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You should click on Skip Import if the import screen pops up.    You can click on Start or Update next to the Stocks, Cryptocurrency, Mutual Funds, Bonds, Other category.    Answer YES when asked if you have investment sales, then Skip Import.     You should land of the Investment Type page where you choose the type of investment.   Choose the type, scroll down and click Continue.     If you already have investments, click on Add investments to be taken back to the import page, that you can skip.   You can click on Review next to any transaction to edit that transaction.     The amended return should start out at $0 and only reflects the changes from your originally filed tax return.    

  When you use online TurboTax software you get one return per fee.   Each return needs its own account and user ID.   If you use the same account and user ID for a second return, the second one overwrites the first return and it is lost forever.   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

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 

Yes you need to save each return with a unique name.    Too late now but for next year......Turbo Tax saves the tax returns as 2024 Smith J Form 1040 Individual Tax Return.tax2024. So if you have two or more returns for people that have the same last name and first initial the second return will overwrite the first one. So you have to be sure to first save the returns with names completely different to keep them apart. Don't use the default name given by the program. You need to go to FILE - SAVE AS and give the return a unique name you can tell apart. At least add the full first name. You don't have to use or accept the name Turbo Tax gives it. I save all my returns with different names.   I didn't  think it should affect and overwrite the pdf file.   The tax files (and PDF files) should be in your Documents then in a Turbo Tax subfolder.  

You have multiple properties (schedule E worksheets) started in TurboTax.  Delete the Royalty Property from your return to remove the error on Schedule E.    Look for the Schedule E Wks related to the royalty property.  Don't delete your rental property.   In the example below, there are 2 rental properties and one erroneous royalty property that needs deleting.      How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop   You can search for rentals, then use the Jump to rentals link to be taken the summary page.        

Does the K-1 report income for Box 1? If not, you won't see the "material participation" question. Further, you must check "no" for active participation in order to see the "oil & gas property" question. Answering "Yes" to either the material participation question or the follow-up "oil & gas property" question will avoid the passive activity rules.   @vol2Smile 

TurboTax has a special phone number for help with tax letters. Click on the blue button that says "Get help from TurboTax support" after you click here.   Just in case, How to submit documentation for accuracy guarantee claims.

Just as I thought. TurboTax was incorrect on not letting me report my Indiana income (see my previous posts). I got a letter from Indiana IRS on 04-13-24 (two days before filing date) saying my TurboTax filed return was wrong and I owe them money. I ended up hurrying up and filing an emended return using MANUAL FORMS. Mailed them out to Indianapolis on 04-14-24. And now, USPS tracking says my mail never got there !!! I am beyond being upset with TurboTax / Intuit. Software has errors. Not only that my Indiana return was NOT correct, now I wonder if I got all of my money from federal return as well. NEVER again TurboTax for me (and anyone I know). Not only that, I demand a refund for the software: $45.99 + $25 for Indiana filing = $71. By the way, amazon return expired on 01-31-25, way before I could ever even test the software. What a scam !