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@electricity05 Were you able to get past this? If not, can you try the steps below. Please let me know if you are able to get past this or not.   Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

The state tax return will be included in the PDF download located directly below the federal tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Yes, you should just add the asset for each year you want to amend and include the prior depreciation. Here is information for the returns you want to amend.   Follow the instructions in the link below to obtain the necessary TurboTax Desktop products (2024, 2023 and 2022).   The amendment can be completed using the steps below. How do I amend a tax return for a prior year? @pzizzy 

No, pending bank transaction are probably not causing the "needs review" prompt.   If there are any zeros ("0") in your form(s), you may need to delete them all in the program (the software counts zero's as content so this could cause this issue).   Perhaps you may need to clear your cache and cookies..   Clear your cache   Your browser stores recently visited webpages as temporary files in a cache, which enables the pages to load more quickly when revisited.   However, a full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).   Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge   Apple's official support site doesn't appear to contain instructions for clearing the cache in Safari. Your best bet is to search the Internet for clear Safari cache or similar search terms.   Clear your Cookies   Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive.   On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser.   Each browser has a slightly different method for deleting cookies. Choose the browser you're using: Microsoft Edge Mozilla Firefox Google Chrome Safari Safari for iOS (mobile devices)   TurboTax FAQ: How to clear your cache.   TurboTax FAQ: How do I delete cookies?   If none of these solutions fix your "Needs review" prompt. you may need to delete your W2, and re-enter it manually (sometimes importing it can cause issues).

Yes, if you're posting an SSA-1099, Box 3 does represent a Lump Sum payment. A Social Security one-time payment for previous-year entitlements is a Lump Sum Payment. Any income or payment received in 2025 will be credited to the 2025 tax return.

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.  

Thanks for sharing, @rolanddawson2500 !  Glad to see your response and that I was not the only one who thought that there might be an issue here.  I thought that there might be a chance that the issue could be related to state conformity of the IRC, which could mean that Oklahoma may not follow yet the new changes in the OBBBA.  However, upon further research, this is not the case because 1) Oklahoma has a rolling conformity with the IRC so is technically following the amendments made by the OBBBA, but more importantly, 2) the state statute has not changed, which states that "for tax year 2016 and subsequent years, taxpayers shall add back state and local sales or income taxes which were allowed as an itemized deduction on the federal income tax return" [Oklahoma Admin. Code 710:50-15-50(i)(1)].     As such, since the $10,000 state and local tax cap is not applicable on the 2025 federal return, this cap should not be extended to the Oklahoma state return, and the full state income tax deducted on federal Schedule A should be added back if the deduction is not limited on the federal return.  As of today, my software has been updated to the latest version, but this error has not been corrected.  Oklahoma tax returns filed through Turbotax before today do face state audit risk since taxable income is understated for those affected by this calculation error.  I would like to hear from the Turbotax team to see if we are correct in determining that an outdated programming bug does exist and if the issue is currently being addressed by the development team.

No, pending bank transaction are probably not causing the "needs review" prompt.   If there are any zeros ("0") in your form(s), you may need to delete them all in the program (the software counts zero's as content so this could cause this issue).   Perhaps you may need to clear your cache and cookies..   Clear your cache   Your browser stores recently visited webpages as temporary files in a cache, which enables the pages to load more quickly when revisited.   However, a full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).   Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge   Apple's official support site doesn't appear to contain instructions for clearing the cache in Safari. Your best bet is to search the Internet for clear Safari cache or similar search terms.   Clear your Cookies   Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive.   On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser.   Each browser has a slightly different method for deleting cookies. Choose the browser you're using: Microsoft Edge Mozilla Firefox Google Chrome Safari Safari for iOS (mobile devices)   TurboTax FAQ: How to clear your cache.   TurboTax FAQ: How do I delete cookies?   If none of these solutions fix your "Needs review" prompt. you may need to delete your W2, and re-enter it manually (sometimes importing it can cause issues).

Those previously taxed TSP contributions become your NJ basis. When you later withdraw from the TSP, NJ allows an excludable portion representing recovery of that basis—calculated under: the Three-Year Rule (if you’ll recover your contributions within 36 months and your employer contributed), or the General Rule (otherwise).   TurboTax should let you pick one or the other. @Polo225 

I have H&R block for free through the military and you can put the depreciation manually, and also input the depreciation from last year manually.  Unfortunately TurboTax doesn't let you input it manually. 

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?