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@besquare01    Just the stock transactions? Or are the 1099-INT and 1099-DIV missing too? __________________________________ If NOTHING imported...even though the import was "Supposedly" successful:   Doug34 posted the following that worked  (but doesn't work with the Brave browser):   "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

TurboTax recommends that their customers add all the Foreign Tax Credit Carryovers  manually. This solves the issue but problem persists as Turbotax 2025 should load the Foreign Tax Credit Carryovers   from Turbotax 2024 files

Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.     We are currently investigating this issue.    We will notify you once the program is updated.

You can try deleting that Form 1099-G and then re-entering it. This may clear that message.   To delete your Form 1099-G you can use the steps listed below.   If you are using TurboTax Online: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1099-G" If you are using TurboTax Desktop, you can: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1099-G" In your right panel at the bottom of Form 1099-G, click on "Delete Form" Click on "Yes" to confirm the deletion.   You can easily get back to the TurboTax screen where you will re-enter your Form 1099-G as follows: Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-G" in the search box. Click on the link "Jump to Form 1099-G" Your screen will say, "Did you receive unemployment or paid family leave benefits?" Answer "Yes" and continue through the TurboTax screens and answer all follow-up questions   Click here for How Do I View and Delete Forms in TurboTax Online   Click here for "How to Delete Forms in TurboTax Desktop.   Please return to Community if you have any additional information or questions and we would be happy to help.    

If you would like to manually complete your return, you can obtain pdf forms at IRS.gov, including the Form 4562.   Our tech team is working very hard to have those forms updated, and it is projected to be available February 13, 2026.   Here, you can sign up for an e-mail to stay current on the updates: Sign up for email notification

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token number in a reply to this post. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”* This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then Send Tax File to Agent”)        

You can delete the information in your return, but the ID and Password will still be on file. If you haven't filed your tax return, and want to start over: Log back into TurboTax Select an Item like Personal Info from the center listing Then click on Preview/Edit or Continue This will turn on the left side menu In the bottom left choose Switch Products Then select Clear and Start Over

If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the key words highlighted, click on GO.

Please use the link below to request the refund.  When going through the refund tool, be sure to include as many details as possible about the situation, the issues you faced, and the attempts to resolve.     TurboTax Desktop Refund   @makai 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.  

Hi Mary:   I am currently not taking my son as a dependent, because he earned about $6K is AGI and is getting a small refund for the Fed and State.  Do I have to take him as dependent in order to deduct the medical expenses, the rehab and doctors need for his conditions were all out of pocket and not reimbursed by insurance.   Thank you so much for your assistance, Ray Gorman

If you want to make changes 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 ‌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 

Thank you very much for this clear explanbation. I wish this was more straight forward! Two things: --The Smart Check failed because it didn't haver the dates for the transaction, but I'm going to put in the approximate date I paid for the tickets and the final sales date since I sold a bunch of them.  --I just realized I was inputting tickets I had sold at the end of the 2025 regggular season in 2026, and not including the one I sold in January for a loss. I'll remove the former and add the latter, and see if I can get these numbers to add up. Thank you very much for the quick response and I'll post when I get TT to accept it.