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New Jersey doesn't tax temporary disability or family leave pay.  That's why it is zeroed out on the W2.  So it is taxable on your federal return but you can leave the zeroes for the state amounts.   @hadi224 

In my situation, I'm not required to collect sales tax for every payment. So now I have to sort all of these transactions, collected vs not collected, per 1099k (i.e.Venmo, Paypal, Stripe), just to find the number I'm excluding from gross receipts. (I'm reconfiguring my sheets to do this automatically for 2025).    I'm already finding discrepancies between whats reported by month on the 1099k from Venmo, against my own monthlies. There are transactions on my sheets that say I collected sales tax, but are not reflected in the monthly totals for the 1099k. Now I need to go line by line in Venmo to verify. What a mess.     Then theres still the question of how to correctly report. The fun never ends!  

Yes, you will need more info to enter your 1099-B for an investment sale in TurboTax.  'Date Acquired' can be 'Various', like for stock purchased at different times.  Most important is your Cost Basis, for determining any Gain/Loss.    Here's more info on How to Enter 1099-B.    @tool-man 

I agree, but there is a reason that we don't provide a vehicle for attaching forms.   The E-Filed tax returns are essentially just used as electronically processed with little human intervention. The attached forms will probably be ignored. If you mail the return it is manually converted to data and the attachment would be identified. The system could be upgraded, but that is what we have now, It would be wise to mail it.

When did you perform the conversion?   The $186 excess will be taxable but should also result in a 6% penalty for this year and every year after until it is withdrawn.     Did you really contribute $186 excess, or is that the amount of earnings included in the conversion?  That's not an excess contribution, because conversions and rollovers are not considered contributions.  It's just a gain in value in the account so it's taxable when you convert.  

After you have purchased the 2024 desktop download  and have your license code, if you want a CD you can order one.   TURBOTAX DESKTOP INSTALL CD FOR $10   https://turbotax.intuit.com/lp/ttd/4021/    

No. You will have: all income on one k-1, excluding box 7.  The second k-1 will have only box 7 income. When you are entering the k-1, boxes 6-8 will state that you should add an extra k-1. Good job!