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Just to clarify, should I answer then yes to this question for a roth in-plan conversion of after tax contributions?   "Did you move this money from a 401(k) to a Roth 401(k)?"   If so, is it fine that answering yes to this removes the ROLLOVER keyword from my return?

Thank you   I have 30 small transactions, though, so starting over and entering manually will be my last resort.   But you mentioned "clearing the errors" ... is there actually a way to do this in TT/Mac?   The only way I've found to do anything is via the awkward checkbox+bulk edit, and nothing I do there seems to affect the red "NEEDS REVIEW" labels.  And there's no indication anywhere that anything is actually wrong, or what specifically might need review.

You are correct.   You may not file a MA married filing joint tax return.   Massachusetts Department of Revenue states:   Please note that a joint return is not allowed if both you and your spouse were not Massachusetts residents for the same portion of 2024.   You may still file a married filing joint IRS form 1040 tax return but you will still have to to prepare multiple tax returns to prepare the married filing separately tax returns to Massachusetts.

You should be able to enter the rental. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again. Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again.

The IP Pin will change each and every year. This is an Identity Protection Pin.      You can get an Identity Protection pin here, or if you lost your IP PIN, you can go here to Retrieve IP PIN.    Here are two ways to navigate to the section to enter the 6 digit IP PIN:     Log in and open your return ("Take me to my return")  Once the return is open, then go to the Federal Taxes tab.  Subtab Other Tax Situations  Scroll down to Other Return Info.  Choose Identity Protection PIN and Start (or Revisit.)  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"  Or another way:  Open your return if not already open.  ("Take me to my return.")  Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.  In the Tools window choose TOPIC SEARCH.  Enter IP PIN without quotes.  In the selection list highlight IP PIN and click GO.  Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?" 

@LindaS5247 thank you!   Re: 1. Yes, I considered having someone do it for me, but I don't know how to find a good specialist (the US law says that one is liable for any mistakes on the return even if it was prepared by someone else, so that makes selection a serious matter). I would appreciate tips on that.   What would be the difference in filing before April 15 VS after (with tax extension)? Would it make the penalty higher?   Re: 3.  So, certified paper letters only? I have been recording my conversations with Fidelity over the phone (and I tell them that every time, also they warn about recording too when you call them). Is that still worse than certified letters?   Thanks