total support for the year.

The same is true about the question regarding conversions.  Because distributions are qualified, there is no reason that TurboTax needs to know an accurate answer about Roth conversions.  The answers to these questions are only used when Form 8606 Part III is required to be prepared, and once distributions become qualified distributions, Part III is not to be prepared.

in forms mode you can also check on IRA Info Wks lines 2/18 but I wouldn't recommend trying to do it directly in forms in case there is some other issue with the entry for the roth conversion, it should be coming up in Easy Step.

after you input the 1099-R and it shows the summary table of your 1099-Rs, click Done and then it asks about disasters, then the IRA basis and then the market value as of 12/13/25.  If this doesn't come up then I think something was up with the 1099-R entry or the questions about the Roth conversion.   fwiw here are the backdoor roth instructions tho it's a bit vague on some of the question flow.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Answered at your other post   https://ttlc.intuit.com/community/college-education/discussion/re-if-we-don-t-claim-our-student-as-a-depedent-why-does-she-receive-an-education-credit/01/3776304#M63550

Exactly, now it’s past the 13th and as we all expected the 13th was just used as an irrelevant future date. The page on the site still says before February. Seems like TurboTax could’ve easily got ahead of this by better communication, instead of imaginary deadlines and goalposts that keep getting moved. 

At the screen "Did (student's name) have any of these common situations in 2025", I checked the box "had education expenses other than tuition".  I am now on the screen for "Time to enter educational expenses" but on this page it says  "Don't include expenses you didn't pay directly to your school here. We’ll add those separately." I am unable to find the flow for expenses not paid directly to the school. It also appears that even without entering any expenses, TurboTax thinks that the entire 1099q form is already for qualified expenses when it is not.