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All,   Not sure if anyone figured it out importing any data from Franklin Templeton. TurboTax help was useless and I spent too much time just to post this!   As others have noted, either TurboTax 2025 development team failed to code as previous TT versions capabilities or it was developed per new Franklin Templeton request!?!   I was able to import, but you will need to have your account number and your SSN (need the "-") and probably purged web history when done.  To import, I recommend downloading your FT tax documents, so that you have the list of accounts numbers to enter and import EACH fund separately!   Once you have selected Franklin Templeton Mutual Funds, you will be re-directed to a webpage. You need to enter your FT account number NOT including the Fund number. Example:  Your fund info: 600-12345, you will ONLY enter 12345 and then enter your SSN with the dashes below.  You will then be prompted to "allow" and the import will be in TurboTax.   If you have more than 1 fund, you will need to repeat for the others. Hope this helps.  

do both k-1's have the same taxpayer (partner's) identification number in Box E and is the number the same as the EIN of the Trust? if so, they should both have the same numbers on the form. In this case, you only enter once.  however, I'm as confused as you as to why two k-1s were issued. If different, you would need clarification from the management company because this forum has no access to the k-1s  

where did you put zero for 2025. if that was for 2024 AGI, it was proper since you haven't filed that year. there may be a question about filing last year when you get to the file section. however, that question will not appear if you started your 2024 return   

I had 3 IRA accounts that required RMD's to be taken, but I took the total from one of them.  I received the 1099-R from that account, showing the total.  To complicate the matter, I also received a 1099-R for a second account because I did a rollover of that IRA to another bank (by cashier's check), so it showed up as a distribution and liquidation of that account.  When TT asked for info about this 2nd 1099-R, I reported that it was a rollover and that a small part was due as an RMD, but there was no way to indicate that this RMD was included in the first account's 1099-R.  Then there was no 1099-R for the third account because there was no distribution from that institution.  When I had a similar situation last year, I had to respond to a letter from IRS because they thought I hadn't taken all of my RMD's.  Is there any way to clarify in TT this year what the RMD amounts are for each account and that the total was taken just one, or doesn't IRS need to know?

  the sale info is entered in the rental schedule under using the asset entry worksheet. as you go through there should be a page that asks if you sold the property. you must check it. if you have multiple assets, you'll have to allocate sales price and related expenses yourself. however, if you are using the basic online version you'll have to upgrade.   

One follow-up question: "In step 7, Did you get a 1099-DA from XXX?, select Yes." So even if one did not get a 1099-DA, one would still say YES at this step and proceed, and it's ok to say I received a 1099-DA when I didn't actually receive one in this case? Thanks in advance!

Yeah! I did my taxes last week and I was really happy to see that back. Makes the whole process so much easier and more intuitive. Gotta give credit where it is due, they listened to their customers. Thanks Intuit!

For last 5 years, every year there is a problem with TurboTax. Imports doesn't work, app gets stuck on the downloading updates,basic features doesn't work, I have to spend endless amount of time to double check everything and now I can't import data from Coinbase with their support sending me to their useless KB page How do I upload a CSC file  that states "Note: CSV uploads for crypto are temporarily unavailable.". How about you fix your POS software first and then charge money for it? After over 15 years with TT I'm done, this is my last year I'm dealing with this bs. Tired of these clowns who can't fix the most basic things every other competitor got like clockwork. 

no one can tell you but that person. that info is stored under a user name and password you don't know. contact support to see if they can help. 5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848