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did you enter the re-characterization when you did your 2024 taxes?  The correction will be to record the contribution correctly if not done (e.g. Roth to Trad IRA as a non-deductible contribution should generate Form 8606 to record the correct basis).  If you did, I don't think you need to do anything.  The 1099-R itself presumably has a code "R" and has no effect on your return, but Turbotax is giving you a general notification after inputting the 1099-R that you need to check your previous return.    

If you report only the portion of the home that is occupied by your mother, then you would enter her portion of the home expenses ($2500 in the $10,000 example). This is the easiest option if you're comfortable doing the math.   However, if you set up the property as "I rented a portion of my home," then you enter the full expense amount and let TurboTax do the math for you.    You do have the option of considering the payments you receive as reimbursement of expenses rather than rental income, as long as you're not profiting from the arrangement. If there is no rental agreement in place, this may simplify things.

The Maryland earned income credit is based on your federal earned income credit, so that does sound strange. I suggest you look on your federal tax return on line 27(a) to see if there is a federal earned income credit on your return. It may be there in spite of the notice you saw.   To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done

Disabling security and running as admin are not acceptable answers for a mass market consumer focused software product. I see that they are the official TurboTax "Troubleshoot TurboTax Desktop for Windows issues" page but still I do not consider those acceptable answers. Especially since the help page is basically saying disregard all security best practices on a computer that people have all of their Personally Identifiable Information (PII) and tax records on.  

Yes, you can still file jointly.   The only difference between desktop Premier and Home & Business is that there is more on-screen guidance in the Home & Business version.   So, you will get more instant help entering business items if you switch.   But it isn't required - You can file a Self-Employed Schedule C form with either version.   

I’m having this same problem with Virginia. The Help AI Chat responded that Virginia exempts all municipal bond fund interest, and that is why Turbo Tax is not transferring to my State return. This of course is flat out wrong. 

Today 3/12/2026 I encountered the same issue too. I already e-filed my state amended return. I am afraid that they will not see the 1040-X form. I need to print it out to submit by mail the Federal amended return. It's obviously a software bug, and it seems was not tested by TurboTax development team before it got rolled out to users. I am not sure our messages here would be read by TurboTax at all.

I've had the same issue this year - it's pulling in 2025 withholdings instead of what I anticipate to be withheld this year - it does appear to be a bug, however, I found a way to work around it.   When it asks if you want to copy w2 wage information - click "yes", just to get your old employer form copied.  (I'm retired too, so I clicked "no" initially.) Edit the employer w2, and enter wages of "0", but expected federal tax withholding of what you anticipate having withheld from other sources this year, such as taxes withheld when pulling retirement funds. If you get an error that withholdings can't be more than wages, you might have to edit it on the form - that's where I found this option - its the "ES & W4 Wks" form in the Wage Income Section. However, I couldn't get it to work on the form without first clicking "yes" to copy w2 wage information over. Hope that helps!        

Here are the complete steps for entering, although you may have started this already.   Go to Federal > Wages & Income.  Scroll down to Retirement Plans and Social Security and click Show More. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Be sure when it asks the type of 1099 R, indicate it is a (CSA 1099-R) so the annuity questions will populate in your interview. 2. Enter the Payer Information   When asked "Did you get a 1099-R?", click Yes.  On the "Who gave you a 1099-R?" screen, select Office of Personnel Management (CSA 1099-R). This is a specific form type in TurboTax that handles OPM's unique formatting. Enter the details exactly as they appear on your form: Box 1 (Gross): Enter the full amount. Box 2a (Taxable Amount): Leave this BLANK. Do not type "Unknown" or your calculated amount here. Box 2b: Check the box that says "Taxable amount not determined". Box 4 (Federal Tax): Enter the dollar amount shown. Box 9b (Total Employee Contributions): Enter the total dollar amount of your contributions from your retirement booklet (this is your "plan cost"). 3. Trigger the Simplified Method Worksheet After you click Continue, TurboTax will ask a series of follow-up questions to calculate the tax-free portion for you:   Was this a periodic payment? Select Yes. Did you start getting payments in 2025? Select Yes. Let's figure out how much is taxable: Select the option that says "I need to figure out how much of this money is taxable." Enter Annuity Information: * Enter your Annuity Start Date. Enter your Plan Cost (the same amount you put in Box 9b). Enter the number of months you received payments in 2025 (in your case, 2). Enter your age on the date the annuity started. 4. Verify the Results Once you finish the interview, TurboTax will show you a summary.   The Taxable Amount it calculates should match the "Gross minus (monthly tax-free amount x 2)" logic you described. To see the math, you can go to Tax Tools > Tools > View Tax Summary > Preview my 1040. Line 5a should show your Gross, and Line 5b should show the lower, taxable amount.    

