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Nope. Don't know if it's a difference in versions/platforms, but I never get a screen with "Major purchases result" or " deduction allowed" and Line 5A on Schedule A only has the tax paid on the car purchase. I had checked the box saying "estimate sales tax deduction using IRS tables" and the following for which I checked the "Sales tax deduction" box:   Which deduction would you prefer?    State and local income tax deduction  Sales tax deduction  The larger deduction (Recommended)

You haven't said which year you did the first Roth conversion that you mentioned.  Any amount that you roll over to a traditional IRA from your 401(k) in 2026 will result in the pro rata calculation being done on any Roth conversions done in 2026 (and any Roth conversions done in future years until you have no traditional IRA funds left at year-end).  The relative timing of rollovers or Roth conversions done in 2026 has no effect on the calculation.   Basis in nondeductible traditional IRA contributions does not belong to any particular dollars or investments in your traditional IRAs, it belongs to your traditional IRAs in aggregate.

@Arhama If your mother's only income was Social Security and you provided over half her support you should be able to claim her as a qualifying relative dependent to get the $500 credit for other dependents and also as a qualifying dependent for Head of Household filing status if you are single.   I wonder if you answered something incorrectly in MY INFO.  Click her name in MY INFO on your return and go through the questions again---very slowly and carefully.  Read each screen top to bottom.   Watch how you answer the one about whether her SSN is valid for employment.   And be very careful when it asks if she paid for over half her own support.  Say NO.   It is not asking if you paid her support.  It is a weird question that trips people up sometimes.   IRS interview to help determine who can be claimed: https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent     Qualifying relative They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5200 in 2025 (not counting Social Security) You provided more than half of their financial support. When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent. Related Information: What does "financially support another person" mean? What is a "qualifying person" for Head of Household?   Not sure why you chose this particular thread which began with a user who was asking about the dependent care credit.  That is a credit available if you pay someone to take care of your dependent while you work.  

Will do. Thank you! I just noticed, original TT 1040 form got changed even when I opted for 'Amend'. I wanted to check each line before I sent the 'X' forms. Is there a way to restore original file from desktop version?   Also, Noticed minor change in 8812 child credit form ($5up). Is that normal? Just want to double check. Below works? 1.Federal: Check for $5+ Cover letter + 1040-X with signature + 8606 form  2. State: Check for $1 + Cover letter + CT state (CT-1040X) + 8606?  

You can ask --- contact customer support --- bear in mind that many of the "experts" are seasonal employees who may or may not be working with TurboTax this time.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

If you already converted your IRA with after-tax contributions to Roth, then you have no remaining basis in your IRA.  Now if you rollover your 401k with only pre-tax money and earnings, to an IRA, and convert that to Roth, it will be entirely taxable.   "If so, does it mean that my after tax money is being double taxed?" - can you clarify what after tax money you are referring to here since you previously converted it all to Roth already; are you planning on doing more non-deductible IRA contributions and converting those to Roth i.e. backdoor Roths?  Note if you have no 'earned' income in retirement, then you can't make IRA contributions.   But you will not be "double taxed".  Say you try to do backdoor Roth conversions while also having pre-tax IRA balance (and if you have multiple Traditional IRA accounts they are just considered as one), then the conversion is considered taken in pro rata manner from both your pre-tax and after-tax (basis).  The portion of the conversion that is after-tax money is converted tax-free, and you pay tax on the pre-tax portion; your remaining after-tax money / basis is carried forward, and will be converted tax-free at a later date - but it won't fully convert until the IRA has a zero balance, so it's just a question of timing.  

Same, @GabiU.  Four days later, I'm still unable to to complete my filing due to this 8959 error msg.  All updates are complete, the form is available for 2025 from IRS, and other app and web-based users can push it through, but I cannot proceed with this error msg.  I would appreciate an update on resolving this issue.        

Yes, I was following those instructions, but they are not working for me.   I can select the TXF file within TurboTax, and TurboTax recognizes the file. However, when I click the "continue" button, I receive an error message indicating the import was unsuccessful. I haven't been able to find another FAQ that offers an alternative approach

@VolvoGirl thank you.  You have described the existing methods from the IRS publications and form instructions in detail.  I would be interested in your thoughts on the variation I have proposed which is to replace N=0.9235C with N=LargerOf(N1, N2), but leave the rest the same.

@AmeliesUncle thank you.  I think we are disagreeing over the wording, but not necessarily over the math.  With your wording... the exact approach I supply is meant to change "It is sort-of meant to equate things to W-2 wages" to it "It is meant to exactly equate things to W-2 wages."

After you enter the sales tax on a major item you get a screen with the heading "Major purchases results." The last line of that screen says "Deduction allowed" and shows the total amount of the sales tax on the major item. But the wording is confusing. The amount it shows as "Deduction allowed" is not your total deduction. It's only the amount allowed for that major item. The total deduction for state sales tax on Schedule A line 5a in your tax return does include the amount from the IRS table in addition to the tax on the major item.  

I entered a large number of charitable items and went to resolve mailing addresses for those charities that did not have them.  When I came back, all my work disappeared.  Cash and mileage was fine but all the items were zeroed out.

After you enter the sales tax on the car you get a screen with the heading "Major purchases results." The last line of that screen says "Deduction allowed" and shows the total amount of the sales tax on the car. But the wording is confusing. The amount it shows as "Deduction allowed" is not your total deduction. It's only the amount allowed for that major item. The total deduction for state sales tax on Schedule A line 5a in your tax return does include the amount from the IRS tables in addition to the tax on the car.