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@user17600260546 This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.

Got a note from the Ohio tax office that my 2022 state filing was jacked up because i didn't file a state school tax form SD100.  My return passed the final check with flying colors and never told me the SD100 was necessary for that first year in Ohio! now I'm spending hours putting the SD100 together manually when it should have been automatic when the taxes were done. I.ve used Turbotax for over 20 years (first via the cd copy) lately downloading from online.  I've wasted hours over the last few days formulating a latter to the state Tax Service explaining that it was not my fault and gathering all the necessary info to do this tax year correctly. As a long time user I am not happy for the trouble Turbotax has caused me. I believe some compensation not only for the time but the tremendous inconvenience of doing everything manually that should have been an easy no brainer to begin with!   [PII removed]

One more potential motivation could be to force more people to use TurboTax Online instead of the desktop! I, for one, am totally opposed to putting all of my very personal information into TurboTax Online, so it won't work for me. I may be forced to move to another tax software!   Norm Kelly

There is absolutely no reason for TurboTax to drop support for Windows 10 on TurboTax 2025! TurboTax says it is because Windows 10 will be vulnerable to security issues after October 2025. However, Microsoft is offering Extended Security Updates (ESU) through most of October 2026 for free! This means that there will not be any more security risks than in the past on Windows 10 until after all 2025 tax returns are due, including with the 6-month extension.   IMHO, this is just BS excuse to try and force more people onto Windows 11 and to force more people to buy new computers so that they can support Windows 11! It seems like Microsoft and TurboTax are in cahoots here to force more revenue to Microsoft and to make it easier for TurboTax b eliminating one platform from their support requirements!   Norm Kelly

1231 losses  in the year generated are deductible.  However, to prevent taxpayers from tax manipulation what the tax laws want is to tax as ordinary income subsequent 1231 gains up to the amount of current and prior year 1231 losses. the non recaptured losses appear on line 8 of form 4797  

@Opus 17 @baldietax -- thank you both for your quick responses, they've been incredibly helpful so far.    To answer your question, I'm in the Deductions & Credits section, then Traditional and Roth IRA Contributions (Form 5498) sub-section. I'm asking because I'm trying to determine how this gets reported correctly for the pro-rata rule. It was the next line that reads "Include any IRA contributions [name] made or will make in 2025 for 2024" that caused me confusion.   To be crystal clear, I received three Form 5498 documents (one for Traditional, one for Roth, and one for SEP).   The SEP IRA Form 5498 gave me a FMV, which is what I entered on this screen. The Traditional IRA Form 5498 shows the IRA contribution that was made in April 2025 for 2024 (Line 1), but then the FMV (Line 5) is blank, so I assume this is $0 and the grand total on the screen I input is solely the FMV amount from the SEP IRA Form 5498, correct?    Unrelated to my question but helpful to understand, the same 2024 Traditional IRA Form 5498 mentioned above also includes a "Recharacterized contribution (Line 4)" amount, which is for a Roth Contribution made in 2023 (for tax year 2023) that I recharacterized in 2024. How do I make sure this is reported correctly?    

did you use code M for each of those summary totals? without it Turbotax does not know they are summary totals so the 8453 will not be generated. I will point out that transactions where proceeds and tax basis are reported to the IRS (generally types A or D) and there are no adjustments like for wash sales or market discount, they can be reported directed on lines 1A and/or 8A of schedule D (no 8949) and in that case no detail needs to be provided to the IRS. 

Possibly.  He must meet all the following tests: 1. He lived with you all 365 days of the year. 2. His gross taxable income is less than $5500. 3. You provided more than half his total financial support. 4. He is not married, or if he is married (to someone else) he does not file a joint return with his spouse. 5. He either does not file any tax return (not required to), or only files a tax return to claim a refund of tax withholding, and claims no other credits, deductions or dependents.  6. He must have a social security number or an ITIN (international tax ID number).  If he does not have either one, you would have to file by mail and include the ITIN application.  

Maybe.    If he lived with you the whole year in 2024 and had less than $5050 of income  -- not counting any Social Security -- then he could be a "qualified relative" dependent for whom you could get the $500 credit for other dependents. Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5050 in 2024 (not counting Social Security) You provided more than half of their financial support. When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent. Related Information: What does "financially support another person" mean?     WHAT IS THE CREDIT FOR OTHER DEPENDENTS? https://ttlc.intuit.com/turbotax-support/en-us/help-article/family-tax-credits-deductions/500-credit-dependents-family-tax-credit/L8nYkfc1Q_US_en_US?uid=m6cdu6in     

You have not asked a question.   Best guess----do you want to find a copy of your 2019 tax return?   You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.     If you have a different issue regarding a 2019 return, please ask a complete and clear question.  

If you have not registered, paid or e-filed you can clear and start over in a lower version of the software. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost     https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m5ydiw67   TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US?uid=ma8s9fn5   HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady  

we're saying the same thing for that question - you report your balance as of 12/31, do not adjust for any contribution made for 2024 after 12/31.   This 12/31/24 balance is used to calculate the tax on any Roth conversion you did in calendar year 2024; if you have a balance (across all your IRAs if your multiple accounts) in excess of the basis from the "after tax" non-deductible contributions (due to earnings in the IRA or a 401k rollover etc), then the Roth conversion will consist of a pro-rata amount of pre-tax and after-tax funds, and taxed accordingly.  The general premise of the backdoor Roth being entirely non-taxable is you do not have any balance in your Trad IRA, you contribute, convert and it goes back to zero.   Separately, you would report that you made a contribution in 2025 for 2024, which will update your basis in the IRA for the 2024 tax year which will carry forward to the tax calculation in 2025.  This will be reflected in lines 1, 4 and 14 of Form 8606 for 2024, and carries forward to line 2 of Form 8606 for 2025.   If you are using desktop use forms mode to see how Form 8606 is being filled in; with TT online I think you can see it when you export the PDF of your return.  

@Ats1 wrote: @baldietax @dmertz thank you both for the quick replies; however, you seem to have conflicting answers if I’m understanding this correctly. @baldietax are you saying that I should be adding the Traditional IRA contribution made in 2025 for tax year 2024 to this 5498 FMV total? Both answers are the same, see where @baldietax  wrote "take the instructions very literally when it asks for your balance as of 12/31/24 it means as of that date."   Where are you in the instructions and why are you asking?   For purposes of preparing form 8606 for non-deductible contributions or conversions involving non-deductible contributions,  the form wants your balance at the close of business on 12/31/24, regardless of later, backdated contributions.  Later backdated contributions are handled on a different place on that form.   If you are somewhere else in the program asking about a different form, let us know what you are working on and we can double-check and confirm the answer if you like.