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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

You paid for the Premier desktop software to be installed on your personal computer.  However, you are using the TurboTax online edition, which you did not pay for.   Install the TurboTax software you purchased - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US   Download the tax data file from the online account.   Then with the TurboTax desktop edition installed and opened click on File in the upper left of the desktop program screen and then click on Open Tax Return.  Browse to the location you downloaded the tax data file (it has a file extension of .tax2025)   Click on Tax Tools on the left side of the online program screen Click on Tools Click on Save your 2025 return to your computer

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I was able to import both my Schwab and Fidelity 1099s, but my sister just told me (2/19) that her Fidelity says hers is not ready.  She thinks it's related to three mutual funds.  So the availability of the 1099 may depend on the mix of investments held.  My sister is thinking of getting rid of those three funds just so she can get her taxes done earlier next year.  Her Fidelity is saying a date in March.

@ju84123  generally for disposal/sale of income property is reported on form 4797 -- see About Form 4797, Sales of Business Property | Internal Revenue Service. In TurboTax,  I use  Windows desktop Home & Business-- you would need something similar.   Is there more one of us can do for you ?

Your state rejected your return and here in community, we can't see why. You should have a fix error button to take you back into your return and correct the issue.  If you reply with more information, we are glad to help. @geneleanne 

First, check to see if you signed up for the TurboTax Refund Advance. You can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

Per the instructions to Form 8960 , page 22 for Part III, line 13, the modified adjusted gross income (MAGI) requested for that line equals the Form 1040 AGI plus certain foreign income amounts that are excluded. So, the MAGI you reference should include social security benefits and taxable retirement plan distributions as is done in TurboTax. The instructions state "Your MAGI is your AGI as reported on Form 1040."

Yes. Since you are using the Desktop version, you found the shortcut via the IRA Info Wks. But being the diligent taxpayer that you are, you would like to discover how to do this in Easy Step. Here's how.   Go to Deductions & Credits > Retirement and Investments > Traditional and Roth IRA Contributions. Even though you didn't make a new 2025 contribution, you must select "Traditional IRA" and click continue. Answer "Yes" to the question: "Any Nondeductible Contributions to your IRA?" * Note: This is where the terminology is confusing. In TurboTax-speak, "Nondeductible Contributions" includes after-tax money rolled over from a 401(k). You will eventually see a screen asking for your "Total Basis as of December 31, 2024." Enter your after-tax rollover amount here. This will flow to Form 8606, Line 2, which will then offset the taxable amount of your conversion on Line 13/15. Before you file, you should check two specific spots to ensure you aren't double-taxed:   Form 8606, Line 2: This should now show your after-tax amount from the 401k. Form 1040, Line 4b: This should show only the earnings from that rollover. (For example, if you rolled over $50k after-tax and converted it when it was worth $52k, Line 4b should show $2,000).