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I suggest using the home sale worksheet. 1099-S never includes a cost basis. That requires manual entry in whatever form you use (The HSW makes it easy). Closing costs are on the closing statement. Not all costs are deductible. Some, like taxes and interes,t are entered on Schedule A (subject to limitations specific to your situation). HOA fees and utility prorations are generally not deductible unless it's a rental. There may be other costs that are deductible/noit deductible.  

Under IRS rules (Pub. 721 - Tax Guide to U.S. Civil Service Retirement Benefits), the Simplified Method is required for nearly all federal retirees whose annuity starting date was after November 18, 1996.   The Simplified Method allows you to exclude a portion of your annuity from taxes based on the "cost" of your plan (the after-tax contributions you made while working).   Enter CSA 1099-R  (Annuity): Open or continue your return. Under "Wages and Income", Select CSA 1099-R. Enter Box 9b ("Total Employee Contributions" which your "cost" or "basis"). The program will ask if the amount in Box 2a is the taxable amount, Select "No", if it says "Unknown.) Enter your information on the Simplified Method worksheet (Annuity Start Date, Plan Cost (Box 9b), and your Age (and your spouse's age, if it’s a joint/survivor annuity) on the date the annuity started.   The Simplified Method spreads your after-tax contributions over your expected lifetime (a small portion of your pension will be tax-free every year until you have fully recovered your original contributions).

Further to previous.  If the State forms are not available, it will cause this problem, and few of the help people seem to know it.  So check whether the forms are available per my previous reply, and then wait a few day to try.  I found that it takes at least one day.  Also, even when it lets you purchase and fill it out, it sometimes may not be filed right away. TTax doesn't have dates for electronic filing, but the state tax ageency may.   This is one instance where procrastination is actually best.   This has been happening to me for years on NY Business returns.  

Also just to be extremely clear and verbose. The amount should be added for appreciated shares is the discount amount on the shares. Here is an example for reference.    ESPP shares, met the holding period, pre-discount price was $200/share, with a 15% discount I paid $170/share, the value on the day of donation is $300/share. In this case the discount amount of $30/share is what needs to be reported as Ordinary Income.   So, if I donated a 100 shares, the amount would be $3,000 (100 shares * $30/share) for the "Ordinary Income" portion.   Is this correct?

Only the IRS is in control.     First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    

Same here. I've been using TT since late 80's. But I was told by Intuit support, a couple of years back, that they're trying to discourage people from using desktop version ... 'driving ppl to online instead. This seems to clearly be their intent. 

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.

According to Gemini, these are the probable causes:  It is incredibly frustrating to have the software installed and ready to go, only to be met with a silent failure or a generic error. For TurboTax 2025, this specific issue is often tied to three main culprits: an operating system mismatch, a corrupted Visual C++ library, or administrative permission blocks. Here are the steps to get the program running, ordered from the most common "quick fix" to deeper system adjustments. 1. Verify Your Operating System (The Most Likely Culprit) Starting with the 2025 edition, TurboTax has significantly restricted its system requirements. Windows: TurboTax 2025 requires Windows 11 (64-bit). If you are on Windows 10 or earlier, the desktop version is officially unsupported and frequently fails to launch with a generic error. Mac: It requires macOS Sonoma 14 or later. Note: If you are on Windows 10, the program may install but will not launch. In this case, your best options are to use the Online version or upgrade your OS. 2. Repair Microsoft Visual C++ Redistributable This is the most successful fix for users whose systems do meet the requirements but still can't launch the app. TurboTax relies on these "libraries" to run its code. Close all programs and open your Control Panel. Go to Programs and Features (or "Uninstall a program"). Find Microsoft Visual C++ 2015-2022 Redistributable (x64). Right-click it and select Change, then click Repair. If you have multiple versions (like 2015-2019), repair those as well. Restart your computer and try launching TurboTax again. 3. Run as Administrator TurboTax 2025 uses a new Digital Rights Management (DRM) system that often requires elevated permissions to initialize the first time. Right-click the TurboTax 2025 desktop icon. Select Run as administrator. If it launches, you can make this permanent by right-clicking the icon > Properties > Compatibility tab > check Run this program as an administrator. 4. Advanced: Clear the Configuration File If the program still hangs, a hidden configuration file might be "stuck" trying to verify your activation. Navigate to C:\ProgramData\Intuit\TurboTax\TY25 (Note: ProgramData is a hidden folder, so you may need to type it into the file explorer bar). Look for a file named TTConfig.ini. Right-click it, select Open with Notepad. Add the line UseCustomUMID=1 at the very bottom of the text. Save and close, then try launching the app.   Fixing TurboTax Launch Errors This video provides a visual guide on repairing the Visual C++ components, which is the most common technical fix for TurboTax launch failures.

If the distribution reported on the 1099-Q was used completely for Room and Board, please do not enter that Form 1099-Q on anyone's tax return.  Using a 529 distribution to pay room and board is a non-taxable event.  Room and Board cannot be used towards an education credit, so that expense is not reported.    The Education section has been redesigned and offsetting a 529 distribution with Room and Board expenses seems to no longer be an option unless there is a software update in the near future. Keep a copy of the 1099-Q and receipt for room and board with your tax file.    According to the IRS: "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."   @dreon1994