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Interesting. The problem was in the "version" of Schedule A that appeared under California Forms. There wasn't initially a Schedule A under my federal forms -- presumably because my standard deduction for federal purposes was more than my itemized deductions. So, in Forms mode I manually opened a new Schedule A, which appeared under my federal forms, and, voila, it had the correct prose. I then removed the Schedule A that had mysteriously appeared under my California Forms ... and a few seconds later, a new Schedule A was created there, populated with the correct data but with the previously reported incorrect prose! Bottom line: There's still a bug. It's just not as straightforward as I initially thought.

One last question.  So the same applies for "Foreign gross income - Gross income from all sources (Column g)" (picture below)?  Only enter the portion from non-US sources in this field?  I only ask because this entry gets placed on line C, "Gross income from all sources" on the Schedule K-3 - Foreign Transaction Smart Worksheet.   The questionnaire has the added "Foreign gross income" and the worksheet does not.  

Thanks RogerD1, I see that the initial rollover is not taxable and the Roth conversion is taxable. I’ve checked the lines 4a, 4b, 5a, and 5b and they are correct . My question concerns the income for 2025. It appears that both events are added to my income the initial $5k as well as the $5k conversion. So my income appears to be $10k above my W2, this feels like it is being double counted. In reality it is the same $5k just moved two separate times.  

Since we can't review your tax return in this forum, we are unable to determine why you didn't meet the qualifications for the injured spouse relief.  You can review your Form 8379 box 4, to make sure that you indicated  that you are not legally obligated to pay this past due amount. If you didn’t check NO, then you would not have met all of the qualifications.   If you are unsure if you answered the questions correctly, you can file a new Form 8379 and mail it to the IRS.   Refer to Form 8379-Injured Spouse and Form 8379 Instructions.   For additional information, refer to the TurboTax article What is IRS Form 8379: Injured Spouse Allocation?  

I believe Turbo Tax has fixed this issue.  I launched Turbo Tax yesterday and it went through several minutes of updates.  Once updates are completed, I was able to get pass the errors with no issue.  Federal Check and Smart Check were all good with no more error.    If you have problem, I suggest that you delete the Energy section and re-enter the information.

Note - I accidentally created a duplicate thread (feel free to merge if you can): https://ttlc.intuit.com/community/state-taxes/discussion/re-bug-in-ca-form-568-schedule-iw-line-3-for-annual-limited-liability-company-tax-values-and-c/01/3838909/highlight/false I should have clarified that I am using the TurboTax Online version.  Few clarifications: - LLC-4/7 Form was filed 11/24/2025. I received approval letter December 3. - I paid $800 when filing taxes last year with TurboTax Online (i.e. for tax year 2024). This payment was the LLC annual tax for 2025. - Now, filing taxes for tax year 2025, my balance should be $0: I should not owe anything, nor should FTB owe me anything. Is this correct? TurboTax Online does correctly mark this as the Final Ever Return for this LLC, but for some reason it ends up calculating that I am owed $800. See the screenshot - I believe the error is happening on Line 3: 2025 Annual LLC Tax (should have value $800). As mentioned earlier, I do not seem to have the ability to change these values: no matter what I put in these fields, TurboTax Online overrides them. What should I do? Did I misunderstand something? Thank you for the help!

This software is complete junk.  Absolutely one of the most frustrating things trying to figure out how to file an extension using this software that claims to be able to handle extensions.  Then, in the software, NEVER once does it actually mention that you can't actually file from the program.  What junk this software is, seriously, just terrible.  I will do everythign in my power to never use this junk again.