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No, that doesn't sound correct.  To complete the backdoor Roth reporting correctly, you must complete two separate sections (income and deductions).  You will need to enter the traditional IRA contribution you made in the deductions and credits section, ensuring you marked it as non-deductible if your income would otherwise allow you to take a deduction.  You'll then enter the 1099-R you received to report the rollover- make sure you make the selection that you rolled all of it to a Roth.   To check if the Roth conversion worked as it should, here is how you can check: go to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and check that line 4a show the full distribution and line 4b is either $0 or a small amount if you had earnings in excess of your contribution.   To review the steps in full to create a backdoor Roth conversion, here is a reference: How do I enter a backdoor Roth IRA conversion?

@btehrani93 If you're still experiencing issues, here is the list of troubleshooting steps for the desktop software, including methods (such as temporarily disabling antivirus software) mentioned above:   1. First, make sure your software is fully updated, and then try again.   2. If the manual updates do not resolve the issue, there are some general FAQ troubleshooting practices for issues with TurboTax Desktop: To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) Alternative steps for Mac users.   3. You can also uninstall and reinstall your desktop product (this has worked for some users). *Make sure that you save and back up your file (you do not want to lose any data - See: How do I back up my tax file in the TurboTax Desktop software?

I have read conflicting information about e-filing an amended return. I e-filed the original return. If I wait as suggested until the refund is in process or paid and then file the amended return can I e-file it or must I mail it?

A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) Other links that may be useful. How do I upload to documents? What's Auto Import? @pdb430 

Thank you for the info.   I've done some searches of past posts and below two seem relevant for others who might need similar help: (1) Process to Request Refund of Penalty (1) Solved: Should I file an amended return via turbotax to include Form 2210 that I failed to include in my initial filing?     All in all, I believe form 843 is required to get the underpayment penalty that had been deducted from my total refund back. I did go thru TT amend process. However, it doesn't change anything other than adding 2210 now. So mailed the 1040x (again no changes/differences to all original schedules/forms except for including form 2210) to IRS.   

A 2022 tax return must be filed by April 15, 2026 or the refund will be forfeited   You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

You are really answering a different question which I thought I had already solved, that is: can I apply my COBRA health insurance premiums as a self-employed insurance deduction. I thought I read that as long as the company didn't subsidize the payments, I was allowed to do that. Isn't that the case?   My original question, or I guess now question #2, was: for State taxes, can I deduct the premiums for my HDHP I made under COBRA (some monthly premiums are subsidized and some are not)?

@docjon49 wrote: No hate mail, but we disagree on estate/gift tax and especially on 20% national sales tax. What? Keep the estate/gift tax or dump it? I don't really care either way, fwiw.   The national sales tax is intended to capture everything that falls through the cracks, which is now in the (almost countless) billions annually. There doesn't appear to be any way to recover the dollars that are a result of the underground economy or people simply not paying what they owe.

@user17735247036 If you are using the TurboTax desktop edition of Deluxe then it is included if you made an investment sale.   If using the TurboTax online editions, you must be using the Premium edition for any investment sale.

This is the user forum---we do not receive or see anyone's tax forms.   Are you trying to ask a question with your "Live" expert?   If you are using Live Assist You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

Sorry, I should've checked your post history before responding; see below for the corporation guidance from the above link quoted (and the good thing is that it is essentially identical to the guidance for individual filers). If you have opted in to special depreciation, it is your same special depreciation allowance. The amounts do not differ. If you have opted out of special/bonus depreciation, the value to enter is 0, that's correct.    Calculating AMT depreciation for a corporate return   Depreciation that must be refigured for the AMT Generally, the corporation must refigure depreciation for the AMT, including depreciation allocable to inventory costs, if the property meets the following requirements: (from Form 4626 instructions, page 2) Was placed in service after 1998 Depreciated for the regular tax using the 200% declining balance method (generally 3, 5, 7, or 10 year property under the modified accelerated cost recovery system (MACRS)) Except for qualified property eligible for the special depreciation allowance Depreciation not refigured for the AMT Don't refigure depreciation for the AMT for the following: Any qualified property eligible for a special depreciation allowance if the depreciable basis of the property for the AMT is the same as for the regular tax. If the depreciable basis for the AMT is the same as for the regular tax, no adjustment is required for any depreciation figured on the remaining basis of the qualified property. However, if an election is in effect to not have the special allowance apply, the corporation must refigure depreciation for the AMT.

you have to get the state breakdown for the fund(s) hitting Box 12 from the fund company, they will publish a tax supplemental letter on their website.  If they're Vanguard funds they might have the breakdown at the back of the statement.  you don't have to enter all states just those that are tax exempt for you (home state and possibly territories like Puerto Rico etc) and the balance of the %/$ can be input as "Multiple States".