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SharonD007

Please clarify if you have already filed your return or are you currently working on it so we can give you proper instructions.

psobon

I think I sorted it out. So for 2024 tax return I simply state "Deductions and Credits -> Retirement and Investments -> Traditional and Roth IRA Contributions" (backdated) to add Form-8608-T that wil...

I think I sorted it out. So for 2024 tax return I simply state "Deductions and Credits -> Retirement and Investments -> Traditional and Roth IRA Contributions" (backdated) to add Form-8608-T that will track after-tax contribution to TradIRA. And this will be the difference between the amended and original tax return. Then, for 2025, I will do the same deduction ($7k). Form-8606-T should state $7k 2025 contribution and $7k from previous years (in my case only 2024), after-tax contribution to TradIRA. Then, I will add 1099-R for 2025 tax year that I received from my bank that is purely about distribution from TradIRA. I will state conversion to RothIRA for $14k that happened in 2025 (whole amount, not backdated in any fraction). And then, per my understanding, because I attach Form-8608-T the TradIRA money is excluded from being taxed again (added to income) as it was taxed already. That makes sense but it is very hard to understand that and properly input to TurboTax and verify. Thank you @baldietax very very much for all the responses. They were very helpful.

SharonD007

You can't request to speak to an expert in this forum. You can speak to an Expert Assist Agent using TurboTax Experts. You can switch (upgrade) by following the steps below: Sign into TurboT...

You can't request to speak to an expert in this forum. You can speak to an Expert Assist Agent using TurboTax Experts. You can switch (upgrade) by following the steps below: Sign into TurboTax and open your tax return Select Live Tax Advice Select Upgrade. For more information, review the TurboTax article How do I get TurboTax Experts?

royalleeharris

How do I include my business tax return with my federal return?

Skina

So basically the turbo tax email that provided the ACH trace number said to call and provide the date it was sent back and the ACH trace number so that they can find it faster because everything ha...

So basically the turbo tax email that provided the ACH trace number said to call and provide the date it was sent back and the ACH trace number so that they can find it faster because everything have to be logged

sridharankannan

SharonD007

If you are referring to the 5-digit PIN to electronically sign your tax return, it's a 5-digit number that you select. For more information, review the IRS article Self-select PIN method for Fo...

If you are referring to the 5-digit PIN to electronically sign your tax return, it's a 5-digit number that you select. For more information, review the IRS article Self-select PIN method for Forms 1040. If that's not what you're referring to, please reply back.

curlytwotoes

In 2024, I contributed directly $7000 to a Roth IRA, then realized I was over the max income to contribute to the Roth IRA. To resolve that problem, I recharacterized the $7000 to a Traditional IRA, ...

In 2024, I contributed directly $7000 to a Roth IRA, then realized I was over the max income to contribute to the Roth IRA. To resolve that problem, I recharacterized the $7000 to a Traditional IRA, and then did a backdoor Roth IRA contribution by converting the $7000 in the Traditional IRA back to the Roth IRA. Unfortunately, I made another mistake. In 2025, just before I filed my taxes for year 2024, I (mistakenly) contributed an extra $1000 to my Traditional IRA for 2024 contribution year instead of the intended 2025 contribution year putting me at $8000 of IRA contributions for 2024. To fix this, in August 2025, I paid the IRS the 6% penalty of the extra $1000 contributed, and then withdrew the $1000. I also amended my 2024 taxes to account for the extra contribution. Now, I'm trying to figure out what I need to put on my 2025 taxes. If it helps, I received two 1099-Rs from my stock broker, one for Traditional IRA and one for Roth IRA. The Traditional IRA 1099-R states in box 1 that my gross distribution is $8000. The Roth IRA 1099-R states in box 1 that my gross distribution is $1000. As a reminder, I did a backdoor Roth IRA conversion in the 2025 tax year as well. How do I account for all of this in TurboTax? Do I just enter in both 1099-Rs? Do I just do what TurboTax advises on how to account for a backdoor Roth IRA conversion, because it appears their directions only advise on entering information from your Traditional IRA. I'm just really confused. Any help would be great! Thanks.

oneupfellas

SharonD007

Please clarify what you need help with so we may help you.

curlytwotoes

In 2024, I contributed directly $7000 to a Roth IRA, then realized I was over the max income to contribute to the Roth IRA. To resolve that problem, I recharacterized the $7000 to a Traditional IRA, ...

