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@colotom    I'm not sure you actually followed my directions.   For the 1099-DIV form, on the page I showed above: 1)  You must first select the TOP radio button  (....."one state"....) and set that to "Multiple States" all by itself. 2)  THEN....select the second radio button, and enter the breakdown to PA  $$, and the remainder to "Multiple States"  $$ in the second table.  

Thanks for the responses dhertz and baldytax (sorry if I got the usernames incorrect).   I fixed the previous years for 8606. My tax basis is now down for $25,0000 to $10. However, I am still struggling with turbotax for year 2025. In the wages section, I entered the contribution of $8000 and I converted all the amount to a roth. However, the $8000 is not carried onto the line 1 in form 8606.    All of this amount is now carried into form 1040 as taxable. Why is this so hard in Turbotax? I have been doing taxes for a long time, so form 8606 by itself cannot be rocket science for me to understand the basic questions. If it is an issue with software, other people should also have the same issue.  Please let me know what could be wrong? Thanks!              

It is now 3/28/26 and the form 5695 is still not functioning properly.  I have qualifying expenses and have met all the criteria to qualify.  Please address this, Turbo Tax Tech crew!  As you can tell, your customers are having significant trouble with your product.

Thanks again for walking through with me the various steps to resolve the issues, I will summarize below the steps to complete both the federal and CA state returns. Could you please help me see if everything is correct?   Since I resigned in April 2025 from a company I joined in Dec 2024 (and received a signing bonus in Dec 2024), I paid back my unvested bonus back to them. I want to claim back my $5,000 federal withheld and $1,000 CA state withheld for those unvested months. Here’s what I plan to do:   Federal Return: Schedule 3, Part II, Other Payments and Refundable Credits: I entered $5,000 on L13b (Section 1341 credit for repayment of amounts included in income from earlier years).   CA State Return: I entered $5,000 (federal credit amount) on Schedule CA (540), Part II, Line 16, Column B. For the Form 540, Line 78 (Total Payments), I will write “IRC 1341 $1,000” on the dotted line to the left of Line 78. I will OVERWRITE the original amount with $1,000 addition (eg, $2,645 will now become $3,645).   I will only efile the federal return. Once it’s accepted by the IRS, I will print the CA state return for mail filing and write in the IRC 1341 notation.  

I have been through the same nightmare! I spent countless hours on the phone with TurboTax  “experts,” but they can’t explain why the amount of federal tax due increases 11 times after I answer the question Did the Paid Leave Oregon involve work  like your main job? I answered no, but the minute I hit the continue button, my federal tax due skyrockets.  I also answered only 2025 to the question. How often did you get income for paid leave Oregon.  So I am still in this nightmare.  TurboTax is just telling me I need to pay for a tax expert.  Any other suggestions/solutions would be much appreciated!

Updated TT today, March 28.  It changed our untaxable $7000 QTP to Roth Rollover into a taxable one.   As this thread mentions, this is not correct.  Working backwards through the forms, I think I found out approximately where the error is occurring, but I don't know how to correct it.   Starting at Turbo Tax Form 1099-Q, Page 2, Line 7 "Disallowed Rollover Amount" = $7000.  Right click to "Data Source".  This launches "Form 1099-Q Disallowed Rollover Amt". Click the first blue link "Forms 1099-Q Summary Excess QTP-Roth Roll (T)".  This opens form "1099Q Summary". On the "1099Q Summary", Line 26 "Disqualified QTP to Roth Rollovers" = $7000.  Right click to "Data Source".  This opens "Excess QTP-Roth Roll (T)". Click the blue link "IRA Contributions Worksheet/Excess QTP to Roth (T)".  This opens the "IRA Contributions Worksheet" and goes specifically to the "QTP-to-Roth Rollover Limit Smart Worksheet".  Line i is "QTP to Roth rollover in excess of limit (a minus h) = $7000 - $0 = $7000.   To get line i (the excess) to be $0 would require line a to also be $0.  But, line a is "Eligible QTP to Roth Rollover for 2025" =$7000, which is correct.  Therefore, something is wrong with the "QTP-to Roth Rollover Limit Smart Worksheet", and this reappears on Line 24 and 27, below the worksheet.  See below.   Line 24 "Roth IRA Contributions, Combine Lines 20 through 23" = $14,000.  However, the math is incorrect. Line 20 = $0 (blank) Line 21 = $0 (blank) Line 22 = $0 (blank) Line 23 = $7000.  How can the sum of 0 + 0 + 0 +$7000 = $14,000?   Then, Line 27 "Total Roth IRA Contributions" = $14,000.   Also, Line e in the Smart Worksheet is  "Remaining lifetime QTP-to-Roth" = 35,000.  Since 2025 had our first $7000 rollover, I think this should be 35,000 - 7,000 = 28,000, not 35,000.   To summarize, Line 24 and 27 of the IRA Contributions Worksheet list $14,000, as if we had rolled over 2 x $7000, but we did not do this.  Lines 24 and 27 should both be $7000.  I think the error originates in the "QTP-to-Roth Rollover Limit Smart Worksheet", ahead of lines 24 and 27.      Has anyone determined how to manually override any of the lines in the QTP-to-Roth Rollover Limit Smart Worksheet or IRA Contributions Worksheet?  And, which lines??  Obviously, I don't want to do this, but I am getting desperate.   Time is running out.        

