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I am also currently experiencing this on the NY State drivers license. I'm entering exactly what is on the back on my license (issued in 2023) and i get the following error message   "The document number's first 3 characters must be entered."   The only thing in front of the number is "Doc#" and then it's my 10 character document number.

I noticed when I checked my Security Settings in Schwab (after getting an email that my third-party preferences had changed) that my current web session "time out" is 30 minutes (apparently the default, as I don't remember ever changing it.)  So anyone who has a super-long 1099 might try increasing the web session timeout to see if that helps.  

Somewhere during the State interview process, a box may have been accidentally checked or "Yes" was selected instead of "No."   Since you have already filed and received a letter, you cannot simply "change" the return (you may need to amend it.   Respond to the Virginia Tax Letter; your letter should have a Correspondence ID (usually in the top right).   Inform the Virginia Department of Taxation that the credit was claimed in error. Some letters allow you to respond online via the Virginia Tax Website.  Some letters allow you to respond online via the Virginia Tax Website (check here first as you may not need to amend).   Amend Your Virginia State Tax Return: Open your return. On the "Home" screen, look for the option to "Amend" (change) return. "DO NOT start the amendment until you have a copy of your originally filed return for reference. Click on the Virginia State section, and look for Credits or Business Credits (find Schedule CR (Credit Computation)). Locate the Vehicle Emissions Testing Equipment Credit and change the amount to $0 (or delete the entry). The program will generate a Form 760ADJ or Form 760 (with the "Amended" box checked).   If removing the credit means you now owe money, pay it as soon as possible to avoid interest.   When the program asks for the reason for amending, write: "To remove the Vehicle Emissions Testing Equipment Credit which was claimed in error; taxpayer does not own a certified inspection station."

TurboTax Expert Assist will let you have an expert by your side while you you work on filing your taxes.  Click on the Start for free button to get started with this service.   TurboTax Full Service will let you hand off your taxes to an expert and they will do all the work in preparing your return with information that your provide them.  You can click on Get started or even schedule an appointment.   We also have TurboTax Local Offices that offer full service tax preparation in a face to face setting.  Use the link and enter your zip code or city to find an office location near you.

Why? Per the IRS code.. Internal Revenue Code (IRC) Section 2(a) and Treasury Regulation §1.2-2(a) mandates that a "surviving spouse" is entitled to the same tax rates and standard deduction benefits as those filing a joint return. So there fore it should use the report as !50,000 not 75,000... additionally when it does my Standard deduction as Married Filing Jointly at $31,500 so  Why is it not treated the same for MAGI? The difference is I am a Qualifying Surviving Spouse not just a Surviving Spouse. 2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  

It will depend on the form that they report your income on. It is typically a W-2. To enter this form into TurboTax:   Log into TurboTax Click on Tax Home on the left sidebar. Select Wages & Income. Review/Edit or select W-2. Enter your Employer ID. The options for Snap a picture and Upload have step-by-step directions. You can also select [Type it Myself] at the bottom of the screen. Enter your employer's information. Post the information from the W-2. You may be prompted to double check certain information.

Thank you for the reply.   Though the part of screen size and system settings is incorrect. If you double click one of the tildes '~' files, then TT opens back to window size and position on your screen. The TT shortcut does not and the saved file (non ~) does not.   In summary, if you want to pick up where you left off, you must go through the ~ files to find the one that is accurate for where you stopped work and performed a save.  An incrediblely poor design for TT.  No other program has this handicap. I hope TT fixes this flaw. 

There have been some issues this year with the interview such as not showing you the "Let's enter [your name]'s HSA contributions" screen, where the second line is for "personal" HSA contributions (i.e., made directly to your HSA and not through your employer). So let's do an "HSA Reset" to remove all HSA data from your return so you can start fresh. See HSA Reset at the bottom.   After you finish the HSA Reset, then go to Deductions & Credits->Medical->HSA, MSA, 1099-SA and click on Start (Update). This will take you to the front door of the HSA interview. Be sure to go all the way through the interview until you arrive at the screen HSA Summary.   As an aside, HSAs are some of the best tax advantages that the IRS (well, Congress) provides, because you save taxes on the money going in, and if you spend the money only on qualified medical expenses, the money going out will also be tax-free.     HSA Reset   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and restart the entire HSA interview....

I posted in another thread, but including my experience here:  For some reason, I was able to import my Schwab 1099 on Feb. 6 using Chrome.  I was nervous that it might have changed, though, since Schwab said Feb. 27 was when everyone's 1099 would be ready.  So I tried deleting the Schwab import and re-importing to see if my return changed.  It did not, but I did get a security alert from Schwab by email the next day that said "You have updated your preferences for third-party access to your Schwab financial account data. If you did not update your preferences, please call us immediately at one of the numbers below to report suspected unauthorized activity."  When I checked Security Settings, Linked App and Websites, Intuit was the only website that had recently been updated ("Linked: March 2").  Clicking on that, I saw that only the two regular brokerage accounts had check marks as "authorized".   When I did the import, I told Intuit to import only those two accounts when it asked, as I had manually entered a Roth IRA conversion from an IRA account, and didn't want to double enter that.  So anyone still having trouble, you might check your Schwab Security Settings page and make sure all the accounts you want to import from are "authorized" before trying.  Maybe there's some glitch in the communication for "which 1099s do you want to import" or something.  I'm pretty sure TurboTax gave me a list of the available 1099s, and I chose only the two regular brokerage accounts that I hadn't already manually entered.