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Thanks for responding. It's been doing regular updates when I log in and I did check the manual update last night and it was not there. I'm not sure if it helps, but it doesn't remove the whole credit on restart, just most of it.

If you cannot type in the fields via the Step-by-Step (EasyStep) interview, follow these steps to manually force the entry:   Enter Forms Mode: Click the Forms icon in the top right corner of the TurboTax window. Locate the Statement: In the left-hand sidebar (the list of forms), look for "IRA Explanation" or "Recharacterization Statement." If you don't see it, look for Form 8606 (Titled "Nondeductible IRAs") for you or your spouse. Find the Trigger: Often, the explanation statement is a "supporting worksheet" attached to the IRA Contribution Worksheet. Perform the Override: * Click on the field you want to edit (e.g., Date of Recharacterization). If it still won't let you type, go to the Edit menu at the very top of your Mac screen and select Override (or press Command + D). The field will turn red, indicating you have manually entered the data. Note: Overriding usually prevents you from e-filing in some software versions, but for "Explanation Statements" (which are text-based attachments), it typically does not trigger an e-file block.   Why is this happening? There are two common reasons for this specific behavior on Mac:   The "Double-Click" Bug: On the Mac version, some text boxes require you to click once to select the field, then wait a second, then double-click to activate the cursor.  Worksheet Dependency: TurboTax often "locks" fields if it expects that data to be pulled from a different worksheet. For your spouse, it may not be allowing the date because the "Spouse's IRA Contribution Worksheet" hasn't been fully "initialized" by the software's logic yet. A "Clean Slate" Workaround If the override feels too messy, many users find success by: Deleting the IRA entry entirely for the spouse. Going to the Forms list and deleting the IRA Contribution Worksheet (Spouse) and Form 8606 (Spouse). Returning to Step-by-Step and re-entering the contribution from scratch. Often, the second pass "unlocks" those stubborn text fields. Requirements for the Statement Just to ensure your manual entry is IRS-compliant, the IRS requires the following for a recharacterization statement: The amount of the original contribution. The date of the original contribution. The amount transferred (the original $7,000 +/- earnings/losses). A statement that you are electing to recharacterize the contribution. Quick Tip: If the software remains truly "stuck," you can technically e-file without the statement and the IRS will rarely flag it as long as your Form 8606 correctly reflects the final status of the contribution—but it is always better to include the statement to avoid a "Request for Information" letter later.

A rollover IRA is  a traditional IRA.   Your basis does not reside in any particular one of your IRAs.  When you have basis in nondeductible traditional IRA contributions, all of your traditional IRAs, including the rollover IRA, are treated as one combined traditional IRA for the purpose of calculating the taxable amount of a traditional IRA distribution.  When TurboTax asks for your year-end balance in traditional IRAs, you must include the year-end value of all of your traditional IRAs, including the rollover IRA.  Because your basis applies to all of your traditional IRAs combined, some portion of the distribution from your rollover IRA will be nontaxable, determined on Part I of Form 8606.

This is a 4 character code assigned to the manufacturer (Qualified Manufacturer Identification Number). Look on your invoice, check the manufacturer's website (manufacturer's certification statement) or call the company.

You are right on the tax implications and rules. My problem is not tax knowledge, but tax software complications. I still have not been able to find, in turbo tax, the place where I can enter the eligibility that you state above. The online version of turbo tax that I am using does present that option to accurately report on my tax filing.   I am currently looking at other online tax software for my taxes and there is no step-by-step procedure with turbo tax online to do what you specify above or any other way that I have been able to find.

This did not help. I kept getting the error until I unchecked the option to efile my Minnesota Property Tax refund. Then my Federal and State returns were processed. However, when I tried to efile my MNPR1 separately I no longer could get the option to efile that form. Now that I'm retired it looks like the 'free' version has a lot of missing options unless you PAY! I've used TurboTax for many years, but now trying to file for free has VERY limited options and has been very frustrating! I need to find another program.

@ange-segura-villalobos ,  si quieres presentar declaración como casado presentando en conjunto, entonces, tienes que hacer lo siguiente: (a) tienes que presentar por correo (b)preparar un formulario W-7, solicitando un ITIN para su esposa ----Esto significa completar el formulario y adjuntar copias certificadas del pasaporte / identificación, etc. (c)Una solicitud, firmada tanto por usted como por ella, diciendo que ambos quieren que ella sea tratada como residente a efectos fiscales. (d) por lo tanto, estás permitiendo que Estados Unidos grave sus ingresos extranjeros. Si sus ingresos son gravados en su país, entonces puedes usar la exclusión de ingresos obtenidos en el extranjero o el crédito fiscal extranjero para reducir los impuestos estadounidenses sobre sus ingresos. (e) El principal beneficio de todo este proceso es que puedes usar la deducción estándar y así reducir tus impuestos federales (puede ser). (f) El principal beneficio de todo este proceso es que puedes usar la deducción estándar y así reducir tus impuestos federales (puede ser). Solo ud. puedes juzgar si todo este gasto y esfuerzo vale la pena por la ganancia (poder usar la deducción estándar en lugar de la deducción detallada). ¿Hay algo más que pueda hacer por usted?

