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You can get TurboTax expert to either help you file your tax returns by providing on-demand advice via, phone, video, or chat while you prepare your taxes. TurboTax Expert Assist 2025-2026 You can also get a TurboTax expert to prepare and file your taxes for you.   TurboTax® Expert Full Service | Taxes Done By An Expert  

No, not exactly.  The program pulls the Federal data into the New York section, but you still have to start and file the state amendment separately (file Form IT-201-X Amended Resident Income Tax Return).   Add the 1099-R to your Federal return, and continue through the Federal section until done. Select the State Taxes tab, and Click on "Your State Returns." Click "Edit" (or "Update") next to New York. Look for a section titled "Other Tax Situations" or "Additional Tax Situations", and Select "Amend a Previously Filed Return." Verify that the 1099-R has flowed from the Federal return to the New York return.  Make sure that  any state-specific pension exclusions (e.g., the NYS $20,000 retirement exclusion) are applied correctly to the new 1099-R. Note: New York State law requires you to file an amended state return within 90 days of amending your Federal return if the change affects your taxable income.   If the program doesn't give you an e-file option for the amended state return (IT-201-X), send it to the address listed on the printed instructions.   If you DO mail the return, include a copy of the new 1099-R and a copy of your Federal 1040-X.   And finally... wait until the IRS has accepted your Federal amendment before you mail or e-file the New York amended return (just in case the IRS makes further adjustments to your 1099-R entry).   If you are NOT including a payment (expecting a refund or zero balance): STATE PROCESSING CENTER PO BOX 61000 ALBANY NY 12261-0001   If you ARE including a payment (check or money order): STATE PROCESSING CENTER PO BOX 15555 ALBANY NY 12212-5555 

From the information you provided, you are not doing anything wrong. To complete the backdoor Roth reporting correctly, you must complete two separate sections (income and deductions). If you have deleted the non-deductible contribution, but still included the 1099-R for the income that was created when you moved money out of the traditional account, it is expected that there will be tax because there is no offsetting non-deductible contribution.    To check if the Roth conversion worked as it should, here is how you can check: go to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and check that line 4a show the full distribution and line 4b is either $0 or a small amount if you had earnings in excess of your contribution.   To review the steps in full to create a backdoor Roth conversion, here is a reference: How do I enter a backdoor Roth IRA conversion?

Bonjour, justement dans mon avis de cotisation aucune cellule ne correspond aux lignes dans turbo impôt, ça ne concorde pas. Par exemple les montants variables ne sont à nulle part dans l'avis de cotisation. Dans mon avis de cotisation la cellule #18 contributions n'est pas disponible dans Turbo impot.   Également dans la photo que vous avez mise on voit bien que c'est indiqué de rentrer les montants de 2025, alors que toutes les lignes font référence à 2024.

Update:  I was able to import part of my M Lynch financial data after reducing the number of files in import request.  This appears to be an issue with size of file or transactions.  In attempt to get all my ML data into TT, I tried importing my data in several batches (say 3-4 of 4 to 5 files per batch).  The problem, however with this is once you import files from M Lynch, any succesive imports will cause TT to erase the data earlier imported. 

I am using the download/desktop version and this did not work. The only thing I could say 'no thanks' to was Audit Protection... there was no way to choose or NOT choose the $15 Maximum Refund Guarantee. I. DO. NOT. WANT. IT!!

The annuity start date is usually when you started receiving payments.   Your annuity starting date is the later of the first day of the first period for which you received a payment or the date the plan's obligations became fixed.  Publication 575, Pension and Annuity Income.  

Enter Zero.  This is the easiest solution. The following link gives steps on how to update your AGI:   Where do I correct my AGI in TurboTax Online? How do I correct my 2024 AGI in TurboTax Desktop?