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All distributions from a retirement plan are considered to be "income" as defined in the tax code.  However, rolling over the distribution makes this income be nontaxable income, so it has no effect on your tax return other than being required to be included on Form 1040 line 5a.  It's excluded from taxable income on line 5b.

@CatinaT1 thanks for the update, where can we follow along to see this information for ourselves? This is the only acknowledgement of an issue I've received from TurboTax, and the rumor mill of user reports via an online forum is not a practical way to confidently file tax returns. Thanks.

@MaryK4  Thank you!  I've realized that line 4 of the worksheet (year end value of traditional IRA) is very high because in addition to my non-deductible contributions, I also had a pension plan rollover into my traditional IRA.  I'm converting all of my non-traditional contributions and some of the rollover and as a result, the non-taxable portion is just 16%.  Is this correct?  Should I seek advice to deal with this somewhat unique situation?

TurboTax gives you the option to import your transactions by connecting directly to your bank and credit cards to find eligible expenses. Link to your account and sign in, and TurboTax will take care of the rest. See this TurboTax help article with video.   Once your transactions are downloaded, you’ll be able to review and categorize them before they’re added to your tax return to ensure you get all the potential deductions you can.   If you’d rather or need to enter your transactions manually, gather your receipts, invoices, or bank statements and choose Type in my expenses.

MY STATE REFUND WAS LESS THAN I EXPECTED The state will send you a letter explaining the change.  TurboTax does not get any feedback from your state after your return is accepted, so no one at TT knows why your state refund was less.   Did you owe back taxes, child support, or student loans?  Traffic fines, etc.?     https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

Unless you actually failed to complete the RMD for 2025, this result is due to incorrectly answering the questions regarding how much RMD was required for this inherited IRA and how much of the distribution applied to the RMD.

Your 2024 tax return downloaded from the Online version?   How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf

The $24,000 contribution must be entered as $23,500 regular contribution and $500 of catch-up contribution.   Also, each partner's self-employment income must be present with code A in box 14 of the Schedule K-1.  For the 30% partner that would have to be an amount greater than or equal to $24,000 plus the deductible portion of self-employment taxes.   For the 70% partner the amount with code A in box 4 of the Schedule K-1 would have to be at least $7,500 plus the deductible portion of SE taxes.

Try enabling your LAN connection from the browser window that opens to Sign In to your Merrill account.  Click the icon in front of the URL and choose 'Allow' in the settings.   @pdltax     

Some TurboTax customers that have made donations from publicly traded stock shares may experience issues.    When entering all required information regarding donations are not reporting on Form 8283 correctly.   See this TurboTax update.   @sapientia 

If you are using TurboTax Desktop and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies   If you are still having trouble, you might also try these steps: Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer. If you are having difficulty with payment for your State return because you used a credit card for payment, please see the information in this help article.  

Please clarify your question by adding some additional information so we may better help you.  Such as; Is there an issue with your 2025 .tax file? Are you getting an error message? Do you have a specific question? What are you trying to do?

If your QMID code beginning with 'I' or 'O' is generating an error, try using another code from your manufacturer.  The IRS efile computer is not matching codes with equipment, it's looking for a valid code.   @MTemplet 

Have you used this IRS tool Where's My Refund? to check on the status of your refund. It provides updates regarding the processing of your tax return.    You can also sign in to your IRS Online Account using ID.me on the IRS.gov website to see if there are any letters or notices.   If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity. You can use this link to create an online account Online account for individuals.   If this shows that his refund was issued but not received, you can start a trace with the IRS by filing Form 3911. Refunds can be claimed for up to three years after the tax deadline.   You can also call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday. Make sure to have a copy of your tax return available.     Click here for Missing your Tax Refund Payment? File Form 3911   Click here for Form 3911.  Click here for Why Is My Tax Refund Taking So Long? 7 Reasons for Delays   Click here for "How to Track an Income Tax Refund"   Please return To Community if you have any additional information or questions and we would be happy to help.  

No, you don't need to upgrade to Premier to enter a 1099-B.  Go to Wages & Income > Investment Income > Stocks, Crypto, Mutual Funds, Bonds and choose Start/Update.  Scroll down the page to 'Add Investments'.   On the next page, 'Skip Import', then choose '1099-B' on the next page and Continue. You're asked for your bank name, and a few questions.  You have a choice to enter with 'Sales Section Totals' or 'One by One'.   @user17719726928