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I've investigated your experience and the screen that you see that says Check this Entry "Secretary of State file number must be entered" is informing the user that the number is  missing.  You should still be able to  e-file your return.     Make sure that you entered "other reason" on this screen:     If you can't e-file, please reply back.

Yes, if you select the options of "Do not e-file my federal amended return now, I’ll do it later" and "E-file my New York amended return now," TurboTax will only efile your New York amended return.     @nirvanalangiou 

You can enter the date acquired and cost basis even though they are not entered on the form. You will see an option when you enter your sales proceeds and cost basis to indicate that the cost basis is wrong or missing on the Form 1099-B entry. Choose that option and you can enter the correct cost basis. Enter $0 for the 1099-B form entry cost basis, then choose the option I just mentioned to enter the correct cost basis. Enter the date acquired where requested in the Form 1099-B entry screen.   You will have to do some research to find the date acquired and cost of the investment you sold. You may have to ask for help from your broker for this. You can enter $0 for the cost basis if you can't determine an accurate number for that. For the date acquired, you can pick an estimated date either less than one year from the sale date (short-term sale) or a date more than one year from the sale date (long-term sale), depending on whether you held the investment for a year or more.   You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Choose Stock, Bonds, Mutual Funds as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis.  

Do not recognize and don't know why they are there is the issue. Some possibilities: pensions - could be using the simplified method - calculating the box 2a taxable amount for you rollover -you may have rolled over money from an IRA or 401k qualified charitable distribution -you may have indicated some money went from RIA to charity. error in importing the forms/ typing it in - double check the actual entries against the forms error in answering questions after entry You can look at each 1099-R inside the program by viewing your forms.  Compare the forms in your hand to the forms inside the program. Ask yourself these questions: Did you really rollover IRA amounts taken from traditional? Does line 1 show your actual traditional IRA distribution? Were any of the pensions missing the taxable amount in box 2a? Does line 22 look correct or missing  income or ? Box 37 and 38 are federal and state tax withheld, those numbers should match your forms exactly. Line 44 is the RMD for 2025. If you are old enough to have an RMD, it is listed. If you are using the desktop program,  in forms mode, you can right click and data source to see where numbers are coming from on those 1099-R forms.    To print or view  your forms, including all worksheets: In desktop, switch to Forms Mode.  For online: On the left side, select  Tax Tools Select Print center Select Print, save or preview this year's return If you have not paid, select pay now.

No.  Line 9b on form 8960 consists of "State, Local and Foreign income tax".  Property taxes are definitely not included in that amount.     If you didn't pay any foreign income tax then schedule A line 5a is it.

Make sure you have entered your 1099-R in the federal section and your birthdate and MD address are entered in the Personal Info section.   After you enter it, you will get a follow-up question, see below.   Marking the Active or reserve military retirement box will exclude the income on your MD return.       For MD:  Military retirement income, including death benefits, up to $12,500 received by a qualifying individual during the year who is under age 55, or up to $20,000 if age 55 or over.  To qualify, the taxpayer must have been a member of an active or reserve component of the Armed Forces of the United States, an active duty member of the commissioned corps of the Public Health Service, the National Oceanic and Atmospheric Administration, or the Coast and Geodetic Survey, a member of the Maryland National Guard or the member’s surviving spouse or ex-spouse.     [Edited 03/02/2025 |  2:12 pm PST]

You have to put in your 1099Q even if you used all the distributions for education expenses because Turbo Tax calculates a running basis with all variables including education credits. Last year I forgot to consider the education credit for one of my sons and the distributions I took ended up being more than allowed because of credit (you can’t double dip). I didn’t take more than expenses, but after the credit, the access ended up being taxable. He didn’t have to pay a penalty, but he had to pay the tax. If you don’t input your 1099Q, you’d have to keep a manual basis, and the calculation is ridiculous. When I first started taking distributions for my son, I was told I didn’t need to input 1099Q. To get his basis I had to go back several years to figure out the basis. There is a worksheet in Pub 970. Please stop telling people they don’t need to input their 1099Q because you do to get your basis & pay tax if you take the credit over distribution. Credits are usually the better option. 

And you can not use a checking account, unless the checking account is inside your IRA.   A QCD has to go directly from the IRA to the charity.   If the IRA sends the check to you it has to be made out to the charity.  Then you mail that check to the charity.   I do all my QCD from Vanguard that way.    You only enter it from the 1099R.   

Literally the dame thing to me. And I just found out today when I called.  That because I paid turbo tax my fees out if my refund it makes me not eligible for the 5 days early.  But credit karma didn't tell me that.  It's Literally the imy reason I opened that stupid money account with them to deposit my refund into because id get it 5 days sooner. But now im not.  I'm so angry

Yes, this seems to be a turbotax issue and not a Schwab issue. I am having the same problem and went through the process with Schwab and they finally said I need to call Turbotax...I'm on hold and it says it will be over 30 minutes so I am going to hang up. I've never had this issue before but what I can say is that if I have to do this manually, this will be the last time I ever use Turbotax.   They need to fix this....

Thank you for sharing your diagnostic file and token number.  I have taken a closer look at the things you pointed out.     They have been reported in detail to the development team for their investigation and correction.     In the meantime, I was able to override the amounts during testing to see if there would be a change in your return when the corrections had been made.  It did not ultimately change the calculation and your DE bottom line stayed the same.     If there are any further updates in this matter, they will be shared here.     @TomMillerDE 

@aysoref Intuit typically updates TT Deluxe Desktop on a weekly schedule, and the software update drops in the overnight hours prior to Thursday morning.  However the change in the software that dropped the "Delete Old Data" code was not part of last week's software update (i.e., I tried after applying last Thursday's update and was still having the issue).    Therefore, my gut tells me that this is partner-specific code that is having to be rewritten for each financial institution.  That makes sense, because each partner has their own popups and dialog boxes, depending on whether their 1099 forms are available yet, and their various login / 2FA processes.  So it is possible that it will be a quite tedious thing for Intuit to fix.    Another data point.  I've yet to see anyone with this issue saying that they are using TT Online.