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Thank you for your reply. This would probably work if I was using the online version however I am using the desktop version. I tried restarting completely and it seems to have the same end result. And it doesn’t make sense to me because when I look at the numbers at the very least my taxable income changes. 

In Forms view, review Form 8606, because it calculates the taxable portion of your Roth conversion and carries that amount to Form 1040 line 5b.    If you already filed, you’ll need to start an amended return (Form 1040-X) in the same TurboTax account used for the original filing. The amendment will begin with your original return and the refund meter will reset to $0, showing only the changes you make. You generally have 3 years from the date you filed or 2 years from when you paid the tax (whichever is later) to file an amendment.   Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

 You should answer that it did not involve the intent to earn money, otherwise it seems that this income is business related.   Here is how to report the 1099-MISC:   Navigate to Federal > Wages & Income > Other Common Income> Form 1099-MISC> Start or Revisit Enter the 1099-MISC as printed, Continue Describe the reason for this 1099-MISC. Select None of these uncommon situations apply, then continue Select No, it didn’t involve work that's like your main job and continue The next screen asks how often you get income from this.  Select only the year of this specific 1099-MISC, 2025. Next, select No, it didn't involve the intent to earn money You can check this in TurboTax Online by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, then verify the amount is included on Schedule 1, Line 8z "Other Income."

Yes, you can e-file your federal return now, and paper file your state return later; from the FAQ, here's the 2 methods for e-filing your Federal return independently:    If you e-file your federal return, you must wait for it to be accepted before you can e-file your state. Or you can paper-file your state return whenever you're ready.   Here are two ways to skip your state in TurboTax Online: Delete your state return, file your federal return now, and come back later to your state return. You'll pay for your state when you file it. When you get to the We've determined the easiest way to file your taxes screen, select Change next to your state return. On the Change filing method screen, select I'm not ready to file and Save. You'll pay for your state when you file your federal return. Then, when you're ready to paper file your state return, you can follow the FAQ instructions for the software product you're using:  TurboTax Online Sign in to TurboTax. To open your return, select Continue or Pick up where you left off. Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. If the File by mail option isn’t available, you probably previously selected to pay your TurboTax fees through your tax refund. To file by mail, you’ll need to instead pay with a credit or debit card. Here’s how to change your payment method from pay by refund, to pay by credit or debit card. Once you change your payment method, you'll see the File by mail option as described above. Select this and continue to the next step. Note: You’ll need to pay any tax balance due by check when you file by mail. Update the payment method for your TurboTax fees for all of the tax returns you wish to file by mail. Follow the instructions to print your return(s). If you haven't already paid any outstanding TurboTax fees, you'll be prompted to do so before you can print. TurboTax Desktop With your return open in TurboTax, select the File tab, then select Continue. On the next screen, E-file Your Federal Return for FREE, select File by mail and Continue. Continue through the screens until you get to the Print Tax Return for Mailing screen. Select Continue. Windows users: On the next screen, select Print Returns to Mail, then select Preview Print Copy. Once the preview has opened, select the printer icon.. Mac users: After the printing graphic finishes loading, select Print. When finished, select Continue in TurboTax and follow any additional onscreen instructions.

Yes, if you are asking if the overpayment from your 2024 Form 1040-SR that you elected to apply to your 2025 estimated tax is included as a payment for the 2025 tax year. The overpayment from your 2024 tax return that you applied to 2025 will serve as a credit against your 2025 tax liability.  It will be considered paid as of the first quarter's due date (April 15), regardless of when you file your return.   A taxpayer who overpays their income taxes in one year can apply all or part of their overpayment to the next year's tax. This is done by indicating on your return the amount to be applied to the next year's ‌estimated tax. You can find this on your 2024 Form 1040-SR on line 36.   See Estimated Taxes; How to Determine what to pay and when.   You can enter this into TurboTax as follows:   Click on Search at the top right of your TurboTax screen Type estimated tax payments in the search bar Click on the link Jump to estimated tax payments Your screen will say Estimates and Other Income taxes paid In the section that says 2024 Refund Applied to 2025; select Start next to 2024 refund applied to federal taxes     Please return to Community if you have any additional information or questions and we would be happy to help.   

If TurboTax is skipping the SSA-1099R entry and going directly from 1099-R to Canadian Pension, try accessing Social Security benefits manually: 1. Go to Federal Taxes > Wages & Income. 2. Scroll down to the Retirement Plans and Social Security section. 3. Select Start or Update next to Social Security (SSA-1099, RRB-1099). 4. When asked, confirm you received Social Security benefits and enter the amounts from your SSA-1099R form. If the option still doesn't appear, try using the search box to type "Social Security benefits" to jump directly to that section.   @gaillovesjim

That doesn't sound correct.  To complete the backdoor Roth reporting correctly, you must complete two separate sections (income and deductions).  You will need to enter the traditional IRA contribution you made in the deductions and credits section, ensuring you marked it as non-deductible if your income would otherwise allow you to take a deduction.  You'll then enter the 1099-R you received to report the rollover- make sure you make the selection that you rolled all of it to a Roth.   To check if the Roth conversion worked as it should, here is how you can check: go to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and check that line 4a show the full distribution and line 4b is either $0 or a small amount if you had earnings in excess of your contribution.   To review the steps in full to create a backdoor Roth conversion, here is a reference: How do I enter a backdoor Roth IRA conversion?

Thank you for posting the forum link.  I have tried that, but when I sign in and select the "Continue From TurboTax Online" option, it only tries to pull in the 2024 return, which I don't have.    Is there any way to get 2025 to import?  Based on what I've read, this should be possible, but I haven't gotten it to work, and the TurboTax "expert" who I talked with on the phone did not know or find it either.  Thanks again!