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You don't say what problem you are experiencing.  I can tell it has to do with imports, but what are you experiencing?   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?

Hi -- thank you for the idea.  I did try that - entering correctly a zero basis, but the result - was line 8 still did not populate.  I experimented with entering 50 cents and again entering $5 for the basis, but line 8 again would not populate in any case.    What should I do now?  The net effect is that it is not being taxed, so that is the good news.  But as a result line 14 (total basis for 2025 and prior) is a zero instead of $8000.  Is that OK for future form 8606's?   Do I need to get this fixed?

The Gift Tax Exclusion for 2026 is $19,000.  If you are married and use a joint account for gifts, the IRS generally views this as a 50/50 split, so you just write a check from a joint account for $38,000 and nothing needs to be reported (i.e. no gift tax return is necessary).  You can note in the memo that it is a joint gift. It's not necessary to go through the trusts.  If you're still concerned, each of you could write and sign a separate check from that joint account.  But again, that's not necessary. 

If you are getting the "We hit a snag" message, 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.

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

You should be able to enter the percentage on the actual Schedule K-1 using Forms Mode in TurboTax Business.   Open your return and click the Forms icon in the TurboTax header.  In the list of Forms in My Return on the left, scroll down and look for Schedule K-1.  Click the form name to open it in the large window.  Scroll down to the Beneficiary's Allocation Smart Worksheet in Part II after Line H. Enter 100% on Line B(1). Review the list of forms to be sure there are no remaining red exclamation marks. Click Step-by-Step in the header to return to the main screens.

This is ready, @user17702227119.   If you are using desktop software you may need to do a manual update. Try clearing your Cache and Cookies and then try this link instructions.   If you are using the online software, Clear Cache and Cookies. 

If you paid Room and Board with 529 funds, you don't need to enter the expense in TurboTax.  Keep your own records of what was paid with a 529 distribution. Since room and board is not a qualified expense for an Education Credit (only for 529 distributions), it is no longer asked in the Education interview, although it may be added soon.    Qualified education expenses for an Education Credit are tuition and enrollment fees, course-related books, supplies, equipment.   Qualified college expenses for tax-free withdrawals from a 529 plan include tuition, fees, books, room and board, computers, and more.   @lsblock         

The reason your return was rejected is because they already accepted a tax return filed with your Social Security number for this year.   Check that your name and number match exactly what is on the primary taxpayer's Social Security card.  If the information is incorrect make any corrections before submitting your return.   If your SSN or TIN is correct as currently entered on this return, it may be necessary to contact the IRS for further guidance.    

If you are married, but don't have a qualifying person dependent listed on your tax return, the Head of Household question won't appear.   What's a "qualifying person" for Head of Household?   For Head of Household qualifications, the conditions are stricter than those for claiming a dependent. For example, you might be able to claim a roommate as your dependent, but never as a qualifying person for Head of Household status.

The IRS treats every vehicle in your business independently. Your choice to use the Standard Mileage Rate for your personal vehicle does not "lock you in" to that method for any other vehicle you use.    For your personal vehicle you will continue to track and report miles.   For a rental car, you track and report the actual dollars spent. It doesn't matter how long the rental was for. You deduct the actual rental fees + gas + tolls + parking. You cannot take the standard milage rate for a rental because that rate includes depreciation and you can't depreciate something you don't own.    When you enter your Rental Car expenses, you can enter this as a Travel Expense OR Other Common Business Expenses.