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I agree with @DoninGAif if you live in a community property state, you must allocate income and deductions 50/50. Regardless, though, if you share your marketplace coverage with your spouse and are on the same policy at any point during the year, you must "allocate" the policy amounts between your two separate returns.     This is true regardless of whether you live in a community property state or not.   

Realized losses as well.  Just like any other investments.  As of 2026, Health Equity now provides the realized capital gain/loss data under Manage Investments --> Portfolio Performance --> Calculate Capital Gains.

For anyone struggling with the online version like I was... Follow these exact steps from another TT forum. Click on the link for "Traditional IRA and Roth IRA" as noted in the forum (won't allow my hyperlink to work here). Following this link made it look like the more familiar steps from the desktop version and made sure a non-deductible TIRA was accounted for in the 8606. Once you're there, if it's still unclear, "Backdoor Roth - TurboTax" video on YT by EA Tax Resolutions breaks it down step by step--many thanks to him for posting. Hope it helps someone!   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US TurboTax Online Step 1: Enter the Non-Deductible Contribution to a Traditional IRA Go to the Traditional IRA and Roth IRA screen, check the Traditional IRA box and select Continue. On the Is This a Repayment of a Retirement Distribution? screen, select No. On the Tell Us How Much You Contributed screen, enter the amount contributed and select Continue. On the Did You Change Your Mind? screen, select No, then answer the questions on the following screens. When you reach the Choose Not to Deduct IRA Contributions screen: Select Yes, make part of my IRA contribution nondeductible. Enter the amount you contributed. Select Continue. Note: If none of your contribution can be deducted, you won't see the option to make part of it nondeductible. Instead, you'll see the message Income Too High To Deduct an IRA Contribution, and the full amount of your contribution will automatically be nondeductible. On the Your IRA Deduction Summary screen, review the info and select Continue. Step 2: Enter the Conversion from a Traditional IRA to a Roth IRA Go to Wages & Income. On the Your wages and expenses screen, locate and select the Retirement Plans and Social Security section, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Answer Yes to Did you get a 1099-R in 2025?, then Continue. If you land on the screen Review your 1099-R info select Add another 1099-R. Select how you want to enter your 1099-R and follow the instructions. Answer the questions on the following screens, until you reach Tell us if you moved the money through a rollover or conversion. Select I converted some or all of it to a Roth IRA and Continue. Next, select Yes, all of this money was converted to a Roth IRA. Continue answering questions until you reach the screen Review your 1099-R info. To check the results of your backdoor Roth IRA conversion, see your Form 1040: From the menu, select Tax Tools, then Tools (if you're currently using the TurboTax Mobile app, you'll need to sign in to the web browser version). Under Tools Center, select View Tax Summary. From the side menu, select Preview my 1040. Your backdoor Roth IRA amount should be listed on Form 1040, Line 4a as IRA distributions. Taxable amount on Form 1040, Line 4b should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, in which case the earnings would be taxable. If you have a Schedule 1, then Schedule 1, Line 20, IRA deduction should be blank. Select Back to return to where you left off in TurboTax.  

if these are 1256 contracts, there is a separate section in the investment section to enter these. enter in the wrong section and you can expect the IRS to send you a mismatch notice requiring you to amend

It depends. Most importantly you should review last year's return for any possible carryover losses. Look for capital loss carryovers (Schedule D worksheet), or qualified business income (QBI) losses (Form 8995) or possible passive activity losses (PALs) on Form 8582.   Always compare and prepare to enter your loss carryovers when and if you have them.

You put it nowhere. It's automatic based on your birthdate. It appears on Schedule 1-A, line 37, which carries to line 13b of the 1040. There is a phase-out if your income is too high, as computed on the schedule. 

There is not a special section or box to check.  Just enter your correct information and TurboTax will take it from there.  If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income.     For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income.  If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those who were 65 or older as of December 31, 2025, it does not apply to those who are blind and under 65  

We have reviewed the diagnostic copy of your return and found Schedule F in the forms of your return. All of the necessary information was recorded, including the name of the farm, the principal crop/activity, 1099-G payments, and related expenses. There was a net loss for the year.   The only significant form errors were on the Schedule C Worksheet (expenses needing descriptions) and a few other miscellaneous forms, including the Vermont Info Worksheet.    If you're still not able to choose Farm Income and Expense under Business >> Farm Income and Expenses >> Update, you may try manually updating TurboTax Desktop. See the instructions here: Manually Update TurboTax for Windows Software.