In 2024, I contributed directly $7000 to a Roth IRA, then realized I was over the max income to contribute to the Roth IRA. To resolve that problem, I recharacterized the $7000 to a Traditional IRA, and then did a backdoor Roth IRA contribution by converting the $7000 in the Traditional IRA back to the Roth IRA. Unfortunately, I made another mistake. In 2025, just before I filed my taxes for year 2024, I (mistakenly) contributed an extra $1000 to my Traditional IRA for 2024 contribution year instead of the intended 2025 contribution year putting me at $8000 of IRA contributions for 2024. To fix this, in August 2025, I paid the IRS the 6% penalty of the extra $1000 contributed, and then withdrew the $1000. I also amended my 2024 taxes to account for the extra contribution. Now, I'm trying to figure out what I need to put on my 2025 taxes. If it helps, I received two 1099-Rs from my stock broker, one for Traditional IRA and one for Roth IRA. The Traditional IRA 1099-R states in box 1 that my gross distribution is $8000. The Roth IRA 1099-R states in box 1 that my gross distribution is $1000. As a reminder, I did a backdoor Roth IRA conversion in the 2025 tax year as well. How do I account for all of this in TurboTax? Do I just enter in both 1099-Rs? Do I just do what TurboTax advises on how to account for a backdoor Roth IRA conversion, because it appears their directions only advise on entering information from your Traditional IRA. I'm just really confused. Any help would be great! Thanks.

SharonD007

Your spouse can't be your dependent. Please clarify if you filed Married Filing Separately (MFS). Form 8379 can be filed separately if the injured spouse finds out after the IRS seizes the re...

Your spouse can't be your dependent. Please clarify if you filed Married Filing Separately (MFS). Form 8379 can be filed separately if the injured spouse finds out after the IRS seizes the refund. For additional information, refer to the TurboTax article What is IRS Form 8379: Injured Spouse Allocation? If you would like to file Form 8379 separately, refer to Form 8379-Injured Spouse and Form 8379 Instructions.

Haat1771

Mike9241

if this is foreign real estate, 30 years is the proper life. but you can't change without filing Form 3115.

Kathydef08

heretic0

It's asking for 2024, and I have the taxes I filed with Turbotax last year, but do not see anything like this.

vinmarsha4

I reviewed the questions. They were no help to me. This is why I asked for a person.

Kathydef08

Ericlocklear

If I took my spouse as a dependent and child support took my federal can I file a 8379

SharonD007

Follow the instructions below to delete the worksheet: Open TurboTax and your return Select Tax Tools from the menu on the left side Select Tools In the pop-up window select Delete ...

Follow the instructions below to delete the worksheet: Open TurboTax and your return Select Tax Tools from the menu on the left side Select Tools In the pop-up window select Delete a form Find worksheet and select the trash can. Refer to the TurboTax help article How do I view and delete forms in TurboTax Online? for more details.

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Re: My wife did not file her business income/loss with our federal tax. I believe it’s schedule C...

Re: I contributed $7000 after tax to Traditional IRA and rolled over to RothIRA. I am not deducting that but TurboTax treats this as my income based on 1099-R. How to fix?

Re: Hey, I listen help. It doesn’t give me the information I need. I need a person.

My wife did not file her business income/loss with our federal tax. I believe it’s schedule C 1040 that need to be included. How is this done?

Re: Cross River Bank has my refund

how to fix a issue' Enrollmentstatus must be entered' during federal review.

Re: I didn’t file last year so I don’t have a tax pin

Mistakenly Overcontributed in 2024 to IRA; Does it Affect My 2025 Taxes?

I didn’t file last year so I don’t have a tax pin

Re: I want to finish up My taxes and pay

Mistakenly Overcontributed in 2024 to IRA; Does it Affect My 2025 Taxes?

Re: Ask a question

Federal tax refund

Re: My residential real estate depreciates at 30 years (ADS), which should be 27.5 years (GDS). Is there a way to change it to GDS method?

Please help me to finish up my taxes and pay?

Turbo tax keeps asking me to check the entry: State Tax Refund Worksheet: Item Q line 2 should be entered. Where am I supposed to find it?

Hey, I listen help. It doesn’t give me the information I need. I need a person.

I want to finish up My taxes and pay

Ask a question

Re: NEED TO DELETE TAS PAYMENT WORKSHEET

Do you have a TurboTax Online account?

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