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Hi @DanaB27  , thanks so much for going through that. I made the changes you suggested and a lot of the windows I was seeing previously disappeared. I realized I might not have been clear about the process and wanted to clarify something.   The 2024 Roth IRA contribution produced gains that occurred while in the Roth IRA, which amounted to $3,277. I performed the recharacterization in February of 2025 for a total of $10,277 in the form of stock, and during the 1 day this was sitting in my Traditional IRA, the amount increased to $10,627, which was then put into my Roth IRA. So in total, $3,277 of gains were made in my Roth IRA, and $350 was made in my tIRA. Does that change any of the answers to the screenshots that you provided above?   The reason why I'm asking is because here's what my form 8606 looks like when I entered everything:   Line1: 7000 Line2: 7000 Line3: 14,000 Line5: 14,000 Line10: x Line13: 7000 * Line14: 7000 Line15a: 0 Line15c: 0 * Line16: 17,627 Line17: 7000 Line 18: 10,627 * 1. My understanding is for form 8606, line 6 should be $1 (because I left 0.66 in my tIRA on 12/31/2025), line 8 should be 17,627 (total amount I converted from tIRA to Roth IRA in 2025, including earnings), lines 9-11 should be the pro-rata calculation. These lines (6,8,9-11) are currently blank, except for an "x" in line 10. Did I do something wrong? 2. Line 18 shows the taxable amount to be 10,627. My understanding is that the taxable amount should be 3,627, because it's only taxing the gains beyond my original 7,000 contribution. Am I correct? 3. Some of the lines have an asterisk next to the number entered (line 13,15c,18). Do you know what that means? I didn't see an explanation at the bottom of the form explaining the *

Bonjour Louise, Ca fait du bien d'évacuer 😁. Je n'avais pas précisé quel tp-80 mais moi aussi c'est le E.  Et moi aussi j'avais eu le mot brouillon dessus avant la mise a jour du 5 mars et au téléphone le niveau 1 et le niveau 2 apres 2 heures sur mon ordinateur m'avaient dit de faire vérifier mon ordinateur. Ils n'étaient même pas au courant que les formulaires n'étaient pas encore prêts à cette date.   Je mets tous mes espoirs en la mise à jour que nous devrions avoir le 17 mars, sinon je suis découragée.  Bonne chance à vous aussi 😇    

@loiscortney    You have to answer some questions about beginning a 2025 tax return.....all before the Tax Home selection shows up in the left side menu.   (You don't have to sue TTX even if you start entering some stuff)   Once it does, then you can select it, then scroll down the page to find the prior year's tax forms. Only the prior years that you created in the exact same account will show up...and only back ~7 years.

TurboTax does not allow a zero for certain fields- it requires a blank field.  (It does not validate a forced zero).  To resolve this, leave the box blank instead of entering "0", or temporarily enter a small amount like $1 to bypass the error.

You get to first offset the loss against any gains you have each year so that can use more of it up.  Then after applying the loss to the current gains if you still have a loss, you can take a max loss of 3,000 (1,500 MFS) per year on your tax return.  Turbo Tax does all the calculations for you.  Just enter the full prior year carryover amount.   But sorry, you can’t use it against other things.  Only the 3,000 each year.   To use up more of it you can sell investments that have gains.  

Try going back to the section of the program for which a Form 4562 was or should have been generated (presumably a Schedule C, a Schedule E rental property, or a Schedule F farm). Go back through the interview questions to confirm they were all answered correctly.    If you prepared your return with TurboTax last year, and you didn't purchase or sell any assets this year, the program should have carried over any depreciation schedule from last year. If you purchased a new asset, TurboTax will need to prepare Form 4562 for depreciation based on your entries.   See this TurboTax tips article for more information.   @stubemis   

Capital losses can be used to offset capital gains, plus up to $3,000 (or $1,500 if Married Filing Separately) of ordinary income (like wages) annually. Remaining losses carry forward indefinitely to future years until used up. 

Yes, and it depends what state you lived in previously whether you'll need to file a part-year return or not.     Since you were a resident of your previous state for those first 17 days of 2025, you technically do need to account for any income earned during that window on a part-year resident return for that state. Most states require you to allocate income based on exactly where you were physically living when you earned it, so you'd report those days of wages or other income to your old home and the remaining days to Georgia.    Even though 17 days is not a long time, if you crossed the prior state's filing threshold during that time, they'll want their share of taxes, though, if your earnings for those 17 days were minimal, you might not actually owe any additional tax once your personal exemptions are factored in. Check your prior state's minimum filing threshold to be sure.