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Because your Roth conversion is occurring in calendar year 2026, you do not need to wait for a 1099-R or file an extension for your 2025 return.   To ensure your 2025 contribution is correctly marked as non-deductible and generates Form 8606, follow these steps in TurboTax: Enter the Contribution: Go to Federal > Deductions & Credits. Find Retirement and Investments and select Traditional and Roth IRA Contributions. Check the box for Traditional IRA. Confirm the Amount: Answer Yes that you made a contribution. Enter the exact amount you contributed (e.g., $7,000). Indicate it's Non-Deductible: TurboTax will ask if you "tracked your basis" or if you want to make this a non-deductible contribution. Select Yes. On the screen titled "Tell Us How Much You Contributed," confirm the amount is listed under the "Traditional IRA" column. Verify Form 8606: Before you file, use the Tax Tools > Tools > View Tax Summary > Preview my 1040 method mentioned earlier. Look for Form 8606. Your contribution should appear on Line 1, and your total basis (which will carry over to next year's conversion) should be on Line 14. Important: Since your conversion happens on 4/14/2026, do not enter any conversion information in the 2025 return. You only report the $7,000 contribution.

No.   The distribution amount (box 1) on a 1099-SA, is the amount that the taxpayer took out of the HSA, generally in order to pay for qualified medical expenses.   An HSA is not the same as a self-insured medical plan.

Thank you for your response. I'm using the Home and Business desktop version of Turbo Tax. I attached a couple of screenshots showing two different years for the same work vehicle and the selection for the Economic Stimulus on that work vehicle changed but I'm not sure why. The top picture shows the selection for the vehicle in 2024 and the picture below shows the same vehicle but now the Economic Stimulus selection is different and now I get the error to fill in the Special Depreciation Allowance in yellow that I've never filled in before. I just wondered if there was a glitch in the way the vehicle copied over from my 2024 return into Turbo Tax for 2025. Or should I just enter '0" under Special Depreciation Allowance for 2025 since I don't have any to carry over and I cannot change the selection for Economic Stimulus to 'No'. I've answered the questions over and over again for that vehicle and I keep ending up with the Economic Stimulus answer different than last year.  Thank you! 

My 1099-R from OPM Retirement Operations has been showing the same amount in box 9b year after year.  I have been getting these forms since 2008 and it hasn't changed.  To me that makes sense as it does ask for "Total Employee Contributions." 

Are you talking about your tax refund or your tax return? Your refund is the money you get back, if any. Your tax return is the document that you file with the state.   To check the refund status, please see this Oregon webpage.

In this instance, depreciation calculations are separate from expense allocation, even if the percentages are the same. You could have TurboTax allocate 50% of the rental expenses to the rental activity but rent the entire asset for depreciation.   To confirm you have reported the correct allocations and percentages, return to the Rental Property and review your entries for rental expenses. The amounts on Schedule E for that activity should reflect the allocation percentage you provided to the software for expenses.   Now go to your Rental Assets and review your entries for the main asset (the residence). If you enter the entire basis for depreciation and say that the asset is used 100% as a rental (no personal days), the depreciation will be calculated as 100% of the allowable for this tax year. However, if you enter only half the square footage or report that you used it only 50% as a rental, the depreciation expense will be half the allowable for the year.   The TurboTax worksheets that provide the detail for these calculations are the Schedule E Worksheet under Expenses and the Asset Entry Worksheet Line 6 and lines 37-57.    

To change your TurboTax username, the first step is to regain access to your account by submitting a formal Account Recovery Request. To verify your identity you will need to upload a photo of a government ID, like a driver's license, state ID, or passport.   To to this, please open the link below: How to recover access to your Intuit Account   After you gain access to your Intuit Account, you can change your username: Sign in to your Intuit Account. Select Sign in and Security from the menu. Click on the user ID section. Enter your new user ID and click Save.

There is no "Other" option for recording the sale of shares of a private company. Everything assumes you have a 1099-B and then TurboTax won't got further if you dont identify the company that is supposed to have sent you the 1099-B.   So, how do you record the sale of stock in a private company?

Go through the HSA interview again -  You will enter your HSA info separately.   Why am I showing an excess HSA contribution?      The $8,550 family limit applies to married couples even if one spouse is covered by a family plan and the other spouse has their own individual plan. In this scenario, the couple may split their contributions in any way they like, as long as the couple's total contribution doesn't exceed $8,550. Spouses 55 or older at the end of 2025 are allowed to contribute an additional $1,000 to their own HSA.   We recommend checking the HSA entry screens to make sure the excess contribution wasn't due to an entry error.    Navigate to the HSA section: TurboTax Online/Mobile: Go to HSA. TurboTax Desktop: Search for hsa and select the Jump to link. Answer the questions until you get to the Let's enter your HSA contributions screen. Make sure you didn't accidentally re-enter the amount already listed (from box 12 of your W-2) as this will incorrectly double your total contribution amount. Continue through the HSA screens, making sure you answered all questions correctly. If you overfunded your HSA last year but withdrew the excess by the due date of your 2024 return, answer No to Did you overfund your HSA in 2024?