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Thank you so much! So to be clear, (it's been a long day!) the amount entered into schedule E as Other or Miscellaneous (Tied to the Section 481 Adjustment) is a positive amount. Thanks again for all of your time and information.🙏

STEP ONE Enter the 1099-R  Go to Federal > Wages & Income > Retirement Plans and Social Security and click Start/Edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter the 1099-R exactly as shown with Code T in Box 7. On the "Owned Any Roth IRA for Five Years?" screen, select Yes. On the "Enter Prior Year Roth IRA Contributions" screen, enter your total historical net contributions. Include the $3,630 from 2021 here so TurboTax knows you are withdrawing "basis" (contributions), which makes the distribution tax-free.  STEP TWO Remove the penalty Go to Federal > Deductions & Credits > Retirement and Investments and click Start/Edit next to Traditional and Roth IRA Contributions. Select Roth IRA. On the screen "Do you have any Excess Roth Contributions?", answer Yes. On the "Enter Excess Contributions" screen, enter the $3,630 as the carryover amount from 2024. On the next screen (the "penalty" screen), enter $3,630 in the box for "amount withdrawn in 2025" (or "amount withdrawn by the due date").  

Column A is what you reported originally - but you say yours is not accurate. Perhaps you made some changes before starting the amended return. You may need to delete the amended return and any changes. You need column A to match your original return.   Column B is the change. I wonder if you entered the loss more than once. This needs to be the correct amount of change. Your Sch D and 8949 are part of your amended return and those forms need to be accurate.   You can try revert to original or delete amend and all the changes made. Once your return exactly matches what you filed, select to amend.

If your investment records do not report a cost basis, elect $0 as the cost basis.   Report the date acquired from your investment records.   Select LT/ST basis not reported to IRS (noncovered).   For What type of investment did you sell, select Stock (non-employee).    

Paying your fee did not file your tax return.     DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, or just never filed, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2021.   It is also too late to receive a refund for 2021.   If you owe tax due for 2021, it is owed with late penalties and interest, for which you will be billed by the IRS after they receive your return.    

Thank you much !!   @DianeW777 .   Allow me to repeat if I understood.   Ideally, the person on the loan can itemized the mortgage interest.      But, something like my partner and I scenario (Both names at property deed), IRS allows split itemized deduction.   Because we both put deposit into our joint bank account and paid the mortgage and property tax out of this account.        Thanks for the help and have a great day.  

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

Open Form D-400 p1,2 in Forms Mode. Scroll down to Line 21(d) and right click the Taxpayer line. Choose "Data Source." You should see that this amount comes from the federal K-1 Box 12 Line 3, if state is "NC" or blank and NC is the resident state. This number is actually shown on the federal K1S Addl Info 1 worksheet under Box 12.   You can try overriding this line and manually entering the amount from Box 12. Since Line 21(d) is actually a total of the two lines, you may still be able to e-file your return.   We're not able to duplicate the experience you see, but we have confirmed the flow-through works in your diagnostic copy.

If you’ve already tried to fix the numbers but the error persists:   Delete the Box 14 entry entirely. Exit the K-1 section of the software. Go back in and re-enter only the Code B amount. When prompted for the breakdown, ensure that U.S. Source + Foreign Source = Total Gross Income.