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For a California 403b contributions, you can select listed as "125" (or Sec 125/CAF125) in Box 14, you should select the category "Other/not classified".  TurboTax looks at the Box 14 category to see if there are any tax treatment you can use.  In the case of a 403b in California, there is none.  

A POA terminates upon the death of the principal.   What you need to do is file the 4506 along with Form 56 (technically, you should include a death certificate and proof of your appointment as personal representative).   Sorry for your loss.

Follow these steps: Open to federal income. Look for the section about Other Common Income Continue past state and local tax refunds - not that one.  Below it is Other 1099-G income. Use that one.

This will not work, can we create case for turbotax support to solve this issue for online version? I can not do averything again and pay for it just to realise desktop has some other issue and I can not file again

@ Heightsman1 wrote:   Their only comment was that I should go back to Costco and get a refund. Costco has a no refund policy. Anybody have any suggestions for a next step? I would like to have the return incase I need to amend the return. Is the license code not displayed when you use the Products tab of your Intuit Account?  I'm surprised Customer Support couldn't find it.   Some characters are confusing such as 0 (zero) and O (letter), 1 (one), l (lower el), I (capital i), etc.   These are just some thoughts on how I might troubleshoot if it were me.  And I'll tell you how to invoke the refund policy below, if needed.   Did you change anything in your computer hardware system lately that was different then when you originally activated your software and filed your returns?  For example, do you have a thumb drive or external device plugged into the computer that wasn't there when you first activated the software?  Or vice versa, when you installed the software, was there a thumb drive/external storage device plugged in?  Or have you installed a new hard drive, etc.?   Try running your TurboTax as an administrator to see if it stills give you the activation screen.  In Windows, to do that right-click on the icon and in the popup choose Compatibility tab, and then "Run this program as an administrator."   Keep watching the thread to see if anyone suggests something else.   TurboTax has a 60-day 100% satisfaction guarantee--no matter where the software was bought.   If you end up invoking that, see the FAQ below.    If you request a refund, be aware it will have you enter the current license and will deactivate it.   Refund Request https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US The request submission form will ask for a photocopy of your Costco receipt, and there is a box where you can explain the details of your reason for requesting.   If you lost the receipt, you can get a reprint in store or at the Costco website.

I have had this same 'looks like your file is corrupted message' for years. I had it on my desktop and my laptop. After spending countless hours with an agent, they blamed it on my devices. I purchased a new laptop this year and same problem and error code. , No one seems to know why, so it is just easier to blame our devices. Their programs are expensive and e-file fees go up every year with no solutions to 'their' issues. I have used their products for over fifteen years and there always seems to be an issue with something. You think they would have perfected it by now? So frustrating. 

This question has aggravated me for the last couple of years.  I do not have any non-deductible IRA contributions, and I tell the program that.  I take an RMD from an Inherited IRA (no non-deductible contributions), a regular traditional IRA distribution, and a traditional IRA -> Roth conversion.  I never understood why TurboTax asks for the year-end value of my IRAs.  It is not relevant. Your answer gives me a clue.  I tried to delete my 8606.  It kept coming back.  And that's because I have a Roth conversion, so section II of the 8606 gets filled in.  I hypothesize that TurboTax sees I have the 8606 and asks for the year-end value of my IRAs because that's needed for Section I of the 8606.  So even though I've told TT enough that it should know I don't need to fill out section I of the 8606, it is too unsophisticated to realize it does not apply to people with Roth conversions (and no non-deductible contributions). I agree with others who posted here that by now, this should have been fixed.  Ditto the complaints about references to the 5498, which most people won't have by April 15.  Ditto the complaints about no explanation of what "outstanding" means.  Overall, a pain point that TurboTax needs to fix.

TurboTax is behaving correctly.  The income on which self-employment tax is calculated is not permitted to be reduced by your self-employed health insurance deduction.  The self-employed health insurance deduction is a personal deduction, not a business deduction.  The same is true for the self-employed retirement deduction.

Yes I do have form 8606 in 2024. In 2025 probably too. My question is how do I make Turbotax not to eliminate USD 1600 of taxes I owed due to making conversion from Traditional IRA to Roth IRA while having a balance in before tax Traditional IRA after i input my after tax traditional IRA contribution for 2025. How do I do it? Experts here confirmed 8606 for 2024 is correct, USD 1600 of taxes owed for conversion is correct, but how do I keep those taxes on my report after inputing info that I am making contribution to Traditional IRA for 2025 as well?

You will need to start in desktop version from the beginning,  And I am afraid I don't know if the Metlife discount applies to the desktop version.  You will have to ask Metlife that.  But roll last year's return into the desktop version and that should solve the problem for the balance in the IRA and the taxes due.

TurboTax uses total tax divided by total income simply to give you the big picture. As @CatinaT1 states above, the effective rate does not include everything. It isn't what you would use to actually compute your tax liability. It is just an informational number to help you plan. I agree with Catina that use the of the tax calculator is the better option.   If your rate is lower then TurboTax is using a larger denominator or excluding taxes from the numerator. Some items that have an effect are:  Muni bonds Social Security nontaxable Self Employment tax Refundable credits Look at your 1040 line 24 for total tax and line 9 for total income. You will be able to see the nontaxed income and refundable credits that are throwing off the calculations.   Of course, the biggest concern is the actual tax liability which is calculated on a smart worksheet (1040 between lines 15 and 16) or through the Qualified Dividends/ Capital Gain Tax Worksheet. You can look for those in your return.

How can I switch to desktop version and use Metlife legal plan discount, please? Will I need to start in desktop version from the beginning? I just tried to delete the 1099-R info in wages section and inputed everything again, but it didn't ask me about if I want to tkack the tax basis of IRA for future use. So it was not there. And after I deleted section in deductions about Tradi tional IRA contributions and did everything again it didn't ask me too. So where can it be?

Si ya recibio aviso de TurboTax que su declaracion ha sido aceptada por el IRS, tipicamente demora al menos 21 dias recibir su reembolso.   Tambien puede visitar a el sitio web del IRS en este enlace - Refund Status.   Para obtener informacion sobre el reembolso del estado (si aplica), debe realizar una busqueda en el sitio web del estado. Por ejemplo, en Google, puede ingresar, ¿Dónde está mi reembolso de [nombre de su estado]?  Si no ha comenzado sus impuestos y desea saber de sus taxes, necesita ingresar todos sus formularios en TurboTax para poder saber de sus taxes.