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Hi,   Well, are you saying that lines 1b and 8b from federal schedule D are the only lines that Wisconsin schedule WD allows and is correct per state law? If so, then why would I need to manually add lines 2, 3, 9, and 10 from the Federal? However, according to  Pub 103 Reporting Capital Gains and Losses for Wisconsin by Individuals, Estates, and Trusts all lines from federal should have been transferred over from federal schedule D not only lines 1b and 8b. There is not an option to add in lines 2,3, 9, and 10 on TT anyway.   Where did you receive this information that, "This selective use is due to differences in Wisconsin tax law and how the state calculates capital gains, which can affect state-specific deductions, exemptions, or carryovers" because I do not see it written in their Pub 103. Thank You   So, then should I proceed with my TT filing although my schedule WD does not match the federal schedule D? That is a lot of capital losses that are primarily short-term, yes un-covered, that I cannot use nor will they carryover for future use. In the PUB103 it states that if I have losses that exceed the $3,000 deduction limit- and I do- that I can carry them over. What happens to all of my capital losses from lines 2,3, 9, 10 for schedule WD....do they just vanish and are disallowed? Thank You.

A Claim of Right Repayment is a deduction you can take in the current tax year if you are required to pay back income in excess of $3,000 from a previous tax year that you thought you could keep. You reported and paid taxes on the money, not knowing you would have to pay it back.     Examples of this type of income include: the repayment of signing bonuses, moving expenses, unemployment compensation, and other funds.  See this TurboTax Help.    In Turbotax Online, the claim of right repayment over $3,000 may be reported as a deduction by following these steps.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Deductions & Credits. Click the down arrow to the right of Other Deductions and Credits. Click to the right of Other Deductible Expenses. At the screen Did you have any of these other expenses?, click Yes. The deduction is reported on line 16 of Schedule A Itemized Deductions.   IRS Publication 525 Taxable and Nontaxable Income, page 36, states:   Repayment over $3,000   If the amount you repaid was more than $3,000, you can deduct the repayment as an other itemized deduction on Schedule A (Form 1040), line 16, if you included the income under a claim of right. This means that at the time you included the income, it appeared that you had an unrestricted right to it. However, you can choose to take a credit for the year of repayment. Figure your tax under both methods and compare the results. Use the method (deduction or credit) that results in less tax.    Taking the credit option involves using TurboTax Desktop.  

To view your tax forms before filing:   Open your return Select Tax Tools from the menu With the Tax Tools menu open, you can then: Preview your entire return:  Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first). View only your 1040 form:  Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu. @hendrick-kd

You can get a transcript of your return from the IRS to get your AGI. You can view your online transcript or you can request a transcript to be mailed it takes 5–10 days to receive.  Select a tax return transcript when asked what type of transcript you want.   Where can I find last year's AGI if I didn't file with TurboTax?

Try clearing your cache and cookies, then close and reopen your browser.  Log back in to your return and see if it is cleared.  If it's not, I wouldn't worry about it.  It won't affect your tax return.  As you said, TurboTax correctly captured your entries.  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.            

A yellow box when entering your Qualified Charitable Distribution (QCD) in TurboTax usually indicates that some information might be missing or inconsistent. To correct this: 1. Review your 1099-R entry: Ensure the distribution code in Box 7 is correctly selected, often code "Q" for QCD. 2. Confirm the QCD amount: When prompted, enter the exact amount donated directly to the charity. 3. Check for indirect distributions: Only direct distributions from the IRA to the charity qualify as QCDs. Distributions made to you first do not qualify. After verifying these, the yellow warning should clear. If it persists, double-check the amounts and the charity's eligibility.

Yes.  I downloaded a complex 1099 from a financial institution.  Turbotax populated the information in the wrong boxes.  For example, ordinary dividends did not populate, but the amount for ordinary dividends populated in the box for qualified dividends.  I have a 30 page 1099.  If Turbotax requires me to do this manually, I guess after many years - we're done!

Are there any updates to this response? I have a similar situation and the account custodian has informed me you cannot withdraw to correct but must do the 5330 and pay the excise tax. Appreciate any updates