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When SBTGP can't locate your account, it's possible the IRS may not have processed your return yet.    Sometimes there's some information that is not accurate, such as Social Security number, and that results in delay the processing of acceptance.   You must wait 24 to 48 hours after your return is accepted.   If 24-48 hours have passed, try to contact them directly.    

@DaveSwan , while I am not familiar with the exact screens for the on-line product, the windows desktop version of H&B, does indeed ask for / walk you through all the items  for Schedule-A ( itemized deductions).  Once it has all that data ( or you having chosen to not answer  all or some of these ), it chooses/ proposes the larger ( i.e. larger of  standard or itemized ). At this point you can change/select  which you prefer.  Note that if your filing status is MFS  ( Married Filing Separate ),  both spouses must use the same type of deduction ( standard or itemized ).   Does this help ?   Is there more I can do for you ?

Yes, TurboTax Deluxe Desktop includes Schedule D (Capital Gains and Losses) and Form 8949 (Sales and Other Dispositions of Capital Assets), which are the forms required to report the sale of any security, including municipal bonds.   FYI: You can click Forms mode (top right) to open Form 8949, and quickly see how all six sales are being calculated in one list as you enter your information.

Using the Supplemental information is advised when dealing with RSU sales. The Supplemental information contains the cost basis that you need to adjust for the sale, and usually that basis is not reported properly on the Form 1099-B.    Using the same logic, going with the Supplemental information purchase date makes sense. However, make sure that you are matching the Supplemental RSU sales with the sales listed on the Form 1099-B to ensure you are picking up the correct basis for each sale.

Enter the 1099-SA as you received it.   Yes, the Box 1 amount ($703) will be added to income, but for the last time. However, TurboTax sees this distribution and uses it to cut off the carryover without you having to do or enter anything special.    Just enter the 1099-SA and the carryover of the excess contribution will be done with.

You can check your return in your TurboTax program to see if it includes the required Form 5695 using the instructions listed below.   If you are using TurboTax Online you can: Sign in to your TurboTax account. Select Tax Home from your left side menu. Scroll down to Your tax returns & documents. Select your tax year 2025, and then select Add a State (you're not actually adding a state; this just gets you back in to your return). You can now check your return for Form 5695. If you are using TurboTax Desktop, you can: Click on "Forms" at the top right of your TurboTax return This will switch the program to "Forms Mode" Your tax return will be displayed. Scroll down the return in your left side panel to find Form 5695.   Click here for How can I access my return after I've e-filed or printed it?   Please return To Community if you have any additional information or questions and we would be happy to help.  

Unexpected connection errors in TurboTax are often resolved by clearing browser cache/cookies, using an incognito window, or switching browsers. Other common fixes include disabling VPNs, turning off firewall/anti-virus, or checking internet connectivity. If on desktop, run all available updates.      @fortony0

Yes, TurboTax will help you decide. You do not need to make a decision before you start. In fact, the software’s entire goal is to wait until the very end of your data entry to tell you which one saves you more money.   As you work through the "Deductions & Credits" section, the software will ask you a series of "Yes/No" questions about:   Mortgage interest and property taxes. Large out-of-pocket medical or dental expenses. Charitable donations (cash or goods). State and local income or sales taxes (the SALT deduction). Behind the scenes, TurboTax keeps a running total of your itemized expenses.   At the end of the deductions section, you will see a summary screen titled "The Standard [or Itemized] Deduction is Right for You!"   2025 Standard Deduction Amounts Married Filing Jointly or Qualifying Surviving Spouse: $31,500 Head of Household: $23,625 Single or Married Filing Separately: $15,750

2024 version seemed a bit crappy anyways and did not give much decent guidance on a few questions I had. It is time to switch anyways and file a paper return and let the feds use the return to heat the white house in their scrap mail furnace. Other than that I will find another app that works on my older PC with W10. Nerds

Yes, in the vast majority of the cases.   However, itemized deductions is a requirement if married taxpayers file married filing separately.  If one taxpayer itemizes deductions, the second taxpayer must also itemize deductions.   See also this TurboTax Help.

@mytaxesdone , very generally No. I say this because many of the credits that are limited/ qualified  by  SSN , generally use words like " must be  issued"  by  filing date  or during the year in question and  "at least One spouse , if filing jointly".   Thus the exact facts and circumstances  and the credits involved are important. If you need a more specific answer ( i.e. tuned to your personal situation ), please  provide more details as to  filing status,  immigration/visa status, particular credit  and of course  the country you are from ( in case there is any  treaty considerations ).   Will circle back once I hear from you --yes ?

Finally found it (slightly different than what you just listed).  Turbo Tax needs to make it easier.  I got really frustrated last night searching for it. 1. Federal 2. Deductions and Credits 3. Other Deductions and Expenses 4. Check NO to 3 options 5. Continue 6. Car Loan Interest