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The form requires information from the Schedule A. I'm not itemizing on my taxes this year (Turbo Tax recommends taking the standard deduction). So how do I properly complete this form if I don't have a Schedule A?

No, you don't need Adobe to print your tax return.  TurboTax generates a PDF,  This can be opened and printed using any web browser You can use the browser's built-in "Print" command (Ctrl+P or Cmd+P) to send the document directly to your printer.

@kargelz    Yeah..one other suggestion.   Subtract out just the MA $$ from box 12 the existing1099-DIV....and what remains gets all designated as "Multiple States" in the first button follow-up.   Then put just the MA $$ into box 12 of an entirely separate 1099-DIV  (as-If from the same provider)...then designate it all as being MA in the first button follow-up page.   That "should" work. _____________________________ Other: Someone else had messy problems with a 1099-DIV form and those state $$ breakups, where they had uploaded a PDF of their 1099-DIV form...and had not manually entered it, nor did they import it directly from the -DIV provider.  They cleared it up (mostly) by deleting the 1099-DIV and entering it manually...and using the procedure I noted in my first post.....but the procedure in this post should work (if my  First suggestion doesn't.)    

That is clearly not an answer to the question the user asked. Just fess up and say that in 2026 Intuit still does not have a way to customize the auto-save interval, and the location to save the data. I'm mean this code has clearly been ported over from Frogger in 1981!!

Thanks, I found the section you mentioned. But it was kind of late for me because I had already submitted my return by the time I read your message. We were only talking about $18, but I put it in my notes for next year in case I do another Roth Conversion.  Thanks again for your response it will be helpful for next year at least.

Go back and double check to be sure that a W-2 is assigned to each of you.  Many times when you are told you do not qualify when you actually do it is because both W-2's are listed for one person so the other person does not have earned income per the system.   To do this select Income>>W-2's and then look to see if you each have your name by one. 

“The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

Try going through help to get a case number.  Then call help the next morning (early for a shorter wait) and enter the case # at the prompt.  In view of the other replies here, it would be helpful to see what they say.

@VPHBAKER TurboTax does not support e-filing of a 2023 or 2024 amended tax return.  You will need to change your filing method in the File section of the program to File by Mail.  Make sure you sign and date the amended return, Form 1040-X, before mailing.

This is strange, I do not see the "checkbox for 'Non-Taxable Medicaid Waiver Payments'." when I get to the Let's check for other situations' part. I've tried with the W2 forms manually entered and without the W2 forms, makes no difference. It will only let me select the code II - Medicaid waiver in box 12 when entering the W2 info.   I tried filing through H&R, and when I select code II in box 12, it gives me an error message, something along the lines of "due to IRS efile rules, this code needs to be entered in box 14". It actually gives me the option to select code II - Medicaid waiver in box 14. When I go this route, it lets me go all the way until the review, but tells me box 1 and 2 cannot be left as 0. So I enter $1 in box 1 and 2, and this allows me to efile my taxes. Should I just go ahead and file through H&R?

Your Form 1040 is correct in this respect.  Both gross amounts are to be included on line 5a, not line 4a.  Line 4a is only for distributions from an IRA.  Your employer plan from which these distributions were made is not an IRA.

When you get your 1099-R, here is how to report it: Go to Deductions & Credits > Traditional and Roth IRA Contributions. Select that you contributed $7,000 to a Roth IRA. The software will ask if you changed your mind and recharacterized it. Say Yes. Enter the amount you contributed ($7,000) and the amount that was actually transferred ($6,907.68). For your Explanation Statement: you can write: "Original 2025 Roth IRA contribution of $7,000 was recharacterized to a Traditional IRA on xx/xx/2026. The transfer included a loss of $92.32, making the total amount transferred $6,907.68." Because you recharacterized the Roth contribution, the IRS now views it as if you made a $7,000 nondeductible contribution to a Traditional IRA on day one. Your basis is based on the cash you put in, not the diminished value. On your 2025 Form 8606, look at Line 1. It should show $7,000. Look at Line 14. It should also show $7,000. This is your total basis carrying forward.   The actual conversion step (moving the money from the Traditional IRA back to the Roth) happened in 2026, so you will report that on your 2026 tax return next year. Your pre-tax IRA balance will be $0 on December 31, 2026, so the pro-rata rule does not apply to you. You successfully isolated your after-tax money.   When you file your 2026 taxes, your Form 8606 will pull everything together to protect you from being taxed: Line 2 will pull in your $7,000 basis from 2025. Line 1 will show your new $7,000 nondeductible contribution for 2026. Line 3 (Total Basis) will be $14,000. You have a total tax-free basis of $14,000, but you only converted $13,707.65. That leftover $292.35 of unrecovered basis does not disappear. It will remain on your 2026 Form 8606 on Line 14. It carries forward indefinitely. If you make future nondeductible contributions and the market is up, that $292.35 acts as a tax-free shield against future gains.

I have tried to send an amended 2023 tax return (have 2024 to do next).  I filed electronically for 2023 and 2024 using turbo tax.   When I go to actually e-file the 2023 1040X it will not accept today's filing date.  It says your signature date must be between Jan 1 2024 and Dec 31 2024.  It will not allow you to move forward by entering today's date (Mar 12 2026).    From what I have read in previous questions and answers it appears "Turbo Tax" does not know what it is doing.  I have used TurboTax for many years now and what I am seeing is that it is time to find a different software vendor for the 2026 tax year.