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I resolved this issue by selecting Wells Fargo Clearing Services rather than Wells Fargo when doing the import.  
I would like help doing my taxes
It appears as if each charity needs to be listed separately with all the details repeated for each one?
So I haven’t fully signed my taxes yet. When I went to see the fees coming out of my check I have a fee for premium expert help that I somehow accidentally clicked on. I was seeing what could be done... See more...
So I haven’t fully signed my taxes yet. When I went to see the fees coming out of my check I have a fee for premium expert help that I somehow accidentally clicked on. I was seeing what could be done to get that charge removed. 
Those get entered in the retirement income section.     Where do I enter a 1099-R?   Here's how to navigate to the 1099-R section: TurboTax Online/Mobile: Go to 1099-R. TurboTax Desktop: Select ... See more...
Those get entered in the retirement income section.     Where do I enter a 1099-R?   Here's how to navigate to the 1099-R section: TurboTax Online/Mobile: Go to 1099-R. TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
Can someone please contact me and go through the steps with me please
Deleting 'Pers on the return' form worked beautifully.  Spent waaaay too much time trying to bypass.  THANKS!!!
I don't see a prompt for entering data from form 1099-R
@rjc011752  I provided the shortcut method above to go directly to the estimated taxes entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be ab... See more...
@rjc011752  I provided the shortcut method above to go directly to the estimated taxes entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able to use one or both of them.   When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks".   That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year.   Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording.   When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid."  Then that topic can be expanded further to get the subtopic Estimated Tax Payments.
If you need to enter the estimated tax you paid in 2025.   Follow these instructions to make sure you are entering them in the correct spot.   You enter estimates paid for federal and state in this s... See more...
If you need to enter the estimated tax you paid in 2025.   Follow these instructions to make sure you are entering them in the correct spot.   You enter estimates paid for federal and state in this section.     You can enter your expected income and deductions in TurboTax or Tax Caster to get a feel for 2026's taxes.   In TurboTax, you can go through the estimated taxes for next year section.   If you already filed your return, you will need to click on Add A State at the bottom of the home page to access your return.    You can do this for your federal taxes and your state taxes, if applicable.     Estimate next year's federal taxes   Estimate next year's state taxes
I am experiencing an error code which is irritatingly preventing me from e-filing my taxes. The error code is as follows: “Person on the Retun Worksheet (my name): Enrollmentstatus must be entered”. ... See more...
I am experiencing an error code which is irritatingly preventing me from e-filing my taxes. The error code is as follows: “Person on the Retun Worksheet (my name): Enrollmentstatus must be entered”. This is an exact quote, with spelling errors and missed spaces, I have just redacted my name. It does not show me where I can attempt to fix this issue which is extremely frustrating. I am finishing college and in possession of both the 1098-T “tuition statement” and 1099-Q “payments from qualified education programs” sheet, and I believe this “Enrollmentstatus must be entered” issue is referring to one of these sheets but turbotax has not at all been helpful in confirming or denying this. The problem is that I have no idea what the “Retun Worksheet” refers to, nor where I can find it to fix my “Enrollmentstaus”. Google has told me that this could be a bug with the software, but I really need a definitive answer to figure out if this is something I did wrong or not.
Here's a tool that should get you directly to the estimated tax payments section.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go ... See more...
Here's a tool that should get you directly to the estimated tax payments section.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Use the subtopic Estimated Tax Payments. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.
I am using 2024 desktop software to amend my turbo tax and I can see the line 12   Uncommon Situations 12 Were you and someone else liable for this mortage and the other person received the Form 1... See more...
I am using 2024 desktop software to amend my turbo tax and I can see the line 12   Uncommon Situations 12 Were you and someone else liable for this mortage and the other person received the Form 1098, enter the other persons name and address. You have mentioned to not write anything here, but the software shows it as a error, It says its necessary. Is there a way to bypass this??   My mortage is from a foreign bank which doest provide FORM 1098.
Not exactly, but they are similar for tax purposes.   A traditional IRA is a standard individual retirement account you fund with personal contributions.    A rollover IRA is used to receive funds ro... See more...
Not exactly, but they are similar for tax purposes.   A traditional IRA is a standard individual retirement account you fund with personal contributions.    A rollover IRA is used to receive funds rolled over from an employer plan.   Where do I enter my traditional or Roth IRA contributions? @NewDawn     
@ skald128  You mentioned several things you have tried, but I didn't see any explicit mention of this:  Did you close TurboTax, restart  your computer, and relaunch TurboTax?  For several users... See more...
@ skald128  You mentioned several things you have tried, but I didn't see any explicit mention of this:  Did you close TurboTax, restart  your computer, and relaunch TurboTax?  For several users, that simple maneuver resolved the problem.   Also  @user17733720969  above suggested this:  They used the 2025 software to try and open the 2024 return.  Of course, it can't do that, so it asked them if they wanted to transfer it into 2025 instead.   I presume (but I haven't seen it) that there was a message such as "This file is not a 2025 data file, but would you like to transfer it into 2025 instead?"  (or similar words)
First of all - I have a loss from last year for the Rental. I sold the rental last year. I followed the questions. Did you dispose of the property? YES. Did you rent the property in 2025? No . OK - yo... See more...
First of all - I have a loss from last year for the Rental. I sold the rental last year. I followed the questions. Did you dispose of the property? YES. Did you rent the property in 2025? No . OK - you don't need to report the rental here- you can delete the proeprty. OK. .......and now I have a PITA to add it all back. Thanks for nothing!
I loaded TT on a second Windows11 computer. Activation went fine, 2 of 5, correct. Imported the old 2024, went through a couple screens, saved and exited. When I went back in an hour later it wants a... See more...
I loaded TT on a second Windows11 computer. Activation went fine, 2 of 5, correct. Imported the old 2024, went through a couple screens, saved and exited. When I went back in an hour later it wants another activation. Rebooted, still wants a second activation. I tried opening it as an administrator, it worked! It doesn't ask for activation, works fine. Now when ever I open TT I have to run as administrator.  I don't know why, can't find anything in the TT community. Does anyone know how to set it up for a standard user? I thought of uninstalling and reinstalling, but some people say it will require a new activation others say not.