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Within the IRS form 1099-R entry, were you directed to the screens Annuity information?   If this is the case, at the question, For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, select Yes.   The box 2a amount will be reported as the Taxable amount.  

@ woodman8050 wrote:  "paid taxes but says haven't filed yet"   WHAT says you haven't filed yet?  We don't know what you're looking at.   If you used Online TurboTax, what is displayed on your Tax Home of your Online TurboTax account?   Does is use the term accepted, rejected, printed, started, ready to mail, or what?   By "paid taxes" does that you mean you paid the balance due on your Form 1040?  How did you pay?

If you are using the desktop software, you can go in to Forms mode, select the SE Adj Wks and uncheck the box in Part III.    Unchecking that box will remove any farm option entries in Part II of Sch SE.       In TurboTax Online you can change the options in Other Tax Situations >> Business Taxes and Deductions >> SE tax.

If you had other income or had tax withheld, you may be required to file a tax return, but if it is your only income, you would be under the filing threshold so you would not have to file.  If you need to file, you can follow the TurboTax interview and enter the information to prepare and file your tax return.  See Do Babysitters Have To Report Their Income on Taxes?

@crkumar77    Hello!  I was able to resolve this issue, but it took an entire weekend.  The key takeaways are to (1) report the backdoor Roth correctly (Enter the Traditional IRA and say "no" to did you recharacterize this or change your mind or something like that - this is where I got hung up a few times)  Then enter your 1099-R to do the other side of the backdoor Roth and report the conversion - that will zero out the non taxable allowed event.    Then, (2) answer the follow up questions in the wizard where it says "Enter the total value of all traditional IRA, SEP and SIMPLE balances as of 12/31.  You also need to answer the question if you had Basis from previous years, if so enter that number as well.   Then the Form 8606 will populate correctly and calculate Pro Rata tax owed.  It does some things in the background and will not have numbers in lines 6-12 BUT it will calculate as if there were numbers there, and have a number on lines 13,14,16,17 & 18 (taxable amount that lands on Line 4b of 1040).   This has been one of the most challenging parts of Turbotax I've done and I did pay a CPA to check my work.  With that said, I amended 4 year's worth of Form 8606's by hand before I got TT pro rata to work correctly for TY 2025.    I got rid of my SIMPLE (rolled into a solo 401K) so I NEVER have to pay pro rata and report it ever again.  The only thing is I will have a rolling basis on Form 8606 going forward but no more added tax there.   My CPA said she had several people getting tangled up in pro rata!  This is a problem when investors don't advise properly on the backdoor Roth and implications of it.   Hope that helps  

Many, but not all, employers will report Qualified Overtime on the W-2. If the Qualified Overtime is reported on your W-2, follow these steps.   At the screen Let's check for other situations, select Overtime.  Continue.    At the screen Let's see if your overtime qualifies as tax-free, select either:    Help me calculate my eligible overtime. No help needed-I know what to enter. For the Qualified Overtime Deduction:      Maximum annual deduction is $12,500 ($25,000 for joint filers). Deduction phases out for taxpayers with modified adjusted gross income over $150,000 ($300,000 for joint filers). The deduction reduces federal income tax liability, it does not exempt overtime pay from Social Security and Medicare taxes.  Employees will still owe these taxes on their overtime earnings. Taxpayers filing as married filing separately are not eligible for the deduction. The deduction is available for both itemizing and non-itemizing taxpayers. See this TurboTax Help.  

The extra $2,000 will be included with your standard deduction, if eligible.   The extra $6,000 (Enhanced Deduction for Seniors) is an additional deduction, that is separate, not included with the standard deduction. This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.    Note, this deduction has income limitations.  It begins phasing out at income of $75,000 for a single filer (or $150,000 married) and is completely phased out at income of $175,000 for a single filer (or $250,000 married).   This deduction is located on Schedule 1-A Additional Deductions, Part V. The total additional deductions will be summed and appear on your 1040, line 13b.   You can check both in TurboTax Online by navigating 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 scroll line 12 of the 1040 to see the extra standard deduction and then to Schedule 1-A Part V for the Enhanced Deduction for Seniors.

The 529 distribution (reported on Form 1099-Q) only needs to be reported on the tax return of the person whose SSN is on the form if the withdrawal is more than the tuition paid in Box 1 of the 1098-T plus other adjusted qualified educational expenses. In that case, the earnings on the excess distribution would be taxable income.   First, determine if the Form 1099-Q needs to be reported on the tax return by comparing the withdrawal with the tuition paid on the 1098-T added to other qualified educational expenses. To find out what are qualified educational expenses, review the IRS Tax benefits for education: Information center. Refer to the TurboTax articles Guide to IRS Form 1099-Q: Payments from Qualified Education Programs and What is IRS Form 1099-Q? for further details.   Secondly, enter the 1099-Q if the withdrawal exceeds the educational expenses by following the directions in the TurboTax Help article Where do I enter a 1099-Q?   When the student's school expenses are paid with these funds, you can't claim a tuition deduction or either of the educational tax credits for the same expense.

If your tax return is rejected for a missing Identity Protection PIN (IP PIN) despite selecting "No," the IRS system likely assigned you one due to a previous opt-in or potential identity theft, even if you don't recall it. You must retrieve the 6-digit PIN from your IRS Online Account or check for a CP01A notice mailed by the IRS to file electronically.  If you cannot log in, use the IRS Get an IP PIN tool to verify your identity and retrieve it.   See How to Get an IP PIN in 4 Easy Steps - TurboTax - Intuit

To qualify for the CA Earned Income Tax Credit CalEITC, you must meet all of the following requirements during the tax year: Be at least 18 years old, or have a qualifying child  Have earned income of at least $1 but not more than $32,900  Have a valid Social Security Number or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse or registered domestic partner (RDP), and any qualifying children  Live in California for more than half of the tax year  Not be eligible to be claimed as a qualifying child by another taxpayer  Not be eligible to be claimed as a dependent by another taxpayer, unless you have a qualifying child  If you are married or an RDP filing separately, you must also meet all of these conditions: You had a qualifying child who lived with you for more than half of the tax year, and  One of the following applies:  You lived apart from your spouse/RDP for the last six months of the tax year, or  You are legally separated under state law (with a written separation agreement or decree of separate maintenance) and did not live in the same household as your spouse/RDP at the end of the tax year. Refer to the CA Franchise Tax Board website: CalEITC Eligibility and credit information for additional details.    You can also check the Franchise Tax Board Earned Income Tax Credit Calculator.

Your instructions worked as last year, but I did not have to do this last step: "you must then override the NJ wages to subtract out the amount you just added in on the pension worksheet."   When following your original instructions, My line 20a went up by the taxable amount of the distribution.  My line 15  went down by the total amount of the distribution.  Line 27 went down by the excludable part of the pension. I believe this is all correct.