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Thanks for the quick response.  The first time it happed the new return had a name that stated with the same first letter.  That was two or three years ago.  Had no problem again until this year. I do not recall any prompt.   I can possibly recover the file from my backup program as I need to file an amended return.  My point now is that programmers should be made aware so that they can look at this process in the future.  I was a Systems Analysts once and worked with programmers.  They could improve this faster than I can recover my overwritten file! Just needs a pop-up warning.  

Withholding is assumed to be equal throughout the year.  This is taxpayer friendly.  So even if a taxpayer was paid $50,000 during the year, but all federal withholding was paid in during the last month, the IRS will assume equal withholding during the year.  This is actually a strategy many taxpayers use to avoid underpayment penalties.  This really only works when the taxpayer has control over the business / payroll. Why are you wanting to put in exact dates? Are you being assessed a penalty?  

Maryland uses the entire amount of interest on US government obligations; Pennsylvania calculates a somewhat smaller amount. The net result is that TurboTax is deducting more than 100 percent of the interest earned on US government obligations from the 2 states combined.

I appreciate your response, but another source tells me that I should not have to pay any estimated taxes in 2026 because as the IRS stated in the document you reference: “Most taxpayers will avoid this penalty if they… paid withholding and estimated tax of at least 90% of the tax for the current year OR 100% of the tax shown on the return for the prior year, whichever is smaller.” That 100% of prior‑year tax rule is the safe harbor which I qualify for since I am paying 100% of the tax due in 2025.  My 2025 total tax is $1,192 and I will pay the entire amount

Which  state?  Ohio allows non owner deductions.    There is no federal deduction for making a contribution to a 529 plan, so there is no place in the TurboTax (TT) Federal program to enter it.  TT will not be tracking your contributions.    Some states allow a deduction on the state return. If your state is one, it will come up in the state interview; usually in the "Here's how (your state) handles income differently" section.     Per Google A.I. Most states allow anyone, including non-account owners (like grandparents or friends), to deduct 529 contributions from their state income taxes, provided they contribute to the state's own plan. Tax parity states (AZ, AR, KS, ME, MN, MO, MT, OH, PA) allow deductions for contributions to any state's plan.    

I've replied in a more recent thread, but just hopping in here to share the same info. There are a couple of workarounds that may help users who have too many txns to manually edit/add, given the desktop limitations currently, including importing your data from TurboTax Online (for free) to TurboTax Desktop. See the guide for step-by-step instructions on reporting crypto with TurboTax.

@jazzeplayer wrote: Most people are still on windows 10. Not according to Gemini:   Windows 11 has surpassed Windows 10 in global market share as of early 2026, with 11 reaching ~73% and 10 dropping to ~26% by February 2026 . Windows 11 hit 1 billion users faster than Windows 10, with adoption particularly high in North America. Despite this, Windows 10 retains a significant, though shrinking, user base.      ............................AND it's March of 2026. I would think the Windows 10 share will drop dramatically between now and the end of the year. You may not like it but, ultimately, it's Intuit's call and if you don't eventually upgrade to 11, you may find yourself between a rock and a bigger rock when you shop for DIY desktop tax prep software for the 2026 tax year.

The People's Worksheet is generated for everyone on your return, it is new this year and can't be deleted.    It holds all the personal information you entered in the "Personal Info" section of TurboTax, helping to identify missing info that causes "check this entry" errors.   If you see an error on this worksheet, it usually means the personal info section needs to be reviewed.   @pawelsky 

In the month selection panel of the form,  and under the month <TAB> within the dropdown closes the dropdown, otherwise proceeds to the expiration year field.  Coincidentally, the <ARROW DOWN? key does take you to 01, and then 02 then blows out.   Cmon, this is borderline ridiculous...

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.

If the stocks are part of your compensation, there should be reference to the compensation element on your w-2?    You most likely have RSUs that vested immediately or a stock award - both of these would be considered employee stock.   Verify what kind of plan it is with your employer at Microsoft and/or check out the article below.     How do I find and enter the cost basis for my RSU or ESPP sale?