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If you have not started your return yet in TurboTax, your state tax return information generally will not show until after you have entered most of or all of your Federal return information. TurboTax is designed to transfer the data from your Federal return to your state tax return.  This data from your Federal tax return prefills state forms, so it is dependent on your federal input.   You will be able to view your state's estimated payments (including quarterly payments) in the "Deductions & Credits" section of TurboTax under "Estimates and Other Taxes Paid". These entries are used to calculate your state tax liability and are generally applied automatically to your state return.   Click here for Where do I enter my estimated tax payments?   Click here for Estimated Taxes: How to Determine What to Pay and When.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

No. You do not need to contact the bank for a correction because the codes the bank used are technically correct.   Even though you did not exceed the legal limit, you requested a return of contribution by putting the funds in and then taking them out.   Code 1 means a standard early withdrawal, while Code 8 means you are undoing the original contribution.   Learn more by clicking What do all the codes in Box 7 of the 1099-R mean?   The reason for the reduced amount is that there was a loss in the funds you originally contributed. The bank is required to distribute the contribution, plus or minus any earnings, or in this case, losses ($467.82).   The good news is that you will not owe taxes or penalties on the withdrawal, since there was a loss instead of a gain.   To report these transactions in TurboTax, enter your Form 1099-R as it was issued.    Go to Wages & Income on the left panel within your TurboTax account Click on the +Add more income box Scroll down to Retirement Plans and Social Security and click the down arrow to expand Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click on +Add a 1099-R (Here, you may import or type in by selecting the Change how I enter my form box On the next screen, you can select Type it in myself, or other options, then Continue Select the box on the top left for Financial institution or other provider (1099-R), then Continue Enter the provider's information, then Continue Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported), then Continue Continue answering the questions, pressing Continue to advance   TurboTax will then ask if this was if this was a corrective distribution of an excess contribution, to which you reply, "Yes". For your Backdoor Roth IRA conversion Form 1099-R in the amount of $2,000, with distribution Code 2, here is a helpful link How do I enter a backdoor Roth IRA conversion?

To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

The room and board section is being updated and is expected to be released this Friday. Your taxable income could be reduced.   If the 1099-Q is not income, it should not be entered.  IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.

@aysoref I am using TT Deluxe Desktop on Windows 11 Pro.  Was kinda shocked when I was able to do the second Fidelity import without the "Delete Old Data" screen.  Instead, I got a new "Upgrade to Premier" screen (which wasn't necessary, and allowed me to "Continue").

Refer to the screenshots below; for Tax Year 2025, you can add information here:       For previous years: Your Cumulative Net Investment Loss (CNIL) is your balance of investment losses over investment gains since 1988. You will add information on the very next page.       If you're using TurboTax Desktop, use Easy Step mode: Proceed to the Income and Expenses section. Find the Investments Profile page. Check the box for "Calculation of cumulative net investment loss (CNIL) (T936)." Proceed through the screens until you reach the CNIL entry page. You will see boxes specifically for "Prior year investment expenses" and "Prior year investment income."   You generally only need to enter this if you are claiming the Capital Gains Deduction (Line 25400) for selling small business shares or farm/fishing property. If you aren't claiming that deduction, a CNIL balance won't actually change your tax refund this year, though it’s still good practice to keep it updated.   Hope this helps! 

If you choose not to accept, you won't be able to keep going. TurboTax needs your “okey” to proceed calculating your tax return.   Otherwise, you can contact one of our tax expert, to help you with that: How do I contact TurboTax?    

If you are a single member LLC, you could use TurboTax Home and Business Desktop or TurboTax Premium Online to file your taxes.  Your taxes will include a Schedule C along with your other schedules and be attached to your form 1040.  The Schedule C will include and report the income and expenses that you had for your business throughout 2025.  After you are done with the Business Section, you will go to the personal income section and enter your W-2 like you would have done in previous years.    To enter your self-employment income and expenses after you download or log into TurboTax select the following: Federal Income and Expenses Show More next to Self-Employment Start next to Self-Employment Yes, to you have any self-employment income or expenses Enter the type of self-employment work you do and you can select that you use your name for your business Click through a few more screens and you will get to a screen that says "Your XX info" Click Looks good Then you will come to a screen that says Let's enter the income for your business.  It will give you the option of 1099-NEC or Other self-employed income including the 1099K , cash and checks.  If you do not select one, it will not let you enter your income Enter your self-employment income on the next screen Continue and on the next screen click add expenses * Please note navigation may differ slightly depending on which version of TurboTax you are using* The income and expenses as an independent contractor  will be reported on Schedule C which is part of your overall tax return. This also means you will be subject to the 15.3% SE Tax.  If you did not pay Self Employment (SE) Taxes in 2025, and if you plan to do this again in 2026, it may be a good idea to make estimated quarterly payments to avoid penalties. Taking Business Expense Deductions If you have other questions while working on your return you can ask questions in the community posts or you can click the button on your screen for live assistance.  

W-2 Box 14, Code K is pre-tax deductions for dental and vision coverage.    W-2 Box 12, Code K is a 20% excise tax on golden parachute payments.   Check your W-2 because it sounds like the entry for Code K is in Box 12 instead of Box 14.   To get back to your W-2 entry go to Wages & Income>W-2