@RickDanger , if your return was prepared using Windows desktop Home & Business, you can send the .tax file to your tax professional.  I am assuming he/she  has Intuit Tax Prof. software like  Lacerte.  Most professional software do allow for  input of   TurboTax .tax files. Else you print out the full return  ( all worksheets and forms, calculations etc. ) documents and  let him/her go through that. Is there more one of us can do for you ?

Generally, if you make W-2 income over the standard deduction (or have self-employment of over $400), you need to file a tax return. Since you had no W-2 income at all, you don't need to file unless you had other income.    See the current standard deductions here: Who must file

If you see an underpayment penalty on the return, you can review it in TurboTax and see if it can be reduced. For example, you can choose to use the Annualized method of the income level fluctuated during the year.    It's possible to have a penalty calculated even if the entire tax liability was paid before the return due date, depending on the amounts and timing of the quarterly payments.   To review underpayment penalties, in TurboTax Online:   Open return and choose Other Tax Situations Choose Underpayment Penalties If asked "do you want to review estimated taxes" choose Yes If a penalty was calculated, you should see the option to annualize to possibly reduce penalty Form 2210, Underpayment of Estimated Tax, is only required to be filled out by the taxpayer in certain situations:   A You request a waiver (see instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you aren’t required to figure your penalty.  B You request a waiver (see instructions) of part of your penalty. You must figure your penalty and waiver amount and file Form 2210.  C Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment method. You must figure the penalty using Schedule Al and file Form 2210.  D Your penalty is lower when figured by treating the federal income tax withheld from your income as paid on the dates it was actually withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210.  E You filed or are filing a joint return for either 2024 or 2025, but not for both years, and line 8 above is smaller than line 5 above. You must file page 1 of Form 2210, but you aren’t required to figure your penalty (unless box B, C, or D applies).   See this TurboTax tips article for more information about Form 2210. You can also have TurboTax prepare estimated payment vouchers for the 2026 tax liability. To calculate estimated taxes and prepare Forms 1040-ES in TurboTax Online:   With your tax return open, search for 1040-es (be sure to include the dash) and select the Jump to link Answer No to the question Do you want to change your W-4 withholdings for 2026? Answer the questions about things like your 2026 filing status, income, and deductions Eventually, you'll come to the Print Vouchers? screen. Answer Yes and we'll include your 2026 1040-ES payment vouchers when you print a copy of your return later  In TurboTax Desktop, select Other Tax Situations, then Form W-4 and Estimated Taxes.    In addition, TurboTax's TaxCaster is available without opening your return and will estimate your total taxes. It is currently set to calculate 2025 taxes but you could use your 2026 estimated income and deductions to get a good estimate for 2026. You can also use the IRS Withholding Estimator to calculate amounts to be withheld from wages.  

If you also checked the 2024 W-2 and it is zero as well, it is likely that you did not make enough money to necessitate withholding or your W-4 needs to be updated.   Fill out an updated W-4 to increase withholding if you would like it to be withheld. The IRS offers a withholding calculator, here: Tax Withholding Estimator.   You can use the tool to help estimate how to revise your W-4 (what your payroll department or payroll service uses to withhold tax from your paycheck).

@HCN , yep you have an issue. (a) since you had two condos/apartments since 2022 and both rented out, did you not declare these as individual rental props.?  Because  for rental purposes they behave as individual properties while for sales purposes they may behave as one double unit. (b) If you reported on Schedule-E for 2022,2023 and 2024  these two units as a single unit, then the only way to achieve the proper depreciation would be to start a new Schedule-E, a new asset  with new  depreciable  value ( 50% of the depreciated basis  ( i.e. original depreciable basis LESS accumulated depreciation) , acquisition date as original,  rent start date as original and 50% of accumulated depreciation.  This should result in a new prop. reflecting the current situation--- for depreciation.   Is there more I can do for you ?

The IRS doesn't expect a detailed diary of your personal trips, they want to know if you kept a contemporaneous log that proves your business usage.    You must have a record of your total annual mileage (from January 1 and December 31 odometer readings) and a specific log of business trips, which allows personal miles to be tracked by subtracting the business portion from the total.    The refund amount shifts because the tax software disqualifies the deduction if you admit to not keeping these records, as the IRS technically requires "sufficient evidence" to support the claim. To safely claim the deduction, your wife needs to be able to show her teaching schedule or a mileage log that justifies the business miles, the "personal" portion is then just the remaining balance of her total annual driving, and no line-item "date night" log is required.  

IRS Form 8615 Tax for Certain Children Who Have Unearned Income, calculates the "kiddie tax" on a child's unearned income (investments, dividends, interest) exceeding $2,700 for 2025. It applies to children under 18, or up to 24 if they are full-time students, who did not provide half their own support.  In 2025, if a student (aged 19–23) does not provide over 50% of their own support, their unearned income—which includes taxable scholarships and grants—over $2,700 is taxed at the parent's highest marginal rate.   The key to avoiding Form 8615 is showing that she provided more than half of her own support.