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This is a partial rollover and it is entered in TurboTax Online like this:   Open your tax return Click on Federal in the left-hand column, then on Wages & Income Navigate to the list of income categories Locate the section Retirement Plans and Social Security and click on the arrow on the right Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R). Enter your form 1099-R and follow the interview When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) On the next page titled Did you roll over all of this $[amount] (Box 1) to another retirement account?, click on No and enter the amount actually rolled over in the box below.

Were the GNMA items reported on an IRS form 1099-B and uploaded from your provider?  Please clarify.   If the items were reported on an IRS form 1099-B, the uploaded items should be reviewed for their accuracy.   If the items are removed the IRS form 1099-B total, the total will not equal the total reported to the IRS.   You may report a cost basis equal to the proceeds reporting $0 gain/loss.  The total proceeds reported to the IRS will equal the total proceeds reported on your income tax return.   In either case, retain your worksheets of the transactions with your tax records should a tax authority have a question at a later time.

@ptyh12 Since the divorce was finalized after December 31, 2018, none of the alimony payments you received are entered on a tax return.  The payments are not taxable income, so it is a moot point relative to your spouse being a CA resident.

Social Security income may be partially taxable depending on your filing status and the level of your combined income, including Social Security income.   Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0 TurboTax will automatically calculate the taxable part of your Social Security income using the IRS formula.   Please read this TurboTax blog on the taxation of Social Security benefits.  

The custodian of the IRA will typically report a distribution as "taxable amount not determined" if they don't know the full history of your account contributions or withdrawals.  The removal of the Excess Roth contribution plus any earnings is a determination that you make and inform them about so that they can get the wheels turning for moving the money for you.   Yes, it is OK to just report each account distribution on one 1099-R - that will give you two 1099-R forms to report.  For your 1099-R, box 1 will be $6965, and box 2a will be $265.  You're correct on your wife's 1099-R - box 1 will be $2500 and box 2a will be 0.  Be sure to report codes P and J in box 7 for both 1099-R forms.  And also, be sure to remove the penalty on the earnings in the "Tell us which person may have qualified for a penalty exception".  On the "These situations may lower your tax bill screen" enter the earnings distribution in the box for "Corrective distributions made before the due date of return", then Continue.  This will remove the 10% penalty on the earnings distribution.

The rental income and expenses must be reported on your tax return. Use the link below to enter your rental activity for the part of the year your condo was rented. Prorate any expenses that apply to the whole year such as property taxes, insurance, etc. Any expenses that directly relate to the rental period can be deducted in full such as utilities if not paid by the tenant. Where do I enter income and expenses from a rental property? The information should be retained until you sell the property if depreciation is used on your 2025 tax return.

After you entered the SSA-1099 into the TurboTax program there was a following screen asking if you lived in any of the foreign countries listed.  If you selected YES then none of your Social Security benefits would be taxable.  You should have answered NO.

Can you clarify your question? What do you have to post to Sch-Q (Foreign Taxes for Controlled Foreign Corporations)? Does the 1098 represent a mortgage in a foreign country? Does the 1098 represent a personal mortgage in the USA?

To enter, change or delete Mortgage Interest - Click on Federal Taxes (Personal using Home & Business) Click on Deductions & Credits Click on I'll choose what I work on (if shown) Under Your Home On Mortgage Interest and Refinancing (Form 1098), click on the start button