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You can allocate the plan in any way you choose, 0% is allowed and TurboTax supports allocating to another person. Here is an article you may find helpful: I'm on my parents' 1095-A form. What do I do on my return?   Also, here is how to print your return to review it before filing, per:  Can I print a copy of my return in TurboTax Online before I file it?:   "Open or continue your return Enter your return by selecting Continue or Start on Tax Home. Select Tax Tools from the menu, then Print Center (on mobile devices, tap in the upper left corner to expand the menu). Select Print, save, or preview this year's return, and follow any additional instructions. Once your PDF opens in Adobe Acrobat Reader, select the printer icon. Make any adjustments in the Print window and then select Print."

Is he getting a refund of all of the taxes that he paid to Massachusetts? If so, he wouldn't be eligible for the credit.   If he's not getting a refund of everything he paid to Massachusetts, the next thing to check is the type of return he's filing for Massachusetts. Is it a resident of non-resident return? If it's a resident return, he wouldn't get a credit in Pennsylvania. The credit is only for taxes paid to a nonresident state.   If he's not getting a refund of all of his taxes and he's filing a nonresident MA return, did you add the MA information on the PA return for the other state tax credit? The credit is calculated on a per-state basis. The amount for CA and MA won't be added together. They'll each have their own Schedule G/L.

  You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

There may be a problem with your 1099-B import.  Try deleting the imported Form 1099-B.  Clear your browser's cache and cookies and then import it again.   If you still have the problem then I suggest you type the 1099-B into TurboTax.  You don't have to enter hundreds of transactions.  You can enter category totals instead of individual transaction.  To do so in TurboTax Online:   Make sure you are logged in and working in your return Click on the Search Icon  (magnifying glass) In the Search Window type 1099-B Click on "Jump to 1099-b" Click Add investment (if the account you were trying to download is showing, delete it first) On the Let's import your tax info screen, click on Enter a different way at the bottom right of the page On the page with "OK, let's start with one investment type" click on "Stocks, Bonds, Mutual Funds" and then Continue Enter your brokerage information on your 1099-B On the page with "Tell us about your 1099-B sales for this brokerage account" answer the question about employee stock & the number of sales, etc. On the screen with Now, choose how to enter your sales click the button "Sales section totals" and click on Continue Locate your sales section totals on your 1099-B Enter your Investment Sales Section Totals and repeat till you have entered for each category. After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".   Take a moment to double-check that your statements are complete. For each sale listed, there should be:  - A Description  - Date Acquired  - Date Sold  - Sales Price  - Cost Basis  - Gain or loss for each sale  - A based on how the sale was reported to you and the IRS  In some uncommon cases, there will be an adjustment code and adjustment amount.    NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.    Here's how to mail your statements:  If you are e-filing your tax return, then mail your statements along with Form 8453 to:   Internal Revenue Service Attn: Shipping and Receiving, 0254 Receipt and Control Branch Austin, TX 73344-0254   If you are not e-filing, then mail your statements with your entire tax return to your local IRS office.   

Yes, you can delete forms and schedules for your return - use the links below.   If this is for a state return and you can find the form to delete, reply back with what state this pertains to.     How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop