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I had to call two different reps at Turbotax to get the correct answer. The first rep did not help at all. The second rep advised the program I purchased was for on line use only and could not be downloaded to my computer.   If Turbotax continues to push for all on line files, I will switch to a different brand program.   Thanks for your assistance.

I do Not want to use the TurboTax service. The online site is a deceptive BAIT AND SWITCH! I did not sign up for nor did I use the EXPERT service yet I was charged for it! I see that you have had multiple complaints about this service. I would like to cancel the transaction effective immediately!

Usually if there isn't a breakdown on the K-3, it may be listed in a supplemental disclosure form that came with your K-1's and k-3's.    In the example you included with your screenshot, there is no foreign amount to report for other expenses since the total is $56 and the US Source is $56. The total for Foreign Source is "0" as reported in the form.    

Your W-2G  is entered on your federal return first, not directly in the state section. TurboTax will then automatically carry that information to your state return.   How do I enter a W-2G?    

No, TurboTax will take the fees from your Federal tax refund.   If your state refund is lower, it may be due to a state tax offset. You can check your State status on this site: Check your state tax refund status A state may reduce your refund and offset it to pay: Past-due child support; State agency nontax debts; State income tax obligations; or Certain unemployment compensation debts owed to a state (generally, these are debts for Compensation paid due to fraud, or Contributions owing to a state fund that weren't paid)."

Yes. An amended return is filed separately from the original, which means the original has already been completed.  If you changed something before the original was processed, NYS will process both in the order they are received.    Be aware that ‌amended returns usually take longer to process (sometimes 4 to 6 months). Because of this, you should receive a paper check for the difference, at the address you provide in your return.    If you haven't received the original refund, probably it's because have been delayed due to the amended return being processed.  To track your state refund, refer to the link below:  How do I track my state's refund?  

While going through the step-by-step review, at one point I was to input my street address that appeared to be filling out the Indiana IT-40 form. I accidentally placed my street address in the “City” field. Once I realized my error I had moved onto the next area and have been unable to identify how to access the IT40 form. I’m completing via TurboTax online and do not see an opportunity to view forms. Only documents available to me on the left hand side of the screen are the files I input from my banking institutions.

Since you are dealing with multiple years and a correction, the key is to ensure your Form 8606 (the form that tracks "basis," or money you already paid taxes on) is accurate.   You must enter both 1099-Rs. TurboTax uses these to generate the necessary tax forms.    For the traditional IRA, this is the "Backdoor" move. It shows the money leaving your Traditional IRA to go into the Roth. It likely consists of the $7,000 intended for 2024 and the $1,000 "excess" that you mistakenly labeled as 2024 but actually moved in 2025. When you enter this, TurboTax will ask if you moved the money to another retirement account. You will select that you converted it to a Roth IRA.   For the Roth 1099 R, this is the removal of your excess contribution. Since you converted the extra $1,000 to the Roth and then realized it was an over-contribution, you had to pull it out of the Roth to "undo" the mistake. Once you converted the extra $1,000 to the Roth and then realized it was an over-contribution, you had to pull it out of the Roth to "undo" the mistake.   Now, you need to deal with the basis so that your Form 8606 is updated correctly. This is a common spot where people run into trouble. Since you made non-deductible contributions to your Traditional IRA, you now have “basis.” Make sure you’re not taxed twice on that money when you convert it.   Enter your 2025 Contribution: Tell TurboTax you contributed $7,000 to a Traditional IRA for 2025.  When asked if you made a non-deductible contribution, say Yes.  TurboTax will ask if you had any "basis" from 2024 or prior years.  Look at your amended 2024 Form 8606, Line 14.  You likely have $7,000 (or $8,000, depending on how the amendment was structured) in basis from that year. You must enter this so the $8,000 conversion you did in 2025 is seen as "tax-free" rather than a taxable withdrawal. These questions will appear after you record your 1099 R entry. These questions will generate after you answer a question that says,  "Any nondeductible contributions to your IRA?"  Once you answer "yes", you will see the questions that I mentioned above.    

Does anyone have a resolution? Im having the same issue. I bought a brand new Tesla Y and it keeps showing $4000 on line 16. I called turbotax and theyre not helping at all so Im at a point of returning the software to Coscto and also write a major complaint of how terrible this software is.

@DoninGA    Thank you.   So that means I can choose direct deposit to a bank account for my refund from STATE and choose to pay "by check" for my FEDERAL tax due?  (I won't really be using a check I will be paying it electronically online but I assume the option to "pay by check" if that's what it says is the same thing.)