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If the W-2 is not available by download, you may have to enter the W-2 by hand.   At the screen How would you like to add your W-2, select Type it in myself.   You are also able to Snap a photo of you W-2 with your phone.   W-2's should be made available by employers to their employees by January 31.

Yes, exactly.  Why would Intuit send an email saying the form is ready when it isn't?  I really hope this gets fixed soon so I can complete my taxes.  In TurboTax Desktop, it is still saying that it is "coming soon," even though I received a email that it is ready. Thank you for your support.

You can get to the mortgage interest screens in TurboTax using the steps below.   You can edit your input screens for mortgage interest as follows:   Click on "Search" in the top right of your TurboTax screen.   Type "Form 1098" in the search box. Select  the link "Jump to Form 1098" Review your screen and answer all of the follow-up questions to enter the correct mortgage interest amount You can delete a dulp0licate Form 1098 as follows:   If you are using TurboTax Online:   1. Choose Tax Tools option on the left menu bar in the federal section of TurboTax 2. Choose Tools 3. Under Other Helpful Links choose Delete a form 4. Find your duplicate Form 1098 or Home Mortgage Interest Worksheet and click on the option to delete it 5. It will say "Home Mortgage Interest Worksheet (XXX XX)) from 2025 Federal Form 1040: Individual and any linked forms will be permanently deleted". Select "Yes, delete" If you are using TurboTax Desktop:   1. Bring up the Forms mode by clicking on the Forms Icon on the top right of your screen. 2. Choose your duplicate Form 1098 in the list of forms at the left of your TurboTax screen it will say "Home Mortgage Interest Worksheet" 3. Use the Delete Form option on the bottom of the worksheet to remove the duplicate Form 1098 information     Click here for Mortgage Interest Deduction: How Does it Work? Click here for  Can I deduct my mortgage interest?   Click here for Deducting Mortgage Interest FAQs  

Using the desktop Turbotax Business for a trust (form 1041) with a single beneficiary.  There is a disagreement between the value for line 4a on the Form K1 (long term gain distributed to the beneficiary) and the value in line 18a column 1 on the Schedule D.  These two values should be equal, and the difference between the total long term gain for the trust and the amount distributed to the beneficiary should show in line 18a column 2 (Turbotax initally sets this to zero).  The effect of this error is that the schedule D tax calculation is wrong, effectively treating the trust's share of the capital gain as ordinary income.  Turbotax allows you to manually correct the value in line 18a column1 and set it equal to the value from the K1.  After making this change, schedule D is correct, but then Turbotax changes the values in the K1, making them incorrect. 

Thank you for your response.  However, this is from the 2025 709 instructions (see bold):   Who does not need to file. If you meet all of the following requirements, you are not required to file Form 709. • You made no gifts during the year to your spouse. • You did not give more than $19,000 to any one donee. • All the gifts you made were of present interests. Gifts to charities. If the only gifts you made during the year are deductible as gifts to charities, you do not need to file a return as long as you transferred your entire interest in the property to qualifying charities. If you transferred only a partial interest, or transferred part of your interest to someone other than a charity, you must still file a return and report all of your gifts to charities. Note: See Pub. 526, Charitable Contributions, for more information on identifying a qualified charity. If you are required to file a return to report noncharitable gifts and you made gifts to charities, you must include all of your gifts to charities on the return.   So, I think I may have to report all charity.  I do have to file because of a large gift I made to an individual in 2025.

I have been very frustrated by this. I keep clicking the button for them to email me when this capability is ready, and they keep emailing me back that it's ready. It is not. Over and over again. At least stope emailing me erroneously.

Mike, That makes perfect sense.  I should I known that.    I think we can open a HSA account now, then contribute only $8750 * 2/12  because he will age out of my family high deductible insurance in just over 2 months.  That money can be used for eligible costs from now until money runs out. Only after he has his own high deductible insurance can more funds be deposited.    1) Fundable only when HD health care active. 2) Useable regardless of insurance plan.  

You are not required to use expert assistance. If you selected live assistance by accident you can remove it.  Follow the steps below.   You can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. If you started in a different TurboTax product but added TurboTax Live You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File. Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order. On the order summary screen, select Downgrade. Please see How do I remove TurboTax Live?, for details.