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Okay, so the full answer to no SEARCH item is: On a Windows system, use the Step-by-Step View Maximize the TT window SEARCH will be on the same line as PERSONAL INFO If you look closely, a double-arrow on a non-maximized window is at the far right. Click, and SEARCH shows up.   This has been quite a year for me with TurboTax. You and the community have explained the difficult (this year) interface, and saved me almost $1000 in miscalculated taxes that TT said I owed. Gratefully, Sharon

ah ok not a Backdoor Roth just simply a Roth Conversion - I just replied to another thread assuming this was a Backdoor Roth.   If all you did was a Roth conversion then you should just need to input the 1099-R and then answer the questions which follow (after the 1099-R summary screen, keep moving forward with Done/Continue to finish the section) to identify it as a Roth conversion.  Turbotax will generate the required Form 8606 due to the Roth conversion even tho it sounds like you didn't have non-deductible contributions or a basis.     You shouldn't need to input anything to do with contributions.  Did you do anything to replace the withheld tax in the Roth using non-IRA money?   Does that help - can you clarify what you input and what error you are getting?

I can't get TurboTax to record my state (California) input on Form 5695 line B.  I click on it, it shows it for a second then reverts it back to <Blank>.  Shows as an error.  Haven't been successful in inputting directly on the form by checking the box.  It still shows as an error on review. Help please.  I'd like to get my taxes done!

See this for how to view the TurboTax charges - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US   See this for how to remove charges - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/reduce-fees/L3Kp3yEYs_US_en_US

As you suspect, the boxes in the yellow circle on your post belong to entries for boxes 14-16 for a second state, so no entry unless you have a second state (or if your 1099-R has extra entries in boxes 14-16)...just remember to look for box 15 (the one with the ---Select--- in it; there will be only one of these per state).

@deekeoski yes it applies to the contribution part of the Backdoor Roth process, see IRS Pub 590a for definition of compensation    https://www.irs.gov/pub/irs-pdf/p590a.pdf General Limit For 2025, the most that can be contributed to your traditional IRA is generally the smaller of the following amounts. • $7,000 ($8,000 if you are age 50 or older). • Your taxable compensation (defined earlier) for the year.   But if you have 19k in compensation presumably that would cover the contribution.  If your compensation was on 1099-MISC but you didn't designate it as earned income (which may trigger Schedule C), that might be a problem.   The other common problems folks have reported here have been misunderstandings or errors - for example: 1. confusing a higher conversion amount on 1099-R with the contribution amount.  Think of 'Backdoor Roth" as just a nickname for 2 separate transactions; contributions are limited and can be backdated to prior tax year until 4/15; conversions are limited only by your Trad IRA balance and cannot be backdated they are reported in the calendar year of conversion.  In some cases folks make prior year and current year contributions and convert the entire amount all together (e.g. 2 x 8k contributions + 16k 1099-R), or maybe have a delay doing the conversion and some earnings to convert, so the 1099-R is higher than a single year contribution, which is fine - but the Trad IRA contribution should only be recorded for the amount of the contribution made for that tax year.   2. Inputting the contribution and then incorrectly responding to the questions about Roth recharacterization (not to be confused with a conversion), which reclassifies the contribution against the Roth and therefore in excess of the Roth contribution limit.  The Trad IRA contribution section be answered as tho the only thing that happened was a Trad IRA contribution; entry of the 1099-R will record the conversion step separately.   Hope this helps - if you post more details of your situation maybe someone here can help further.

Are you using TurboTax Online or TurboTax Desktop?   If you are using TurboTax Desktop, then form SC1040 (when you view it in Forms mode) will have expanded information on the form. For example, my totally random test showed $5,377 on line 1e. Just above that on the form (remember: in Forms mode) it showed a couple of lines: $1 for Qualified Business Income Deduction, and $5,376 for Senior Deduction Addback (yes, one of those nonconforming items - well, at this minute between SC and the feds).   If you are using TurboTax Online, this other additions to income spreadsheet won't appear on the form, of course, but I would imagine that it would appear as a supporting page with the return. So I encourage you that when you print a copy of your return in PDF to save, that you "print" all forms and schedules, not just the "required" ones, because you will never know what you need later.

Do not enter the code-JP Form 1099-R as a substitute form.  This from is not missing or incorrect, it just won't be issued until next year.  Enter it as if you have already received the actual form.  Entering as a Form 4852 will block you from e-filing.   [Edit] ... or maybe in this case you do need to enter it as a substitute form, otherwise I don't see how you can include an explanation.