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@PatriciaV    Thank you for your follow up.     However, I am a bit confused by your post: 1.  This does not exist in my Menu for Tax Cut Business Desktop "Send Tax File to Agent."  (see below) 2.  My software says it is up to date (see below) 3.  The last update I received was before 2/13. 4.  I did a full uninstall and reinstall and am still having this issue.   Is there someone I can actually talk to about this since clearly something is very off here.          

Please clarify your question by adding some additional information so we may better help you. Such as;  What version of Turbotax are you using? What screen are you on? Are you entering a Form W-2 or another Form?

Deleting Cache / Cookies for 'all time' had no impact.     After clearing cache / cookies, I instructed TT to 'Add Investments'.  I selected Merrill from the dropdown and clicked continue.  The browser opened, I entered my credentials, it did it's thing, I got the message:  Success! We got your tax data. You can now return to TurboTax. I returned to TT and clicked 'Back'.  Note:  This is not very intuitive!  If I click Continue it takes me through the import process again!  Skip Import takes me to a blank form!   But clicking 'Back' shows what I have imported, and I have no 'Merrill' data!      

1)  Sounds good. 2) Also sounds good.   I think you are the right track.  Just make sure that the code-J 2022 Form 1099-R was reported on your 2022 tax return.  The amount will be included on 2022 Form 5329 line 21 to be subtracted from the amount on line 18.

This rejection happens when your clean vehicle VIN ("Vehicle Identification Number") does not match the IRS data for the Clean Vehicles sold . The IRS compares the information you enter for the VIN with what they have in their database. When the VIN is missing or mismatched, your return gets rejected.   Sellers of clean vehicles are required to file a Clean Vehicle Seller Report with the IRS and furnish a copy to the buyer/taxpayer in order for a vehicle to be eligible for a clean vehicle credit. The Clean Vehicle Seller Report is a detailed one page form that gives all the details to the IRS about the buyer, seller and the specific clean vehicle (VIN number, make, model, etc.).    What needs to be done: Find your Clean Vehicle Seller Report (dealer may have given you similar paperwork) and confirm the VIN number with the physical vehicle purchased. Any discrepancies in the VIN number should be brought up to the Seller of your vehicle. Review your return input to see if you missed typed the VIN. You can do this under Deductions and Credits, Cars and Other Things you Own and then review the input in the topic Energy-Efficient Vehicles. If your VIN does NOT match what you inputted fix the error and resubmit the return.   If the Vehicle Seller Report and TurboTax input match further steps are needed as follows:    1. Check the box near the VIN input that you certify the correct VIN and resubmit the return. Any Digit that looks like the Letter O should be entered as a Zero. 2. Confirm with your Seller that they filled with the IRS the Clean Vehicle Seller Report as the IRS will not issue you a credit without the proper information reported to the IRS. If you did not get a copy of the Clean Vehicle Seller Report (or something similar) it may mean you purchased an electric vehicle that is not eligible for a clean vehicle tax credit.    For example many new vehicles will not qualify as they were not assembled in North America. For previously-owned clean vehicles the purchase price must be under $25,000 and the model year cannot be less than two model years old. If you have any inputted vehicle information that does not qualify for a clean vehicle credit you can delete the vehicle in the Energy-Efficient Vehicles and proceed to resubmit your return for e-file.

What is your AGI?   Starting at $500,000 ($250,000 if married filing separately) of modified AGI the SALT deduction phases down and is fully down to $10,000 at $600,000 ($300,000 if married filing separately) of MAGI.

In my experience TurboTax desktop always checks for an update when you open it. You can also choose to check for updates under the "online" pulldown menu.   I would really like for this update to get released.