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If you had more than $10 of interest the bank or company should send you a 1099  Int for it by Jan 31 (or mid February for investment companies).   You need to report all your interest, divdends etc even if you don't get a 1099 for it and even if it is less than $10.  You can get the 2025 total interest from your December statement or log into your bank account.     You can probably import it.   How to import 1099s https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=lcw7rbhy It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it. At the bottom pick - Change How I enter my Form Then on the next screen pick - I'll Type it in Myself

@bobeeubanks   YES,   Each year you get to first offset the carryover loss against any gains you have each year so that can use more of it up. Then after applying the loss to the current gains if there is still a loss, you can take a max loss of 3,000 per year. On the income page The 2025 column shows the carryover to 2026 (not your current loss for 2025). Schedule D doesn't actually show the carryover amount. To find your Capital Loss Carryover amount you need to look at your return schedule D page 2. Line 16 will be your total loss and line 21 should be a max loss of 3,000. The difference between line 16 and 21 is the carryover loss for next year. Then there are 2 worksheets…. Capital Loss Carryover worksheet showing the carryover from the prior year and the current amounts. Capital Loss Carry Forward worksheet showing the amount transferring over to next year. In the Online version you have to save your return with all the worksheets as a pdf file to your computer to see the Capital Loss worksheets. You need to use Online Premium to enter a Capital Loss Carryover and investments. Or any of the Desktop programs. In the Desktop program you can switch to Forms Mode and open the worksheets.

Do you get a RMD from an IRA or 401k etc?  Yes you need to enter that.  You will get a 1099R for the RMD by Jan 31.  Wait for it.  And the retirement section won't be ready until Jan 21.     Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start If you are adding another 1099R there might be a Add button at the bottom of the list.

Since you now have to log into an Intuit Account when you first install it, all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to install it again or install on another computer, even on the other operating system (Windows, Mac) you can download it again. And the download will have all the updates. Sign onto your account here to download the program and to get the license code https://accounts.intuit.com/app/account-manager/productsBilling/turbotax   But they only support the last 3 years.  So you can not activate 2021 and prior.     See this article on how to move your tax return to another computer……. https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128   What I would do is just copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.   You only need the tax return data file ending in .tax2024 to transfer into 2025. You don't need to install older programs unless you need to amend or you didn't save the pdf file.

If you are on Windows you might need to update Windows OS first.  Or just closed then re-open Turbo Tax and it should automatically update or ask if you want to check for Updates.  Unless you turned that off.  Why do you need to update?  Maybe something you  are  trying to enter isn't ready yet, then updating won't help.  

Please read my entire message carefully before responding. I am not asking for TurboTax Canada support, and I am not being redirected there for help. I already stated—clearly—that the Canada link is an example showing that a prior-year Desktop download repository exists in Canada. That is precisely why I am asking this question. My question is, and has always been: Does an equivalent official download repository exist for TurboTax USA Desktop prior-year installers (similar to Canada), and if so, where is it? I am showing the Canada link as a precedent, not because I need to use it. The Canada site is obviously Canada-only, which I already acknowledged. Telling me to “go to TurboTax Canada” does not answer the question and misses the point entirely. I explicitly stated: I am looking for a USA download location I am not asking about purchases I am not asking about support windows I am not asking about activation guarantees I already have PDF backups This question is about installer availability, nothing else. If you do not know whether a TurboTax USA prior-year Desktop download repository exists, please allow a moderator or someone with accurate information to respond rather than posting an unrelated or redirecting answer simply to reply. Many users here are also searching for legitimate past-year software downloads, and an accurate answer would benefit the community. Thank you.

TurboTax has removed the Desktop editions from most partner portals, including Fidelity, Schwab, Vanguard, and others. Partners now only get access to: TurboTax Online versions (Free, Deluxe, Premier, Self‑Employed) Occasionally a discount on Online add‑ons But Desktop (CD/Download) is no longer included in the partner discount program for 2025. So when you click through Fidelity, TurboTax simply doesn’t show Desktop at all — not because you’re blocked, but because the product is not part of the Fidelity offer. This is consistent with what many users are reporting this year:   Most folks who received this perk from Fidelity, used it to draft complex returns for prep to their CPA, the online version demands interview and forces its own interpretation, not allowing full visibility of the business tax credit application, or even proper adjustment to depreciation.  It is useless for doing any tax planning for future years, or doing what if scenarios.  My point was this product, Premier, is the worst replacement for the desktop version as a perk from Fido.  I have to buy a replacement like Drake Tax or H&R Block to do what I have been able to do for over 20 years with TT.

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.   Since the IRS will not begin to accept/reject returns until January 26, you are going to be waiting in “pending” for awhile.  Your return is sitting on a server, where you cannot fix  it or get it back.   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, used a wrong W-2, left out a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.   @Tristenwerner9325

Many federal and state forms are not finalized---you might be waiting for some forms.     REFUND PROCESSING   https://ttlc.intuit.com/community/charges-and-fees/help/why-can-t-i-deduct-my-turbotax-fees-from-my-refund/00/25621   If your refund is enough to cover your TurboTax fees PLUS the extra “refund processing” fee of $40 ($45 in CA) and your forms are ready then when you are in the FILE section you can choose to have your fees deducted from your federal refund by a third party bank, who will take out your fees and send you the rest of your refund after the IRS issues the refund.    Please make note that if your refund takes too long to arrive (IRS delays, etc.) then you will also be agreeing that the TurboTax fees can be extracted from your bank account even before your refund is issued by the IRS.  This comes as an unpleasant shock to many people every year.      If you can possibly pay your fees upfront using a debit or credit card, it will save you that extra fee and even more importantly, the possible aggravation and delays that are often the result of poor handling/poor customer service by that third party bank.  We see way too many instances where refunds are delayed for months when users choose refund processing. There have been lots of complaints; there are a number of things that can go wrong when you use refund processing.  I suggest avoiding that situation if at all possible.     And....you can never pay state tax due from a federal refund, so do not expect that.   The state tax due has to be paid directly to your state.     What is Refund Processing Service?     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         Please see these links for form availability dates Federal form availability   Forms availability