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If you are having trouble importing your 1099:   Make sure you are selecting the correct entity, there are some entities that have similar names.   You also need to consider that both TurboTax Online and TurboTax Desktop support up to 10,000 of any combination of transactions and imports.  If your file is larger, you will not be able to import it.   Check to see if your web browsers require permission to let a website send data to a program on your computer.  See the following TurboTax help article for more information.   Make sure that your pop-up blockers are off.   Switch to a different browser.  Make sure that you enable third-party access to your brokerage account information. If these do not work see the following TurboTax help article for more troubleshooting ideas:   What if I can't import my 1099? How can I fix my 1099 import issue?

If you did not intend to enroll in  Max benefits, you can remove them before you have paid. You can do this in the File section of your TurboTax program. Go to your "Review your order" screen and click "Remove" next to the Max Benefits option.   If you cannot find the option, you can use "Clear & Start Over" under "Tax Tools" to remove the fee. To do this, you can: Open or continue your return in TurboTax Online. Select File in the left side of your Turbotax screen Continue through the screens until you reach Step 1: Review your order. Select Start or Revisit. On the order summary screen, select Remove under the Max Benefits section. Select Remove MAX on the next screen to confirm.  See this link: Can I remove MAX? You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support Please return to Community if you have any additional information or questions and we would be happy to help.

See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   If you used your online account to complete her tax return after you filed your tax return, then your return is gone.  The TurboTax online editions can only be used for one tax return per account and User ID.

No. In order to claim a deduction or credit for a dependent they have to have a valid tax ID number (SSN or ITIN).  You can apply for an ITIN by going to:  Application for IRS Individual Taxpayer Identification Number (ITIN) (http://www.irs.gov/pub/irs-pdf/fw7.pdf).

First do as DoninGA advised.   As of September 30th, 2025, the IRS won't be issuing paper refund checks.   The CP53E  is an IRS notice that informs you that your tax refund is frozen   because your return does not include a valid direct deposit Bank on your 2025 Form 1040.   When you receive the CP53E notice, you have 30 days to update or add a new bank account. Access or establish your online account by visiting your account to add or update your bank account information. IRS to phase out paper tax refund checks, starting with individual taxpayers  

a structural flaw in Turbotax. Do not answer the questions for 2024 since you did not use the last-month rule.  In your case, the best way to work around this bug in Turbotax is to say you had family coverage from January through September and none for October through December. This disqualifies you from using the LMR. The IRS does not see this    enter your actual contributions and then enter yes to removing the excess. 

This is usually a PDF viewer issue, try the following to troubleshoot your issue:   Try using a different browser. Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file Disable “Print in grayscale/black only” if the PDF is white text on dark background Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows). Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler” Let us know if these do not correct your issue.  

To enter rental income, expenses and rental asset depreciation - Click on Federal Taxes (Business using Home & Business) Click on Wages and Income (Business Income and Expenses using Home & Business) Click on I'll choose what I work on Scroll down to Rental Properties and Royalties On Rental Properties and Royalties (Sch E) , click on the start or update button

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

In the filing process, Step 2 allows you to enter your Bank Account information.   Log into your TurboTax account and  Select "Pick up where you left off". Go to File on the left sidebar You will see Steps 1 & 2 You will enter bank information in Step 2

I found a bit more information.  In 2022 the entire Roth balance in my 401K was moved to a Roth.  The Roth balance was less than the Roth contributions to the 401K due to losses.  Also in 2022 the entire after-tax balance in the 401K was also moved to a combination of Roth and IRA accounts, leaving only pre-tax funds in the 401K.  For the 2022 tax year I received 1099-R statements, one for the Roth transfer and one for the after-tax transfer.  The 2022 1099-R Roth statement showed the Roth amount transferred (that was less than the Roth contributions).  In 2025 the entire 401K, containing only pre-tax funds, were rolled over into an IRA account.  The 401K account was then closed. I received two 1099-R statements for 2025 taxes.  One shows the full amount rolled over from the 401K to the IRA.  The second 1099-R is the issue.  It has zero in box 1 and 2a.  It has the Roth contributions minus the Roth transferred amount (i.e. the loss) from 2022 in box 5 and code B in box 7.  Fidelity state that this loss was carried forward in case more contributions might have been made after 2022.  Because the 401K account was closed, this triggered the second 1099-R.  Fidelity state that there are no errors on that 1099-R. When I enter the values from the second 1099-R into TurboTax an error is flagged during review stating "Form 1099-R (Fidelity Investments): Gross distribution amount should have a value and should be greater than $0.50".  How do I enter the 1099-R into TurboTax without triggering an error. Thanks