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which section is asking - did you do a backdoor Roth or other Roth conversion for example?  it's required for Form 8606.  The prompt to use 5498 is misleading, IRS instructs to use year-end brokerage statements for Line 6  on this form.   https://www.irs.gov/pub/irs-pdf/i8606.pdf

Follow the steps below to edit or change the state tax refund from last year. Please update here if you need additional information or I misunderstood your request.    State refunds are entered in the following section: Open your tax return and select Wages & Income Scroll to Other Common Income > Select Refunds received for State/Local tax returns Add more refunds or edit beside your entry > Select your state > enter the requested information and the refund in the box 'Amount of refund' Continue to finish the section Where do I enter 1 1099-G for state or local tax refund? (click for more details) If necessary, you may need to delete your Form 1099-G if it happened to be part of your tax return for 2025. Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here.

@user17723024898 wrote: Yes, I get that, but should I enter the "out of balance" difference in paid in capital or retained earnings? I understand that you get it BUT that's the problem. No one here can see your balance sheet and other figures, M-1, and M-2. Without which it's difficult to provide any sort of reasonable answer.

This is not available at this time however there are several places to arrive at your estimated value for the donations of personal items.   For examples see the links below for a guide to assist. Salvation Army Donation Value Guide Valuation Guide for Goodwill Donors Any reasonable method will be appropriate, just keep the details with your tax records should you need it later.

A couple reasons it could be saying you need to upgrade…. You might be seeing Form 8959 because the amount of Medicare taxes withheld in W2 box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   Try leaving the cents off of the Medicare tax on your W2 box 6.   Box 6 has to be exactly 1.45% of box 5 or less.      If it is saying you need Schedule 3 and can't use the Free Edition it might be giving you the retirement savings credit. You can say you are a student to decline the credit. You must answer Yes when asked in the Retirement Savings Contributions Credit section if your were a full-time student. The answer to this same question asked in the personal-information section is not the answer that is used.