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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.

Hi @DanaB27 , I must've made a mistake answering the questions when I imported my 1099-R forms. I re-imported the forms and this is what I have for my form 8606 now:   Line1 7000 Line2 7000 Line3 14000 Line5 14000 Line10 x Line13 13999 * Line14 1 Line15a 0 Line15c 0 * Line16 17626 Line17 13999 Line18 3628   1. Form 8606 looks correct now as far as I can tell. Line 6 is blank, but line 14 I think captures the $1 I left in the traditional IRA at the end of 2025. Does this look correct to you? I'm guessing there was some rounding done in the calculations, which is why turbotax ended up with $13,999 instead of $14,000 for lines 13 and 17. 2. When I was entering my traditional IRA 1099-R I encountered the question below and selected "yes." Is "yes" the correct answer, even though I left 0.66cents in the traditional IRA? Technically I believe I converted all of it, and the 0.66cent was leftover from interest, which is why I selected "yes"

Thank you for the response. I should have clarified that I am using the Online Version of TurboTax.   @PatriciaV wrote: If you uncheck the "Final Return" box on Line H of Form 568, the LLC tax will appear on Line 3.    You can check the box on Line F of the CA Sch C Wks to indicate you disposed of the business; this does not cause the "Final Return" box to be marked on the 568. I do not have the ability uncheck the "Final Return" box. It is a radio button and I can only select Initial Return, Final Return, or Amended Return option. How can I achieve this in the online version? Thank you, jp

I finally was able to get the federal portion separately, but I have the same issue for the state return with 1041.  Clearly, this issue is happening to a LOT of us.  And it should have been fixed by now.   Can you guys actually give us a fix on this with the software and stop sending 'lists' of things to try?   Jim

You can delete all the information in your TurboTax account by using Clear & Start Over:   Select Tax Tools from the left menu, then Tools. Select Clear & Start Over. Select Yes to confirm.   If you wan to delete your account:   When you request to delete the data from all of the offerings you use with your Intuit Account, your Intuit Account will be permanently deleted.    This means all of the data associated with your account, offerings, and any shared services or apps you use with your account will be deleted. You’ll also no longer be able to sign in to Intuit using that account’s user ID and password. You do have the option to choose which product data you want to delete. When you send a request to delete your data from your Intuit Account, you will see the option to select specific products.  Here's how it works: Sign in to the Intuit Account Manager. Select Data privacy. Select Delete. Select Make a delete request and follow the instructions. You'll be able to choose the account and product data you would like to delete.