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@rekups  If the Social Security benefits is the Only income to be reported on the tax return and there is no federal income taxes being withheld, then there is no reason or need to file a tax return. Unless you also received a Form 1095-A for your health insurance through one of the State Marketplace Exchanges or from healthcare.gov then you must file a tax return

It depends. Once you make adjustments to the numbers, TurboTax will remember each action in the order completed.   So, if I understand you, the transactions now match the correct proceeds and shares agree with your actual numbers.     Wash sales can cause some extra work and are handled completely separately from all other transactions. Below are details about theses sales in particular.   Wash sales cannot be combined into section totals.  They should be entered individually so that you can track your cost basis and know when you are allowed to use the information on a final sale.   Wash Sale Rule Defined: A wash sale occurs when an investor sells or trades a security at a loss, and within 30 days before or after, buys another one that is substantially similar. It also happens if the individual sells the security at a loss, and their spouse or a company they control buys a substantially similar security within 30 days. The wash-sale rule prevents taxpayers from deducting a capital loss on the sale against the capital gain of other stock. Affect on Cost Basis: The loss that occurs on a wash sale is added to the cost basis of the shares purchased that created the wash sale. When all shares are sold and there is no repurchase, that increased cost basis will be used in full and used to determine gain or loss. As long as you are tracking the wash sales and are not using them on the tax return when you are not allowed, then you can simply enter the same cost basis as the selling price. This will  reconcile your tax return with your Form 1099-B Proceeds which is what the IRS is comparing.   Wash Sale ends: The wash sale disallowed is not added to the net gain/loss rather it is adjusted and suspended so that it does not affect the total gain or loss for any pending wash sales.  The rub is that the broker only knows when a wash sale occurs, not when a wash sale no longer exists. This can spill over between two tax years.  Likewise you can have a wash sale during a tax year, and then fully dispose of the stock in the same year which would eliminate the wash sale rule for the final sale of the same stock.    It's up to you to know when you no longer have to consider the wash sale rule.    Example:  X bought 5 shares of ZZZ stock, at $5 per share, then sold it for $3 per share, however immediately before the original 3 shares were sold, X bought another 5 shares at $5.00 per share.        $25 for the first block of shares        15 is the proceeds creating a $10 loss  The $10 loss is now added to the cost of the new shares for an overall cost basis of $35.     Once the second block of shares is sold (5 shares with cost basis of $30) without any repurchase with in the 60 day window (30 days before or 30 days after the sale), and if they are sold at a loss, then no wash sale exists on the sale, and a loss is allowed.   @cj5 

Did you e-file your state tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

@Solar Eclipse wrote: ...could any number of other forms & worksheet data in the Forms view possibly be transmitted...? Those don't get transmitted and are for your records only. In fact, not even every single thing listed in "Forms for filing" get transmitted, most notably the filing instructions. The IRS wants just enough information to calculate taxes and refunds (along with some critical information on those forms/schedules).   This would be a drastic oversimplification, but if you can't find it on the IRS web site, it almost certainly does not get transmitted (with very limited exceptions, such as certain election forms).    

I just tried editing a form in my Mac and I had the same experience - you can't right click in a cell and edit it, on any form or worksheet I tried.   You could try deleting the forms and worksheets related to this issue and enter the information in the interviews about the withholding and other payments again for Federal and State. You could also choose in the interview section to allow the state to calculate the penalty and respond to their notice if you disagree with their calculation.   The Form OR-10 instructions explain the Oregon penalty calculation.   I will elevate the question regarding the lack of ability to edit forms in the Mac version.   @DarthVaderKamp   

Online has not fixed form 5695 and there is no way to do it manually. When will the update apply to online? Or TT should give us another option to fix this asap, like download the editing options to the forms to manually fix them.

That is because Tennessee doesn't have state income tax. You should leave Box 15 (state) blank, There's nothing you need to report in boxes 15 through 17, so make sure there are no zeros.  Boxes 15-17 should all be left empty, even if there is an amount in Box 16.

The first page in your printout is your instructions; this page gives you the address to send your return to, and any forms you need to include with your return. To make sure you've selected paper filing in the software, so that you receive your instruction sheet, follow these steps using your specific TurboTax platform (online or desktop): TurboTax Online Sign in to TurboTax. To open your return, select Continue or Pick up where you left off. Select File in the menu. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save. If the File by mail option isn’t available, you probably previously selected to pay your TurboTax fees through your tax refund. To file by mail, you’ll need to instead pay with a credit or debit card. Here’s how to change your payment method from pay by refund, to pay by credit or debit card. Once you change your payment method, you'll see the File by mail option as described above. Select this and continue to the next step. Note: You’ll need to pay any tax balance due by check when you file by mail. Update the payment method for your TurboTax fees for all of the tax returns you wish to file by mail. Follow the instructions to print your return(s). If you haven't already paid any outstanding TurboTax fees, you'll be prompted to do so before you can print. TurboTax Desktop With your return open in TurboTax, select the File tab, then select Continue. On the next screen, E-file Your Federal Return for FREE, select File by mail and Continue. Continue through the screens until you get to the Print Tax Return for Mailing screen. Select Continue. Windows users: On the next screen, select Print Returns to Mail, then select Preview Print Copy. Once the preview has opened, select the printer icon.. Mac users: After the printing graphic finishes loading, select Print. When finished, select Continue in TurboTax and follow any additional onscreen instructions. I also double-checked the IT-201 instructions, and they request that you verify your income tax return print package contains these additional forms (which are added by TurboTax automatically, if they apply), so you can cross-check that list as well. NYS DTF also requests that you do not staple anything to the tax return.

Thanks, dmertz!      I think I updated the original post as you were writing.  I missed the part in your 2nd paragraph.  As I noted in my updated post, the instructions for the Backdoor Roth also lacked that 2nd part.  I hope someone updates them so the next person will save a couple hours of their time.   Appreciate that you took the time to write; had I stopped looking after posting and waited for your response, it would have saved me a couple hours of digging!  🙂