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Here's some posts I've collected about Transferring from 2024 into 2025 on Mac. This post got it to work a weird way…. https://ttlc.intuit.com/community/taxes/discussion/2025-turbo-tax-will-not-import-my-information-from-my-2024-turbo-ta/01/3723096 "I was having the same issue and stumbled upon a workaround. I tried opening the 2024 return using the 2025 software. Then a dialogue box opened up offering to transfer the file and this actually worked." This user found he didn't hit the Begin button to start https://ttlc.intuit.com/community/taxes/discussion/transfer-information-from-previous-year-s-turbotax/01/3723027 Several ideas and fixes in this thread. https://ttlc.intuit.com/community/taxes/discussion/attempting-to-import-last-year-s-tax-return-but-turbotax-will-not-do-it-found-the-correct-file/00/3718897 Some posts I found said…. After the program said it successfully transferred the information, I would click through and then it didn't show anything. All the fields were blank. I tried multiple times. What finally seems to have worked is I chose to select a file from my computer, instead of the .tax file that automatically showed up to select. I just saw another post where someone said they kept "fiddling with it" so I exited out of 2025 TurboTax and back in again and then it worked....so I transferred it quick! I opened my 2024 tax file using TurboTax 2024. It notified me that there were updates necessary to the software. I allowed it to update TurboTex 2024 and open my last-year's file. Then I re-saved the file. I then quit TT2024, re-opened TT2025, and was able to transfer the data. I did as another stated. Opened TT2024, it updated the file. closed application. Opened 2025 TT to transfer 2024 in and it worked like a charm.  

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, 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.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

You are seeing this because the amount of Medicare taxes withheld in box 6 is Not exactly 1.45% of the Medicare wages in box 5.  Remove any cents for the Medicare wages and see if the upgrade message goes away. OR - Delete the w-2 and re-enter.  Make sure the amount in box 6 is 1.45% or less of the amount in box 5.

TurboTax does not support IRS Form 3520.  You file the form 3520 separate from your federal tax return.   Go to this IRS website for form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts -https://www.irs.gov/forms-pubs/about-form-3520 - https://www.irs.gov/forms-pubs/about-form-3520   Mailing address - Internal Revenue Service Center P.O. Box 409101 Ogden, UT 84409  

The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. Turbo Tax automatically includes it if you qualify.   If you are married you have to file a Joint return. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 See the 1040…….