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yes not futures but some brokers designate certain option spreads as Section 1256 contracts - but the statement should show that clearly; so if they're just included as sales under regular 1099B sections, what's the issue, are they just missing cost basis?  Generally you would input each leg as tho they are separate and will get to the net gain/loss on Schedule D.   The short leg may have zero for the cost basis and falling under the "cost basis not reported to the IRS" i.e. non-covered category.  You may want to input these as "one by one" with the details rather than as a sales summary, that should help avoid having to mail more details to the IRS.  TT also doesn't handle short options well they provide all these drop downs and buttons, but if you select expired it doesn't allow you to input proceeds, so say they were sold either way, this doesn't matter as long as you get the right outcome on Form 8949 / Schedule D, and you have to input that leg was 'sold' on open date and 'acquired' on the close date etc.   Hope this helps.  If some other issue pls do post further.

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.   Here are a couple FAQs to track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?   You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional.   

For your 2023 return I suppose you will need to make sure that an 8959 is generated by switching to forms view and adding it.  That should get your return ready to be amended.   I am not sure what is happening with this issue as I was unable to get my program to duplicate the error.  But we are continuing to look into the problem.   @Samhome 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Probably not.  It depends on how much you earn for that one day you visit.  If you earned less than the standard deduction, you would not need to file a CA tax return.  The standard deduction for 2024 is $5,540 for a single person.

@tax555Well, beyond being able to efile without an error, as noted, I didn't get audited! But I would hope that is a low bar and isn't saying much.    That Intuit TurboTax fails to provide a way to do this -- when the IRS form provides a simple way to do it -- is an inexcusable failure. Yet I think I've had at least one of these situations every year I've used TurboTax -- it's what I've come to expect.   Six more years waiting to see if the IRS disagrees ... 

True, however, considering every year of taxes I've filed in the taxes and documents for the last 10 years is there. I don't believe it to be the wrong account.  I did try to log out and try options and the only other account said 'you've never filed taxes' and there was no 2023 info either. That is why I'm so confused. 

1099s of any type are issued by the payer.  Some payers make their 1099s available to download on Turbotax, but not all.  Your payer is supposed to mail you any 1099 by January 31, unless you consent to electronic delivery.  If you did not get a 1099 you are expecting, you must contact the payer directly. 

Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.   Here are a couple FAQs to track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?