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@RogerD1  Thank you for checking into this.  To really understand what is going on you have to look at my completed and submitted1040-SR before I started the !040-X.  On form 8606 you will see $7900 contributions to Traditional IRA.  I also made a $100 contribution to the Roth when I first opened it, so after the Recharacterization the total Roth contributions were $8,000 as you noted.  On line 13 you will see $1,000 distrubution I took from the Traditional IRA when I was in a tight.  TurboTax decided this $1,000 distribution was non-taxable.  This was the 1099-R you inquired about.   Now I understand.  Because the Recharacterization eliminated any after-tax basis in my Traditional IRA, the $1,000 distribution became taxable, and at the same time the extra income made more of my Social Security benefits taxable.  I was a dummy about this, and once again, I apologize.  it was user error after all.  I have no complaint left except that none of the Tax Experts caught this on the phone; some of them didn't know what a Recharacterization was and sent me links about Conversions; and it took a long time on this forum to get someone to really examine my unfinished1040-X.  Thank you again and be well.   Once again, I am grateful for your help with this.    

I think you mean you have a loss on your rental activity but it is not being deducted from the other income on your tax return. This will happen if you rent your property for less than fair market value or if you use the property for personal purposes for the greater of 14 days or 10% of the time it was rented during the year.    Also, you can normally only deduct up to $25,000 of a rental loss against personal income each year, but that is not true once your income is over $150,000.    If you think these constraints do not apply to you, you will need to review your rental entries and make corrections as needed.

I think I might have solved the problem. The solution I found is not to put in the amount for your 2023 state taxes but to put in the amount for your 2024 state taxes found by going here 1. Deductions and Credits 2. Estimates and Other Taxes Paid 3. Other Income Taxes 4. Other Income Taxes Paid 5. Balance due on your 2024 state taxes paid in 2025   Enter that amount for Payments and withholding and not 0 for  as in the instructions above.    When I enter the above value the issue goes away.

Yes, creating a substitute 1099 R is a recommended procedure for reporting the return of an excess contribution. @twlja  Yes, you will need Form  5329 to report your wife’s excess IRA contribution since she did not have earned income when she contributed.  @davetavares 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

To enter edit or delete Personal Property Taxes - Click on Federal Taxes (Personal using Home & Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Cars and Other Things You Own On Personal Property Taxes, click on the start or update button

Nous sommes le 18 mars et le problème est toujours existant . C'est la troisième fois que je communique avec  TurboImpôt  au [phone number removed] et cette fois ci la réponse fût  que le problème était chez Revenu Québec . SVP soyons un peu sérieux cela fait plus que 23 ans que j'utilise votre produit et la cette année c'est l'enfer je suis énormément déçue et je pense sérieusement a changer de logiciel . Car essayer d'expliquer a une personne qui n'a ni adresse courriel ni cellulaire pourquoi je ne peux transmettre . Et pour l'avoir essayer si on met une adresse courriel il faut choisir notification sinon on a un message d'erreur et le gouvernement communique par courriel pour un changement . Un chance que j'ai un dossier a revenu Québec mais pour le moment j'y vais avec le numéro de cellulaire pour ceux qui en on un  et je choisi texto .

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

You can claim medical expenses for any 12 months ending in 2025 that have not already been claimed in 2024. For example, for the 2025 tax year, you could claim expenses paid in 2024 and in 2025. You can claim all or a portion of the medical expenses for which you've not been or will not be reimbursed. No. You are strictly limited to a maximum of 12 consecutive months. You cannot claim a 14-month or 24-month total on a single return (unless the claim is for a deceased person). Anything that falls outside your chosen 12-month window for your 2025 return can be carried forward and used on your 2026 return (as long as it fits into the next 12-month window you choose then).   Thank you for choosing TurboTax.

1. Worry, no. The IRS only wants amended returns if you will owe $25 or more.  2. Current year, enter the 1099-DIV as you receive it. If you enter the 1099-DIV as you receive it, it is correct with taxing the qualified dividends at the lower rate.   You don't say what you overlooked - federal obligations, state obligations or if you are just reading the standard brokerage what goes where lines. Your supplemental pages give you the percentages to exempt on federal and state. I would think you may have been overpaying. You can file 2022-2024 for refunds. The 2022 must be filed by April 15th of this year.