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I do appreciate your reply, and your mention of the bell WAS in your original post. I just failed to scroll up in the message box window. The upper portion of your post was not visible in the message window when I first opened your reply. I can't find the wording of my original posted question, but I thought I had already noted that among the few things I could find on my own about messages did mention the Bell icon, and that the messages the expert said he had sent were not there. Thanks anyway.

@MarilynG1    Hi thanks for the refund offer...however can I did a lot of manual work to make my return clean on desktop and I do not want to do that again getting the online version. Can you answer so I can have clarity and move on....will the desktop have the csv import ability for my crypto defi transactions so it can upload my transactions one by one via an import function? Or should I not bank on it by April 15, pursue a desktop refund, purchase the online version and redo my whole return again? 

No.  Currently, in order to enter transactions for digital assets each transaction must have the "this is a digital asset" button manually ticked.  You will have to go through and click that button for each imported transaction.

Yes only forms such as 1099's and etc. that show witholdings are required to be provided. That's all the letter asked for. I had numerous 1099's but the only 1099 that had taxes taken out was the one they wanted. They asked for the same thing last year in a letter.   I will take a photo of the letter(redacted) and post in this message if I can.  

Related to this, it is asking for this on all stock sold either short-term or long-term as part of a stock fund on the 1099-B I received from Edward Jones.  Therefore I did not purchase and none of the other options in the drop down apply.  Again the choice of "Other" needs to be there as listed in the explanation for that box.

You cannot possibly be serious. You are saying we have to start over??!?! ARE YOU INSANE!? That makes your product 100% worse then useless, because you tricked us to wasting an entire day of our lives to do this **bleep** twice. You're going to be getting a chargeback, and you deserve to be sued to oblivion.

In further answer to your question, the portion of the income that TT is treating as taxable in PA is the Capital Gains on the sale of stocks. So, is that correct? Since once again, the Financial Institution is not located in the Commonwealth of PA, at least according to the address on the 1099. However, this is Fidelity Brokerage Services, so I'm sure they have some sort of a presence in PA.

Q.   Are you saying that I can delete the 1099-Q from his tax return as 100% of the distribution from the 529 went to a qualified tuition payment? A. Yes, as long as there was no double dipping Counting the tuition for the AOC and/or tax free scholarship.*   Q. Does all this make sense to you, is this the correct approach? A. Generally, but with, at least,  a couple of adjustments.  1. Change the $10K to $4000 (not 0), the amount needed to get the maximum AOC.  2. Enter room and board expenses, and any books, computer expenses.   *If you know that the room and board and  books &computer expenses plus the tuition not used for the AOC totals more than the box 1 amount on the 1099-Q, you can delete the 1099-Q from his tax return as 100% of the distribution from the 529 still went to a qualified educational expenses (it doesn't have to be just for the tuition). Student must be half time or more to count room and board  for a 529 distribution. 

Based on having said that you received a distribution as beneficiary, you did inherit an IRA.  If you received a distribution of the entire amount of this inherited IRA, you do not have any beneficiary RMDs and if the distribution occurred by the end of the year following the year of the IRA participant's death, the distribution satisfied any RMD that the decedent might have been subject to for the year-of-death.  All that matters is that TurboTax does not populate Form 5329 Part IX, and implementing RobertB4444's suggestion will prevent Part IX from being populated.  (You could also get the same result by saying no RMD was required.)

Thanks for coming here to let us know of the update. I'd been waiting to hear before continuing with frustration. Now, it's all good - mine has gone through as of today. Thanks everyone for reporting and pushing TT to update the blip 🙂

Form 8915 is ready, so you can step through the 1099-R and follow-up questions in the interview again.  If you're using TurboTax Desktop, be sure your program is updated.  If using TurboTax Online, clear your Cache and Cookies first.   @Packadam