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We cannot see your screen and have no idea what yes or no question you are trying to answer.  Are you using a phone to do your tax return?   The screen on a phone is so small it is difficult to see what you are doing.   Any way you can log in to your account and your return on a bigger screen?   

I had the same question. And the answers, or process to opt out of paying the RPS fee make it seem like Intuit is making it difficult to avoid paying the $40 fee. They say it's optional in my State. Even the fine print in the Refund Processing Service Disclosure describes no additional cost for e-filing and paper check. Yet, when I choose to have a check mailed, I'm still forced to pay the fee.    What am I missing, or will Intuit provide a bug fix before 4/15/2025 at 11:59 local time?

That is a passive loss carryover. It may have come from a loss in a year before last year that's been carried over until it could be used.   Probably what happened is that in a previous year you had a loss and indicated that you didn't have sufficient money "at risk" in the business to allow you to deduct the loss in that year. So it gets carried to the next year when you either have income to absorb it, or you become at risk for the money you have invested in the business.   If you don't want to deduct the loss, you can go back through the entries for that business (or a rental property), and when you see the at risk option, indicate that you are not at risk and the loss will not be allowed this year.     @dvosey 

If you started in the Free Edition of TurboTax, you may have entered something that triggered an upgrade to a paid version. The final fees are determined by the forms that are required to complete your individual return. States are also extra and there are some add-ons that  you can agree to buy     You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side of your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.   Your screens will look something like this:         Click here for "How do I review my fees in TurboTax Online?"

If you're referring to a shared 1095-A, both you and the other person need to enter a copy of the Form 1095-A that you received on your tax returns. TurboTax will ask you questions about if the policy was shared with someone and how to allocate the costs and credit.    Login to TurboTax  Select Federal  and Deductions & Credits Scroll down to Medical and select Show More Select Start/Revisit next to Affordable Care Act (Form 1095-A) Answer yes, I received Form 1095-A Enter the information and select Continue Select I shared this policy with another taxpayer who’s not on my taxes and Continue On the next screen you will enter the SSN for the other person and the start and end months that you shared the policy with the other person You will also choose the percentages of the amounts you want to claim on your tax return.   Both percentages should add up to 100% TurboTax will calculate the information that should be on your return based on your answer

I agree: TurboTax Premier 2024 (TT) is hard to use.  A big step backwards.  It's time for me to start investigating alternatives.  Here's a list of the problems I encountered: 1)  I let TT load info from last year's form, then let it download this year's documents from my brokerage, which got me to a screen similar to Picture 3 in ITTHatter's original post above.  The new documents were there, but there were also $0 ones for the same type of 1099 (i.e. a 1099-INT with $0 and a 1099-INT with the correct amount).  Very confusing.  They both said "Needs review" and both provided a "Review" button.  That led to the next problem. 2)  I clicked the Review button for one of the forms, but instead of opening info for that form so that I could review it,  TT went back to the screen asking me to enter the name of a bank or brokerage to download from.  WHY??  That just added to the confusion.  The Review button ought to at least go to a screen like ITTHatter's  Picture 2. At that point, I was too nervous to continue, so I created a whole new return and entered my data by hand.  But then I still had a few things that I didn't know how to handle, so I created a third return and let TT download forms.  I at least had my manually entered return to compare to so that I could stay sane.  I also figured out that I could click on Forms and see the contents of each form and delete the bogus, useless $0 ones (I think they got created when the previous year info was imported, but they serve no purpose that I can see.)  I also figured out that I could click Wages & Income and "I'll choose what I'll work on" and get to something like Picture 2, from which I could get to the info for the individual forms.  The original Review button appears to be absolutely useless.  Clicking the button named "Confirm" at the bottom of the (Picture 3-ish) page is nerve-wracking when one doesn't understand the forms listed on the page, but does at least get to something like Picture 2. 3)  I had several disbursements from a traditional IRA, one (but only one) of which was a backdoor Roth conversion.  TurboTax only gave me two options for "What Did You Do With The Money From ..." for the 1099-R that documented the total disbursements: a) "I moved the money to another retirement account..." or b) "I did something else with it".  The correct answer in my case is "both", but TT doesn't offer that option.  I went to Google and saw instructions to choose option a.  I would be nice if that option read "I moved some or all of the money...." instead of "I moved the money..." (saying "the" money implies "all of" the money). 4) There used to be a button or menu option to click on to report bugs or make suggestions on the fly, but there doesn't seem to be one in this year's version.  It's much easier to report problems right when I notice them instead of having to wait and log in to a whole different system (and rely on my memory!) later.  Thanks to ITTHatter for the pictures in the original post.  They made my post much, much easier to write!   Intuit should work on improving its software development processes; the current ones are obviously flawed (their QuickBooks software has equally glaring "bugs" that ought to be caught internally before customers ever see them).  Both TT and QB are powerful pieces of software, and both do a lot of good things behind the scenes, but bugs like Review buttons that have nothing to do with reviewing data are, in my opinion, inexcusable in production code (I'd tolerate it better in beta releases).  Thanks for reading; I know I get long-winded, especially when I'm annoyed.  I hope someone at intuit can get these things fixed.  Thanks! - JL  

If you are not e-filing the federal return now you cannot e-file the state.   A state return cannot be e-filed if the federal has not been e-filed and accepted.   You can file the state by mail, and file federal at a later time.

You can access it here Intuit Free Edition Start Here for Free.   About 37% of taxpayers can use TurboTax Free Edition. TurboTax Free Edition is intended for taxpayers who file a simple Form 1040 only (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).   If TurboTax detects that your tax situation requires additional coverage, like deductions for owning a home, unemployment income, or self-employment income, you will be prompted to upgrade to a version that supports the forms you need so that you can maximize your tax deductions and file an accurate return.   Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules Some things that are not covered in the free edition are as follows:   Unemployment income Retirement Savings Contribution Credit for 401(k) and IRA contributions Education credits Child Dependent Care Credit   Click here for Why do I have to upgrade from Free Edition?

TurboTax Online automatically saves your work as you go through the interview. Plus, when you sign out, TurboTax make sure to save everything before we sign you out.   Once you've filed your return, we'll also give you the option to save a PDF copy of your tax return to your computer so you can view or print it without having to sign in again.