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Our income is so low that, after the $12,000 additional deduction for being over age 65, we had zero tax owed. This is why I'm confused. When I completed the amended return on Turbo tax, I immediately questioned the results, because of our low income. (On the original return, $50,000 of social security income ended up being $12,000 taxable) I was able to access a page that compared the original return with the amended return. Both showed zero tax owed. I was on the phone with someone for quite some time, and we think I prematurely accessed the amended return option, because it's not actually supposed to roll out until March 8.

While you provided a good amount of detail about the Backdoor Roth that you did, it's hard to determine exactly what is going on without more information.  If you made a a non-deductible traditional IRA contribution and converted it to a Roth IRA, that will not be a taxable event.   Check out How to report a backdoor Roth in TurboTax for instructions on what to do.  If this doesn't work for you, please reply back with as much detail as possible to enable us to better help you.

For what it's worth, ChatGPT also agrees that it's valid to have more itemized deductions in 4c than in 4d. From ChatGPT: "If you want, I can also show you a very strange Schedule AI edge case where the 8-month column can legally show more deductible medical than the full-year column, which surprises many CPAs the first time they see it."  

I appreciate your prompt response and I apologize for still being unclear about multiple filings. You indicated that the IRS allows up to 5 returns can be submitted from one email address.  My question, if I use the online version and use a different account and ID for each return, can I file up to 5 returns with the same email address?  I realize that I would have to purchase a online version for each return.  Thanks for your patience. 

Thank you for follow up!  Yes, we entered the W2 info manually and yes it appeared in your w2 form.  It just didn’t transfer to the tax forms for Minnesota.  Once we noticed the error, we went in to amend our taxes and we could see the W2 info was all there.  But I deleted the state info then re-entered it and immediately it changed everything from having to pay the state $845 to getting a refund of $1277.  I probably should have known there was a problem as we have used Turbotax for many years and have never had an issue.  I just assumed state tax laws must have changed resulting in us having to pay but that turned out to not be the case.  Anyway, amendment has been filed.

Hi Dave: Thanks for your informative response. Regarding the 2024 amended return, it was good as I did have form 8606 with all data. Then, I can't print the files indicating I need to print out paper files and mail to government after those amended efiles were accepted? No matter what TT rep and I tried to do, I can't print that to mail in? Especially she could not see my screen after getting the share screen code! I keep calling in but I can't get the good rep who helped me to get 2024 Form 8606. His name is Tyrone. Regarding 2025 return, I do not have 2025 form 8606? So I went to the same steps from your instructions as I remember the TT rep helped me on that form in  2024. But no luck I don't have that form in my 2025 return. So I went to Forms to pull in that form 8606 in 2025. Unfortunately, it only have LY balance in only line 1 and 2? No data for the rest of the form? Please advise if you can help 1) print out what I need to mail in to the government for those accepted efiles  which are amended for 8606 in 2024  2) how to get 2025 form 8606 with data in TT system.   Appreciate so much.

The earned income tax credit, if any, will be on the Form 1040 Line 27a   You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Thank you for the response.  If I wanted to just eliminate the 1098-Q altogether in TT, how do I actually do it?  I tried to delete the form to see what that would to do the overall return, but I am unable to do so.     Thinking I don't need to include it, as many have said, and I have the details on the eligible expenses incurred so not a problem should the IRS come around to ask at some future point.

When you review the 1040X, the numbers in Column A should match your original return.  Column B will have the amounts for any changes you made and Column C will have corrected amounts.   At the bottom, check the amount you were refunded with your original return on Line 18.  Here's more info on How to Amend Your Tax Return.   @user17721249097 

you are not in the business of selling sports tickets. This makes them capital assets where the gain is reported on Form 8949/Schedule D. You need to link the 1099-K to Schedule D. Then use the link to the capital asset sales worksheet to report details. The proceeds are automatic from1099-K  date sold, date acquired,  cost including any fees, are required. The 8949 box would be C since no 1099-B filed with IRS and neither was your cost. likely short-term