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This is untrue. I posted about this Turbo Tax programming error back in first week of March. I worked at a CPA office over 30 years &  prepared tax returns. I answered that question "No", ran the program & it showed no errors! Since I know you should always review a return (even if it shows no errors), & not depend on the software to catch all problems, I reviewed it & found the program did not carry the SS income to the taxable column. The software changed the answer back to Yes on its own when running the final calculation. Also, the default should be set to no, not yes, since the majority of users reside in the states 100% of the time. I can't believe this problem has not been corrected by Turbo Tax considering all the postings of people receiving tax notices for this specific issue! It's very unfortunate, considering so many people will file their tax return thinking everything is good because TurboTax showed "no errors"!  But many people are in for a very big bad surprise! They are going to be receiving huge IRS tax notices of unexpected taxes due; or hugely reduced refunds, due to the huge capital gains reported for 2025. Obviously, TurboTax is aware of this problem & chooses to ignore it. I've used Turbo Tax for 9 years & was a fan & recommended it to others. But not anymore. 

This is untrue. I posted about this Turbo Tax programming error back in first week of March. I worked at a CPA office over 30 years &  prepared tax returns. I answered that question "No", ran the program & it showed no errors! Since I know you should always review a return (even if it shows no errors), & not depend on the software to catch all problems, I reviewed it & found the program did not carry the SS income to the taxable column. The software changed the answer back to Yes on its own when running the final calculation. Also, the default should be set to no, not yes, since the majority of users reside in the states 100% of the time. I can't believe this problem has not been corrected by Turbo Tax considering all the postings of people receiving tax notices for this specific issue! It's very unfortunate, considering so many people will file their tax return thinking everything is good because TurboTax showed "no errors"!  But many people are in for a very big bad surprise! Theyare going to be receiving huge IRS tax notices of unexpected taxes due; or hugely reduced refunds, due to the huge capital gains reported for 2025. Obviously, TurboTax is aware of this problem & chooses to ignore it. I've used Turbo Tax for 9 years & was a fan & recommended it to others. But not anymore. 

Doesn't that defeat the purpose of having the brokerage form already separate out dividends by whether the holding period requirement was met? I don't see how this answers the question. Why does Turbo Tax ask us whether the holding period was met if lines 1a and 1b on the 1099-Div are by definition separated according to that?

Correct the RMD issue for 2024: Form 5329 is filed for 2024 (the year the RMD was missed). You must use the 2024 program. If the waiver is granted, there is no penalty. Instructions for Form 5329 (2025) states: If you are filing Form 5329 for a prior year, you must use the prior year's version of the form. If you don’t have any other changes and haven’t previously filed a federal income tax return for the prior year, file the prior year's version of Form 5329 by itself (discussed earlier). If you have other changes, file Form 5329 for the prior year with Form 1040-X, Amended U.S. Individual Income Tax Return.   If you want to paper file just the 5329 for 2024: 2024 Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2024 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts For 2025: Since you missed the RMD in 2024 and took the money in 2025, you are reporting both the 2024 and 2025 RMD distributions on your return as they were both received in 2025. Report in the 2025 program.

Okay, so the full answer to no SEARCH item is: On a Windows system, use the Step-by-Step View Maximize the TT window SEARCH will be on the same line as PERSONAL INFO If you look closely, a double-arrow on a non-maximized window is at the far right. Click, and SEARCH shows up.   This has been quite a year for me with TurboTax. You and the community have explained the difficult (this year) interface, and saved me almost $1000 in miscalculated taxes that TT said I owed. Gratefully, Sharon

ah ok not a Backdoor Roth just simply a Roth Conversion - I just replied to another thread assuming this was a Backdoor Roth.   If all you did was a Roth conversion then you should just need to input the 1099-R and then answer the questions which follow (after the 1099-R summary screen, keep moving forward with Done/Continue to finish the section) to identify it as a Roth conversion.  Turbotax will generate the required Form 8606 due to the Roth conversion even tho it sounds like you didn't have non-deductible contributions or a basis.     You shouldn't need to input anything to do with contributions.  Did you do anything to replace the withheld tax in the Roth using non-IRA money?   Does that help - can you clarify what you input and what error you are getting?

I can't get TurboTax to record my state (California) input on Form 5695 line B.  I click on it, it shows it for a second then reverts it back to <Blank>.  Shows as an error.  Haven't been successful in inputting directly on the form by checking the box.  It still shows as an error on review. Help please.  I'd like to get my taxes done!