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Did you buy the Desktop program but accidentally get into the Online version?   I see people all the time that have bought the CD/Download Desktop Software but then somehow ending up using the Online version and didn't know it. If that happened to you, you can move your Online file to the Desktop program and continue without paying for Online or needing to reenter your info. Sorry you can't apply the Desktop CD/Download program and License Code to the Online version. They are separate prices and work different. So you need to get a refund for the Desktop program and pay for the Online version. Or switch to your Desktop program.   You need to download and install the Desktop program.  Do you have the 16 digit License Code?  Do you need help installing the Desktop program? 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 If you started in the Online version you can switch to the Desktop program and continue without paying for Online. How to switch……. https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129   Oh, if you do have the Desktop program to start a new return go up to File  - New Tax Return

To edit box 12 of your W-2, follow the instructions below" Launch TurboTax Select Wages and Income Select W-2 Select Edit next to the W-2 you want to change On the Your W-2 info so far screen Review your entries in box 12 so you can delete the duplicate entry. If that doesn't work, you can delete the W-2 and re-enter it. Select the trash can icon to delete.   For additional information, refer to the TurboTax Help article How do I change my W-2 info in TurboTax?

Investment expenses are no longer deductible as an itemized deduction on your federal return but may be deductible on your state return. This deduction has been suspended by the Tax Cuts and Jobs Act of 2018.   Your investment advisor fees can be entered as a miscellaneous itemized deduction on your Schedule A which will flow to your state return if your state doesn't conform with The Tax Cuts and Jobs Act of 2018.   Follow the instructions below:   Open TurboTax Select Deductions & Credits Scroll down to Other Deductions & Credits Select Other Deductible Expenses Select Yes to Did you have any of these less common expenses? Enter the Description "Investment expenses" and the amount If your state doesn't conform with federal, you will see the deduction on your state return.   Refer to the TurboTax article Tax Tips for Investors for more information.

I don't what your situation is (refinance, sold & bought home, or lender sold mortgage) so I can't advise on how to enter your 1098s. I will assume you just need to know how to override the amount of deductible interest. After entering all 1098 data exactly as shown on the forms and selecting Done With Entering Mortgage Interest, you should eventually get to a screen that says something like Your Deduction Is Being Limited and and that's where there should be an option to enter the interest you calculated.

For TurboTax Online, go to the Personal profile screen.  Select your name under Your info Select Revisit Scroll through the screens and edit your SSN. If you need to edit a dependent's SSN:    Go to the Personal profile screen. Under Your Household, select Revisit Select Edit next to the dependent For TurboTax Desktop, open your tax return and select Personal Info and edit your info or your dependents.    

I ran into the same problem, coming from H&R Block after they wouldn't fix a SW bug on their side. I couldn't import from our 2023 return until I re-opened H&RBlock 2023 and printed an abridged set of 2023 tax docs. I didn't print all of the worksheets, and left out schedule E. This was then readable by TT2024, so I got a bit of my info read in automatically. That said, it interpreted our 2023 AGI without a decimal point, thus multiplying it by 100 (that'll probably haunt me when I go to efile - will need to catch it). Be sure to verify all imported info!

@DJ327    2 things.   You are in the Home & Business Desktop program.   I have it too.   As you figured out the H&B version doesn't have the Federal tab.  It is broken out into Business & Personal.   So whenever you see go to Federal listed you use Personal.   Then for the State efile fee.   In the Desktop program it is $25 to efile a state return or you can print and mail state for free.  The $40  Refund Processing fee is only if you want the $25 deducted from your federal refund which you can avoid by paying the $25 with a credit card.   People get going too fast to efile and don’t read the screens slowly and click on the wrong button.   Here is a screenshot from a prior year.        

Form 1099-G is entered under Other Common Income under the Wages & Income Section.   Refer to the TurboTax Help article Where do I report a 1099-G for unemployment or paid family leave? for navigation instructions.

You can print/view your Form Form 4868 - Extension to file in the Print Center.   For TurboTax Online:   Open TurboTax  Select Tax Tools, then Print Center  Select Print, save or preview this year's return Follow the directions to print your 2024 Federal returns, including government worksheets. Your 4868 will be included. Refer to the TurboTax article How do I preview my TurboTax Online return before filing? You will have to pay for TurboTax or register if using the free product.   Refer to the TurboTax Help article How do I preview my return in the TurboTax Desktop software? for TurboTax Desktop.