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See the above and below post, @JustinBrasseur         You may have received an automated email indicating that Form 5695 was available.  While the form has been finalized, the final software update is still being deployed, and some customers may not yet see the form available in their product. The update is actively rolling out across all platforms, and full access will be available once deployment is complete.  No action is needed from you at this time.  Check again tomorrow and/or this weekend to complete filing 5695.  If you continue to see this form blocked after this weekend (1/25/26), please tell us in the replies below.  Thank you.  

HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/  

The "Unknown" in box 2a of your 1099R needs to be calculated and entered into TurboTax as a number.  If there is an amount in box 5 of the 1099-R then subtract it from box 1 and enter that amount in box 2a.  Otherwise, you can just enter the amount from box 1 and the system will take care of the rest.

We cannot "take" you anywhere---we have no control over where you go in the software.  Not sure what you mean by the "refund" section.   Have you entered all of your 2025 income?    All of your personal information?   Are you trying to get to the FILE section to e-file?

You should be able to submit your returns for electronic filing now in TurboTax - they will just be put in a queue for when the e-filing season opens on January 26, 2026.  If for any reason your forms cannot be e-filed, TurboTax will alert you to that and give you the instructions for mailing the returns in.

No.    A return for a trust requires TurboTax Business used on a Windows PC.    Your own personal returns can be prepared using desktop download Deluxe, Premier or Home and Business.   They can be used on a full PC.   https://turbotax.intuit.com/small-business-taxes/cd-download/     2025 TURBOTAX   DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)   https://turbotax.intuit.com/personal-taxes/cd-download/   You can also purchase the desktop download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.   This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.   When you use desktop software, there is an additional fee to e-file a state return.  You can avoid that fee if you print, sign and mail the state return.   

Not only do we not have access to the "residential energy credit" form, even after we received an e-mail stating it was available, now Turbotax doesn't even respond with a viable time table for us to complete our taxes....I log back in every few hours to complete the task only to be disappointed.....the repossess I received yesterday from Turbotax made me believe is was only an hour or 2 for them to actually post the form....sounds like no one there knows what's going on or cares, totally ridiculous already

In the case that you described, only part of the distribution was RMD.  It's your responsibility to determine the amount that was required to be distributed and that's the amount that TurboTax is asking about.  However, in the case where you take more than the required amount from an inherited IRA under the 10-year rule, it's safe to just say that the entire amount is RMD since such a distribution is not eligible for rollover.  The aim is simply to convince TurboTax that you satisfied the RMD so that TurboTax does not prepare Form 5329 Part IX.