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To upload a self-prepared 2024 tax return into TurboTax: Sign in to TurboTax Online. Start a new tax return. In the left menu, select Tax Tools > Tools. Choose "Transfer last year's TurboTax return from your computer." Select your saved 2024 tax return file (.tax2024) from your computer. Follow the prompts to upload and transfer your information. Once uploaded, you can continue editing or filing your return in TurboTax. Make sure your file is saved in the correct TurboTax format (.tax2024).

It would not be taxable if it was a refund of property taxes that you paid previously and you had not deducted those taxes on your tax return. Otherwise, it would be taxable to the extent you got a financial or tax benefit from the rebate.   You enter the Form 1099-NEC in the Wages and Income section, then Other Common Income, then Form 1099-NEC. Indicate that you did not have a profit motive for receiving the money, it is not related to your job, and you only received the funds in 2025 to avoid having the income treated as self-employment income. If the income is not taxable, do the following to back it out of your return:   1. From the Federal menu in TurboTax find Wages and Income  2. Find Less Common Income 3. Choose Miscellaneous Income, 1099-A, 1099-C 4. Choose Other Reportable Income 5. Enter a description of the income and the adjustment as a negative number   [Edited 2/5/26 at 9:42 AM PST] @savazpour02        

@Opus 17 wrote: It's possible that Merrill no longer participates, in which case the official list needs updating.  But that would seem odd since Bank of America and Merrill Trust Accounts are still listed.  I flagged it for investigation, but if you are in a hurry, you will still need to enter your 1099 information manually.   Just asking for a "friend" since I don't use the s/w anyway. However, it would be highly unusual for Merrill to not participate given (a) the fact that they have participated with import in the past with TurboTax and other tax prep s/w firms, (b) as you stated, other BOA and Merrill accounts are listed, and (c) I happen to personally know clients with Merrill Edge accounts that have not just a few or a few dozen, but hundreds of trades, including wash sales and basis unknown transactions (they would be relegated to printing and mailing their returns in some fashion).   On the other hand, it's really early to make assumptions, I believe. Merrill and a few others won't be issuing their 1099-Bs for a LOT of clients until February 15th (or later). Last year, if I recall, the likes of E*Trade, Merrill, Ameritrade (Schwab), and a few others didn't get their 1099-Bs out in an import-type format until almost the end of the month.

In the Oregon State Interview, you can adjust your wages reported on your Federal return for the OR portion.  Look for a screen titled 'Here's the Income that Oregon Handles Differently' and choose 'Done with Income' at the bottom.     The next screen will show your Federal wages and a box to enter the Oregon amount, titled 'Oregon Source Income and Adjustments'.  Be sure to save a record of the calculations you used to arrive at your two-day a week amount.   Here's more info on How to File a Non-Resident State Return.       @WAresidentORhybridwork    [Edited 2/6/2026 | 6:02 pm]    

Since the 2023 excess was not removed in a timely fashion, the 1099-SA should have a distribution code of '1', not '2'. However, it is difficult for HSA custodians to get this right, so if you tell them that this was a distribution for an excess, they take your word for it and put a '2' in the distribution code even when this is not right for a late excess distribution.   Although we normally discourage taxpayers from changing data on forms, you won't be able to get the correct results unless you do.   When you enter the 1099-SA, change the distribution code to '1'. In the interview, be sure to tell TurboTax that this distribution was NOT for qualified medical expenses. This will have three effects: 1. The amount of the distribution will be added to your taxable income. 2. An amount equal to 20% of this distribution will be added to line 17c, Schedule 2 (1040). 3. This will cut off the excess from 2023 so no more penalties.   It is important for you to document what you did and why and save it with the paper copy of your tax return (you keep one, don't you?), in case the IRS ever writes you a letter asking about this.

I just tried going through the process again, and it still does not take me to a declaration screen. I get Driver's license info, AGI check, then create a 5 digit pin with "Transmit Now" at the bottom. I did not transmit for a third time because it's still broken. 

Yes, it is very likely that you will need to used the download version of TurboTax in order to amend your prior year return.   You can follow the instructions at this link:  How do I amend my tax return for a prior year?

Yes. If you received a Form 1095-A for 2025, you should report it on your tax return. If you do not, your return may be rejected by the IRS.   To enter Form 1095-A in TurboTax Online, follow this path:   Federal>Deductions & Credits>Health Insurance Marketplace (Form 1095-A)   Here is a TurboTax article with more information on Form 1095-A.