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I successfully filed my tax returns using Turbotax Desktop with a Form 5695 on Feb 3 at 4 pm.  I had an issue with what QMID meant. So I googled it and got a link to the IRS's Qualified Manufacturer ID's (QMID's). I found the manufacturer of my heat pump and entered its QMID #. Some said Turbotax placed their entry on the wrong line of Form 5695.  That did not happen on mine. I was able to select a heat pump and it sent to the correct line on Form 5695 to get the $2,000 credit. I'm an accountant. So I check these things out.

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

I just spent over an hour with a TurboTax tech.  After consulting with two supervisors, they admitted that it is a bug.  To get past the "A value is required" Custodian name page, just click Back, then Back again to return to Step-by-Step.  We did a REVIEW and it found three spots on a form that needed to be checked No. Then everything passed so this does not prevent us from filing.  However, it does not give me much confidence in TurboTax right now.

@Opus 17 wrote: Would prefer to buy a bit of software out of the box and not have to disclose my life story just to use it.   If you feel that way, you might be better off using H&R Block's desktop software since Block doesn't require you to set up any type of account with them (unlike TurboTax where you need an Intuit account). The software is also much, much less expensive than the TurboTax equivalents. I think the interface is more clunky than TurboTax but it's about the same otherwise.   Re the online variants, I believe H&R Block requires one email per account and return (just like TurboTax) BUT TaxAct allows users to prepare up to 5 returns (online) with only one email address (each return still incurs a separate charge). This is just for comparative purposes.

You took your fees for filing with turbo tax from my state refund and my federal refund. Even though you fixed the display issues it’s not simply just a display issue. You double charged fees. This is unacceptable 

Yes, as long as you have not filed, go back to the My Info or Personal Information section.   Select edit next to each dependent and go back through the questions.   You can also delete the dependents and re-add them.   Sometimes it is easier just to re-add them and start the questions fresh.   Add Remove Dep

Guess I'm replying to myself but since I'm non resident of Iowa my "Iowa source" income and dividends are zero (in order for the non-resident credit to work properly) so it really doesn't ask me much about the income.  I do properly break the muni-bonds dividends up into multi-state and iowa back in the federal/main input section.  I do appreciate the help as I have been spent 4 hours on phone this week with tax experts and sent in two diagnostics files and TTax can recreate the problem, just can't seem to fix the bug.

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery

No.  A Workers' Compensation Medicare Set-Aside (WCMSA or MSA) account is a dedicated, interest-bearing account containing funds from a workers' compensation settlement, specifically reserved to pay for future injury-related medical expenses that would otherwise be covered by Medicare.  It is not an HSA.

are you referring to the list of 1099s since the redesign, if you click update on either line in the Interest and Dividends section it will show the long list of all your 1099s, ordered by Payer not the 1099 type.  It used to be separate views for either interest or dividends.  At the very bottom (ugh! - scroll, scroll) is the button for Add Investments which takes you to the import list, if you skip that you get the buttons to input different types of income.   It's super annoying workflow since they changed this last year.  For INT and DIV I use Forms mode and you can see totals on Schedule B but you may still have to do a pass thru them in EasyStep to clear any in "needs review" status.

Both forms are considered informational, not mandatory.   The 529 was used for qualified education expenses which can include room and board,  even off campus, Since the 1099-Q was not income, it should not be entered. Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. The 1098-T with the qualified education expenses of $4,000 or more can qualify you for an education credit. If you qualify, enter the 1098-T to claim the credit.  Currently: For the full credit, your MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you're filing jointly) For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly) There is no credit given if your MAGI is above $90,000 ($180,000 if you’re filing jointly)