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"...The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software.    Then you should display some message on the screen to inform user.  Is this the case with 1099-B form only? I had uploaded W2 PDF file as well, it all went through fine with W2. or should I manually enter the W2 as well?

No, it is not "eligible for non taxable pensions". You "surrendered" your insurance policy.  When the cash surrender value exceeds the total premiums paid (the cost basis), the excess amount is considered taxable income.  The proceeds from a surrendered insurance policy are taxable by Massachusetts - they are not exempt.

@ Sankofa  What exactly did you buy?   If you purchased the routine desktop software, then this answer would apply.  A few stores also sell a new product this year--a license for an Online version, as @ VolvoGirl addressed above, which can be confusing.   If you bought regular desktop software (not the Online version sold in some stores), you can't just sign into Online TurboTax and expect to enter a desktop license code.  To use the migration offer for free Online Premium, you have to do it through a special offer link, and I'm not familiar with your specific popup.   I didn't use that method to get to the Online TurboTax offer and into Online TurboTax.  All of mine was done using the features in the initial installation screens.       All I can do is tell you my story, and maybe that will help at some point.   I'm using Windows 10, and this is what I did to move to Online Premier, which worked seamlessly.  This is kind of from memory since it was a few weeks ago, so I may not have the screens in order.  Here's my experience:   Even though I knew it would not work on Windows 10,  I bought a Deluxe download license through Costco because it was their TurboTax sale time and cheaper than TurboTax, and I was aware of the migration offer that would be presented during installation for any edition of desktop software.   So I then downloaded the installation file at the regular TurboTax product download site.  I launched the installation file as though I was installing the software, and after a couple of screens, it recognized I was using Windows 10.         Then it asked me if I wanted to use an offer to move to Online Premium for no additional cost for 1 Federal return and 1 state and no efile fee.  That particular installation screen had a button to use for the special offer if chosen.   I don't remember if I had to enter the desktop license first, and then log in with the Online account credentials, or provide the credentials first then the license code.  Or maybe both steps were on the same screen; I can't remember the order of all the screens.   But in any case both steps were there with good instructions.   Then it took me immediately to Online TurboTax in my browser, and I could see in the top left corner that I was indeed in Online Premium.         I started a return, and after the first few screens, and once the full menu had appeared, then out of curiosity I checked my fees by using the shopping cart icon in the top right.  A popup then confirmed that the standard prices for Online Premium were crossed out and $0 displayed.   And tiny print at the bottom of the fee section thanked me for using the special offer and that it would be free as long as I filed by the April filing deadline.  I then transferred my 2024 data file into the online product, a process that also re-starts the return interview.    FAQ:  TurboTax Desktop to Online Migration Offer Terms (Tax Year 2025) https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US

Its 2026 and this problem has not gone away.   This year,  Alice P (Turbotax guru extraordinaire)  and I have nailed down my particular issue, I live in NJ and work in NY, my wife works in NJ and had a 414H description on her NJ w-2 BOX 14 entry, that description raises a conflict with NY for e-filing purposes, even though the income was not earned in NY. The solution rename it to something else like "IRC Pickup Plan" which is what the 414H is, but it won't trigger the 414H issue Turbotax has with NY e-filing.   Hope this Helps! D&D

Go to Deductions and credits, then Medical, and revisit Health Insurance Marketplace (Form 1095-A) section and answer no when asked if you received form 1095-A.  Additionally, see the following link for steps on how to delete forms in TurboTax Online; How do I view and delete forms in TurboTax Online?

Turbo tax is populating the wrong field on a form. It is regarding vehicle use depreciation for business. It is putting the same amount of depreciation on the amt line 51 causing the error. This is happening on the state forms only for California. So how do I file federal only?