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can't tell because we don't know why it was limited or have access to your return/1098. If you think it shouldn't be you'll have to review all the answers and data you provided. if that doesn't work, you may have to contact support

Yes, you do need to report the cash surrender value even if you do not receive a payout. As far as the value showing in the account, this is the cash surrender value if you were to cash out the policy.  It's not the death benefit. I just want to make this clear in case of there is any confusion.

If you didn't add your Social Security Income you can amend your return.  Wait until your tax return is fully processed and you receive your refund or your balance due is deducted from your account.    For more information and instructions, review the TurboTax articles How to Correct Federal Tax Returns, How to File an Amended Tax Return with the IRS and Video: How to Amend Your Tax Return.   Your social security income may not be taxable. It depends on your total income (your social security benefits plus other income) and your filing status.  If your only income is Social Security, generally you don’t have to file a federal tax return.    If your Modified Adjusted Gross Income (MAGI) exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, all other filing status’ $25,000), at least part of your Social Security income becomes taxable. Your (MAGI) includes half of your Social Security, plus any other income sources. TurboTax will calculate all of this for you. Just enter your income and we’ll determine how much, if any, is taxable.   Many states exclude Social Security from your taxable income.  TurboTax will determine how your state taxes your social security.   Refer to the TurboTax articles Is my Social Security income taxable?, How does receiving Social Security affect my taxes? and When Does a Senior Citizen on Social Security Stop Filing Taxes? for additional information.

Form 8606 is triggered when the Traditional IRA contribution is either deemed to be non-deductible (because you are not eligible to make a deductible contribution) or you make the choice for the contribution to be non-deductible (if you are eligible to deduct the contribution, but choose to make it non-deductible).  The non-deductible Traditional IRA contribution will be reported on Form 8606 line 1 so that it will be added to the basis of the Traditional IRA.  There is nothing that you need to do or can do to force Form 8606.   Try revisiting the Traditional IRA contribution section to review your inputs.  

 You will need to file a North Carolina part-year tax return for the time you lived in NC in 2025 and claim the income earned during that time. You will also claim any NC-source income that you earned after you moved to Florida. You do not need to file a FL tax return since FL does not have an individual income tax.   To make sure that your part-year NC tax return is generated properly in TurboTax Online, go to the My Info section from the left menu and indicate that you lived in another state in 2025 and select NC and the date you moved to Florida.   Here is a TurboTax article with information on filing a part-year state tax return: How do I file a part-year state return?

Here's info on What to Do if You Get an IRS Notice. If you only have the basic "Audit Support Guarantee" (included with all returns), you can contact TurboTax support via 800-624-9066, though this does not include full representation.    @nightshine 

No.  If you are following those instructions then you are doing everything correctly.  The system should allow you to file the return.   Did you have any attachments that were required or expected with the return?  That can make the efile stuff jumpy.

Sometimes, if you clicked "Yes" just to see what the screen looked like and then tried to back out, the software "sticks" a hidden form (like Form 8938 or an FBAR worksheet) into your return. To correct.   Go to tax tools>tools Delete a form  Scroll through the list. If you see anything titled "Foreign Account Worksheet," "Form 8938," or "ICT," delete it manually.  Log out of the return and back and see if this clears the error In some instances, it may not revert back to the free edition. If this is the case, you may need to go to the tax tools and clear and start over. If you do this, make sure you indicate you have no foreign accounts when you asked that question in the interview.

I understand and you would continue to report the income/expenses and depreciation on the trust's 1041 until such time as you transfer the property to you, as beneficiary.    The idea behind converting to personal use in TurboTax is JUST FOR TurboTax. It lets the program know that the property is no longer being used as rental property BY THAT TAXPAYER.