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What is your question about marital status? This is a message forum, not live chat. You have to post all the details of your question and wait for someone to respond. Do not post any personal information or contact information. This is a public web site that anyone can view.  

Hi Roger, thank you for replying.  My inputs   Yes, I entered the beginning balance and ending balance in the step by step GUI   Both 1098 are there in the forms list, but in the smart deduction worksheet form one mortage gets blanked on the beginning mortage.   One is marked as secured by primary home, one marked as secured as second home.  The primary home is a refi (with refi and originial date entered appropriately) and marked as refi used entirely for house.   I've redeleted the 1098 and tried reentering but it doen't fix.  The file was a import from previous year so guess my other option is just to try from blank and see if that makes a difference.   thanks    

I have a similar problem and cannot figure out where to enter the sale of a non-traded REIT that I disposed of through a broker dealer "Central Trade and Transfer". I have called the dealer and I am told that they do not issue 1099-B or equivalent because they are just intermediaries for the sale. The shares were listed in Computer shares who presumably transferred them to the broker dealer. Anyway, if nobody issues me a 1099-B for the sale, how do I enter the information in TurboTax? When I try to enter the transaction through "Investment Income">>Add investments>>Stocks, Bonds, etc.., TurboTax apparently wants a 1099-B form or it will not allow me to enter the transaction. Anybody can help? 

It may be because you are gong to get an updated/corrected tax form from Schwab.  Charles Schwab recently sent out emails notifying some customers that they would be receiving a corrected tax form.  The notification indicated that this would result in receiving an error message when attempting to import tax information into tax preparation software.  Below is an example of what they sent out.: We’re reaching out to let you know that you’ll be receiving a Corrected Form 1099-B for your account(s) ending in: xxx.   You may have received an error message when attempting to import your tax information into a third-party tax preparation software. (Downloaded CSV files may also show incomplete information.)   To avoid filing with incorrect data, please wait for your Corrected Form 1099-B before submitting your tax return.   What to expect next:   Corrected 1099-B forms will be issued on or around February 27, 2026. You will receive a notification when your corrected form is available. Once available, you will be able to import your updated tax information into your tax preparation software.

Thanks.  For PRNYX (T ROWE PRICE NY TAX FREE BOND),  I found this link: https://www.troweprice.com/personal-investing/resources/planning/tax/fund-specific/t-rowe-price-tax-free-funds.html. Their Exhibit 2 says Taxability of State Tax-Free Funds' Dividend Income. The table for the New York Bond has for 2025: T. Rowe Price Tax-Free Fund* Percent of Dividend Income Exempt from State Tax New York Tax-Free Bond 100.00% This indicates that 100% of the exempt dividend is exempt from NY state tax.  So in TurboTax for this one, the state would be New York for the full amount in box 12 and not having to list any other state to add back on NY state return as other taxable income? I have to search the others.

Thank you for providing the screenshot.   What happens if you click on Update next to any of the items for which "Available Now" is shown in the 2025 column? Also, if you haven't already, when you first click on Deductions & Credits and TurboTax asks how you want to enter your deductions and credits, try clicking "I'll choose what I work on" rather than having the program walk you through everything.    

My financial institution is not listed in Turbo Tax, so I cannot select it from the dropdown. How do I add it? I need to add Empower Plan Services LLC, and I also need to be able to add LACERA, as well.

I can't agree more @SameSameButDifferent . We pay & use their software so we get convenience of easy filing, and online filing. This limitation, more so an unclear one where in a button to amend exists, I meet all conditions required to be able to amend, yet the software does nothing, and not even give a feedback as error or what's missing is very immature from TurboTax team. 

See this IRS fact sheet.  If you think that it will continue to have nominal profits, you may want to consider abandoning the S-corp and operating as a sole proprietorship. Sooner or later, the IRS will audit if you continue to fail to take a salary. The penalties and interest that ensue would be significant.  You are an employee of the S-Corp, and generally, employees do not work for nothing.   https://www.irs.gov/pub/irs-news/fs-08-25.pdf   

@MarilynG1 Thank you. I had tried multiple browsers, as well as multiple machines, and the issue exists despite learning all time cache/cookies. I was able to download the desktop software for free though. What worries me is loosing the history of amendments done on desktop software when I file my 2025 returns through online software next. In particular, any carryover numbers may become invalid I am afraid. Would you know if there is a way to reflect the amendment from desktop software to online software?