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I didn't have any dependents, but this basically worked for me. 1) 1098-T switched No to Yes 2) Went a few steps in filling in info as if I were a student 3) Backtracking and then deleting the information   I apologize if that makes little sense, but we just were on with Turbo Tax for 3 hours and no one could figure it out.

According to Turbo Tax there is no processing fee if you have your refund sent to you by check via USPS and by passing direct deposit. This doesn't seem to be true. I changed from direct deposit to the mail option and Turbo tax is still requesting the processing fee. 

@colotom    I'm not sure you actually followed my directions.   For the 1099-DIV form, on the page I showed above: 1)  You must first select the TOP radio button  (....."one state"....) and set that to "Multiple States" all by itself. 2)  THEN....select the second radio button, and enter the breakdown to PA  $$, and the remainder to "Multiple States"  $$ in the second table.  

Yes, you can proceed with the conversion of Account #1 without worrying about the balances in your Vanguard IRA (Account #2) or your old 401k (Account #3).    The pro-rata rule and the IRA aggregation rule only apply to conversions involving Individual Retirement Accounts (IRAs), because your conversion is happening entirely within an employer-sponsored 401k plan, the IRS treats it as separate. 

Thanks for the responses dhertz and baldytax (sorry if I got the usernames incorrect).   I fixed the previous years for 8606. My tax basis is now down for $25,0000 to $10. However, I am still struggling with turbotax for year 2025. In the wages section, I entered the contribution of $8000 and I converted all the amount to a roth. However, the $8000 is not carried onto the line 1 in form 8606.    All of this amount is now carried into form 1040 as taxable. Why is this so hard in Turbotax? I have been doing taxes for a long time, so form 8606 by itself cannot be rocket science for me to understand the basic questions. If it is an issue with software, other people should also have the same issue.  Please let me know what could be wrong? Thanks!              

It is now 3/28/26 and the form 5695 is still not functioning properly.  I have qualifying expenses and have met all the criteria to qualify.  Please address this, Turbo Tax Tech crew!  As you can tell, your customers are having significant trouble with your product.

Thanks again for walking through with me the various steps to resolve the issues, I will summarize below the steps to complete both the federal and CA state returns. Could you please help me see if everything is correct?   Since I resigned in April 2025 from a company I joined in Dec 2024 (and received a signing bonus in Dec 2024), I paid back my unvested bonus back to them. I want to claim back my $5,000 federal withheld and $1,000 CA state withheld for those unvested months. Here’s what I plan to do:   Federal Return: Schedule 3, Part II, Other Payments and Refundable Credits: I entered $5,000 on L13b (Section 1341 credit for repayment of amounts included in income from earlier years).   CA State Return: I entered $5,000 (federal credit amount) on Schedule CA (540), Part II, Line 16, Column B. For the Form 540, Line 78 (Total Payments), I will write “IRC 1341 $1,000” on the dotted line to the left of Line 78. I will OVERWRITE the original amount with $1,000 addition (eg, $2,645 will now become $3,645).   I will only efile the federal return. Once it’s accepted by the IRS, I will print the CA state return for mail filing and write in the IRC 1341 notation.  

I have been through the same nightmare! I spent countless hours on the phone with TurboTax  “experts,” but they can’t explain why the amount of federal tax due increases 11 times after I answer the question Did the Paid Leave Oregon involve work  like your main job? I answered no, but the minute I hit the continue button, my federal tax due skyrockets.  I also answered only 2025 to the question. How often did you get income for paid leave Oregon.  So I am still in this nightmare.  TurboTax is just telling me I need to pay for a tax expert.  Any other suggestions/solutions would be much appreciated!

Updated TT today, March 28.  It changed our untaxable $7000 QTP to Roth Rollover into a taxable one.   As this thread mentions, this is not correct.  Working backwards through the forms, I think I found out approximately where the error is occurring, but I don't know how to correct it.   Starting at Turbo Tax Form 1099-Q, Page 2, Line 7 "Disallowed Rollover Amount" = $7000.  Right click to "Data Source".  This launches "Form 1099-Q Disallowed Rollover Amt". Click the first blue link "Forms 1099-Q Summary Excess QTP-Roth Roll (T)".  This opens form "1099Q Summary". On the "1099Q Summary", Line 26 "Disqualified QTP to Roth Rollovers" = $7000.  Right click to "Data Source".  This opens "Excess QTP-Roth Roll (T)". Click the blue link "IRA Contributions Worksheet/Excess QTP to Roth (T)".  This opens the "IRA Contributions Worksheet" and goes specifically to the "QTP-to-Roth Rollover Limit Smart Worksheet".  Line i is "QTP to Roth rollover in excess of limit (a minus h) = $7000 - $0 = $7000.   To get line i (the excess) to be $0 would require line a to also be $0.  But, line a is "Eligible QTP to Roth Rollover for 2025" =$7000, which is correct.  Therefore, something is wrong with the "QTP-to Roth Rollover Limit Smart Worksheet", and this reappears on Line 24 and 27, below the worksheet.  See below.   Line 24 "Roth IRA Contributions, Combine Lines 20 through 23" = $14,000.  However, the math is incorrect. Line 20 = $0 (blank) Line 21 = $0 (blank) Line 22 = $0 (blank) Line 23 = $7000.  How can the sum of 0 + 0 + 0 +$7000 = $14,000?   Then, Line 27 "Total Roth IRA Contributions" = $14,000.   Also, Line e in the Smart Worksheet is  "Remaining lifetime QTP-to-Roth" = 35,000.  Since 2025 had our first $7000 rollover, I think this should be 35,000 - 7,000 = 28,000, not 35,000.   To summarize, Line 24 and 27 of the IRA Contributions Worksheet list $14,000, as if we had rolled over 2 x $7000, but we did not do this.  Lines 24 and 27 should both be $7000.  I think the error originates in the "QTP-to-Roth Rollover Limit Smart Worksheet", ahead of lines 24 and 27.      Has anyone determined how to manually override any of the lines in the QTP-to-Roth Rollover Limit Smart Worksheet or IRA Contributions Worksheet?  And, which lines??  Obviously, I don't want to do this, but I am getting desperate.   Time is running out.        

@RickDanger , if your return was prepared using Windows desktop Home & Business, you can send the .tax file to your tax professional.  I am assuming he/she  has Intuit Tax Prof. software like  Lacerte.  Most professional software do allow for  input of   TurboTax .tax files. Else you print out the full return  ( all worksheets and forms, calculations etc. ) documents and  let him/her go through that. Is there more one of us can do for you ?