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What browser are you currently using?  I had issues using Edge, but when I changed my default browser back to Firefox, TurboTax launched the browser window and able to log into the financial institution and received messages the download worked and on return to Turbotax, see the downloaded data and process it as needed for my return.  Others suggested copying the URL from your current browser into a different browser which seemed to work for them.     

Form 8453 is a form that you need to print out and mail to the IRS along with one or more other documents that could not be e-filed.  The reason that you need this form, and what other forms you need to mail to the IRS, will be included in your instructions.  Two common examples are form 8283 for non-cash donations over $5000 that require and appraisal, and form 8332 dependent release form when you are claiming a dependent who does not live with you.  Other examples are printed on form 8453.   If you are required to mail any paper forms to the California FTB after e-filing, that will be on your California instructions.     

When I put 100% in the box next to the Total Royalties received the $'s flowed to schedule 1 and 1040 line 8. However, next to the list of forms schedule E still has a red !  So it seems like the schedule E might be missing some piece of information.   Thanks for your information and have a great weekend.

No, the IRS does not currently allow tips not associated with income not on a W-2 or 1099 form to be claimed.  However, if you were paid by credit card and receive a 1099-K from the payment processor, and keep a daily log, tips are deductible.  The 1099-K income would be entered in Schedule C for self-employment, and an amount can be designated for tips.  Since the 1099-K doesn't break out tips, a daily log is essential.   Here's an example from the IRS.     When you enter the 1099-K info, the next screen asks if any of the amount was for tips.  These tips will transfer to Schedule 1-A, Line 5.    @Raphnessnt       

The IRS typically finalizes Form 4562 and its instructions in February, and the 2025 version (used for 2024 tax returns) was finalized around February 11 according to the draft timestamp on the instructions.   TurboTax often releases the form a few days after the IRS finalizes it, because they need time to integrate and test it. Intuit specifically notes that IRS forms may be available on the IRS site before they appear in TurboTax.   With this in mind, mid-February is a reasonable amount of time for this form to be ready especially with the changes in the One Big Beautiful Bill Act.

I have this exact same issue and my tax return does not have special circumstances either. I am as frustrated a everyone else that I've read online can not submit the amended 2024 by e-file even thought they e-filed it with TurboTax. The information is so contradicting and why would TurboTax even provide the e-file option if they've already closed it on their end? This must be an issue TurboTax is having, because I have yet to find any post of someone saying they were able to e-file their 2024 amended taxes with TurboTax.    How can we get helped?

What is in column C - you may need to add some zeros in column C.    For any month you have an amount in column A, you have to have a positive amount in column B, and any amount (including $0) in column C.   If there is no amount (or $0) in column A, leave all columns blank for that line.  

@baldietax  >>new software, It will be extremely easy to show that the most of the software is NOT new, only the data base of rules might have changed. AND it relies on 2022 technology. So they have to disable loading on Windows 10 "Intentionally".

"What were your Roth IRA contributions prior to 2025?" - We do not know. Did I choose the wrong answer in prior windows or is there a way to find this answer?   Because your husband is over age 59½ and you indicated that he had met the 5-year holding requirement for qualified Roth IRA distributions, there is no need for TurboTax to even be asking that question.  It doesn't matter what amount you enter because it has no bearing on determining the taxable amount of the distribution.  Because it is a qualified distribution, it is tax-free and is not to be reported on Form 8606 Part III.

I RECEIVED A LETTER FROM THE IRS/STATE     TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoNFD_US_en_US?uid=m5z7by9u     https://intuit.taxaudit.com/audit-defense/help/contact     https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-notice-irs/L7Da6em2t_US_en_US?uid=m4of6ngd

VERY helpful, thank you!  Been dumped to that screen showing various existing 1099-INT, -DIV...etc forms and i just gave up. Did not make sense to me - based on how it worked before.  Agree with your comment about the interview flow/layout 100%.  Its not like we use this everyday, TT needs better focus groups, including current users!  Thanks again.

@wong1021 wrote:  The pdf I downloaded from Turbotax does not contained summary pages, e-file instruction or refund account information etc as you stated In my 2024 turbotax app, I checked the e-file status, it said IRS accepted all my fed and states returns. What do you mean by 'app"--are you referring to the mobile app on a phone or tablet?   I don't use that, so I can't speak to that..  The information I provided above was for Online TurboTax, which if you are using the mobile app, you  should also be able to access on a computer with a browser.   So look in Online TurboTax with the steps I originally provided.   However, if by "app" you meant the desktop software, then that would change the whole game.   When using Online TurboTax (not the mobile app), at the Tax Home when you go to the section "Your Tax Returns & Documents" and choose 2024, it should show if the 2024 return was accepted, rejected, started, printed, etc.   It's in the same place where you find the 2024 PDF to download.   If it says "accepted" there, then that's the same account that was used to file the return.  It's confusing, however, why the 2024 PDF (if it was downloaded in that section) does not contain the Electronic Postmark, Filing Instructions page, etc.   I can tell you how to look for multiple accounts in case you missed one.   If you need further help after that, you'll need to phone the people at TurboTax Customer Support to help you in realtime and to see if they have any explanation.  I'll provide their contact info below.     How to look for multiple accounts: To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.   Contact TurboTax Hours 5AM-9PM Pacific, 7 days a week https://ttlc.intuit.com/turbotax-support/en-us/contact/