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What is the source of the IRS form 1099-DIV and IRS form 1099-B?  Are you not able to import them?  Or something else?  Please clarify.   Do you have a paper copy of the forms?  Are you able to enter the information on a one-by-one basis?  Are you able to enter by sales section total?   @prevo.gary 

@LB4  said: The only thing I can think of is that perhaps TurboTax is doing something weird with our 529 distributions.   Yes, that's it.  The 1099-Q is currently broke (you can't enter room & board expenses). A fix was expected before the weekend, but that didn't happen.  You'll have to wait for the next up date.   Or, if you know that none of your 529 distribution is taxable: The 1099-Q is  only an informational document. The numbers on it are not required to be entered onto your (or your student's) tax return. The interview is complicated and it's easy to make mistakes. Avoid it if you can and you probably can.  You can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records (you don’t need it). You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. You also cannot count expenses that were paid by tax free scholarships. References: On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  IRS Pub 970 states: “Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return”. "IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc; then, you do not need to enter the form." 

If you are filing a New York state tax return for the 2025 tax year and have a New York-issued identification (driver's license, permit, or non-driver ID), you must enter the document number in addition to your ID number. This document number is an 8- or 10-digit alphanumeric number found in the lower right corner of your ID, or on the back if the ID was issued after January 28, 2014. The document number starts after "IDUSA.”    You can see examples at the New York Department of Motor Vehicles website.   @daniellekindron   

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

I did not go ahead and pay. I’m using the mobile app, so I don’t see anything in the top left except the home button. The top right is just a pop up for “Get Expert Help” but when I begin the checkout stage, it charges me $99 (reduced from $139) for premium for the federal tax filing, which again I never agreed to or was made aware I would be using until the checkout stage, and then for state it just says “2025 state filing” for $39, reduced from $64 for a subtotal of $138 excluding sales tax and a little congratulatory message saying that I saved $65.

When you sell a home from a contract for a deed, the payment you receive usually have two parts:   Principal (part of the sale price) Interest (the financing charge you are earning) The interest portion in taxable in the year you receive it. It's separately from the gain on the sale.   In TurboTax you enter it following these steps:   Go to Federal >  Wages & Income Scroll to Interest and Dividends Enter the interest under Interest Income (1099-INT)   If you did not receive a 1099-INT, you can still enter the interest manually. 

If you are referring to W2 Box 14, this box has always been used to report miscellaneous things by employers that in the past did not affect tax returns.  This year with the changes due to One Big Beautiful Bill Act (OBBBA), box 14 is being used to report qualifying tips, and sometimes qualifying overtime.    If you are not sure what your employer meant by TT, you should ask to ensure that you enter the information correctly on your return.     In TurboTax, enter the description from your W-2's box 14 on the first field in the row. Enter the dollar amount and select the correct tax category that goes with that description.  If none of the categories apply, scroll to the bottom of the list and choose Other (not classified). Don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.   What is box 14 on my W-2 for?    

Yes, it was included in your tax return.   If you had Marketplace health insurance (filed a Form 1095-A), the "penalty" or "excess Advance Premium Tax Credit" was included in what you owed on your tax return.

It will depend on the errors that you found.  Often when updates are released that correct known issues, simply opening the file in the new version of the program will be all you need to do.  The errors are automatically corrected in the new version.     Try using your most recent file first.  Then, if you are still seeing issues you can go back to the earlier version of your return and try using that file since you do have it saved separately.   @nfrees 

The blended tax rate is calculated by dividing tax by income. Income is based on adjusted gross income (AGI) from Form 1040, line 11, but it may include additional amounts if there any.  Tax starts with the amount on line 18 of Form 1040, including alternative minimum tax, but excludes some additional taxes like recapture tax. Certain nonrefundable credits, such as the Child Tax Credit, Fuel Tax Credit, and refundable portions of other credits, are subtracted from the tax amount. If you have any of these credits, this is likely why your blended rate is lower than you expect. If refundable credits are larger than the tax, the effective tax rate can even be negative.    It is possible that your rate is zero, but this is purely informational.  To see how much tax you owe (before payments), go to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040 and look at line 24 of your 1040.

The error could be because you entered the same 1095-A form in your return twice.  Go back through your entries for the 1095-A and check to make sure that there is just one form entered.  If there are multiple then you can delete the one that is duplicate.  If there is no duplicate, and you are still getting the same error, then you can delete your 1095-A and enter it again.     To go back to this section in your return:   Open or continue your return. Navigate to the 1095-A section: TurboTax Online/Mobile: Go to 1095-A. TurboTax Desktop: Search for 1095-A, then select the Jump to link. Select ‌Add/Edit ‌ Click the Delete next to the 1095-A form you entered, confirm that you are deleting the form  Select Add Another and re-enter your 1095-A information  Where do I enter my 1095-A? If you still have issued after the previous steps, you can try the following: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.