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The workaround is the same for all platforms. For whatever reason, when you enter "Self" for January 2024, it is changed to "None". However, conversely, when you enter "None" for January 2024, it is changed to "Self", which is often what you wanted.   @skenealy 

Thank you for this explanation. To ensure I understand, does each category: House, Land, Improvements get entered as a separate Asset? Or is the entire property one asset?  I am assuming the former with value of each set by the percentages of total sale value. But the example lists the total sale price as a single asset.  Thanks!!!!

I'm not sure if the penalty assessed is accurate or not. The penalty is influenced in TurboTax based on your tax due, the estimated payment information you entered in the program, your income for the year and your tax liability from the previous year. Also, the the penalty is just an estimate, it may be adjusted to actual by the taxing authorities when they process your tax return.   In order for TurboTax to properly estimate your tax penalty and report key information to the taxing authorities, you will have to complete the Underpayment/late payment interest and penalty section which you will find in the Other Situations menu tab in the Georgia tax return section of TurboTax. That will give you an opportunity to enter key amounts and dates that may affect the estimated penalty assessed.     

I appreciate it. How exactly do I calculate what the "fair percentage for each based on your original purchase records or a recent property tax assessment?" I am on the tax appraisal district site for the county, but I am unsure which year would be better from a tax standpoint. Should I use year 2022 which was the year I bought the property? Should I use year 2025 which was the year I sold the property? The part that confuses me is the percentage. How do I know to use 80/20 split or something like a 60/40 split? Thank you.  Year 2022 Year 2025

The second “friday” update on Feb 20,2026 did NOT fix the issue.   Can you let me know if they are aware is this.  Can I schedule a day and time to do a screen share session and show the issue I still have.  My filing deadline is approaching March 15th.  You should email me directly at [email address removed] as I am traveling and will be available on March 27 or 28 for setting up a screen share session to help you observe the bug that exists.   

Hi, As I noted in my original question, I still need to file Form 8995 for "Qualified REIT dividends, which is Line 6. Are you suggesting I delete the form entirely and then re-enter the information I need to file on Line 6?

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you 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?

If your Form 1099-DIV can not be imported from your Merrill Lynch account you can enter it manually into TurboTax.   You can manually enter your Form 1099-DIV as follows: Click on "Search" at the upper right of your screen. Enter "1099-DIV" in the search box Select "Jump to 1099-div" Answer "Yes" to "Did you have investment income in 2025?" Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents" Select the box that says "Dividends 1099-Div" (the box will turn green with a checkmark on it) And "Continue" Enter your 1099-DIV information and select "Continue" Answer the follow-up screens about your dividend interest   Click here for Where do I enter my 1099-DIV in TurboTax Online? Please return to Community if you have any additional information or questions and we would be happy to help.

If you are not using TurboTax Live you can follow these steps: Follow these steps to downgrade to a different TurboTax Online product: Open your return if you haven't already. In the left menu, select Switch Products. Select Downgrade. You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. If you don't see Downgrade or already used the Tax Expert feature, you can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. Keep in mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live.

Of course you can get back to that screen. You just need to start the HSA Interview again.   On what platform are you using TurboTax? Online? Desktop/Windows? Desktop/Mac? On a mobile device (which is really the Online software)?   You want to go to Deductions & Credits->Medical->HSA, MSA, 1099-SA (or however it's listed). Tell TurboTax that you both have HSAs, then proceed. Alternatively, you might try to do a Search on HSA, and then "jump" to the HSA interview.    Note that the HSA Interview will go back and forth between you and your husband, so watch the screen title closely. After finishing your husband's sub-interview, it will come back to you (the title will say so), and the "Let's enter Shelley's HSA contributions" screen will appear.   There is a way for you to delete your HSAs entries and start over, but it can be a bit laborious, so let's try this first.

HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. 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        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

No one can call you from the user forum.     LIVE ASSISTED https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm     Or….Post clearly worded, very specific complete questions here in the user forum.  We cannot see your screen or your tax return.