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when you enter a non-deductible contribution or 1099-R with Roth conversion, in the following questions you will be asked if you tracked basis in prior years and you can provide the updated basis carryover for your 2025 Form 8606 Line 2.   you would then need to file an amended return for 2024 to fix your 2024 Form 8606 Line 14 to match.

At a quick glance this strikes me as an overly convoluted plan that might not work out the way you think it will. There is no "full benefit" from itemizing deductions. If your federal itemized deductions are $30,000 and the federal standard deduction is $32,200, you get a $2,200 bonus for taking the standard deduction. You get to deduct $2,200 more than your actual deductible expenses. On the federal side there is no benefit to artificially inflating your deductions. Also, the IRS will sometimes question a deduction for state tax withholding that is unnecessarily high (though the amounts your are talking about might not be large enough to catch the IRS's attention). I don't know what you mean by "the 1099G worksheet." There is no form in TurboTax called 1099-G Worksheet. So I don't understand how you think it would reduce your federal itemized deductions. You also have to take into account that a large state refund for 2026 will be additional taxable income on your 2027 federal tax return. Is that where "the 1099G worksheet" comes in? I think you should work through Schedule 511-D in the Oklahoma tax return to make sure you understand all the restrictions and limits. You might not be getting the deduction that you think you would get.  

@ShenaWDL Using both the TurboTax desktop editions and Online editions for a period of at least 30 years, paying current year taxes owed from a current year tax refund has never been possible using the TurboTax software.  Nor is it offered by TurboTax when showing the options for paying the taxes owed.  Please point out on the following screenshot for paying state taxes owed where it offers the taxes owed to be paid form the federal tax refund -      

Hi Patricia, Thank you, I am seeing the line 7 on the Activity worksheets for our properties, and for each of the Hawaii properties it's less that the losses this year. I still don't have the answer for my original question: We had $36800 losses from Hawaii properties in 2025. Why doesn't the whole amount of $36800 carry over to the next year? Is it correct that on N-15, Hawaii losses get offset by non-Hawaii income and as a result only 1/3 of our 2025 losses for Hawaii properties carry over to the next year? We are paying no taxes to Hawaii for 2025, but we also don't receive any tax refund, so we would expect all the $36800  losses to be carried forward on Hawaii N-15. Why is it not so?

Yes. On form 1116 you have expenses that are directly related and not directly related. According to the IRS instruction for form 1116, on line 3a you would enter "certain itemized expenses" under NOT definitely related.  So yes, what you see on your form is what you should see on your form. 

These answers are incorrect. TT DID give the option for me to pay my state owed out of my fed refund. Now my Fed refund is reduced by the state amount IN ADDITION to TT fees. TT has done it this way for years. At the end of filing TR sent me a voucher to use to pay my state myself. Since I filed last minute I paid my own state taxes. TT has still kept the state amount, sending me only a portion of my fed taxes.  Can someone answer the question from TT instead of using googles AI response?!

hi Vanessa,   I have send the encoded file to TurboTax using my desktop version. The code is1359264110-31991118.   The refund I got was $241.00. My calculated refund is $1724.00.   Thanks Suresh

It’s too late to file prior-year tax returns on TurboTax Online.  You will have to purchase TurboTax Desktop and install it on your computer to prepare your 2024 tax return.  You should prepare your 2024 return before you prepare your 2025 tax return. You will have to pay to use TurboTax to file your 2024 return and you will have to start over.   If you would like to use this option, here's the link to get started File your 2024 tax return.   For more information, review the TurboTax Help article How do I file a prior year tax return? and How Do I File Returns for Back Taxes?

If you are using TurboTax Desktop for 2025, go to forms mode and open the Two-Year Comparison form. You can manually enter the 2024 information in the 2024 column of the form. Since TurboTax Online does not have forms mode, there is no way to do this in TurboTax Online.  

If the amounts aren't matching, there could possibly be a return that someone else filed in your name. You may need to contact the IRS at the number on the letter that you received.   If you received a CP5447 series notice or CP5071 series notice from the IRS needs to verify your identity and the return that was filed. The IRS wants to ensure that it was you who filed the tax return.   Refer to the IRS Help Topic Verify your return to complete.   Refer to the IRS Tax Tips: The IRS alerts taxpayers of suspected identity theft by letter and   What taxpayers should do if they get an identity theft letter from the IRS for further instructions.