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I’m hoping someone can help clarify how to correctly apply the Alternative Calculation for Year of Marriage (Form 8962 Part V) in TurboTax Online, as it does not appear to be applied in my return. Facts: • My spouse and I were married in November 2025 • Prior to marriage, my spouse (now on our MFJ return) had Marketplace coverage for the entire year (Jan–Dec 2025) and received Advance Premium Tax Credit (Form 1095-A issued in her name) • I had employer-sponsored coverage through my employer and was not enrolled in Marketplace coverage at any point • We are filing Married Filing Jointly Per the Instructions for Form 8962 (Part V – Alternative Calculation for Year of Marriage), it appears we should be eligible to apply the alternative calculation because: “You may use the alternative calculation if you or your spouse were enrolled in a qualified health plan for one or more months during the tax year before your marriage.” My spouse was enrolled in a Marketplace plan for all months prior to our November marriage. However, in TurboTax Online: • I have entered the correct month of marriage (November) in the 1095-A section • The return still calculates Total PTC allowed = $0 • Repayment limitation = $0 • Full repayment of APTC is required (Form 8962 Line 29 reflects full APTC received) This suggests that Part V has not been applied, and the full-year joint household income is being used for all 12 months, rather than applying the pre-marriage household income calculation for Jan–Oct as described in the 8962 instructions. Additionally: • This is not a “shared policy” situation under Part IV (the 1095-A covered only my spouse, who is included on the joint return) • The TurboTax Online interview appears to direct me toward shared policy allocation, which does not seem applicable to a year-of-marriage adjustment Questions: 1. Does TurboTax Online support the Alternative Calculation for Year of Marriage (Form 8962 Part V) when only one spouse had Marketplace coverage prior to marriage? 2. If so, how can I ensure Part V is applied in this situation? 3. If not, is switching to TurboTax Desktop required to manually complete Form 8962 Part V in Forms Mode? Any guidance would be greatly appreciated — thank you!

I have no box 16 on my 1099-R from OPM, but Turbotax demands an entry. In addition, I moved mid-year, so I have two box 14s and two box 15s (one of each state). I think Turbotax wants me to pretend I have 2 box 16s. although it's not clear where to enter, nor what the entries should be. Do I apportion box 1 or 2a for each state??? Where do I enter it?

Am I required to disclose the year end '25 value of my Traditional IRA if I did a conversion to a Roth IRA in '25? I did not have any non-deductible contributions to my Traditional IRA in '25 (or ever). It was coded as a distribution from my Traditional IRA on my 1099-R (included in my wages & incomes), & I converted 100% of the funds directly into the Roth IRA.    I am asking because when I fill in the value of the Traditional IRA at the end of the '25, Turbo Tax says I owe an extra $1000. But if I take it out the $1000 goes away. My financial institution has told me that form 8606 does not apply to me here as I do not have any non deductible contributions, & they do not send Form 5498 until May so I cannot include the form. I have nothing else that confirms the value of my Traditional IRA at year end, though I could get it from my Financial Institution if required... It seems like this must be an error to include it though, as I have nothing from the Financial Institution confirming the amount, & it doesn't make sense to be told I need to pay another $1000 in taxes because of including this since this is all pre-tax $ that I will be taxed on later/whenever I distribute the remaining value... Help? Do I NEED to disclose this amount? I don't want to trigger an audit by omitting it, but I don't want to include something that would cost me an extra $1k if it is not required. Thx!