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I have the same problem with my 1099R form not having any boxes beyond 15.  So, do I just leave it blank in my turboTax, and let it stay flagged?  Or do I copy the amount from another box?  I am an Ohio resident, in case that makes a difference.

To enter your 1099R:    Select Federal from the left-hand menu. Click on the Wages & Income tab. Scroll down until you see the section labeled Retirement Plans and Social Security. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

Code Z in box 20 on a partnership return would be a section 199A income or loss which would represent a qualified business income (QBI) income or loss.  Such a loss would only be deductible against qualified business income. As such, it would not populate on Schedule E. I think the loss you see there is likely coming from an entry on lines 1 to 4 on the Schedule K-1, which may be the same or similar amount as the entry in box 20. Lines 1 to 4 may report taxable income or deductible losses, as opposed to QBI which is simply used to calculate a QBI deduction.

Hello! Have you filed?  If you haven't filed yet, see this article: How do I change my bank info for direct deposit?  If you have filed using the incorrect bank account information, see this site from the IRS: Refund Inquiries 

I agree with @DoninGAif if you live in a community property state, you must allocate income and deductions 50/50. Regardless, though, if you share your marketplace coverage with your spouse and are on the same policy at any point during the year, you must "allocate" the policy amounts between your two separate returns.     This is true regardless of whether you live in a community property state or not.   

Realized losses as well.  Just like any other investments.  As of 2026, Health Equity now provides the realized capital gain/loss data under Manage Investments --> Portfolio Performance --> Calculate Capital Gains.

For anyone struggling with the online version like I was... Follow these exact steps from another TT forum. Click on the link for "Traditional IRA and Roth IRA" as noted in the forum (won't allow my hyperlink to work here). Following this link made it look like the more familiar steps from the desktop version and made sure a non-deductible TIRA was accounted for in the 8606. Once you're there, if it's still unclear, "Backdoor Roth - TurboTax" video on YT by EA Tax Resolutions breaks it down step by step--many thanks to him for posting. Hope it helps someone!   https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US TurboTax Online Step 1: Enter the Non-Deductible Contribution to a Traditional IRA Go to the Traditional IRA and Roth IRA screen, check the Traditional IRA box and select Continue. On the Is This a Repayment of a Retirement Distribution? screen, select No. On the Tell Us How Much You Contributed screen, enter the amount contributed and select Continue. On the Did You Change Your Mind? screen, select No, then answer the questions on the following screens. When you reach the Choose Not to Deduct IRA Contributions screen: Select Yes, make part of my IRA contribution nondeductible. Enter the amount you contributed. Select Continue. Note: If none of your contribution can be deducted, you won't see the option to make part of it nondeductible. Instead, you'll see the message Income Too High To Deduct an IRA Contribution, and the full amount of your contribution will automatically be nondeductible. On the Your IRA Deduction Summary screen, review the info and select Continue. Step 2: Enter the Conversion from a Traditional IRA to a Roth IRA Go to Wages & Income. On the Your wages and expenses screen, 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?, then Continue. 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, 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. Continue answering questions until you reach the screen Review your 1099-R info. 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). Under Tools Center, select View Tax Summary. From the side menu, 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. Select Back to return to where you left off in TurboTax.