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is there a listing of the Online tiers - or is there just 2 - Free vs Premium -  and a itemized price list for the features/functions of what you want to do....   I've also used the Desktop version where eveything is included - except having to pay for the actual State filing.   Fill out FED forms -  File FED return Fill out State forms  File STATE return   

To research your experience, it would be helpful to have a copy of your TurboTax ".tax2025" file. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine if we can possibly provide you with a resolution.   @Tax-turtle 

This is nothing new, I cannot remember we all had the same problem with Fidelity and the 1099 download. (I am trying to remember last year or the previous year) Honestly I cannot find the 12 pages of complaints but I do remember that I had to go to the TT site with my taxes to actually download from there.  I didn't trust adding my taxes to their site but it was the only way, note the fix was offered late in March.  I haven't had a chance to download yet since everything is supposedly available on March 12 due to K1's, and some other issues.

@markmil11 wrote: I think you must be a H&R Block employee, OBVIOUSLY?! Not an H&R Block employee nor an Intuit employee. Sorry.   I was merely trying to point out what is currently supported by H&R Block and not (apparently) supported by TurboTax.   At the moment, TurboTax does not support T. Rowe Price while H&R Block does support that firm. On the other hand, TurboTax supports Merrill while H&R Block does not at the present time.   Not sure what you find objectionable about someone relaying, what is to some, useful information about the products.

If you rolled over your some or all of your balance in a 529 plan, your financial institution should be able to tell you your earnings, which is the only amount that may be taxable.   They should also have records of your contributions made (if you don't), which is your Cost Basis.  Box 2 (earnings) and Box 3 (Cost Basis) should add up to Box 1 (Distribution) amounts.   Here's more detailed info on Form 1099-Q.   @j0mike1993    

No, a QBI loss is not deductible against taxable income.   In 2024 you had a QBI loss carryover from 2023 of $77,361, but you had QBI and apparently rental income in 2024 of $7,797, so the carryover QBI loss to 2025 would be the difference. In 2024 you had net rental income of $7,797 that may have been taxable. But you can't use your QBI loss carryover to reduce it.    The QBI loss can come from other sources besides your rental activity. If your only source of QBI is from the rental activity, then the rental loss carryover and QBI loss carryover may be the same, but often they are different. The important thing to keep in mind though is that a QBI loss is only used to determine your QBI income, it is not deducted from your taxable income. The QBI income is tracked since you use it to determine your QBI deduction when it is a positive amount.        

I agree that you should not complete a form 3115 manually in TT. Form 8453 allows you to send in the form separately from a return that has been efiled.  Make sure you check the appropriate box. I'm sure this happens frequently, however, in this day and age of the IRS lack of employees (25% reduction in workforce), who knows how this works anymore. If you do send it in separate, with form 8453, send it certified mail so you have proof of mailing. Otherwise, send everything together (paper file) as noted by @M-MTax  Also make sure your paper copy of the filed return is sent certified as well.

I have been long term TurboTax user and NOW,  I wont continue with TurboTax ! Going to online usage, cloud storage saying safe enxcreption of personal tax data, yada yada.....dont trust them and its USA based. Not for me anymore. 

Follow the steps below to remove Schedule A (which lists medical and other itemized deductions) and switch to the Standard Deduction for your federal return.   Delete Schedule A   Log into your return (or click Take me to my return if not already in). On the left-side menu, click Tax Tools. From the drop-down menu, select Tools. Click Topic Search. Click the delete a form hyperlink. Select and delete the Schedule A form. Choose the Standard Deduction   Locate the Search box in the top, right corner of the screen. Type the exact phrase: itemized deductions, choosing (ensure you include the comma). Click the "jump to" link that appears. Important note on state returns   Even if you choose the standard deduction on your federal return, your state return may still let you to itemize deductions. If this is the case, you do not need to delete your itemized expenses; you can simply select the standard deduction.   The following states let itemized deductions to be claimed only on the state return:   Alabama Arizona Arkansas California Delaware Hawaii Idaho Iowa Kentucky Minnesota Mississippi Montana New York