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If you received a W2 for employment you did in 2024, it is not a side gig.  Employers issue W2s to employees.  If you did not report the income on your 2024 tax return, you should amend the return.  See How do I amend my federal tax return for a prior year?

Hello @MelindaS1 , I spend quite some time today, trying to follow your advice and had no success. The final K-1 for the member who let the LLC still didn't show the right numbers.  However, I believe I found more or less where the problem occurs: See the screenshot of the worksheet for the member who left the LLC It shows, the correct Ending %. But when the K-1 is generated Turbo Tax picks up the value from the "*Inlt/Fnl" column which is the percentage just before the member left the LLC) and puts it as the Ending %. Maybe that is what's supposed to happen, but at least it's very confusing.  Any thoughts from your side on this? Thanks Peter

Still seems contradictory to me.  You only need 7220 if you are claiming the increased credit due to PWA; if you are under 1 MW, PWA does not apply, hence no 7220. which I thought the final part of 8b --'or 48E (d) (3) and (4) apply led you to PWA requirements and then back to exempted for <1MW).  I'm fine with adding a statement (assuming TT has a method for us to still e file and include that statement).  (Though it's redundant since all that info is included in Part I).  And I'm ok checking whatever box works in 8 that gets the 30% credit (5x multiplier) and doesn't require 7220.  Thanks again.

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

The RMD calculation is based on information that is entered into TurboTax and not on your actual bank or brokerage records, so this can be resolved easily by following these steps:   First, we will delete the original Form 1099-R, as well as Form 5329 that was triggered by the incorrect penalty so that it does not remain in the background:   Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Tools Click on Tools and select Delete a form from the menu items that appear in the Tool Center Click on the trash can icon to the right of Form 1099-R and then Form 5329   Now, click back on Income/Wages & Income to return to input the Form 1099-R information again:   Go to Income/Wages & Income on the left panel within your TurboTax account Scroll down to Retirement Plans and Social Security and click on the down arrow to the right Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) Click the Yes box when you see, "Did you get a 1099-R...?" Click the "Enter a different way" box Click the "Type it in myself" box Click on the box that pertains to your type of 1099-R (typically the first box), Continue Next, you will see, "Enter your 1099-R provider's info", complete that, then Continue Next, you will see "Enter your 1099-R details from _". Enter the information from the original Form 1099-R that you received Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue Continue through until you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter your RMD due by December 31 Next, you are asked, "How much of this distribution applied to your December 31 RMD?" If you select "Some", you will need to enter the amount of the distribution that applied to your RMD Note: If this 1099-R entry satisfies your entire RMD, then select, "The entire distribution...", Continue You will reach "Review your 1099-R summary", press Continue (not the pencil) and additional questions will generate for you to answer When you reach "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   The above steps should resolve the incorrect penalty calculation and no Form 5329 should be triggered.

After you enter your 1098 T, there will be a screen that says "time to enter your educational expenses. Here is where you enter the room and board information as well as other information regarding expenses other than tuition.    Still not seeing this option and and deleted the 1098 like you mentioned and I clicked the box for 'Had education expenses other than tuition"   Why can't Turboxtax update the software to work like 2024?  

I agree with you. I will admit that your total days of residency in Maryland (MD) are 181 days which would eliminate the 183 day (more than six months) rule. After actually counting the days, this does not apply to you. I should have realized this from what you laid out for us and for that I thank you for coming back.   In your situation you have completed both returns accurately and should be confident in filing them, as part year residents and with the appropriate income for each state. You have the tax law on your side should either state come back with questions. Your details are absolutely accurate. I  was not aware of the Maryland rule you cited. But in my case, I don't think that's the answer. My Maryland residency was through 6/30/2025. I entered this date into TurboTax when it prompted me for residency information, and TurboTax recorded it correctly in the "Part-Year Resident Box" on page 1 of Form 502. By my count, my Maryland residency adds up only to 181 days. Under these circumstances my understanding (correct me if I'm wrong!) is that only the income (including interest income) I earned during this 181 day period is taxed by Maryland, so I dutifully added up all of the money market dividends I actually received between January 1 and June 30 so they could be reported on my Maryland return and reported the remainder on my Pennsylvania return. @mkaprelian 

If you do not enter that you have contributed to a Roth, you won't have a penalty for a conversion.  You might want to delete what you have done and start over.   The first step is to enter your traditional contributions for 2025.  You can find this in TurboTax under Deductions & Credits > Your tax break screen > Retirement and Investments > Start or Revisit next to Traditional IRA and Roth IRA. Here, enter your 2025 contribution, and continue through the interview. Be sure to choose to make the contribution nondeductible if you have that choice.  If your income is too high, it will automatically be nondeductible.   After you have entered the nondeductible contributions, enter the conversions.  Here are the steps:   Go to Wages & Income. On the Your income  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 until you are able to enter the 1099-R. Note, 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 (import or choose Change how I enter my form to either upload it or type it in yourself) 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, choose Yes, all of this money was converted to a Roth IRA and Continue.. Continue answering questions until you come to the screen Review your 1099-R info."

@AnnetteB6    Ok - one last clarification question -   now its asking me to split my business expenses between the two home offices. total should add to 100% its saying what percentage of my expenses occurred at each home office it says "the percentage should include things like vehicle, advertising, and communications expenses and anything else you might not have entered yet. You should NOT include your home office expenses in this amount, since those are calculated differently."   example: ryan had 2 home offices and spent most of his time at 1. his split is 80 20  ( %)   i sell things online. do i include my business purchases in this calculation? or is it just the rent / utilities paid at the home offices? total them up for both offices for the year and then divide them out to get the percentages?   home office 1 rent + utilities + ( home office 2 rent + utilities ) = total expenses then the answer for home office 1 would just to be divide that out and multiply by 100 right??   what expenses do i include in this?? rent, utilities, internet, phone, what else??

It's true if your total foreign tax paid is less than $300 ($600 MFJ).     I cannot find any reference that says it's acceptable for amounts over $600, which mine are.   I figured out, after hours of looking, how to force it to work.  

I am going to wait for them to send me my $500 refund first before I turn around and pay them the $650 I now owe them. I don't trust them to be able to realize my real difference is only $150. I filed my taxes on February 18th and still have not received it. They better get it to me by April 15th so I can file the amended return.