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Here are answers to your questions: Yes, requested to logon a second time to both Intuit and Schwab. All attempts were on separate days so everything had closed from before. Yes, so, did close the browser (Chrome) Was I in a browser? All of this was handled by TurboTax from their desktop system. Did not use incognito mode in the browser (Chrome). I can try that and will let you know. However, I have decided that Turbo Tax simply does not handle repeat downloads from the same financial institution properly. So, I will delete all accounts I already downloaded from Schwab and wait, wait, wait for Schwab to make all of them available at one time.  Also, it would be nice if TurboTax did this by financial institution AND ACCOUNT NUMBER. On my dividend listings in TT, it just shows: Schwab, Schwab, Schwab - and the only way I know which account is to look at the dividend amount and compare with the paper 1099.

The IRS initially distributes refunds.  You can check the IRS site  Where’s My Refund  to see if it's been accepted.   The payment delivery time will vary depending on the method of payment that you selected. Direct Deposit Credit Karma Money™ Checking Account TurboTax Prepaid Visa Card Refund Advance Paper Check Combining E-file with direct deposit is the fastest way to receive your money.

In looking at my Georgia Returns for the last 4 years the program automatically printed on the Georgia schedule 1 form the available deductions for the 62 years of age deduction and also for the military income exclusion. What I have determined for all the years was that it did not automatically take that off my income. It would depend on what I had entered on my 1099. Having that show up on the form automatically is alittle confusing when I never entered any military income. Thanks

Reporting the sale of a depreciable asset (like a vehicle, equipment, or rental property) requires you  to "recapture" the depreciation you claimed in previous years.   Instead of going directly to a "Sales" section, you must go through the Assets/Depreciation area of your business or rental profile.   Depending on what the asset was used for, follow one of these paths: Business Asset (Schedule C): Go to Wages & Income > Self-Employment > Expenses > Assets/Depreciation. Rental Asset (Schedule E): Go to Wages & Income > Rental Properties and Royalties > Assets/Depreciation.   Once you are in the Asset Summary list: Click Edit next to the specific asset you sold. Proceed through the screens until you see the question: "Did you stop using this asset in 2025?" Select Yes. Enter the Date of Sale. Enter Sales Information: TurboTax will ask for the Sales Price and Sales Expenses (like commissions or legal fees). Multiple Assets in One Transaction:  If you sold multiple assets in one transaction (like a house, a new HVAC system, and a refrigerator), you should allocate the total sales price among them based on their relative value. Special Handling for Land: If you sold a rental property, you must split the sales price/sales expenses between the Building and the Land. Since land isn't depreciable, TurboTax handles that gain separately from the building's depreciation recapture.   When you sell a depreciable asset, TurboTax generates Form 4797 (Sales of Business Property). Here is how that completed form will look: Depreciation Recapture: If you sell the asset for more than its "Adjusted Basis" (Original Cost - Depreciation), the portion of the gain that comes from the depreciation you took is taxed at ordinary income rates. Capital Gain: Any profit above your original purchase price is typically taxed at the lower Long-Term Capital Gains rate (0%, 15%, or 20%). Ordinary Loss: If you sell the asset for a loss, it is usually treated as an "Ordinary Loss," which can offset your regular income without the $3,000 limit that applies to stocks.

Just the overall social security for 2024. Not any additional windfall.    TurboTax is asking if you received benefits in 2024 that were reported on your 2024 SSA-1099 Box 5 and which would then also have been reported on your 2024 Federal tax return (1040). Yes, the 2024 social security you both earned and reported on your 2024 Federal return.  (If there was no Social Security Lump sum paid in TAX YEAR 2024 the amounts in your SSA-1099 Box 5 should add up to the same amount as listed on your 2024 Federal Return line 6a)   For the other amounts needed, please look at your tax year 2024 Federal return (Form 1040 or 1040-SR) Adjusted Gross Income is on line 11 Tax Exempt Interest would be on line 2a but may be blank if none Taxable Social Security would be listed on line 6b     You will report your 1099-R (including the lump-sum)  on your 2025 return, but you do have two options regarding the tax treatment. . You can be taxed on all the income on your 2025 tax return at your 2025 tax rate OR 2.)You can opt to pay the tax on your 2025 return, BUT AT THE RATE YOU WOULD HAVE PAID ON IT HAD THE INCOME BEEN PROPERLY PAID IN THE PREVIOUS YEAR(S).. If you have no tax on your Social Security Payments, it doesn't matter, but if the additional income puts you into a higher tax bracket, you might want to use that second option. Basically you figure the tax you would have been charged on your 2024 return for that income and then pay that dollar amount on your 2025 return.   TurboTax can help you determine if this is advantageous for you. Designate the 2024 amount as a lump-sum payment and proceed through the interview. (NOTE- This is NOT the lump-sum Social Security death benefit.) HERE is a link with more information.

In TurboTax Desktop, a field in red means the data has either been overridden or is invalid (for example, a nonexistent ZIP code).  See this TurboTax Help.   In TurboTax, Kansas Low Income Student Scholarship Credit may be found in the Kansas state income tax return at the screen Other Credits and Credit Carryovers.   Kansas Schedule K-70 may be found here.   IMPORTANT: Taxpayers claiming this credit (except those claiming an assigned credit) must make a modification on Schedule S, Part A, of the Kansas return for the amount of any charitable contribution claimed on the federal return and used as the basis for the Low Income Student Scholarship Credit.   IMPORTANT: A separate K-70 schedule is required for each credit claimed, including a separate schedule for credits carried forward from the prior year. A separate worksheet must be completed for each certificate number. The Low Income Student Scholarship Credit provides a tax credit equal to 75% of the amount contributed to a Scholarship Granting Organization (SGO) for the purpose of offering educational scholarships to eligible students to pay all or a portion of the tuition to attend a qualified school. For more information, see Schedule K-70.    

I contacted support many time and was finally told to print and mail my return, which I did. It took WEEKS for the state to process my return. This year, I used a different Tax Prep app and got my refund in days.

@jpershke-gmail-c You may be interested in this message thread:   Import from Financial Institution -- Why does it force me to "Delete Old Data" when importing Spouse's Tax Forms?   https://ttlc.intuit.com/community/taxes/discussion/import-from-financial-institution-why-does-it-force-me-to-delete-old-data-when-importing-spouse-s/00/3732216 

Yes.  This is still true for 2025.  If you are not physically performing work in CO, then you do not need to file CO taxes. They tax residents and people non resident employees who perform services inside of CO.    In general, Colorado wages are any wages that are either paid to an employee who is a Colorado resident or paid to any nonresident employee for services performed in Colorado.