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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. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? 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?

This error hasn't been fixed in 2025 premier Massachusetts.  TT doesn't allow entry of the actual dates of the state withholding to calculate the penalty in form M-2210.  There wasn't a federal penalty so the federal annualization form was never generated.  If the evenly distributed values are overridden subsequent calculations aren't performed (and it can't be filed online).  

@taxnightowl wrote: @AmyC wrote: I have been told there might be an update tonight. Please try again tomorrow. I can hear your frustration.  @AmyC  11am PT Mar 6 -- no update. I guess I'm calling customer service for some refunds. I suggest everyone else impacted by this do the same -- maybe they'll finally get the message. I just don't believe this problem lies with the State of Oregon -- especially absent any kind of official and detailed feedback from Turbo Tax. @AmyC And I just checked again with the Oregon TSU for good measure. They know nothing of this issue -- and insist it's a TurboTax bug. I believe them.

If you installed a unit with a photovoltaic component such as daylight or nightlight option they qualify as Residential clean energy costs as a solar electric property. These would feed to Line 1 on Form 5695

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Reduce column B by your HRA amount resulted in a zero PTC for me.  If you get an HRA you should get zero PTC, so it's not proper logic, if someone got say a very small HRA, it might not reduce the PTC to zero, but then you would probably not have taken the HRA and gone for the PTC instead.     Column C is tax credit you already received, while it might also reduce a tax return, it would indicate a PTC you didn't actually get, so really not the right approach.     Intuit really needs to fix this properly, not fudge numbers.  For anyone who doesn't already know you can't have both an HRA and PTC you're going to get tax rebate you're not due, and it will likely catch up with you, especially with the current administration's focus on the issue.  

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

How to view all your accounts https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used https://myturbotax.intuit.com/account-recovery/ If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. You can also request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

You're not required to use the Estimated Payment Vouchers to submit your estimated payment.  You can pay directly on the IRS website, or just mail a check with your payment with your SSN on it.  However, they will still accept your payment with the 'do not file' on the voucher.   Try opening your return and save a PDF copy and see if the 1040-ES now prints for you without the note (it should).  Make sure your program is updated through the ONLINE link.   @tangoseattle