Please clarify which boxes on the estate K-1 report income that you expect to be passive. In general, portfolio income is non-passive. Business income may be passive or non-passive depending on material participation rules. 

The amount of days doesn't matter - NC sourced is any income attributable to the state of NC.    How to allocate income for part year returns   Look at Schedule PN with your NC tax return.  Here is what it shows:    Calculates a ratio: (NC Source Income) / (Total Federal Income). This percentage is used to determine the portion of the standard deduction or itemized deductions allowed. Income Allocation: While a Resident: All income earned from all sources is taxed. While a Non-Resident: Only income derived from North Carolina sources is taxed. Tax Rate: A flat rate of 4.25% applies to the adjusted NC taxable income.

My daughter goes to school in OR and is a permanent CA resident. The rules say that tax is adjusted so it nets out to only be taxed the equivalent of the highest tax rate (CA) on all income. I cannot find any way in Turbo Tax this is actually happening because Schedule S is disallowed for OR tax credit in CA.  Where/how to I account for the OR state tax withholding and not be double counted in CA? My daughter is ending up with a tax liability in both states, which definitely is wrong and too high. 

Follow these steps to remove the income of your irrevocable FL trust from PA: Since you've already entered the Federal K-1, follow these steps in the state section: Open to PA State Go to the section for "Income" or "Adjustments to Income." Locate "Income from Estates and Trusts": Look for a summary screen that lists the trust income pulled over from your Federal return. Edit the Trust Entry: Click "Edit" on that specific trust. Find the "PA-Source" Question: The software should ask, "Was any of this income from Pennsylvania sources?" or "Enter the portion of income that is PA-taxable." Check the box -not taxable in PA. If necessary, Change the Value to $0: If the trust truly has no PA-source income (no PA real estate, no PA business activity), you enter $0 for the Pennsylvania amount. If this does not work, something is stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files). Online version: Delete the form/ worksheet- if possible, see How to Delete   Log out of your return and try one or more of the following: Don't use Internet Explorer. Clear cache and cookies, Sign in using a different browser. Sign in using a different device. Log back into your return. Enter the information again.  Desktop version:  Delete the form Save your return while closing the program. Update the program Open Enter the information again.

Here's what I did to get past this annoying problem.  I had a previously saved return for the current version I was using, and opened it.  I had to close the one that was asking me AGAIN for the activation code.  Opening the old one I had been working on and saved, unfinished allowed me to re-open where I had left off.  Maybe this will work for you.

Here is a technique that has usually worked with pdf documents that have missing data and/or pages.   If the file is saved in pdf format, instead of left clicking to open it, right click and open it with your browser. If it comes up, hit Cntrl P and if successful, you will see the preview on the left side with all the pages with the data. If it's good, you can print it out.

I agree that this situation is ridiculous. TurboTax knows exactly where it got the number that it entered on Form 1116. TurboTax should be able to regurgitate the description from the source form. In my case it was "Income distribution deduction" from Form 1041, line 18, so that's what i put in the explanation. That solved the error. Hopefully the IRS will be happy with the explanation. Time will tell.