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It appears you have taken all the right steps. In your situation, you should re-enter any missing assets and/or your second rental activity. Print your 2024 return or have it pulled up as well so that you can have it available to do your entry. The process will move faster than you think, albeit unpleasant.   A set of steps from our tax expert @MonikaK1 may be helpful!   To transfer info from your 2024 TurboTax for Mac return:   Open TurboTax for Mac 2025 and choose File New Tax Return. Select Begin and choose Use a tax return that's on my computer. Select your 2024 return from the list and select Continue. If you don't see your return, select Find your tax return. If your 2024 return is on another computer, here's how to move it to your present computer. Select Continue to review the transferred information. We'll also give you opportunities to review, edit, or delete transferred information later on. Be aware that once you've gone past the Transfer screens, you can't go back to revisit  to re-do your transfer, go back to step 1 to start over with a new return.   See this TurboTax help article for more information.   Users sometimes report that problems with importing a return were solved after an update was run. On a Mac, simply quit and reopen TurboTax. If there are any updates, you'll be prompted to download them. Once you've done this, try again.    Tips: It's best to use a wired, high-speed connection when updating, both to save time and minimize data corruption. If your connection drops in the middle of the update, try again; it should pick up where it left off. If you reviewed the article and tried all of the steps and are still having this issue, see this help article for instructions to contact TurboTax Support. [Edited: 03/03/2026 | 1:53 PM PST] @traveler726

You cannot change the tax year.   The current online program is for 2025 only.   Only a 2025 return can be prepared online and only a 2025 return can be e-filed.   Online preparation and e-filing for 2022, 2023, and  2024 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2022, 2023, or 2024  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.       Did you already e-file?  If you did NOT e-file you can go to the FILE section  step 2 to enter/change how you want to receive your refund.  If you want direct deposit you need the routing number and your own account number.    If you e-filed: Banking information for direct deposit is wrong or closed If you entered incorrect banking information for your refund, you can change it if your return is rejected.  If it is accepted, however, it is too late to change it.  The bank will reject the refund and send it back to the IRS.     https://www.taxpayeradvocate.irs.gov/news/tax-tips/direct-deposit-changes-for-2026-could-affect-how-and-when-you-get-your-refund/2026/01/   You may get this notice— a cp53a notice   https://www.irs.gov/individuals/understanding-your-cp53a-notice   If you take NO action—-the IRS will freeze your refund for at least six weeks and then mail you a check.   If your refund is sent back to the IRS—- make certain that the address you entered on your Form 1040 is correct.  And…open all mail, even if it looks like junk mail.   And……if you choose “refund processing” or the “5 day early” offer, those involve a third party bank; sadly, you will have a lot of additional aggravation in tracking down your refund and getting a check.

@user17724849086    You'd have to indicate which state you are talking about   ___________________________ IF NY??? FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ________________________ BUT BEYIOND THAT !!!! For the NY DocID  ....You enter ONLY the first three Alphabetic or Numeric characters....no more than that.

You are correct. Form 8881 Part II is limited to a $500 credit. Your only option to increase that credit would be if a partnership or S-Corp also reported a Small Employer Auto-Enrollment Credit.   [edited 3/3/2026 | 1:46pm PT]

Thank you David,   After some considerable spreadsheet gymnastics, I figure out that the market discount was already included in my 1099-int under line 3. So I feel safe to adjust use the "I need to adjust the cost basis" and enter a negative adjustment with code D. This makes my gain/losses work report correctly, and I am not underreporting income as it is already reported.    I don't know if that is the right way to do it, but it does seem to work and faithfully reports my investment income. It also ensures I am not paying state tax on US treasury interest. 

If you made no IRA contributions, lines 21-29 are suppose to be blank. TurboTax has reported this correctly and your taxable social security benefits are correctly reported on Line 20 on the worksheet. 

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.

TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.