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So, the difference it that if one transfers the entire amount, then it is a ROLLOVER, else it is a conversion, and therefore it does not say ROLLOVER near line 1040 5b?  Is this the correct interpretation?

Just answer and continue. Some field reset each time the page reloads so what you see needs to be updated, but once you enter, it is recorded.  Just double check before you file the tax return on the final results.  

DOH!  I didn't read closely enough, the forms are for dependent health insurance,  but they actually came with our names on the top so they're meant to be input under our names, not hers.  Updating to clarify in case anybody else has a problem.  If they had been only in her name, per TurboTax assist she would have to file her own taxes to be able to reconcile the premium tax credits etc.  

If you entered a valid (but incorrect) account number that doesn't belong to you, there's usually nothing to worry about. Most banks won't deposit tax refunds into accounts where the names don't match. You can call the IRS to stop the direct deposit if your return hasn't been posted to their system yet. For security reasons, the IRS can't reroute your refund to a different account over the phone, so you’ll receive a CP53E notice in the mail requesting that you update your bank details. What if I entered the wrong bank account for direct deposit?

@ user17730096080 wrote: HOW DO I GET A NEW LICENSE CODE!!! ONE THAT WORKS!!! YOU DO NOT ANSWER THE PHONE ON THE WEEKENDS? This is mostly a user community forum, not a direct route to TurboTax Support.   Where did you purchase your product--did you purchase a download of the desktop software directly from TurboTax?   Or did you purchase it elsewhere?   The license code is 16 characters, a mix of numbers and letters like XXXX-XXXX-XXXX-XXXX.   Do you get any error message?   FAQ:  Getting started with desktop TurboTax: https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US   Only TurboTax Support can provide a new license code.     I'm not sure how you were trying to reach TurboTax Support.  TurboTax Support is open 7 days a week this time of year.   Hours 5AM-9PM Pacific.  Here is some contact info: https://ttlc.intuit.com/turbotax-support/en-us/contact/   If you have social media, another option is to direct message a TurboTax Support agent at one of these: https://x.com/TeamTurboTax or https://www.facebook.com/turbotax

TurboTax requires you to enter your "QBI Passive Op Loss" amount to continue because it affects your Qualified Business Income deduction calculations. To continue: 1. Enter the exact amount of your QBI passive operational loss as reported from your prior year or K-1 information. 2. If you don’t have an amount, enter zero to move forward. This entry ensures TurboTax accurately calculates your QBI deduction, including loss carryovers. Once entered, you should be able to proceed to the next screen.

Since yours is a Roth 401(k) contribution, you will need to be careful when creating the substitute Form 1099-R so that you can properly report the handling of this excess contribution.   Here is how to create a substitute Form 1099-R:   Go to Income on the left panel within your TurboTax account, then select Wages and income summary at the bottom of the drop down menu Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R  On the next screen, you can select Type it in myself, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details for your Form 1099-R, using Distribution Code B and Code P in Box 7, then Continue Enter 2025 as the Tax Year, Continue Note: Select "None of these apply". Do not select the, "I need to file a substitute 1099-R" box when you reach, "Do any of these situations apply to you?" Enter the Gross Distribution of $292 in Box 1   Enter zero (0) in Box 2a to avoid double taxation Continue answering the questions, pressing Continue to advance   When you receive your official Form 1099-R in 2027, you will enter that Form when completing your 2026 tax return.

Sometimes you can modify the state ID to meet the requirements by including required prefixes or dashes as the state requires, just add it to the number you were provided.  If you have a length issue try adding zeros to make it work. For example, if your state requires 8 digits, and you have only been provided 6, add two zeros to the beginning.     If you can't find a way to modify what you were provided, ask your employer/payroll (HR) for the correct state employer ID.

No.  That is not deductible.  First, you must be non-exempt in order to be eligible for the overtime deduction. Second, only the overtime premium (the extra "half" in time-and-a-half) is deductible and that is $0 in this case.    Here is an article you may find helpful: No Tax on Overtime Explained: Qualified Overtime Deduction Rules for 2025

You can check  to see if your return was accepted by the IRS in TurboTax.     If you used TurboTax Online, you can see the status of your return on  the Tax Home screen of your account.  You should have also received emails updating you on your return status.     If you used TurboTax Desktop: Select File. Select Check E-file status.  

Other users can only see your returns if they use the desktop program on the same computer that you did the returns on.  Turbo Tax Online does not store or save your Desktop returns even if you efile them.  If they log into your online account they can only see your acount profile information, not the actual returns.  Like your program downloads to install the program again.     The actual tax data files end in .tax2025, .tax2024 etc.  and any pdf files are only on that specific computer unless you moved them or backed them up and deleted them.  

The IRS most likely sent a check instead of a direct deposit because your financial institution rejected the deposit, you provided incorrect banking information, or the account name didn't match the name on your  tax return.   You can contact your bank to confirm if they have rejected a direct deposit attempt.   The IRS will usually send a Notice CP53D to explain why this happened.

For starting your TurboTax account with a C-Corporation you formed in 2025, select the employment status that reflects your role in that corporation. Typically, if you are an owner and also work as an employee of the C-corp, you would select Employee for your wages from the C-Corp if you receive a W-2. If you report income or losses from the C-corp as a shareholder, those are handled separately, not as self-employed income. You usually do not select self-employed status for C-corp wages because the corporation is a separate legal entity. Instead, enter wages from your W-2 issued by the C-corp under Wages & Income. If you have business income from the C-corp (like dividends or distributions), those have other entry areas but are separate from employment status selection.