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Yep!  I missed this thread but posted this am. to several others.  I had escalated to the "Office of the President" (of Intuit as its their directory issue)  and "coincidently" within a day of that, this am brokerage was showing.     The response was: " Thank you for following up and sharing the great news. I am very glad to hear that the T. Rowe Price Brokerage option is now appearing in your import directory and that you were able to successfully import your tax forms. After research, we found that this was a widespread technical issue that was corrected and updated by our software team. We appreciate you bringing this to our attention, as your feedback helped us ensure the directory was fully functional for all users. (lets watch M-Tax further breakdown with 5 more responses 😉  lol   Its a shame their customer service/support is such shambles.  Most aren't even aware (or can look up) a case ID and then, no clean way to 'escalate' when clearly a IT issue.

The filing of a deceased taxpayer's final return usually falls to the executor or administrator of the estate, but if neither is named, then the task needs to be taken over by a survivor of the deceased, i.e. yourself.   The final return is filed on the same form that would have been used if the taxpayer were still alive, but "deceased" is written after the taxpayer's name. The deadline to file a final return is the tax filing deadline of the year following the taxpayer's death.   Only income earned between the beginning of the year and the date of death should be reported on the decedents’ final return. Earnings after the date of death are taxable to the beneficiary of the account or to the estate.   When filing the final tax return for the deceased, TurboTax Online will ask whether the return is being filed for someone who has passed away in the My Info section. TurboTax will then report "Deceased" on the return. On the page titled Let's check for some other situations, put a check mark next to I am preparing this return for [Name], who has passed away, and enter the date of death.    For more information, please read this TurboTax article.   I am sorry for your loss.

On a shared Marketplace policy, you can share in whatever percentages between the taxpayers as long as they agree.   For a family, it is most tax effective to allocate 100% to the taxpayer having the lowest percentage of poverty level income, in order to maximize the premium tax credit.   For more information, please read this TurboTax Help article.

You should not need to calculate anything. The NY percentage comes into play on IT-203 as seen here: The Federal AGI is used as a denominator and the NY only income as the numerator to calculate the percentage of income earned in NY. on line 45. NY determines the tax on your entire federal income, line 37, then multiplies the tax times the percentage just determined to create your actual tax on line 50. Tax withheld on line 62 Refund line 68 Balance due line 70 NY is among the majority of states that tax a nonresident or part-year resident using apportionment/ allocating the tax:  NY will look at your total family income for the year and determine the tax on that amount.  Then, they look at what percentage of the income was actually from NY. NY multiplies the percentage of NY income times the NY tax. For example: NY tax on your federal income is $8,000 But only 10% of your income was earned in NY NY tax liability will be 10% of $8,000 or $800. @user17712108350 

Regular tax and QBI (Qualified Business Income) carryover amounts differ because they serve distinct purposes and have separate calculation rules.    Regular tax losses offset general taxable income, while QBI losses specifically carry forward to offset future QBI, reducing future deductions rather than directly reducing taxable income.   @plawlor78 

Yes. I had the same problem, and was able to get around it. Well, not exactly get around it ; I just got it to work.  I did two things, and I don't know which one actually made things work, but here they are:   First, I changed my default browser to Edge. I have no idea whether this did anything or not. But it was coincident with my getting the download accomplished.   Second, I just plowed ahead with where TurboTax wanted me to go, where you get those big, huge bubbles where one of the options is to Review. I just went ahead and selected review, and it was at that point that the actual numbers from the brokerage were integrated into the TurboTax forms.   I had previously noted that the information had actually been downloaded, even though it didn't show up where I expected it to be. When I clicked on the view details, the information was there; it was just not integrated into TurboTax forms yet. But going through the process of reviewing the 10 99–INT and 1099 – DEV made all of the numbers integrate into TurboTax properly.    So, it might not have been a change to Edge that did anything. It might just have been the fact that I didn't proceed through the process that TurboTax wanted me to go through because it was so different from the import process of the last many years that I was used to.