Retirement tax questions

This year my spouse and I each funded a Backdoor Roth for 2025 and 2026 because our income is too high for a Traditional Roth. We did this between the dates of January 1, 2026-April 14, 2026. As I was completing our taxes on Turbotax desktop, I saw that form 8606 would populate in the background. There was no way for me to check the status of form 8606 until after I filed my taxes. In downloading my completed taxes to file, I see that form 8606 did not populate and the contributions are not reflected on our 1040 form. The questions asked by TurboTax to complete the IRA/Roth process are confusing, at best and I see there are many individuals who are having problems completing the process for form 8606 to generate properly. I also paid for "Expert Advice" and was given the incorrect information that I do not need to worry about the 2025 contributions until we complete our 2026 taxes. Our contributions were done post tax and not through an employer program so it's imperative we amend

I've checked mine and TurboTax incorrectly reported what it was.

Please review my Federal Tax return filed. I don't understand the adjusted gross income. My Federal refund was a lot less than Turbo Tax predicted. Maybe IRS corrected?

where to post return of excess contribution on turbo tax

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I can't find my 1099R. How long will it take to get another one?

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I need a phone number to speak to an expert

example: state tax withheld should not be greater than or equal to the state distribution amount.

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We filed our tax extension and was accepted on 4/14. Today is 4/24 and the payment still hasn't been withdrawn yet. The IRS website does show a pending payment though. Is this a concern?

When I prepared my  2024 taxes it wasn't until I had submitted that I noticed the line 6B Taxable amount for Social Security Benefits was blank!! when I contacted Turbo Tax and spoke with an expert he stated that it was accurate and that my SSA Benefits weren't taxable. After noticing a delay in refund notification, I contacted the IRS and they stated it would take more time for a review, after several more weeks I finally received a notice that my refund was MODIFIED due to a correction, which was the SSA benefits that wasn't calculated correctly, I now have NO recourse for an amended return since I can't make that correction in this system, it doesn't allow for you to make the correction and I can't get anyone to understand or do anything about it since it appears AI is being used and the experts are clueless I don't think I will use this in the future!!!

RRIF distribution

Tried to fix and values are overwritten. Now fix button exits amendment process. Can't skip fix.

can anyone there help me review my 2023 return

1099-R: Box 1 = xx,233 Box 2a = xx,233 Code 7, IRA box checked Fully converted to Roth in 2025; No nondeductible contributions or prior basis. Issues: No “What did you do with the money?” for 1099-R questions; 1099-R worksheet B4 (conversion) is blank/locked; Form 1040: 4a blank, 4b = $xx,xxx; No Form 8606 Questions: Is this correct for the conversion? Should B4 stay blank? Why no conversion question with Code 7? Any need to force TurboTax to mark it as conversion? Want to Confirm no IRS match or how to fix these? Thanks!

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I contributed $7000 nondeducitble after-tax money in the 2024 Tax year to the Roth IRA.Contributed $7,000 nondeductible after-tax money in 2025 to Roth IRA and recharacterized to Traditional IRA (not eligible for Roth contribution) Contributed $7,500 nondeducitble after-tax money in 2026 to Traditional IRA.Converted 2025 and 2026 to a Backdoor Roth IRA. In the 2024 and 2025 Tax return, Form 8606 Line 1, 3, 14 are all showing $7,000.  Both my 2024 and 2025 Tax return Form 8606 Line 2 says my basis is $0 is that correct? Do I need to amend my tax return?Should my basis be $7000 in 2025 Tax form (even if it was contributed to Roth IRA)? What is my basis for the 2025 Tax Return? (I lost money on my contributions before I performed a backdoor IRA conversion) What is my basis going forward for the 2026 Tax Return? All my traditional IRA is $0, and everything is in a Roth IRA. 

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Hello, I am a Canadian citizen, currently a non-resident and have distributions [being reinvested] within my RRSP account. The bank does not issue a slip for this distribution amount. It is simply a statement.Please note: I do not have any employment income in Canada, hence, do I or do I not need to report the distribution amount and do I need to file taxes?If yes, in which form of Turbo Tax Canada do I report?Secondly, can I claim donations made to a registered charitable organizations in Canada and in USA?Can I claim other eligible expenses like fees paid to a professional organization?Thanks!

Tell me if I have to claim Pennie insurance if I never used it

How can I fix the ira tax basis from yr 2024 form 8606 line 14 in turbo tax 2025?

TurboTax did not include any social security income as taxable and I got a letter from the IRS.  Why didn't TurboTax include taxable SS when I was responsible for tax on that line?  This needs to be fixed asap