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You can eliminate this issue by going to the Canadian pension section Under Canadian retirement summary, Click the trash can, and don't click [continue]. Simply go back to a different section of TT.

You may view the Tax Payments Worksheet that shows what IRS form reported the withholding.   You may print or view your full tax returns prior to filing after you have paid for the software.    View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return. Select Include government worksheets (optional) @lamesamike 

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?

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?

Plug-in hybrid trucks (PHEVs) can qualify for up to $7,500 in federal tax credits on 2025 returns if purchased before September 30, 2025, but standard hybrids do not. The credit is subject to strict eligibility requirements regarding manufacturing, battery capacity, and vehicle weight, with new regulations potentially phasing out or restricting credits after Sept 30, 2025.

This is a new document and not actually required until 2026. A solution can be to enter summary transactions if you have many transactions. Your worksheets should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered/noncovered or Box D long-term covered/noncovered.   NOTE: In 2008, Congress passed legislation which required brokers to report the cost basis for securities and mutual funds to both the investors and the Internal Revenue Service (IRS), effective tax year 2011, the difference between covered and noncovered shares is who keeps track of the cost basis. For covered shares, the financial organizations are required to report cost basis to both you and the IRS. (Form 1099-DA in 2026) For noncovered shares, the cost basis reporting is sent only to you.  You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) /  Where do I enter Investment Sales? How do I mail Form 8453?  - Advise you mail this with your Form 8949 and worksheet   @Nomadle

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:    TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on Send and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.     *(If using a MAC, go to the menu at the top of the screen, select Help, then, Send Tax File to Agent”)    

What code is showing up in Box 7 of your 1099-R for the Qualified Roth distribution?  If it is code Q, it is a qualified distribution, but if it is code T, that would mean that the custodian of your Roth account doesn't know if you met the 5-year rule for the distribution.   These are only a couple of possibilities.  If you could provide more detail about the1099-R, especially the code in box 7, that would be helpful to get you the information you need.  Is the Roth distribution being taxed on both the Federal and State level, or is it being taxed by one and not the other?  If it is a state that is taxing it, please provide the state you are filing a return in.

If the contribution is being treated as nondeductible, verify that the “covered by a retirement plan at work” box is marked No for both spouses in the IRA contribution section of the software. Also, confirm that your net Schedule C earnings (after the deductible half of SE tax) exceed the contribution.    Contributions to Individual Retirement Arrangements (IRAs)    

In my case, my 2025 AGI is above the MFJ limit for the Previously Owned Clean Vehicle Credit, and my 2024 AGI is below the limit. So 2025 income is in fact the reason I don’t qualify under the current year test.   That’s why I expected TurboTax Online to open the prior year AGI input and populate Form 8936 Part I line 3a, but I’m not seeing that option in the interview.   Are there specific conditions or screens in the Used Clean Vehicle section that trigger the prior year income test? @AnnetteB6