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Thank you, that helps a lot.   An H&R Block agent told me to just send the 8606, but she may have left out the 1040-X part as just a minor detail for them. I've seen too many different answers for a form that won't have any impact on my taxes.   Thanks.    

When go back into my file and go through the deduction screen again, TurboTax chooses Standard Deduction, even when Itemized is better, and even if the return had been saved with Itemized.  If I then choose to change to itemized, the correct value ends up in my return.   If I hit "Continue" without changing to Itemized, the wrong value goes into line 12e of the 1040.  So the problem seems to be that every time you go back into Deductions, TurboTax is going to choose Standard Deduction, even if it had previously been saved with Itemized.  The box in the Info worksheet ends up checked (another default if you don't manually change to Itemized.)   It seems that the TurboTax default is Standard deduction, even if Itemized is better.  I was able to reproduce that 3 or 4 times today.  Fortunately the IRS transcript for my return shows the correct amount of refund (i.e., I managed to file a month ago without the freaking box reverting to checked.)  

I received the same INCORRECT instruction today. To clarify, this instruction appears on the TurboTax summary coversheet titled "File by Mail Instructions for your 2025 Federal Tax Return" even though I e-filed. I do have a payment to mail in, but the coversheet describes including the entire return and W2s when I "Mail your return, attachments and payment".   I am using desktop TurboTax Deluxe on iMac. The methods provided above for checking status have shortcomings: - https://turbotax.intuit.com/tax-tools/efile-status-lookup/ can't seem to find work done via desktop software. - https://www.irs.gov/refunds doesn't work for $0-to-$money-due "refunds". In these cases you can use the status checker in the desktop software, and text message status, which both show my return as accepted.   My TurboTax state coversheet is correct in advising snail mail, as I chose to file my state return that way to avoid TurboTax's silly fee.   Advising users to disregard instructions is odd advice, a better response would be to acknowledge the bug and fix the software so that it doesn't reappear.

If you have asked TurboTax to do the math for you on your rental property that is shared with your residence, you will need to do a little math of your own to report the separate expenses in full.   If you rent 20% of the property and one of separate expenses should be a total of $100, multiply that number by 5 and enter the result for that expense: $500 x 20% = $100, which is the result you want. The difference isn't reported anywhere on your return, so the gross-up is used only to report the correct amount for the rental.

Is your distribution from a Non-qualified Plan? (commercial annuity, life insurance policy, military retirement).  If that doesn't apply, you could delete your 1099-R and start over in the interview.  If using TurboTax Online, close the program, clear your Cache and Cookies and re-enter your 1099-R.    If you have an amount in Box 2a, that's the taxable amount.    If you can share more details (what Code is in Box 7) we'll try to help.   @dw39 

@ jontroup87  On your 1099-MISC, is it a royalty payment (Box 2) for mineral production on land you have an interest in?  Or is it a mineral lease payment (sometimes called "Bonus")  reported in Box 1, rents?   Or something else?   I generally name the property like "Oklahoma Mineral" or "California Mineral" or whatever.  If you need to or want to you can name it something more specific like "Smith County Mineral".  The property name is mainly so TurboTax can keep all the Schedule E entries straight on the Schedule E Worksheets and assign them to the right property.   Royalty income (Box 2 of 1099-MISC) does not require a property address on the actual Schedule E, but it might ask for it in the interview to show on the Schedule E Worksheet.   If it insists, then I do as the following:   Lease income (Box 1 of 1099-MISC) will ask for property address, but it doesn't have to be real specific for mineral property.  It's often difficult to know the specific address of mineral property or wells, so for mineral lease rental income for street address I generally just put the name of the County and for the city, I put the closest city to the property.  That seems to satisfy TurboTax--at least in my case.  

Your TurboTax Deluxe may include a  free state but charges a separate fee to electronically file (e-file) the state return.   Additional charges can occur if you file a second state, or if you chose to pay for services using your federal refund, or if you bought a version without a state program included.   You may have purchased a Deluxe version that did not include the free state download.   You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. You can contact TurboTax Support using this link: How do I contact TurboTax?  If you have additional information or questions regarding this, please return to Community and we would be glad to help.

In TurboTax, you can enter by following these steps:   Navigate to Federal > Wages & Income (or Income & Expenses). Scroll to Rental Properties and Royalties (Sch E) and select Edit/Add. Click Edit next to the specific rental property. On the "Rental Summary" screen, select Edit next to Property Profile. Continue through the screens until you reach the page titled "Do any of these situations apply to this property?". Scroll to the bottom and check the box for "I have passive activity real estate losses carried over from a prior year". Click Continue. On the following screen, you will be able to enter your Regular Tax and AMT (Alternative Minimum Tax) carryovers. Note: These amounts are typically found on your previous year's Form 8582, Worksheet 5 or 6 (often listed as "unallowed loss"). 

Yep, that makes total sense and I have done that every year.  However, my question is my Mother has a 1099 from Chase that lists her covered short term proceeds as $258,000 with a cost basis of $258,000 but an accrued market discount attributable to this section of $882.  How is that possible? Thanks.

The retirement contribution credit (Saver's Credit) comes from contributions NOT distributions on 1099-R.     Depending on your income level and filing status, you may claim a credit that’s a percentage (either 50%, 20% or 10%) of:   Contributions to a traditional or Roth IRA Elective deferrals to a: 401(k) 403(b) Governmental 453(b) SARSEP SIMPLE Voluntary employee contributions to a qualified retirement plan including a federal Thrift Savings Plan, or a 403(b) plan Contributions to a 501(c)(18)(D) plan Contributions to an ABLE account if you’re the designated beneficiary Did any of the above get entered twice?