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If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with 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 your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.   @Phil9981 

@tblong It's super frustrating how incompetent these software people are at Turbo Tax. This should be a really simple fix. SMH I just wasted more than an hour of my time trying the various suggested work arounds and NONE worked on the online version! 

There is not an option in TurboTax Online to see or edit forms. You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready.  Can I print a copy of my return in TurboTax Online before filing? If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   A copy can be printed and mailed unless you want to wait for an update or change.   @BS98282 

No I did not.  Second year in a row - trying to efile the Michigan state.  Freezes when No, I did not.  Second year in a row trying to efile the Michigan state return.  It freezes when I enter my billing information.

@tak52480 , following up on  responses from my colleagues @Opus 17  and @MaryK4 ,  your   generic statement " pension from Japanese Government" does not allow one to answer with sufficient specificity.  The  US -Japan Tax treaty ( esp. article 17 para 1.2.and 3 ) while somewhat different from  the US and/or OECD model, treats   different types of pensions differently. Thus  please could you specify  -- is this an annuity, private pension, pension for public/govt. service, Social Security, per a written separation agreement etc. etc. Also your own US immigration and /or  tax residency status  ( GC, Resident for Tax purposes, US citizen  etc. ) would be helpful.   Look forward to hearing from you. Are there other items one of us can help you with ?

You have to enter your Form 480.7 as a substitute Form 1099-R. Follow these steps:   Choose the Federal option on your left menu bar Choose Wages & Income Choose the Retirement Plans and Social Security menu option  Choose IRA, 401(k), Pension Plan Withdrawals(1099-R) Choose the enter 1099-R option Choose Change how I enter my form Choose Type it in myself Choose Financial institution or other provider (1099-R) Enter in as much information as you can regarding the retirement income  Work through that section until you see Do any of these situations apply to you? Choose I need to file a substitute 1099-R Complete the information requested You can follow these instructions to file your tax return by mail.    Can you share more about the error message related to your social security benefit income?

Thank you Melinda. Unfortunately that doesn't work for me. There's an issue with the transaction at my brokerage that I have to manually correct.    I started a blank return to experiment in. I went to the CASW and input a very simple transaction with the dates in the short-term range. TURBOTAX ENTERED IT AS LONG-TERM. Sorry, this is just wrong. The form has never done this in the past, and if you changed the dates it would switch back & forth between long/short term as appropriate. Now it just sits on long-term unless overridden.   Apologies for shouting, but THIS IS AN ERROR THAT NEEDS TO BE CORRECTED. There could be people underpaying because of this if they don't notice the discrepancy.   BTW, the import is no picnic either. While it did bring in the correct information (at least as I can see it on a quick review), it did it by setting up 16 different forms, none of which are identified as to the account at the higher levels. You have to dig into each form to try to identify the account, and for dividend and interest accounts there is no identification of the account on the individual worksheet. Only the 1099-B's have account identification, and that only by the account number. And if you change the name so you can see it for later review, then next year it will apparently set up new accounts again without the names. BTW, all accounts are also set up as belonging to "taxpayer" and none as "spouse". This can potentially cause matching issues at the IRS - not sure how they do this internally.   So PLEASE submit this as an fix that needs to be made stat.   Much appreciated, thank you.   Brent

No you cannot enter 2023 tax data on a 2025 tax return.  Each tax year is a separate tax return.   To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

The income section would not be the appropriate location, it may provide removal of the error if that number is placed in an expense category as opposed to income, When the income is removed and placed in an expense category, the error is gone.   The income on a Schedule C should never be a negative number.    @MPBreese 

Once the tax return has been filed, the banking information cannot be changed.   If this is for a direct deposit of a tax refund, the bank will reject the deposit and return the refund to the IRS.  The IRS will mail a refund check to the address on the tax return.  Or the IRS will mail you a CP53E notice - https://www.irs.gov/individuals/understanding-your-cp53e-notice