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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!  

Yes, you can receive the credit if you paid rent, for at least half of 2025, on property (including a mobile home that you owned on rented land) in California, which was your principal residence and meet the other qualifications.     See Nonrefundable Renter’s Credit Qualification Record.

To quickly obtain an Identity Protection PIN (IP PIN) from the IRS, utilize the online "Get an IP PIN" tool available on IRS.gov, which requires ID.me verification.   Alternative methods are available if you cannot use the online tool: File Form 15227 if your Adjusted Gross Income (AGI) is below $84,000 (or $168,000 if married filing jointly). Visit a Taxpayer Assistance Center. The IP PIN is a 6-digit number that is valid for a single calendar year and is required for electronically filing your tax return.  

If it is the federal return, you should be able to efile unless the correction you made must be filed by paper. My amendment was to correct a 1099 INT form and TT allowed me to efile my federal and state amended returns.