There are two ways to find your return. After you open the software, it shows to continue your 2025 return. Below that are the options to start new or continue from online. Between them is Find a Tax File. You can also find a file by using the top left File button and you can select Open Return.     You can make multiple returns on the desktop version. You can create different scenarios and save them under different names.

Here's how to get all the forms and schedules for a prior year.   TurboTax Online: Sign in to your TurboTax Account. Go to the section "Your Tax Returns and Documents" and select the prior year Click "Amend (change) YYYY return" Click 'Start an Amendment Online" On the left NAV "Tax Tools" should now appear.  Click that and then select "Print Center" Choose the forms you would like to view/print/download to P  

Yes, it is correct to include the premiums for you and your children in the "Spouse" column (on the Qualified Health Insurance Premium Deduction (Form MO-A)).   Missouri requires you to split income and deductions between spouses on a "Combined" return to ensure each person’s tax is calculated correctly (since Missouri has a graduated tax rate).   Enter your husband's Medicare premiums in the Taxpayer Column.   Enter the total premium you pay for the policy that covers both you and the children in the Spouse Column (you are the primary subscriber for that specific plan).   And Yes, you can still deduct children's premiums next year... as long as your children qualify as your dependents (or would be your dependents except they have gross income or file a joint return).   If you are both on Medicare and the children are on their own separate plan:  If you pay the bill from a joint account: You can split the kids' premiums 50/50 between the Taxpayer and Spouse columns, or put them all in one. If you pay from a separate account: Put them in the column of the parent who owns that account (it may be easier to keep the "family" insurance in the same column as the parent who previously managed it). Note: Make sure that If any of these premiums were paid with pre-tax dollars (e.g., through an employer) that you don't deduct them (they are not "Qualified" because you already received a tax break on them).  Only include premiums paid with after-tax dollars (paid directly by you).

Yes, it is correct reporting, and the reason TurboTax doesn't "just know" is due to a technical gap in how AMT data is stored.   1. Is this "Correct" Reporting? Yes. According to the IRS Instructions for Form 6251 (Alternative Minimum Tax), you are required to "refigure" your capital gains and losses specifically for the AMT calculation.  The IRS acknowledges that your AMT Basis (the "cost" of your investments for tax purposes) can be different from your Regular Tax Basis. If you have a loss carryover from a previous year, you are entitled to use that loss to offset your income for AMT purposes, just as you do for regular tax. If the software isn't showing that loss in the AMT "shadow return," you are being taxed on "gains" that don't actually exist in the eyes of the law. By manually entering those losses as negative numbers, you are providing the software with the AMT Capital Loss Carryover it was missing.   2. Why isn't TurboTax automatically figuring this out?   It comes down to historical data tracking. TurboTax is usually great at carrying over your regular tax info, but it often fails on the AMT side for two specific reasons:   Reason A: The "First Time" AMT Trigger If you have never been subject to AMT in the past, TurboTax may have only tracked your Regular Tax Carryover. It didn't "bother" to create a separate parallel record for an AMT Carryover because it didn't think you needed one. When you finally hit the AMT threshold in 2024, the software looks at its AMT records, sees a "zero" or "blank" for prior-year AMT losses, and assumes you have none. Reason B: The ISO "Basis" Difference This is the most common culprit. If your losses came from selling stock you acquired via Incentive Stock Options (ISOs):   Regular Tax: Your "cost" was the low price you paid for the options. AMT Tax: Your "cost" was the much higher Market Value on the day you exercised them. Because your AMT cost is higher, your AMT loss is often much larger than your regular loss. TurboTax struggles to automatically track this specific "AMT-only" loss unless you’ve been meticulously using the same software file for years and entered the ISO exercise correctly in the past. @sujuparek     

I don't think we have sufficient information to determine that "nothing" should go on form 8949 and Sch D. If your liquidating distribution exceeds the tax basis, then there will be a gain. If you liquidating distribution is less than the tax basis, then there will be a loss If there were property distributions, this could impact the overall gain or loss AND any property distributions will take a substituted basis.  

Using the TurboTax online editions, only one tax return can be completed/filed per account and User ID. To start another tax return using the online editions you will need to create a new account with a new User ID and a new email address. Go to this website and click on Sign up to start another account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/