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Filing Joint is one return for both of you.  All the income & deductions go on the same return.  You will need to amend her return to include your info.  Did she pick Married and filing together?  You haven't filed your return yet right?   If  the first return was efiled and Accepted or you mailed it, then you need to do an Amended tax return to correct or add new info. You need to wait for the original return to be fully processed and you get the first refund or paid the tax due. Then you can Amend. Be sure to save a copy of your original return before you start the amended return. The Amended return will overwrite the original return. How to Amend the current year https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk    

You’ll need to amend her return since a married couple filing jointly must report both spouses’ income on one return. Was her tax return filing status Married Filing Jointly? Because the software asks questions about the spouse's income,  and she'd have been made aware that your income needed to be reported as well.    If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. This means waiting until the payment submitted with the tax return has been processed, or your refund has been received. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

You can look on line 4(a) and 4(b) on your tax return Form 1040 to see how the conversion is reported. Line 4(a) would be the distribution amount and it should also appear on line 4(b) if it is taxable.    If it is not showing as taxable, you need to review your Form 1099-R entries. After you entered your Form 1099-R information, you should have seen a screen that said Tell us if you move the money through a rollover or conversion. You need to check the box that says I converted some or all of it to a ROTH IRA. Then on another screen enter how much of the distribution you converted to the ROTH IRA.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done    

Should you appeal? Honestly, it won't be worth it. You can try calling the state. A free phone call beats paying $25 to file the paperwork to start the appeal and you could still lose.   Wi also has a $500 exception to the 9% of current year or 100% of last year rule. If you owe less than $500, you are exempt from the penalty. You owed more than $500 so you are really not on the right side of any of the numbers.   Be sure to pay by April 15th so they don't start adding interest.

Can you clarify?  What do you mean by "bought out stocks from..." a Uniform Transfer to Minors Act (UTMA) account?  This may answer your question: If stocks, ETFs (or other investments) were transferred into the account, those investments were gifted.  Your cost basis is the same as the cost basis of the donor.  If money was gifted to the account and the stocks bought with those funds, then the "minor" that owns the account would have purchased the investments.  Your cost basis is the acquisition cost of the asset. 

My total amount of foreign income is $5300 so above the $5K you mentioned. However, all the investment income expense comes from US investments.  Why would it need to calculate how much is allocated to foreign versus US investments in this case? Or am I missing your point?

You could use the same QMID for the enabling property as the main property with a $0 cost if you didn't install it.  As long as it's a valid QMID, it won't be rejected.  The IRS efile computer is not matching codes to specific property.   @fcparma19 

Yes. If you just have a repayment plan set up with the IRS, it does not affect your State taxes. The IRS is completely separate from any State tax agencies. You should fill out the state payment information without regard to the IRS payment arrangement.   See this TurboTax help article for links to contact any of the State tax agencies. Your state may also offer the ability to make payment arrangements online.  

I agree with the OP and the other two posters that are having this problem - the question has not been answered properly by the specialists.  That box under the dependents section is being checked for me by the software but I also do not believe it should be checked based on what it says on the form (see below).  I am divorced 8 years  filing as HOH.    "Check if your filing status is MFS or HOH and you lived apart from your spouse for the last 6 months of 2025, or you are legally separated according to your state law under a written separation agreement or a decree of separate maintenance and you did not live in the same household as your spouse at the end of 2025."   Was there ever any resolution on this? 

1. I doubt you missed an instruction. There is a higher chance the software defaulted to Paper File for the 568 while E-filing your personal 540. Common reasons TurboTax blocks e-filing for Form 568: Depreciation (Form 3885L): If your business has any assets being depreciated (computers, equipment, etc.), It will generate the form but force a "Print and Mail" status. Multiple Schedule Cs: If you have more than one business, TurboTax typically cannot bundle multiple 568s into one personal e-file transmission. "Stand-alone" Status: TurboTax Online often treats Form 568 as a separate entity return that is not physically attached to the personal 1040/540 e-file "envelope." If the software doesn't explicitly show "Form 568" as a line item on your final e-file transmit screen, it stays sitting in your account as a PDF waiting to be printed.   2. Not filed reasons: Paper file was the only choice Form 568 was not marked to be e-filed. You would select Federal, CA, and Form 568 to e-file. Look  at Form 568  Line M(1) or a checkbox at the bottom. If there is a checkmark indicating "Not eligible for e-file," the software will not send it. Unfortunately, you will still need to print and mail the Form 568 for the years not e-filed. Include a brief cover letter for each year stating: "Form 568 for [Year] is being filed late due to a software e-file transmission error. The $800 annual tax was paid timely via Web Pay on [Date]."   File each year separately. Mail to: Franchise Tax Board, PO Box 942857, Sacramento, CA 94257-0500   Remember, for 2023 use the one time penalty abatement, form FTB 2918. For 2024 and 2025 use reasonable cause, argue that you exercised "ordinary business care and prudence" but were misled by your tax software's confirmation status.   Here is an example:   Subject: Request for Penalty Abatement – Reasonable Cause (Form 568) To the Franchise Tax Board,   I am submitting the enclosed Form 568 for the [2024/2025] tax year. I respectfully request an abatement of any late-filing penalties based on Reasonable Cause.   Despite exercising ordinary business care and prudence, I was misled by my tax preparation software (TurboTax). I timely e-filed my California Personal Income Tax Return (Form 540) and received an "Accepted" confirmation. Based on the software's interface and the lack of "Print and Mail" instructions (which I had received and followed in 2022), I reasonably believed Form 568 was included in that electronic transmission.   Please note that the $800 Annual LLC Tax was paid timely via Web Pay on [Date of Payment]. This demonstrates my ongoing intent to remain compliant with California tax law.   Sincerely,  [Your Name & LLC ID Number]   Reference: One-Time Penalty Abatement | FTB.ca.gov