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If you are referring to the IRA Info Worksheet in TurboTax Desktop visible in the Forms view, there are fields for historical information that you can enter information for prior years directly in the Worksheet.  It will already be populated with any historical information you entered via the interview, or that transferred in from the prior year's return.

It seems this bug still hasn't been fixed after 4 years. (Is there a way to formally report bugs BTW?)  It fills the total of each account's maximum value in the year as the maximum of the deposit accounts in the year.    In this year (tax year 2025)'s filing, I could go to the Form mode, located the form 8938, and used Edit > Override to enter the correct maximum value of the sum of all my foreign accounts over the year. But it caused an Error flag in the tax report. Smart check won't work with this.    The question I have at this point is, can I actually e-file my tax with this error flag? (Not sure if TT would let me proceed to the filing step with an e-file option.) And will Intuit's Audit Defense still be honored?   Or should I just file with incorrect max total? Can I attach a statement explaining the situation?

Basically complete to file Michigan return. Found that MI-1040CR gets address ZIP code from Michgan info worksheet? shows correct as 49408-9715. Backed off to regenrate MI-1040CR and it cntinues to show 8-9715 in ready to print version, which is nothing to nobody, I.E. bug. No way for us mere mortals to intervene and correct.  Help needed. Help appreciated. 

John, thank you for your answer.  I need to clarify the problem.  When attempting to activate the software on the 2nd computer I am logged in to my TurboTax account, and it already knows my license key, the last 4 digits which it provides, and the system reports that the software is registered to me and is currently installed on one of 5 computers (which is correct).  The license key number matches the one sold to me by BigHomeTax so everything looks good.  But within a few moments, when the software is in process of activation on my 2nd computer, the system reports a fault Error Code 605 and states that the license is invalid.  Does that help?  Appreciate your advice, thank you. 

Well there is not even a Form 5329 in the 2023 return, so it must be user-entered.  Also, I deleted my first amendment draft and re-entered numbers, ensuring that I found and entered the box for "removed excess contributions by April 15, 2025" and everything else reconciled.  I don't see the "Roth contribution credit" line anymore.   The numbers all look good and I plan to submit the amendment tonight!   Many thanks!

In some cases, sale of a rental could be considered a business, therefore the 40% deduction would be valid. I received an update today 2/27/26, with a new "Total Capital Gains" section in the State of NM Step by Step. If you enter the Capital Gains Amount in "Gain on sale of business assets" the Business flag on NM PIT-ADJ line 16B gets set and the 40% deduction is calculated. 

You do not say what 2024 information it is asking for.   If you mean it is asking for your 2024 AGI, that is entered to allow you to e-file 2025. Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.  

You will not get the childcare credit until (unless) you enter income earned from working.   The credit does not work unless you enter your income first.   If you are filing a joint return you must show income for both spouses, or show that one or both of you was a student or disabled.   If you have self-employment income and show a loss you will not get the childcare credit.  You will not get the credit if you are filing married filing separately.     If you have entered all of your income and you have entered your dependent(s) then work on the childcare credit by entering the Tax ID or Social Security number of your childcare provider and enter the amount you paid for the childcare.   One of the most common mistakes that messes up the childcare credit for people is listing all of the earned income under only one name on a joint return.  Make very sure that your incomes are listed under each of your names.  It’s pretty easy to check.  Go to the Income section, and click “update” on Wages and Salary.  That will take you to the W-2 Summary.  Do you see income listed under both of your names?       The person receiving the care had to be 12 or under or qualified as mentally or physically disabled. To claim the childcare credit you need to be filing as Head of Household or Married Filing Jointly. (NOT married filing separately)    If your child was born in 2025 make sure you say the child lived with you all year. The credit is a percentage of your expenses based on your AGI (the higher the income, the lower the percentage)  You must provide the Social Security number for each child you are claiming, and the Social Security number or Tax ID for each care provider.    In the case of divorced or never-married parents—only the custodial parent can use the childcare credit.     And remember that the childcare credit is a NON-refundable credit.  It can reduce your tax owed down to zero, but it is not added to your refund.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/child-dependent-care-credit/L8h8A5Klg_US_en_US?uid=m5yifys1

If your return is properly prepared, the refund check should be made payable to "Estate of <deceased>".   I don't know if you can do a direct deposit with the Estate Account bank info. I say "should" because in my case, the IRS managed to mess it up.   @jllatimer