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@MonikaK1   As I said in my original post "The fact that this form was already filled out and I am merely double-checking entry by entry before submitting my completed return".  My comment refers to double-checking my work by going through every single entry that I made from the beginning to the end of TTax in order to verify that I did not make any errors.   As others have stated, the entry form for SSA income cannot be entered once it has been completed.  It jumps immediately to the section on foreign residency, skipping the page to enter SSA 1099 data.  This is a serious error in the program.  Of course, I can double check my work by opening 'forms' but that does not show me the hand-holding Q&A for entry.   I'm using the Mac version of Premier Desktop.   After deleting the SSA page and reentering data and continuing to the end of the entry of all items, I have saved and closed TTax.  Before posting this reply, I opened TTax again and checked the SSA form.  It opens *correctly* so perhaps I had some error in my prior entry which was made earlier, at least 2 version releases since then.  I had to delete the form in order to be able to enter the data and allow the page to open correctly.    Seems like there should have been an error instead of just skipping the page.   Anyway, all is well that ends well and I'm sorry for the rant I made in my frustration over the bad experience I was having after hours of tax data entry.

Hello   Sorry to hear about your issue with form 5695, Energy credits. To better understand why you are having issues, the Community needs to know what exactly you’re trying to claim credit on? Also, I pay for the Max benefits with Turbo Tax (TT) to get the support with an expert when I am stuck or have questions with my returns.  Have you asked the TT experts? Another advise is to wait a little longer to get the feedbacks to answer your questions specifically to your submission or claim of credits.   Good luck 

The bug seems to be related to the system not allowing the checkbox in Part IX - FYTC on Form 3514 to select checkbox 31a. It just keeps disappearing when clicking. Even when I override the amounts for line 34 and 35, it throws and error on the data check step at the end and then removes the FYTC from the refund amount.  Therefore, I can't override it, the refund is understated by the full $1,189 credit and all the criteria for the credit are met - yes on the CA EITC, yes on foster care after the age of 13 and yes the California Earned Income is below the threshold.  Already deleted the CA return and started over - same issue. 

Thank you; initially I didn't check that box I just entered zero but the next screen gave me the three options mentioned, none of which applied.  But I figured it out; I had to choose the one that said "I found my cost basis" and entered zero again on the next screen and it accepted it.  A rather clumsy approach.  The software should accept the first zero entry without challenging.   Thanks again.

Are you referring to the question that asks whether you disposed of any investment(s) in a qualified opportunity fund (QOF)? If the answer is No you do not have to answer the question. If you leave it blank the answer is assumed to be No. In TurboTax Online there is no way to check the No box. Just leave the question unanswered, and don't worry about it. (If your answer would be Yes you could not use TurboTax to file your tax return. TurboTax does not support reporting of QOF investments.)  

I got this email too. Have you tried again with any luck? I got following message when I tried today: Something unexpected happened and we can’t connect to Charles Schwab & Co., Inc.. Try again in a few hours. 590

Have you tried and was able to import your form successfully? I got the following error when I tried: -- Something unexpected happened and we can’t connect to Charles Schwab & Co., Inc.. Try again in a few hours. (590) --

You may be able to take a § 1341 credit for the amount of the repayment in excess of $3,000 that you previously included in your taxable income (and paid tax on). See TurboTax article, "What is a claim of right repayment?" for detailed guidance on figuring and entering this credit.    In your fact pattern, you state that you only received about 1/3rd of the repayment amount as interest income; so it seems 1/3 of the repayment would represent a repayment of previously reported interest income for purposes of the 1341 credit. You also state you liquidated all of your crypto positions in a prior year; presumably, some amount of the repayment total would be figured as previously reported and taxed capital gain income.    Importantly, to the extent that your settlement repayment is offset by any distributions you received from the bankruptcy estate, that portion of the repayment is nondeductible / nonrecoverable (since you already recovered it out of the bankruptcy estate). And if your bankruptcy estate distributions at all exceed the amount lost in preference repayment, those amounts would be includable in the year received and taxable as income.   Because you state that you closed your account with Celsius before their bankruptcy proceedings, and you state that you then reinvested those redemptions of basis and earnings into other, later crypto investments, then I do not see why you would take a capital loss for the amount of the 2025 lawsuit settlement. Did you ever fully forfeit your total original cost value in the crypto or stablecoin investments due to bankruptcy or lawsuit proceedings? If not, I would not characterize this as a total loss of investment value or worthless security. Instead, any repayment can offset net gains / income (such as bankruptcy distributions) in the year received, or be calculated as repayment of previously included and taxed income. You should seek the guidance of a crypto-focused investment tax specialist (CPA or lawyer).    See also: IRS - FAQs Related to Ponzi Scenarios for Clawback Treatment

If Turbo Tax is saying Ready to Mail that means your return was NOT filed but it's ready for you  to print and mail it to the IRS.   And it will always say Ready to Mail. Turbo Tax doesn’t know if or when you mailed it and the IRS doesn’t update Turbo Tax when they get your mailed return. How to mail a return from the Online version https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258 You can try to switch to Efile https://ttlc.intuit.com/community/e-file/help/how-do-i-change-from-mail-to-e-file-in-turbotax-online/00/26985