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It looks like it's carrying forward the excess contributions. I'm just confused why it would carry forward when it should not have been contributed in the first place? The 6% penalty was paid last year and the money was removed from the account.

If your Medicare premiums are reported on your Form SSA-1099, you should enter them as follows:   Sign in to TurboTax and choose continue or Pick up where you left off On the left side bar, choose Federal and then Wages & Income Scroll through the Income section and choose Retirement Plans and Social Security Select Start/Revisit next to Social Security (SSA-1099, RRB-1099) Choose Yes on the screen Did you receive Social Security or Railroad Retirement benefits in 2024? Walk through the interview questions and enter your Form SSA-1099     If you paid the medicare premiums directly, then follow these steps to enter them:    Sign in to TurboTax and choose continue or Pick up where you left off On the left side bar, choose Federal and then Deductions & Credits Select Start/Add/Edit next to Medical Expenses Walk through the interview questions and enter your Medicare premiums as Medical insurance premiums

When I go  back into 2023 and amend the return, I enter the 1099 R and am putting the box 1 gross distribution, 2a taxable amount and box 7 has J & P. When I enter "P" it comes up and says Return taxable in "2022". When I am amending do I just not enter the letter P? This is solely for 2023.

Leave all columns A-C on the Sept - Dec lines completely blank; delete any zeros there.   You should only have entries in columns A-C on lines Jan - Aug.      For any month you have an amount in column A, you have to have a positive amount in column B, and any amount (including $0) in column C.   If there is no amount (or $0) in column A, leave all columns blank for that line.  

Have you tried clearing your cache and cookies?   A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).   Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge Each browser has a slightly different method for deleting cookies. Choose the browser you're using: Microsoft Edge Mozilla Firefox Google Chrome Safari   TurboTax FAQ: How to clear your cache  TurboTax FAQ: How do I delete cookies?   You  may have inadvertently indicated that you have a foreign account while proceeding through the program.   Add/Delete Foreign Income: Open your return (if not already open). Enter "foreign income" in the Search box. Click on "jump to foreign income" link.   On the "Did You Make Any Money Outside the United States?" landing page, Answer "Yes"  if you did or "No" if you did not.    Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:   Open or continue your return. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return. In the left menu, select Tax Tools and then Tools. In the pop-up window Tool Center, choose Delete a form. Select Delete next to the form, schedule, and worksheet in the list and follow the instructions TurboTax FAQ: How do I view and delete forms in TurboTax Online?

Yes, you can file using your transcript.  The transcript doesn't have your state information and the federal identification number for your employer.     I would recommend that you try to get your W2 form from your employer.  This way you would have the complete form and use the transcript as a final resort.     @nijeldavidson464 

@ Joe209 wrote: I use the step-by-step method to progress through my data entry process. If I finish my return and want to see what I entered again, or add another K-1 , I have to answer the same questions to get to the same spot. Sometimes I made a guess choice to get toe the next step. I would like to see a cookie trail to let me know which button that I clicked on.  This is not really what you wanted, but it might help you to return to specific areas.   I assume you are using desktop TurboTax.   If it's the version for Windows,  at the top TurboTax menu bar you can click on Tools, then in the dropdown menu select Topic List.   That shows shortcuts to various topics in the program.    There's probably something similar in the Mac version, but I don't know the steps for Mac.