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First, make sure your software is fully updated, and then try again by selecting Wages & Income > Investments from the menu.   If the manual updates do not resolve the issue, there are some general FAQ troubleshooting practices for issues with TurboTax Desktop: To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) Alternative steps for Mac users.   You can also uninstall and reinstall your desktop product (this has worked for some users). *Make sure that you save and back up your file (you do not want to lose any data - See: How do I back up my tax file in the TurboTax Desktop software?

Yes, you can edit Form 1310 (Statement of Person Claiming Refund Due a Deceased Taxpayer) in the Online program before you submit your return.   Edit Form 1310: Open or continue your return. Search for "1310" in the Search box. Click on  the "Jump to 1310" link... when you land on the screen, "Complete a Claim for Refund.", you can answer Yes (or continue) to go through the screens (changing the representative's information, the reason for the claim, or how the refund should be issued as needed). If the search doesn't work, make sure you have correctly marked the taxpayer as deceased in the Personal Info (or "My Info") section. The program won't generate or allow edits to Form 1310 unless the "Passed away" box is checked for that individual.   Note: If you are a court-appointed representative (Box B): You may not be able to e-file because the IRS requires you to attach a copy of the court certificate. Thus, you may need to print and mail the return.   If you are not court-appointed (Box C): You can generally e-file without an issue.

In TurboTax Online, charitable donations typically flow from your federal return to the Massachusetts state return automatically if applicable for 2023 and later. You can check this by going to the State Taxes tab, then selecting Massachusetts. Look for the section labeled Adjustments or Part B, where those amounts will be reflected. If you want to confirm the amount or make manual entries, check the Deductions & Credits under the Massachusetts state section. If your donations are reported correctly on the federal side, TurboTax usually transfers the amounts you need for Massachusetts automatically to meet filing requirements.  

By the way, this could be a HUGE issue if we file like this. Im glad I double checked the form but I feel bad for all the people that bought a brand new EV last year and filed their taxes with incorrect information. TURBOTAX NEEDS TO FIX THIS ASAP!!!!

I'm sorry for the loss in your family this year. Both ordinary income from business (Box 1) and other income from business (Box 11) wind up on your Schedule C as QBI, so it seems that everything is calculating correctly per your tax return input. As for the treatment of the income at the partner level (flowing it thru Box 11, rather than Box 1), unfortunately, you would have to reach out to the partnership accountant and tax preparer to get an answer about this information; there are a lot of complications when a partner is no longer in the partnership, and it depends on what has happened previously with the business activity. 

My last follow-up post got deleted, maybe because I mentioned the possibility of changing to a competitor which I named. I am very disappointed that Support has a bias -- the bias is that TurboTax Online software is perfect, so any problem must be user error.  When someone reports a bug in the software, it seems to be ignored.  No one from software development has posted anything helpful here.  A person can waste hours and hours on the phone trying to get a bug fixed, but the bias is that there is no bug, the software is perfect, I'm just not holding my mouth right. The truth is that TurboTax Online does not know how to handle a simple Recharacterization of Contribution, which is a trustee-to-trustee transfer from a Traditional IRA to a Roth IRA.  Pursuant to IRS Reg. 1.408A-5, this contribution is treated as having been made to the Roth IRA on the original date of the contribution to the Traditional IRA.  There is no change in tax owed if the original contribution was not deductible.  It's simple, a piece of cake, but TurboTax can't handle it. Next step:  File a 1040-X myself, manually, without TurboTax, and claim a refund of tax preparation fees under the Maximum Savings Guarantee, for lack of "100% accurate calculations."

This usually happens when your residency dates or state allocation weren’t entered correctly in the state interview.   In TurboTax, go back to the “My Info” section, scroll down to Other State Income, and confirm your move date (01/30/2025). Make sure both Pennsylvania and South Carolina are marked as part-year resident states, then revisit each state return to allocate income based on when it was earned.

Rollovers of an inherited IRA are permitted only if the beneficiary is the spouse.   Please see this IRS document.   Please also see @dmerz's answer below.       [Edited 03/18/2026 | 8:07 AM PST]    

its strange, in my original filing it didn't generate the 8606, i have to click have you contribute to 2024 ira -> yes, in order for the 8606 to appear.   8606 line 1,3,5,13,16,17 are filed with 7000 -- > is this correct?

@robmtk    For NY??   NY is particularly picky about having a value in box 16 of the software...even if it is empty on your actual 1099-R.. To fix it to satisfy NY, if box 2a has a non-zero value in it (larger than box 14) enter that in box 16....otherwise place the box 1 value in box 16.

If you are unable to move forward in your TurboTax program, you can try the steps listed below.  Go out of your program, close your browser and go back in. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try a different Web browser, such as Chrome or Firefox. If you are using a VPN, disable it. Make sure your internet connection is strong and stable Try using incognito mode If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."  You can also contact TurboTax Customer Service using this link: Turbo Tax Customer Service.    Please return to Community if you have any additional information or questions and we would be happy to help

Your approach to calculating the portion of your interest taxable by New York is correct.  In fact, it's probably more detailed than what is expected/required by the New York Department of Taxation and Finance.  Unless the amounts were very large, applying the percentage of days in the period to the interest paid would have been an acceptable way to calculate the NY portion.   

Form 3468 (Investment Credit) in TurboTax generally can be removed unless it is linked to other entries or credits that depend on it. For example, if you have entered information that claims investment credits or related carryovers, the form might be required to complete your return accurately. If TurboTax prevents removal, it may be because the form is needed to support other deductions or credits you claimed elsewhere in your return.   To delete Form 3468 in TurboTax Online, follow these steps: 1. Open or continue your tax return. 2. In the left menu, select Tax Tools and then Tools. 3. Choose Delete a form from the Tool Center pop-up. 4. Find Form 3468 in the list of forms. 5. Select Delete next to Form 3468 and confirm the deletion. If Form 3468 reappears, review your answers about investment credits to ensure none require the form.