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For anyone finding this thread.....I filed on 2/4/26. I have the Windows Desktop program but even though I could scroll down to month 10 I couldn't click on it. Had to scroll to it then hit the ENTER key, not mouse click. Took a little doing. 

A diagnostic file in TurboTax, was generated when you shared your data using a token with a TurboTax agent. It is a sanitized copy of your tax return designed for troubleshooting  an issue in the TurboTax program.    It allows TurboTax agents to view your tax data to help resolve specific errors or calculation issues you may have encountered while using TurboTax. The file is sanitized, which means all of your personally identifiable information (such as names, Social Security numbers, addresses) is removed. Only numbers related to your tax calculations and inputs can be seen. You do not need to save the diagnostic file after sharing it.

Assuming that you are trying to enter your retirement income reported to you on Form 1099-R, follow the steps below:   Select Federal Select Wages & Income Scroll down to Retirement Plans and Social Security Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R) Follow the instructions on the screen. After you add the first 1099-R, you'll return to the screen Review your 1099-R summary, where you can select Add another 1099-R if needed.   Refer to the TurboTax Help article  Where do I enter my 1099-R? for detailed navigation instructions.   Here’s an article from TurboTax regarding 1099-R’s: When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. for information regarding retirement information.

I'm not sure when you want me to use this password. At what point should I be entering my keychain or login password? The issue is that when using TurboTax to "print" to a PDF file with password protection, the PDF file ends up with no password protection. If I go through the exact same process with other apps (using the Print dialog to print to a PDF with a password) it works fine, but with TurboTax the PDF ends up with no password protection.

If you have already filed your return using TurboTax Online (TTO) and now need to amend your return using TurboTax Desktop (TTD) to report your 1099-C and also include Form 982, you will need to contact TurboTax Support to assist you with switching products, because TTO does not support manual entry of Form 982.   Here is a link to What's the TurboTax phone number? for further assistance.

You enter the License Code after you install the program, then when it launches.  Are you following these steps?   How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

Currently, TurboTax supports the manual entry of IRS Form 1099-DA. We are in the process of enhancing our CSV import and upload features to make this process more seamless. Timeline: We expect the new CSV import functionality to be available soon. Please note that this is an estimated target as we finalize the experience. Supported Documents: Once live, the import/upload feature will support both 1099-DA and DigitalAssetGainLoss files. If you are ready to file now, you can still enter your information manually. Otherwise, thank you for your patience while we get these automated tools ready for you!

This sounds like a different issue to me. In my case, I could always see and "select" the months 10, 11, or 12, but I would not actually select the month as it either stayed at unselected or whatever month I previously selected. My workaround was that I had one card with an expiration month that I could enter.

Our TurboTax team has identified the issue and is working on a resolution.   Sign up for notifications on when this issue will be fixed using the link below: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct?   After you confirm the issue has been resolved, then fix it and resubmit your return.   Edited [03-11-2026 at 4:14 PM E.T.]

When you went through the education section, it asked if the scholarship was used for graduate or postdoctoral study and that must be answered yes for the IRA eligibility. If you did, and the program still disallowed the ROTH, it must be entered as @ReneV4  states.    Caution: This means that you are no longer entering the full stipend in the education section. Instead, the nontaxable portion remains in the education section. The taxable portion is what you remove from the education section and is the amount reported under Other Income.

Why are you asking?   The first time homebuyer program only existed in 2008 and 2009, it gave taxpayers a credit to help buy a home ($7500 max) that was repaid over 15 years ($500/year).  The last year for repayment was 2024.