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I am using TT Desktop Deluxe. I have entered the 1099-Int, 1099-Div, am now trying to enter the 1099-B. I have read in other questions the step by step, but there is no way to enter or update my 1099-B data. I have also read where the Desktop deluxe edition is having issues with the entry of 1099-B. "Note: Be aware that some reports indicate potential issues with the 1099-B worksheet in the 2025 desktop edition. Always review your entries." I have done all the steps, but TT Desktop Deluxe is not letting me enter or update my 1099-B. How do I get this data entered?

Try using installing Firefox and use that instead of Chrome. Worked for me.    I've doubled check that all of our accounts have been imported, but I'm still nervous about submitting our taxes for fear something I'm overlooking may have been omitted by TurboTax. Not sure what I'll be using next year. After 16 years of using TurboTax, I think I'll be looking for different software.

What if one of the two spouse does not have a 401(K) plan and the total income is above the phase-out limit ?    Can that spouse contributes to a Traditional IRA ?  If so, can it be deducted on tax return ?

You are not required to use an IP PIN unless you have used one for past returns.   If you have not ever requested an IP PIN, you do not have to get one.   If you used one last year, you need one for 2025.

This won't directly answer your question but it should tell you enough for you to understand what's going on: Once you get into the Form 5329, if you click on the YES box under "Corrected?", the program will computer your tax liability so that you only have to pay 10% of the RMD shortfall. There is no way to use Turbo Tax to ask the IRS to waive the entire shortfall penalty EVEN THOUGH the program has boxes and worksheets that appear to support such a request. CAUTION: There is a worksheet visible below where you check YES / Corrected?, which asks for the amount that you corrected. Since I have corrected the entire shortfall, I typed that number in the box. The program immediately computed my refund to the amount due AS IF THE IRS HAD AGREED TO WAIVE THE ENTIRE PENALTY.  I then filled-in my explanation in the EXPLANATION pop-up, closed the form and moved on. HOWEVER, after going all the way to the end, at the point where I could push the "Submit" button, when I pushed the "Submit" button, the program said, "Not so fast, dummy!" (or something like that). It then took me to bac to the Worksheet where I had typed in my Explanation of the corrected amount. The form was blank, as if I had not typed anything in. I re-entered my Explanation. I closed the form and the program me into a DOOM LOOP (fill in the form, continue, hit Submit, go to the form, fill in the form, continue, hit Submit . . . ).  The only alternative at that point is to file a Paper Return.  This means, you can file electronically ONLY if you do not fill in the box that asks how much of the shortfall you corrected. This means that you correct the shortfall but still pay a 10% penalty. My shortfall was not my fault so I wanted a full waiver. I was on the phone with the Turbo Tax help team for hours. All three tried valiantly to get the program to save the Explanation worksheet. None of the three agents that I talked to told me that I could file electronically IF I WAS WILLING TO CORRECT THE SHORTFALL without asking the IRS to waive the entire amount. I ended up checking the NO box under "Corrected?" and was able to file electronically. However, my refund is less by 25% of the amount of my RMD shortfall, despite my having corrected that shortfall. Hope this helps.

It is also saying it is a duplicate policy???  I pay the entire amount each month for me and my two daughters.  They are both over 18 and file their own taxes; however, I pay 100% of the health insurance.  Not sure if that helps

Don't feel bad. You are probably not the only one.  The messaging in the 2025 turbotax is pretty bad elsewhere too. Further down TT asked me to download from my bank/broker data that I had already downloaded much earlier!  That duplication would have been disastrous. The only reason I have not yet switched to other tax software is because of TT ability to directly download data from my broker. But unless they fix things soon I will have to just drop TT. Maybe use HR block home using the $5 Excel2TXF to import an excel download from my broker. Still cheaper than TT. Let's hope TT calculations are still accurate.

Is this where you changed your email address? Toward the end of your return, before filing, it will ask for your email address. You will want to change it there also, then you should be good.    You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.

We buy Turbo Tax to speed things up and make it easier. Manually inputting my financial statements takes me back years when I did everything myself. luckily for me Firefox browser was able to download my Fidelity information.

This won't directly answer your question but it should tell you enough for you to understand what's going on: Once you get into the Form 5329, if you click on the YES box under "Corrected?", the program will computer your tax liability so that you only have to pay 10% of the RMD shortfall. There is no way to use Turbo Tax to ask the IRS to waive the entire shortfall penalty EVEN THOUGH the program has boxes and worksheets that appear to support such a request. CAUTION: There is a worksheet visible below where you check YES / Corrected?, which asks for the amount that you corrected. Since I have corrected the entire shortfall, I typed that number in the box. The program immediately computed my refund to the amount due AS IF THE IRS HAD AGREED TO WAIVE THE ENTIRE PENALTY.  I then filled-in my explanation in the EXPLANATION pop-up, closed the form and moved on. HOWEVER, after going all the way to the end, at the point where I could push the "Submit" button, when I pushed the "Submit" button, the program said, "Not so fast, dummy!" (or something like that). It then took me to bac to the Worksheet where I had typed in my Explanation of the corrected amount. The form was blank, as if I had not typed anything in. I re-entered my Explanation. I closed the form and the program me into a DOOM LOOP (fill in the form, continue, hit Submit, go to the form, fill in the form, continue, hit Submit . . . ).  The only alternative at that point is to file a Paper Return.  This means, you can file electronically ONLY if you do not fill in the box that asks how much of the shortfall you corrected. This means that you correct the shortfall but still pay a 10% penalty. My shortfall was not my fault so I wanted a full waiver. I was on the phone with the Turbo Tax help team for hours. All three tried valiantly to get the program to save the Explanation worksheet. None of the three agents that I talked to told me that I could file electronically IF I WAS WILLING TO CORRECT THE SHORTFALL without asking the IRS to waive the entire amount. I ended up checking the NO box under "Corrected?" and was able to file electronically. However, my refund is less by 25% of the amount of my RMD shortfall, despite my having corrected that shortfall. Hope this helps.

To remove the TurboTax desktop program,  Uninstall it via your operating system's settings: for Windows, go to    Settings  Apps  Apps & features (or Control Panel),  Find TurboTax, and  Select Uninstall.  On a Mac, quit the application, drag the TurboTax icon from the Applications folder to the Trash, and remove related files from