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Enter your one time payment in the Deductions & Credits Section of TurboTax. Follow the instructions below: Go to the Deductions & Credits Section  Select Estimates and Other Income Taxes Paid Select Start under  estimated tax payments Select Start next to the type of estimated tax payments that you made.   For TurboTax Desktop: Go to Federal Taxes  Go to Deductions & Credits Select Estimates and Other Taxes Paid Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.   Refer to the TurboTax Help article Where do I enter my estimated tax payments? for detailed instructions.

A Mega Backdoor Roth involves an In-plan Roth Rollover of after-tax contributions made the the traditional 401(k) account, not pre-tax contributions.  The code-G Form 1099-R that reports the IRR will show the after-tax amount in box 5.  After-tax contributions to the 401(k) are not reportable on a W-2 or anywhere on your tax return.   After-tax contributions to a 401(k) are not elective deferrals and are not subject to the $23,500.  If employee Roth contributions were made directly to the Roth IRA, those are after-tax Roth contributions that have nothing to do with any sort of backdoor.

Yes, you can enter a substitute Form 1099-R to report the transfer of funds from the traditional IRA to the ROTH IRA.   You have to enter a traditional IRA contribution and then enter the Form 1099-R reporting the rollover. Also, when you enter your IRA contribution, you must indicate that it was a non-deductible IRA contribution.   When you enter the 1099-R form in TurboTax for the rollover of funds to the Roth IRA, you need to first indicate that you moved the money to another retirement account and that you did a combination of rolling over, converting or cashing out the money. Then, enter the amount converted to a ROTH IRA. Later on you need to indicate that you tracked non-deductible contributions to your IRA.   Later in the routine enter the basis (non-deductible contributions) of your traditional IRA at the end of the previous year, and later the value of your traditional IRA at the end of the current year.   To enter a substitute form 1099-R in Turbo Tax Desktop follow these instructions:   Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R) Choose Add (Another) 1099-R Choose I'll type it in myself On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R   To enter a substitute form 1099-R in Turbo Tax Online follow these instructions:   Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R) Choose Add (Another) 1099-R Choose I'll type it in myself Choose the source of your 1099-R form Enter your pension distribution into the Form 1099-R entry screens When you come to the screen that says Do any of these situations apply to you? Check the box that says I need to file a substitute 1099-R and follow the instructions

@dzimmer10   what is your total gross foreign source income from all foreign sources ?   If the total  gross foreign source from all form 1116 is greater than US$5000,  then the deductible  investment expenses ( from Schedule-A) , will be allocated  between all sources of income ( world and the different  foreign sources).  What the form is trying to do is compute the taxable income  from each of the sources  and thereby compute a ratio for allocation of computed total tax between sources.   Does this make sense ?

TurboTax automatically calculates the additional senior deduction based on your date of birth and your income. You will see it on Schedule 1a, line 13b of your 1040 form. There is nothing extra that you need to do.    Taxpayers who are 65 and older may qualify for the additional deduction of $6,000 ($12,000 for MFJ).  To be eligible for the additional deduction, you must meet the eligibility criteria below: Be 65 or older by December 31, 2025 File Married filing Jointly if married Modified adjusted gross income under $75,000 ($150,000 for MFJ).  The deduction phases out for taxpayers above this income Review the TurboTax articles Tax Counseling for Seniors and the IRS Fact Sheet Deductions for Seniors for more information.

 You may wish to check your return for that year or with the accountant to see if he/she made an election in that year.  Usually if a Form 1116 is generated for a Foreign Tax paid that is below the Form 1116 threshold amount, you would need to declare a standard election method for the form to appear in your return. Check this as it is important on whether or not you need to make the same election this year.   Your accountant may have created a form 1116 for your records only, and if they did, you can make the election this year. It's recommended that you elect to take the Simplified Election if you only have one category of income such as passive category income, which includes investment income. If you have other types of foreign income such as pensions, you should take the standard election because there are different categories of income that effect AMT. A standard election create additional reporting requirements that can be complex.    As you mention, it may be worth just reporting the $300 so you won't have to make a choice.  Before you do, ask the accountant if they made an election for you when your Form 1116 was generated for the $31 Foreign Tax credit.     

I am also wondering this. My actual taxable income meets the requirement. But, the State requests a copy of all 1099s as shown in the FAQ that @KrisD15 linked. My spouse did two 401(k) rollovers directly into a traditional IRA in 2025. The two 1099s regarding the rollovers specify that the money wasn't taxable (box 7 has a "G"). But, the State's documentation doesn't say anything about that situation.  And the form instructions don't indicate that we should exclude those 1099s or how we would document that - it just asks for the total amounts in the 1099s. Going through the steps in TT, it's telling us that our income is equal to the whole total of *all* the 1099s - it's not subtracting the two rollovers. Is this a bug? Or is Missouri really counting rollovers we didn't touch as income?