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OK - I think I misunderstood where the single state dividends came from - I thought they were from AZ not CA, so coding that as CA would be correct.  And that amount of dividends will carry to AZ Form 140 line 15 as it should.   And it is OK to verify information in Forms mode, but you shouldn't be needing to change anything in Forms mode if the entries were done correctly in Step by Step mode.  When I entered the dividends in my mock return, TurboTax correctly coded the states as XX, which is the coding your should have had after you entered all the data in step by step mode.

@blvalentine082 Did you select your Filing Status as either Single or Married Filing Separately and do you have a qualified person as a dependent?  If so, you would have be asked Did you pay more than half the cost to keep up your home in 2025?

Doubtful that you will receive a 1099-B. You are determining that the value of the stock is worthless based on the current facts. As such, you need to retain or obtain documents that support you taking a worthless stock deduction.  You will have the burden of proof if audited.  

I spoke to soon, mine got rejected and now I have no way of resubmitting it again, so I guess for sure I have to mail it now. I also received an email from TurboTax saying I could e-file not but I am not sure why mine was rejected. Why is this processes so complicated, I really don't like having to mail this but seem it's the only option I have now. 

You are posting in a thread that has been inactive for three years, so the posts you see here do not reflect the current situation.   I was informed by management yesterday, February 23rd, that the additional programming still needed to enable filing for Form 8915-F for this year will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.    See this help article for information about how filing Form 8915 may affect your state return.   This has been an especially challenging season for the tax industry as well, due to late tax law and policy changes and losses in IRS staffing, which delayed getting all of the forms and instructions ready to deliver to software companies. @PalisadesStrong 

No, they are different.    With the desktop software, you can prepare as many returns as you need.    With TurboTax Online, you can prepare one federal return per account, so you will need to create a separate account for each federal return you want to file.  

No.  Online and Desktop are different.  Desktop can do unlimited returns and efile 5 federal for free.  The rest you can print and mail.   Online is only good for 1 return and 1 account. So you need to setup separate accounts for each person. The offer to switch to Online is only good for 1 return and account. Turbo Tax Desktop to Online Migration Offer https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US "Offer includes one Tax Year 2025 federal return and one state tax return filed using the TurboTax Online" You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return  

Closing the business doesn't make the loss nonrecoverable. When a single-member LLC (Schedule C business) is closed, any remaining unamortized startup costs are fully deductible in the final year. The total Schedule C loss of $14,630 will flow through your Form 1040 and offset other income,  subject only to normal limitations such as the at-risk rules or the excess business loss rules. If those don't apply to you, the full loss is deductible in 2025   Since you filed Schedule C in the past, closing a business couldn't be easier.  TurboTax will ask you if you disposed of your business during the year. Once answered - there's nothing else to do for your income tax return.  No additional forms are needed.

If you had a non-education withdrawal reported on a 1099-Q, the earnings will be taxable, so that amount is needed.  If you have that amount, subtract it from the distribution amount for a Cost Basis amount in Box 3.   Box 2 and 3 should add up to the Box 1 amount.  You may not have run into this when your earlier distributions were used for education expenses.  However, since you mention you have a 1098-T, it sounds like you did have qualified education education expenses.  If your 1099-Q distribution was for qualified expenses, you don't need to enter it in your return.  Keep records of what was paid with the 529 funds.   Here's more detailed info on Form 1099-Q.   @j0mike1993 

The question "Did you pay for more than 50%...." did not pop up for me. This is an account that I used before and, it tried to autofill my answers. But it NEVER asked if I paid more than 50% of expenses, i went back through the questions 3 times and never saw an option for that. I didn't even get the extra questions that you did. It just asked if I have an dependent and then moved on 

Your sale in late 2024 was a wash loss, and the loss was disallowed. That loss is added to the cost basis of the stock you subsequently bought. It is not carried over to your 2025 tax return, but will only be "realized" when you sell the stock last bought.   Please read this IRS document.

No, if your tax return was rejected, TurboTax doesn't charge to make the correction and resubmit.  However, if when you went back to your return you had to add additional forms or upgraded to a different version there might be a price increase.     If you are getting charged to resubmit, you can contact our customer service: What's the TurboTax phone number? Can I get the e-filing fee refunded if my state return got rejected?

Hey BillM223, this was the best advice in attempt at resolving this issue.  I did call the 1-800 help line and I shared my screen, and the guy was nice, but couldn't figure it out, and he told me to pay MAX to get expert help.  This is not a tax issue, it's a software issue.  I think your solution may work.  I will give it a try and see what happens.  I'm not going to delete everything, just W2 and HSA sections and walk through those pieces again to see if it allows me to enter my personal HSA contributions.  Let's see!  I'll get back to you.  Thank you sooo much!