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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 contributi... See more...
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?
After selecting e-file of Federal and State Returns, the program asked about "...need a little information that we didn't need earlier."  The info was in regard to last year's tax return.   I input... See more...
After selecting e-file of Federal and State Returns, the program asked about "...need a little information that we didn't need earlier."  The info was in regard to last year's tax return.   I inputted the info it asked for but after selecting Continue, ''...taxable portion on income is calculated using the worksheet below.  Clear this value" Deleted info , Continue button, goes back into review and "...need a little more info..."    Last year my State Tax bombed because something got screwed up, I submitted a "hard copy" and mailed it to State.   So no matter what I input to last year's entry, the Turbo Tax program doesn't like the answer and goes back and asks for the information again and no matter how I try to manipulate the input, it's not acceptable.   HOW DO I BREAK THIS LOOP?
@kaw Click on Tax Tools on the left side of the online program screen Click on Tools Click on Save your 2025 return to your computer
Hey thanks for this. Really appreciate the detailed reply.   Will install the full programs PLUS the data files for those last two years.   George
I rolled post-tax IRA money into a Roth IRA and Turbotax is considering it a taxable IRA distribution. I have no other IRA accounts.
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... See more...
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!  
I double checked everything: prior year's AGI and PIN's for the first return. The second return were told to go to the IRS website to find the IP PIN. After jumping through hoops to log in, there wa... See more...
I double checked everything: prior year's AGI and PIN's for the first return. The second return were told to go to the IRS website to find the IP PIN. After jumping through hoops to log in, there wasn't an IP PIN number assigned to us. Yet, there's no way correct something that isn't wrong. I had to mail in the returns. And, I lost the use of 2 e-files of my 5 e-files on Turbo Tax Home and Business. I do taxes for my married children and us.
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 ... See more...
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 avai... See more...
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 s... See more...
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.
Thank you!  I appreciate your support of the Turbo Tax community. 
How do I save my TT MacOS file? It's title is "Untitled" and the "save" under my File menu is gray.
You can see Payments and Withholdings on line 33 of your 2025 and 2024 1040 tax returns. For employees, and retired individuals, withholding is the amount of federal income tax withheld from you... See more...
You can see Payments and Withholdings on line 33 of your 2025 and 2024 1040 tax returns. For employees, and retired individuals, withholding is the amount of federal income tax withheld from your checks.  If you pay additional taxes (Estimated Taxes), these are identified as Payments. You can view your 2025 1040-tax return online by following these steps. On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar, select Preview My 1040. Payments and withholding are on line 33 of the 2025 tax return. To access prior-year TurboTax returns, Sign in to ‌TurboTax  You'll have to use the same user ID,  Go to Tax Home Scroll down to Your tax returns & documents Choose the desired year Download or print the PDF.     
ticket # 1340999 - Check this entry button will not allow me to E-file. Please help!!!!