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While many tax documents arrive by January 31, some brokerages delay consolidated 1099 statements (like 1099-B) until mid-February due to account complexity. If your data isn't ready to import yet, check back in a week or two.   If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.   See the following TurboTax Help articles for potential fixes: 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?

Your state return could have been rejected due to the inflation refund check you may have received in 2025. Please resubmit your return to New York. If you are using TurboTax Desktop, please complete an update to the software before refiling your return.    If you have any further issues, please let us know and we will assist you further. 

I cannot locate an online tab to check for updates on this turbo tax premier version I have downloaded on my Mac, and the link doesn't work for a Mac operating subsystem.   Any other short cuts you have?

After you enter form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. You can then enter the amount transferred to charity.  So be sure to keep going through all the follow up pages and questions.   

Several things to consider...about NM.   1)   Probably a slip, but you indicated that box 16 was ten NM state ID number.....it isn't... it is the NM wages.  The NM state ID number is in the second half of box 15.   2)   The NM military member's  DOD wages are not taxed by NM, but if y'all had other investment income from Interest, dividends or investments, then those $$ are taxed by NM,   3) Did you, as the non-military member, have any income for 2025.  If you were also aligned with your Military spouse as a NM resident, then that income is taxable by NM.   4)  Yes, a refund would be unusual based on what you've said.  Double check, by editing, any tax forms you entered.  Look to make absolutely sure that the state withholding boxes in those forms are empty.  If you uploaded ANY tax form by taking a picture, or uploading a PDF file....those forms of entry are subject to MASSIVE errors, because the AI that interprets  that picture or PDF makes mistakes.  Every box of the form entered that way MUST be double-checked by Editing the form.....also to answer any follow-up questions that are not answered by the simple upload process.   Manual entry of a form and its boxes is usually safer (yeah, personal opinion).

Import is also not working for LPL Financial. I have used Turbo Tax for years and never had a problem. Now it says that the import worked and that I need to review the data. But each time I click on a 1099 from my import, it again takes me to import screen. I tried deleting the first import and reimporting.  I tried restarting Turbotax.  No help.  I think Import is broken.  Am I reading this thread correctly that TurboTax doesn't think this is broken?

Make sure you are entering your SSA-1099 in the correct place.  Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?    If you started entering your form in the wrong place, you can delete that entry.   How to delete forms in TurboTax Online    How to delete forms in TurboTax Desktop

I'm running into this problem as well. It seems that the workaround that says:    If you want to link to your business, don't indicate the policy was allocated in your 1095-A entry.   Should also say that you should multiply your numbers by the allocation percentage and just leave the shared policy allocation section blank.  Is that accurate?   I would think that what is important is that the premium numbers between the shared parties need to add up.