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Is the Roth contribution for you or for a beneficiary?  If for a beneficiary, you don't want to enter the rollover in your return, or it will be taxable.  The beneficiary can report the Roth contribution in their return (if they are required to file).    However, since it is a non-taxable rollover, the IRS does not require reporting in a tax return.  Keep Form 5498 as documentation of the rollover.  Here's more info from IRS Pub. 970.   @WI_Filer     

I understand that the advice you received last year contradicts what I am saying. You will note that Patricia's answer has been removed from this thread, so as not to create future confusion concerning Form 7217.  The IRS instructions  state  who must file this form, and how to file it. "It is to be attached to your tax return for the year in which you received the distributed property subject to section 732." There is no IRS guidance stating that you can mail Form 7217 separately.  Since TurboTax does not support this form, and there is no mechanism in TurboTax for you to attach this form, your only recourse is to paper file your return and attach the required form.

It looks like after MANY years using TurboTa, I'll be switching to a different tax prep software. TirboTax won't run on Windows 10, and windows 11 àwill not run on my PC. Doesn't make sense to buy a new PC just to use TirboTax.  

It depends. If the 1099-Q was used entirely on qualified eligible expenses of room and board, tuition and fees, it should not be entered.  Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.

The $6000 was an excess contribution only because we signed up for Medicare Part A in May, not realizing that invalidated contributions to the HSA from May forward.  (And really frustrating because we still had group insurance, and did not need to sign up for Medicare Part A.  Expensive lesson learned.)   When I modified my current return in Turbo Tax to reflect Medicare from May-December 2025, TT accurately placed the excess contribution as Other Income on Schedule 1 (1040).   Why did our overall tax due not change?

@RogerD1  @AnnetteB6  My situation matches that of the original post, except for one thing — the excess was removed late — approximately 13 days AFTER the extended October 15, 2025 deadline.   I contributed $8,000 towards my 2024 Roth IRA prior to the April 15, 2025 tax filing deadline expecting my total income would fall within the eligibility limits for Roth IRA contributions. Due to filling for the extension, then discovering very late it was an excess contribution of $8,000 to my Roth IRA, and then processing delays with my Roth IRA custodian, I filed my 1040 on Oct. 15, 2025, with form 5329 correctly reflecting the $8,000 excess contribution at the time of filing. Because of this, I was assessed the 6% penalty ($480). However, as stated above, I fully corrected this with my IRA custodian with a complete removal of the excess contribution, but again, after the deadline.   My questions is - How do I handle this so that that penalty is excused? Since my Roth IRA excess contribution was removed eventually a few days after the allowed period, should I file an amendment (1040-X) now reporting $0 on 5329? And then also request a waiver of that $480 penalty with a letter of explanation?   Thanks.

the reason: SCDOR statement on Income Tax conformity; April 15 filing deadline extended for SC returns | South Carolina Department of Revenue SCDOR statement on Income Tax conformity; April 15 filing deadline extended for SC returns Thursday, Mar 26, 2026 The SCDOR is aware that the South Carolina Legislature is working on House Bill 3368 to conform with the current Internal Revenue Code, including the One Big Beautiful Bill Act (OBBBA). If passed, the SCDOR will provide additional information as soon as possible, including guidance for taxpayers who have already filed their 2025 Individual Income Tax returns. We understand that taxpayers may need additional time to file, so we are automatically extending the tax filing due date for all 2025 South Carolina Individual Income Tax returns to October 15, 2026. No action is required to take advantage of this filing extension.   This extension applies only to the deadline to file your return, not to pay what you owe. You will owe penalties if you do not pay at least 90% of your 2025 tax liability by April 15, 2026. MyDORWAY is the fastest, easiest way to pay your balance. Visit dor.sc.gov/pay and select Individual Income Tax Payment to get started.   If you are expecting a refund, you don’t need to do anything except file your return by October 15. The SCDOR will publish additional guidance and updates through our website and social media channels. 

@user17748937334 Update your desktop software. Click on Online at the top of the desktop program screen.  Click on Check for Updates.   If your software is current and you have a Windows OS, then manually update your software. See this for a manual update - https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/01/26041?search-action-id=612728165535&search-result-uid=26041

see SCDOR statement on Income Tax conformity; April 15 filing deadline extended for SC returns | South Carolina Department of Revenue SCDOR statement on Income Tax conformity; April 15 filing deadline extended for SC returns Thursday, Mar 26, 2026 The SCDOR is aware that the South Carolina Legislature is working on House Bill 3368 to conform with the current Internal Revenue Code, including the One Big Beautiful Bill Act (OBBBA). If passed, the SCDOR will provide additional information as soon as possible, including guidance for taxpayers who have already filed their 2025 Individual Income Tax returns. We understand that taxpayers may need additional time to file, so we are automatically extending the tax filing due date for all 2025 South Carolina Individual Income Tax returns to October 15, 2026. No action is required to take advantage of this filing extension.   This extension applies only to the deadline to file your return, not to pay what you owe. You will owe penalties if you do not pay at least 90% of your 2025 tax liability by April 15, 2026. MyDORWAY is the fastest, easiest way to pay your balance. Visit dor.sc.gov/pay and select Individual Income Tax Payment to get started.   If you are expecting a refund, you don’t need to do anything except file your return by October 15. The SCDOR will publish additional guidance and updates through our website and social media channels. 

When importing data from banks etc, there is what I think a final screen that says connection establish and then says please verify info below. By mistake I clicked  Block instead of allow first time I saw it.  When I try again the two buttons block and allow are missing and you get hung on screen (form) and can only get out by clicking on upper right x. It says that if those buttons are missing, it is ok. I have let it sit there for multiple minutes and nothing happens. It is stuck!   I think a bug perhaps not in code but in data used for form.   I really need this fixed since I have large amount of data to import from a broker,   Thanks Stig W [email address removed] [phone number removed]

You will need to enter each sale as a separate transaction even if you sold and then bought the same stock 100 times.  Each sale is it's own individual deal and the price that you paid each time is the basis when you go on to sell it.

You have to indicate that the dependent is disabled if the are age 19 or older. Click on My Info on the left side of the online program screen and check all of your answers for the dependent.   Make sure you select them as your Child, that you selected that they lived in your home for the Whole Year, temporary absence for education is deemed living in your home. That they did NOT provide over one-half of their own support (You Did), that you indicated there was no one else in the household providing support to them, and that you did NOT check the box labeled Not valid for employment in the Social Security number section.   If all your answers are correct then delete them as a dependent and re-enter.

This is usually a PDF viewer issue, try the following to troubleshoot your issue:   Try using a different browser. Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file Disable “Print in grayscale/black only” if the PDF is white text on dark background Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows). Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler” Let us know if these do not correct your issue.