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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.

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