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I was able to download financial institution information/data, however it changed from the method of previous years.  This year there was an input summary but some of the amounts were totals of  1099 data and I had to find the correct numbers by hit or miss and the numbers on the summary were not identified (i.e. for stocks sales proceeds, cost, gain or (loss).  

Hello,  Thank you for your help. I prepare the returns for my son who has a Roth IRA that was started in 2022. When I entered the contribution for 2025, I just so happen to come upon the question about having TT track the basis of the Roth IRA. Curiously, I went the form section and pulled up the IRA information worksheet for all the years from 2024 to 2022.  Alarmingly,  I noticed the return from 2022 worksheets had a basis under the categories "Basis in Roth IRA Conversions" of $30,000  and " Conversion basis carryover as of 12/31/22 of $30,000.   Then again on the 2023 returns it showed up again with "Conversion basis carryover as of 12/31/23 " of $30,000 and the " Basis in Roth IRA Conversion "  $30,000.   He never did a Roth Conversion. The 2022 year was first the he ever contributed to any IRA.   For the 2024 and 2025, these Conversion amounts did not show up on the IRA information worksheet.   I am afraid that the IRS may think he did a conversion in 2022 or earlier and will be wrongly penalized because no tax was paid for these conversions. I was not aware of this  entry  of $30,000 on the worksheet until I looked into these worksheets. Will the IRS see the worksheet? How do I know if I mistakenly reported a conversion back in 2022 when such action was not carried out?   Do I need to amend the returns of 2022 and 2023 ?  I would not know what section to say he did not do a  Roth conversion of $30,000 ever.    Please help .      

I have a 2024 entry for self-employed income. When I "Edit" that entry it takes me to a screen where I choose "Looks Good" and it then skips to a screen that says "Time to add expenses". It doesn't let me actually add income to that entry. I have tried clearing cookies, cache, incognito browser, different computers, and different browsers. If I do a NEW entry I can enter income, but I want it linked to my 2024 entry.

Public Law 104-95  Sec. 114  (1996) ‘§ 114. Limitation on State income taxation of certain pension income ‘‘(a) No State may impose an income tax on any retirement income of an individual who is not a resident or domiciliary of such State (as determined under the laws of such State)."   Since most users don't know the law, why does every version of TT allow taxing non-residents for pension/retirement income from other states????  How hard is it to ask a couple questions about a 1099 pension/annuity/403b/ etc., if you can't automatically determine) and remove that income from the non-resident state return?  Or at least tell the user "This income is not taxable in the State XX."  

 am using the Desktop TurboTax 2025.   TurboTax incorrectly computes my benefits deduction from my Federal AGI for my Illinois income tax.  All Social Security benefits, pension benefits, and IRA/401k are exempt from Illinois Taxation.   Federal Income tax taxes 85% of my Social Security. In computing my benefit deduction from Illinois taxable income, TurboTax adds the TAXED amount rather than the total Social Security benefit. This results in Illinois taxing 15% of my Social Security benefit in the TurboTax computation.   I went back to 2022, 2023, and 2024 returns. In each case, I have been taxed incorrectly on 15% of my Social Security Benefit.