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Having stocks that are flagged and need review it's because they might have missing information that either wasn't imported properly or aren't easily located within your documents. Some of these missing information could be: Cost basis, proceeds, date acquired, date sold or, description. With a copy of your Form 1099-B you can check one by one to make sure the information that was imported is correct.  If you have more than 25 transactions that need to be reviewed or corrected, you might want to enter them as a sales summary instead of fixing them one by one. Below is a link on how to remove those transactions and instead input them as a whole summary How do I fix multiple “Needs Review” transactions?

Please clarify your question.   What form # is the 11B on? Do you have a type of 1099-XXX? Is it a K-1? Is it some other document? Please contact us again to provide some additional details.       

Different people see different averages on that page because it is the average from only a range of tax payers.  See the line right under your name to see the "National adjusted gross income range used below" for your averages.

If you're using TurboTax Online, clear your Cache and Cookies first.   Sometimes this error is related to a Foreign Address for a payer on another document entered, such as a 1099-R.  Go back to the original entry and change the country.   If this is not your situation, please give more details and we'll try to help.   @Myturn     

It keeps them for years.  I have them going back 10 years.  You might have used a different user id.   How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/

In general, your regular commute to work and back is not deductible on your federal tax return. Depending on your state, you may be able to claim certain types of mileage. California, Massachusetts and Illinois have specific rules on reimbursing employees for certain types of travel.   If you are self-employed you can deduct business miles other than your regular commute.   The Tax Cuts and Jobs Act of 2017 eliminated itemized deductions for unreimbursed mileage   Driving from home to your principal place of business is considered a commute, even for those who are self-employed or small business owners. Only people who work from home and have a home office as their main place of business can deduct mileage when driving to and from home for work.     Click here for Driving Down Taxes for Persons With Auto-Related Tax Deductions. Click here for  Topic no. 510, Business use of car.  

Thank you, Sharon!  I already have my K-1 entered. The rentals are completely separate from my business, I included that info because they are the reason I do Home and Business.  I was overthinking things, worrying that my LLC W-2 income may be counted twice since it was already taken into consideration in my business taxes and reflected in my K-1. 

How does this work in NJ State return form  (NJ DOP), since unlike federal form/return, turbo tax doesn't automatically populate current year NJ form with prior year capital losses in NJ form?    My understanding is that NJ tax rules doesn't allow for capital loss carryover from prior years in Federal return into NJ returns, one must manually input carry over capital losses in NJ DOP manually each each year to be eligible for offsetting current year capital gains with prior year capital losses.   Another thing i like to confirm is that unlike federal rules, NJ rules doesnt allow $3000 loss offset against ordinary income every year?

@edacosta wrote: I purchased the 2021 version of Turbotax @ costco & have misplaced the pkg. How can i download the 2021 version? When did you purchase the TurboTax 2021 desktop edition from Costco? The Costco website only has tax year 2024 for sale.

You have upgraded to Deluxe.  To go back to a lower version or the Free Edition you can try to clear and start over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444 If you started your tax return in TurboTax Free Edition (Form 1040 with limited credits; roughly 37% of taxpayers qualify), you won't need to clear and start over. You can select Switch to Free Edition instead. In the Turbo Tax Free Edition, information that you can enter is limited now.  Why do I have to upgrade from the Free Edition? https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379 Or try the IRS Free File program https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

You should always look at your tax forms. Schedule I will show additions. To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now. The IRS announced in January 2025, that it is federally taxable and DC also taxes the income. The program was set to tax in DC only before the change. You do not want to have it double taxed in DC.

To clarify do you have more than one inherited IRA? Is it inherited from the same person? If it from the same person then you can take funds from the other inherited IRA but might have to adjust how you enter this in TurboTax.   From the Learn More link on the RMD page in TurboTax:   "If you have more than one IRA, you can usually take money out of any of them to meet the minimum amount you have to take out each year. But this does not work if the IRAs were inherited from someone who died.   If you inherited an IRA from someone, you have to take the minimum amount out of that exact IRA. For example, you cannot take money out of your own IRA to meet the minimum for an inherited IRA.   The only time you can use one inherited IRA to meet the minimum for another is if they were both inherited from the same person. For example, if you inherited two IRAs from your mother, you can take the total minimum amount required from just one of her IRAs. If you do take the minimum amount from just one inherited IRA, you may have to adjust how much you report taking from each. Using the example, if each IRA required $20,000 but you took $30,000 from one and $10,000 from the other, you would report $30,000 and $10,000, respectively, as the RMD for each account.   The total RMD you report for all IRAs inherited from the same person must match the actual total, even if the amounts from specific accounts vary."   Please review these steps:   Click on "Search" on the top right and type “1099-R” Click on “Jump to 1099-R” and enter your 1099-R Enter the RMD amount for on the "Let's get more information about your Required Minimum Distribution (RMD)" screen Continue until "How much of this distribution applied to your December 31, 2024 RMD?" screen and select "The entire distribution was an RMD" /or select "Only part of this distribution was a RMD" and enter the amount of RMD  On the "Here's your 1099-R info" screen click "Continue" On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "None of these plans failed to withdraw the RMD" if you met all of your RMD for 2024.       Please see What's the TurboTax phone number?