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@nightshine   What state are you in? Having 0 Social Security on federal 1040 line 6b should not affect your state return. Most states do not tax SS so if the IRS adds it in for you, you do not have to amend federal.   And don't have to amend state since it was not included in state to begin with.    If your state started with the federal AGI 115,000 and 0 on 6b  then the state subtracted 0 and is still using 115,000.  If you now have federal AGI of 150,000 and 35,000 on 6b then state is 150,000-35,000 = 115,000.  Comes out the same way.  

There's a big difference between a sale or exchange of digital assets (1099-DA) and retirement income (1099-R). It's important to report the income in the appropriate location in your tax return. Where do I enter Form 1099-R? Your IRS form 1099-DA reports gross proceeds, the digital asset, the number of units and the number of transactions. Select Wages & Income. Scroll to Investments and Savings. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) >  Add investments. On the Save time and connect your financial accounts screen, select Enter a different way > Select Type it in myself, then Continue. OK, let's start with one investment type, select Digital Assets > Click Continue. On the screen Which bank or brokerage is on your 1099-DA, enter the information > Continue. On the screen Did you get a 1099-DA from XXX?, select Yes.  Click Continue. Answer the questions at the screen Tell us about the sales on your 1099-DA Any digital currency you purchase becomes income at the time you redeem or sell the digital currency and must be reported . Cryptocurrency Guide (digital currency) Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate) A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. How do I mail Form 8453? (review if alerted)

There is a 2 step process to reporting a backdoor Roth, here is how to enter it(from: How do I enter a backdoor Roth IRA conversion?:   Step 1:  Enter the Non-Deductible Contribution to a Traditional IRA Go to Deductions & Credits and scroll to the Traditional and Roth IRA Contributions section. Click Start.  On the screen, Tell us about your IRAs, check the Traditional IRA box and select Continue. After selecting that you contributed to a traditional IRA in 2025, you will be asked Is This a Repayment of a Retirement Distribution?, select No and select Continue. Enter the amount contributed and select Continue.. You will be asked Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution? Select No and Continue. Continue through the interview and answer the questions on the following screens. You will arrive at a screen labeled [Your name’s] Traditional IRAs, with a box labeled Deductible contributions elected non-deductible. Enter the amount you contributed. Select Continue. Note: If none of your contribution can be deducted, you'll see the message Based on what you've entered you don't qualify for an IRA deduction, and the full amount of your contribution will automatically be nondeductible. Step 2:  Enter the Conversion from a Traditional IRA to a Roth IRA Go to Wages & Income. Locate and select the Retirement Plans and Social Security section, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Answer Yes to Did you get a 1099-R in 2025? If you land on the screen Review your 1099-R info, select Add another 1099-R. Select how you want to enter your 1099-R and follow the instructions. Answer the questions on the following screens and continue through the return, until you reach Tell us if you moved the money through a rollover or conversion. Select I converted some or all of it to a Roth IRA and Continue. Next, select Yes, all of this money was converted to a Roth IRA. To check the results of your backdoor Roth IRA conversion, see your Form 1040: From the menu, select Tax Tools, then Tools (if you're currently using the TurboTax Mobile app, you'll need to sign in to the web browser version). Select View Tax Summary. From the menu on the left side of your screen, select Preview my 1040. Your backdoor Roth IRA amount should be listed on Form 1040, Line 4a as IRA distributions. Taxable amount on Form 1040, Line 4b should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, in which case the earnings would be taxable. If you have a Schedule 1, then Schedule 1, Line 20, IRA deduction should be blank.

TurboTax Free Edition is for taxpayers with simple Form 1040 returns only (no forms or schedules, except for EITC, CTC, student loan interest, and Schedule 1-A). 37% of taxpayers qualify. If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need. Check your qualifications or change products below.

The 1099-B is all right. This will be reported in the same location as a 1099-DA so it's in the right location for you. The information below will guide you to see the transactions entered into your tax return.   To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales?

@strongted , please can you provide some details -- (a)  Your foreign source income -- what type  ( 1099-div, 1099-Int, 1099-B  etc. etc. )? (b) If it is not on the 1099s where  did you report the  foreign  taxes paid ? (c) or are you saying that your are eligible for  section 904(j)  benefit i.e. without having to see the limits imposed by form 1116 ? (c) Or are you saying that there was no FTC  but your tax liability prior to FTC application was zero ( it is non-refundable credit ) ?   Please help me solve your issue by replicating your situation  ( since I cannot see your screen and/or your return ) --yes ?

Once your account is established it cannot be deleted. However you can remove any data or use the 'Clear and Start Over' function then start your return again.  This function will work if you have not yet paid for your return.  How do I clear and start over?

The RMD calculation in TurboTax is based on your answers to the interview questions, not your actual bank records. If TurboTax is showing a penalty you don't owe, deleting the forms and starting fresh is the most reliable fix.   First, delete the original Form 1099-R and Form 5329:   Go to Tax Tools on the right hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 1099-R and Form 5329   Now, click back on Income in the Federal section to return to input the Form 1099-R information again:   Go to Wages & Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue Continue through until you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Note: Only enter the portion of your RMD that was satisfied by this specific 1099-R. Do not enter your grand total RMD for the year on every 1099-R screen. If you have two 1099-Rs, the RMD amounts you enter for each should add up to your total requirement, not repeat it Next, you are asked, "How much of this distribution applied to your December 31 RMD?" If you select "Some", you will need to enter the amount of the distribution that applied to your RMD You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   The above steps should resolve the incorrect penalty calculation.

@jamesyoung17    IF your taxable income,  is already reduced to zero, then using more deductions doesn't get you anything more. AND IF your taxable income is already reduced to zero by the Std Ded...then that is usually better to use since any Stat refund won't become Federal incoem next year.  IF you choose to use Itemized deductions anyhow...then any state refund you get this year, will become taxable Fed income next year.

Follow the steps here to correct your entry. When you are entering a roof as a capital improvement, not the building itself, there should be no land value entered into this asset. Go back to remove that entry and if necessary enter a zero. Also be sure you selected Rental Real estate property as the asset category and residential real estate as further description, if applicable. Zero for value of land.

Do you mean apply from your 2024 REFUND?     If it didn’t transfer over from last year, then enter a Federal and state refund from last year that you applied to this year here. BUT first make sure it’s not already there. You don’t want to apply it twice. It will be on 1040 line 26. To enter or delete a Federal or State Refund from last year that you applied to this year, go to Federal (or Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Income Taxes Paid Other Income Taxes - Click the Start or Revisit Next page scroll down to 2024 Refund Applied to 2025