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I was rejected 4 times yesterday all in one day....This is after talking to "two" turbo tax experts.....Finally did some research online which took me to this page with people complaining about the same things....Third time was the charm to finally get a solid answer from Tax expert Myrtle.....She verified all 3 rejections codes I received and advised to wait until after 2/15/26 to refile. I will heed her advice and re -file end of February 2026. I hope this helps everyone who has been frustrated with TT. There are some good experts here Not all.....LOL

TurboTax may say 'import was successful' if it was able to connect with your institution.  However, there may be no data to import if they don't have the import-ready files prepared to send.  This is often the case at this time.   Make sure you've turned off your anti-virus software/VPN, and that your account settings at your institution allow 'third party access'.   @dave_farmer   

Sorry I'm not following you.  Social Security SSA-1099 does not have lines 1a & 1b.  Is the total Social Security listed on 1040 line 6a?  Sure form 1116  will have 0 for SS but that's because 1040 line 6b was zero.    But form 1116 won't make SS zero to begin with.  The foreign question on 1116 for your dividends won't affect the foreign question when you enter the SSA-1099.  Those are separate questions.     Did you enter SS in the right spot?  As I said in 2024 there was a new SS question asking if you lived in one of the foreign countries listed.  You must have answered yes instead of no.   A lot of people last year  answered  yes or skipped that question when they entered their SS income.  It had nothing to do with foreign dividends.

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

When you reach the screen 'Your 1099-R summary' you can delete your 1099-R from last year if  you choose and you no longer need it. However you can also update it with the current information.   You can always choose to do manual input for any form by selecting 'Change how I enter my form' and 'Type it in myself'.

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button   Using the desktop editions -   On the next screen click on Yes On the next screen click on Add investments On the next screen Skip Import On the next screen click on Stocks, Bonds, Mutual Funds and continue