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Thanks for that. I use the Brave browser. I would not have thought to click on the Lion. - After importing Schwab and Fidelity, the Smart Check came up with 11 errors. I had to keep re-entering my state. A nuisance, but not too bad. The big issue was that the smart check wanted me to enter interest income after it was already imported, effectively doubling my interest income from Schwab and causing the Tax Due to go up significantly. I deleted both Fidelity and Schwab completely and re-imported them both. That fixed it.  I will be comparing the numbers on my pdf tax forms to the TT form before filing.   I shouldn't have to do that but now I think I need too. 

@shopmbs  The Form 1099-R section was finalized and made available in TurboTax on 01/21/2026 for the online editions and on 01/22/2026 for the desktop editions.   If you are using the desktop edition, click on Online at the top of the desktop program screen and then click on Check for Updates to make sure the software is at the latest release.   If need be you can do a manual update if using Windows - https://ttlc.intuit.com/turbotax-support/en-us/help-article/update-products/manually-update-turbotax-windows-software-basic/L3Wf9OPaf_US_en_US

No one has used a 1040EZ since 2017.  Everyone uses Form 1040.   If you have desktop download software you can use your software to prepare and e-file up to five federal returns and the state returns that go with them (from one specific state).   If you need to prepare or file more than five, the additional returns can be filed by mail.   You seem to be posting your question from "online"----so make sure when you start your return you are using the desktop download .     We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.    

Am I correct in the following: it appears all my depreciation from last yr flowed through so is this only affecting anything new? For example I purchased a washer/dryer for my rental; the cost was $1,995. I'm going to expense it for 2025 rather than depreciate it.  If I just showed the washer/dryer as an expense rather than trying to input it in the asset area would that work? AI tells me no and to just wait. I like turbo tax because all the information is already in and it flows to the next year. It sounds like H&R Block is having this issue as well?

@sjmuck    You probably rejected a pop-up about allowing Intuit access to your device>   Read the following discussions about how to reset your browser to accept that data:   Solved: Re: Importing Brokerage data does not work   Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

[MODS] an apparent bug because Intuit's website says they're available for printing and e-filing. Try contacting support, but expect a long hold or disconnect   https://support.turbotax.intuit.com/contact 800-446-8848

Windows desktop version The screen shows my 2024 entries with "needs update" - in orange -  no option to proceed. I forced an entry via forms and it is also listed on the same screen now, same "needs update"    Someone suggested that I delete all 5 and start over. 

You are not ever asked to enter the amount of your 2024 federal refund into your 2025 federal return.   It may be asking you about your 2024 state or local refund.   Did you file an itemized return last year for 2024 or did you use your standard deduction?   IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)       To find a copy of your 2024 return:   You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   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     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.