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further to my reply above - the 8949 lines A, B1 and B2 in the exception smart worksheet are prepopulated with an X that cannot be deleted.  When I enter that all 1099B items were reported to IRS (basis and proceed with no adjustments it still takes me to complete the 8949

Do you have non-deductible contributions to any traditional IRA in any year, 2025 or earlier?   If yes, we need more information.   If no, and all your IRA contributions are pre-tax (tax deductible), then 100% of the conversion is taxable.  You are taxed on contributions plus earnings.  Form 8606 line 16 is the amount of the conversion and line 17 is zero, because you have no taxable basis in your IRA if all your contributions were tax-deductible.   Box 1 of the 1099-R (gross distribution) should be the same as form 8606 line 16 (the amount of the conversion), unless you had income tax withheld from the conversion.  For example, if you withdrew $10,000 from the IRA and had $2000 withheld, and you converted $8000 to a Roth IRA, then what really happened is you have a $2000 taxable withdrawal and an $8000 conversion, not a $10,000 conversion.  (Because that withholding went to the IRS in your name for taxes, it is the same as if you had withdrawn it to your own checking account as a taxable withdrawal, then mailed a check to the IRS.)

You need to be in Form mode for those options to be available. In EasyStep mode, the optimizers will appear in the section of the interview that they relate to. Ex: the Medical Optimizer will show up after you've entered your medical receipts.     

You can use Goodwill NNE Donation Value Guide which meets the IRS requirements as it provides actual resale price ranges and requires items to be in good condition or better. If an item is not listed, it is recommended to use 30% of the item's original price.  The link is Donation value guide - Goodwill NNE. If you are using Windows 11, you can ask Copilot to build you a spreadsheet to list your donations and do some calculations for you. Just tell it what you want.

Yes, the Family HSA contribution limit is $8,550 in 2025, but that's only for a FAMILY HDHP policy. You don't have a Family HDHP policy, you have Self only policies. The 2025 contribution limit for Self-only is $4,300, and since only one of you has an HSA, that $4,300 is the limit (plus, of course, the $1,000 for being 55+).   Indeed, if your spouse had had an HSA, then your spouse could have also had a limit of $4,300, so that you would have an aggregate total limit of $8,600, but you would have to divide the contributions so that no more than $4,300 would go to one HSA (plus $1,000 for each HSA if your spouse if also 55+).    I would urge you to visit with your HR departments to determine if for 2026 you want to actually have a Family HDHP policy or two separate Self-only policies. NOTE: one of you can have a Family HDHP policy and the other a Self-only policy, but the total contribution limit do not add up - instead, the two spouses would share the $8,550 Family contribution limit.   I would also urge your spouse to get his/her own HSA - HSAs are somewhat IRAs, they belong to the individual, not the family. If each of you are 55+ and each of you have HSAs, then each of you can contribute an extra $1,000 to your HSA.    @TChristopher 

You are allowed to subtract up to $10,000 in contributions if you are single and $20,000 if you are married filing a joint return for contributions you made to the “Bright Start” program, the "College Illinois" Illinois Prepaid Tuition Trust Fund, or the "Bright Directions" program during the tax year. The total subtraction for contributions made to both college savings plans may not exceed $10,000 for single filers and $20,000 for joint filers, even if you contributed more. Contributions to any other IRC Section 529 programs may not be deducted.   When you go through the IL return, on the page titled Here's the income that Illinois handles differently, scroll down to Education.   Expand that section and choose START next to College savings and prepaid tuition plan contributions.