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If you are rolling over a Traditional IRA and converting some of it to a Roth IRA, this involves a multi-step process to enter.   A backdoor Roth IRA allows you to get around income limits by converting a traditional IRA into a Roth IRA. You'll get a Form 1099-R the year you make the conversion.   Contributing directly to a Roth IRA is restricted if your income is beyond certain limits, but there are no income limits for conversions.   Your 1099-R from the distribution of the traditional IRA funds will say code 2 in box 7 (or code 7 if your age is over 59 ½) .    You should report your conversion for the year you receive this 1099-R:   If you received a 2025 1099-R in 2026, complete both steps below to report it on your 2025 taxes. If you'll receive a 2026 1099-R in 2026, wait to report it on your 2026 taxes. In this case, only complete Step 1 below for your 2025 taxes. You’ll complete the second step next year when filing your taxes for 2026. Please see this help article for the complete steps to enter in TurboTax to properly report this type of transaction.   @acavale 

@justinj2000  Thanks for this recommendation. Can you clarify, in your Steps 3 & 4, what form are you making those changes on?  In all the relevant places I've indicated our dependent is a high school student, but the Student Info worksheet now autofills with both highschool and college, seemingly triggered by adding the 1098-Q form (with zero $$)?  Thank you for any insights.

No, mortgage hazard insurance isn't part of property taxes. Hazard insurance is a separate expense that protects your home, while property taxes are paid to your local government. For taxes, only property taxes may be deductible, not hazard insurance (unless it’s a rental or business property).

What this means is that the reported dividends are qualified, provided you hold the associated security for the 60 days necessary to complete their qualification. For instance, you may have received a dividend from stock you purchased on day 1 and then you sold the stock ten days later. It may be reported to you as a qualifying dividend because it was accept for the holding period.  So you would have to look at what you purchased and sold and the associated holding periods to see if any of your dividends need to be reclassified as ordinary as opposed to qualified. 

To answer your questions individually.   Does he have to file the DC non-residence form regardless? No. He only needs to file the DC form (D-40B) if DC taxes were actually taken out of his paycheck.  If Box 15/16 on the W-2 says MD: This means the employer correctly withheld Maryland taxes. Since he didn't pay any money to DC, he doesn't need to ask DC for a refund. In this case, he can skip the DC filing entirely and just file his Maryland resident return. If Box 15/16 on the W-2 said DC: Then he would have to file the D-40B to get that money back. 2.  Does he need any documents to go with it? If he does end up needing to file the DC D-40B (because of a mistake on the W-2), he will need: A copy of his W-2 showing the DC withholding. Starting in 2026, DC now requires a copy of the Maryland State Tax Return to prove he is paying taxes there instead. 3. When can he send his MD taxes? He does not have to wait for DC to "accept" anything. Maryland and DC do not talk to each other in real-time for processing. He can (and should) e-file his Maryland taxes as soon as he is ready. Note: The DC D-40B is often a paper-filed form (unless using the MyTax.DC.gov portal), whereas Maryland is usually e-filed. They are separate processes. The W-2 says "MD"—Does he still need DC non-residence? No. Since the W-2 already says MD, the employer has recognized the reciprocity agreement. He has no "tax footprint" in DC that needs to be cleared. He should simply file his Maryland return as a resident and report all his income there.   @lsimposn467   

Hello - sorry to surface a 2-year old post, but just wondering if you or anyone here has seen if there's been an adjustment or way to get the additional credit for a single home where TWO qualifying systems were installed in the SAME YEAR. Like the OP, I just had two new SEER 18 units installed in my primary residence in 2025 which has dual systems for the basement and attic that run independently and were treated as two projects under the same contract. I was led to think each would qualify for its own tax break but like this poster, ran into the same issue with Turbo Tax only allowing me to claim up to $600 total instead of that amount PER UNIT.    Were you able to do an amendment for the additional credit by chance the following year? Thanks!

You can enter estimated tax payments you made in 2025 in the Estimates and Other Income Taxes Paid section of TurboTax.    You can get to the Estimated Tax Payments section under Deductions and Credits.   For more information, see our help article,  Where do I enter my estimated tax payments?

 You can see the error when you go through the review again. Open the VA section and go through it to the end and into the review. The review says to enter the country where the  VA source income was located. You should see the main form marked as 763S just below that error.   If you don't see the Form 763S checked: There is a reciprocity agreement between Virginia and West Virginia. Since you live in WV but had VA taxes withheld, you should be filing for a full refund of those VA taxes. The reason TurboTax is forcing you to pick a VA county is probably that it thinks you are a Non-Resident with VA-source income, rather than a Reciprocal State Resident. Follow these steps: Open to the Personal Info section and ensure your State of Residence is set to West Virginia. Go to the State Taxes tab and start/edit the Virginia return. Look for a screen that asks about your residency. Choose Nonresident. Look for Tell us more about your 2025 VA income Check the box  that says, I lived in West Virginia all year By selecting this, TurboTax should generate VA Form 763-S (Special Nonresident Claim for Individual Income Tax Withheld) instead of the standard nonresident Form 763. Form 763-S typically does not require a VA locality code because you aren't "living" or "working" under VA tax jurisdiction. Other required information, enter your requested refund amount and check the box that your resident state will tax the income.