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to contribute directly to a Roth you need to be below the MAGI phaseout, and also have compensation (earned income like a W2) for at least the amount of the contribution.  Do both these apply?   if you are using TT Online, on the left menu under Deductions and Credits Summary you should see the Traditional & Roth IRA Contribution section, if something was already entered it will show up there.   some people also confuse Roth contributions and recharacterizations with backdoor Roth conversions through a non-deduction contribution to a Traditional IRA.  If you did a backdoor Roth ensure you are entering the contribution to the Traditional IRA and nothing to do with moving the money to Roth, the Roth conversion part is handled by the 1099-R.

As long as the three different accounts are all IRA accounts (not 401k, 457, etc) then you are fine--no additional steps needed. The IRS just needs to see that $21,000 was taken out in total (again, as long as none of these are work accounts, not yet moved over to IRAs)

You will enter your Interest income in the Investment Section of Wages & Income. Select "Wages & Income" under the Federal Tab Select "Interest on 1099-INT" Select "Add another 1099-INT" Proceed to enter in the applicable information.   Refer to the TurboTax articles Where do I enter Form 1099-INT? and  Filing Tax Form 1099-INT: Interest Income for additional information.

We can't answer why your child did not qualify for the Child Tax Credit because we can't see your tax return.   The maximum amount of the Child Tax Credit (CTC) is $2,200 for each qualifying child, and the maximum refundable additional Child Tax Credit is $1,700. To be eligible for the full amount, your modified adjusted gross income has to be under $400,000 for Married Filing Jointly or Qualified Widower and $200,000 for all other filing statuses. If your income exceeds the threshold, your CTC is reduced. If you have children that are older than 16 at the end of 2025, they don't qualify you to get the CTC, but you may still be eligible to get the   $500 non-refundable credit for Other Dependents instead.   In addition to the requirements listed above, you child must meet the following eligibility requirements to qualify for the Child Tax Credit. Be under 17 by 12/31/2025 Be related to you (child, stepchild, foster or adopted child, sibling, or descendant of any of them) Have a Social Security Number that makes them eligible for work in the U. S. Lived with you for more than half of the year Be a dependent on your tax return Didn't provide for more than half of their expenses Be a U.S. citizen, U.S. national, or U.S. resident alien.   For more information, refer to the TurboTax Help articles: Child Tax Credit: Top 8 Requirements for 2025-2026, What is the Child Tax Credit?, and What is the Additional Child Tax Credit?    

My situation exactly! (except with Michigan State taxes due). I received a letter stating I owed MI taxes that was over twice as much as calcuated by TurboTax. Calling the state was impossilble (to find out the problem) and internet on the website again stated the incorrect amount. I scheduled direct debit from the same account and the same date Fed taxes due. The Federal debit went through as scheduled, but not the MI debit. So I guess I've learned my lesson ... do NOT e-file MI taxes with TurboTax (even though it cost me extra!). In previous years I've either sent a check (which was cashed immediately), or paid online through their website and then mailed my returns showing no taxes due. I'll now pay my 2025 taxes due on/before April 15 online (as calculated by TurboTax) and hope there will be no problems.

Yes, entries that need correction are pink/red. Those will be your estimates and overrides. Those are quickly found by their color in Forms mode. Once you have corrected your entries, go through the interview section of the program. This will help to get the program back on track.

@nightshine   Turbo Tax does calculate SS right.   But people have been skipping the next question about living in a Foreign Country or answering it wrong.   Should be No.      What state are you in?   You shouldn’t need to amend state.   Most states do not tax Social Security and subtract any taxable amount from the federal AGI.  So if there was no amount on 1040 line 6b there’s nothing to subtract on the state return.

You will need to pay Louisiana whatever the Louisiana return asks for. Go to the Louisiana payments portal here.   You also immediately need to go to your HR people and file a W-4. The W-4 is used to determine your federal withholding, but the amount of taxable wages can be used in most states to plug into a state-provided table to determine how much to withhold for Louisiana. You may need to make an estimated tax payment to Louisiana to make up for the 3 1/2 months you have missed this year.   If you do not work in Louisiana and your employer will not make Louisiana withholding, then you will need to estimate the amount of tax you will owe each quarter, and make the payments yourself. Look for Make a Payment on the Louisiana payment portal to make an Estimated Payment.

If you don't qualify for the Lifetime Learning Credit,  or want to eliminate it, you'll have to delete the forms that are related to education credits.  If you see form 8863 and form 1098-T, delete them. Click here for instructions

TurboTax really messed up my return.  My SSA 1099s total was $41206.  Instead of calculating the taxable benefits, it put a $0 in line 6b.  So instead of getting back over $8000, we received $4500.  When I called the IRS they explained that there should have been $35026.  So, not only did we receive less back from federal, but I just recalculated the state and we now owe over $1700!!!  There is a flaw in the software.  It is not doing the calculation that is in IRS Publicatio 915.  So when I tried to call an "Expert,"  she kept telling me that the SSA1099 information on the TurboTax was correct.  She wouldn't listen to what I was saying about what the IRS told me.  I am really upset right now with TurboTax!!!