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Sometimes the import of tax documents from financial institutions just doesn't work.  TurboTax can only import what is made available by the financial institution.  When this happens, you have to manually enter those documents that won't import.  If you have a lot of transactions reported on a Form 1099-B, consider reporting them by category totals instead of entering each transaction.  

To indicate that a pension amount is not taxable on the New Jersey individual tax return when it was taxable on the Federal return, follow these steps in TurboTax Online:   1. Go to States from the left menu   2. Select Edit or Continue next to New Jersey   3. Proceed through the screens until you get to Pension/Annuity Distribution for You   This page will show your pension/annuity distribution from the Federal return and will allow you to check a box to mark it as nontaxable in New Jersey   Here is information from the NJ Division of Taxation about the taxability of retirement income.  

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

In TurboTax Online, to enter your Form 1099-S for the sale of unimproved land, go to Wages & Income and find the section for Sale of Home or Other Real Estate. Select Start or Update next to this section. You will be asked if you sold a home or any other real estate. Answer Yes, then enter the information from your 1099-S, including the sales price and details of the land sale. TurboTax will guide you through reporting the transaction and any capital gains or losses.

@evanochko Contact support to see if the expert you want is available this year.  The "Live" experts are seasonal employees who may or may not be working with TT this year. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

Make sure you entered the number exactly as it is on your driver's license, including any spaces or special characters.  If you continue to experience issues, you can try the following and then enter the number again: Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. Also if your state does not require you to enter your driver's license number, you can skip it and continue with your return.   @Silentblades07 

to DavidD66 To update my message, the date I entered NYS was 7/1/2025. I made a typo. Does your answer change? Also, I want to be able to claim out-of-state tax credits for the state I was previously a resident of (a non-reciprocal state). In my previous state of residency, I am also taxed on my wages from the state I worked, NY. Otherwise I am double taxed.  So I plan to file married filed separate to previous state and get an out-of-state tax credit for the taxes I paid to New York for the period I was a non-resident of New York. I will pay New York a full year of tax on my wages, but half of my interest and dividends. The previous state I pay half year of taxes on interest and dividends and receive an out-of-state tax credit for 6 months of wages. Previous state  is Pennsylvania. I will file married filing separate for PA and list date of resident 1/1/2025 to 6/30/2025.

Yes, if TurboTax did not populate your California Carryover Loss from 2024 on Form 3801, Line 1c, you can enter your calculated loss manually.  Carryover amounts should also show on your 2024 Schedule E Worksheet, in 'Carryovers to 2025 Smart Worksheet'.      Here's more info Carryovers for CA Rental Property.   @yosemite798   

Complete insane that the 'advice' from TurboTax here is to just delete forms and information that is absolutely being provided to the IRS to get "past" the fix. Yes, that is going to be fine in 99% of cases assuming the distribution isn't tax deductible, but I sure hope TurboTax is planning to pay for any expenses associated with their customers following this "advice" if the IRS decides to make an issue of it for some people. This is OBVIOUSLY a bug in TurboTax's software that they're simply refusing to fix.

You may be able to find the school's federal ID number by going  to the state government agency website for incorporations and looking up the registration documentation for the school. The federal ID number is often listed there.  The incorporation information is usually available to the public.   @user17748134755