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just to add I think 1/27 is when Vanguard starts making data available to import, but they won't have released all their 1099Bs for everyone by tomorrow.  If the only thing you're waiting on is 1099R it may be available, you'll have to see.

SLoyd1 - The assertion that there is a Safe Harbor of $600 (MFJ) is a fantasy. Please read my December post which immediately precedes your post. (The $600 credit exists, but only if the requirements cited above are fulfilled.)

With the TurboTax Online version, you may want to save your return and sign out, clear your cookies and cache on your computer. After that, close your browser and then log back in.  See the following links to get more support with this issue: TurboTax how to clean cache TurboTax how to clean cookies   If you are using TurboTax Desktop, make sure the software is updated and check your firewall and antivirus settings to be sure they aren't blocking any part of the software.    If you are still having issues after trying these options, contact Customer Support by clicking the link below TurboTax Phone Number  

TurboTax Refund Transfer allows your TurboTax fees to be deducted from only your Federal refund.  The Federal refund must be larger than the TurboTax fees in order to use this feature.  Any state refund(s) that you expect to receive will be sent to you directly from the state and cannot be used to pay the TurboTax fees.

Yes, you will both need to enter the form since the form covers members of both tax families.   You and your fiancé will need to use the shared policy allocation rules on your tax returns.   There will be a box to check to tell TurboTax you have a shared policy.   You can share the policy by any percentage you both agree upon    50/50,    0/100,    100/0,    30/70,   etc.   Where do I enter my 1095-A?   Here are some examples of policy allocations from the Form 8962 instructions.

Yes, you will file Schedule R and R-1 for the State of California Schedule R  Schedule R is the main form used to determine how much of your total S-Corp income is "sourced" to California. Schedule R-1 is used to determine your Single-Sales Factor formula to determine the apportionment by listing your  California sales ($1,500) vs. your "Everywhere" sales (CA + VA total).   You won't use Schedule R-2 because you have no non-business income to report. Here is the order on how to prepare your tax return.   First file Federal (Form 1120-S): It will show your total income for the whole year. Next file California (Form 100S + Schedule R). It will report  full-year federal figures, but  Schedule R  will apportion only the $1,500 for California. Mark it as your Final CA Return. Now file, Virginia (Form 502): Report the full-year figures, but  Virginia's version of apportionment (Schedule A)  will determine that only the income earned after Jan 29 belongs to VA.

If you find that you are "stuck" in the Review process and/or the program is not forwarding to the next step:   Check your Internet connection Try logging out of TurboTax, and using another browser. Chrome or Firefox generally work well. Try clearing your cache and cookies Restart your device   If after trying these steps you are still having trouble, be sure that you addressed all of the issues identified in Review. If you have tried all of the troubleshooting steps offered and the program still won't advance, please click here for information to contact TurboTax customer support.        [Edited 01/26/26| 2:11pm PST]    @kenneth-alcorn87 @kentcox44    (edited)   

why ask for total value of traditional iras sep and simple iras in turbotax? If I have no employer iras i assume answer is 0 and traditional is just my ira....i do not see broken out by husband and wife

@smaurer56    It goes on an entirely separate line on the form 1040..line 13b. And it phases out for singles with AGI over $75,000 and MFJ with AGI over $150,000   The regular Std Deduction show up on line 12e of the 1040.   (Married seniors who file separately , MFS, don't get it at all)

The IRS randomly selects tax returns for info verification. Sometimes a specific item on the return activate the request. In order to receive your refund, you must follow their instructions, verifying your identity.   For more information, see the link below:   IRS verified identity  

@meagain1 wrote: Not sure why you are stumping for Intuit TT, but I have NEVER filed my taxes through Intuit.  I'm not "stumping" for anyone, anything, OR any product.   I'm merely pointing out that there are alternatives for those who don't want to upgrade to Windows 11 (which desktop versions of TurboTax require).    My attitude is if so-called "long-time users" of TurboTax don't want to use TurboTax for ANY reason, they do not have to and should not do so. The one issue I have is those same people continually whining about Intuit's policies on this board. If they don't like it, just move on; use a tax pro, different software, or prepare the return manually.

The Enhanced Deduction for Seniors is automatically generated based upon your filing status and age.   The $6,000 Enhanced Deduction for Seniors is reported on IRS Schedule 1-A Part V lines 31 through 37.  The total of IRS Schedule 1-A may be found on line 13b of the IRS form 1040.    In TurboTax Online, you may print or view your full tax returns prior to filing after you have paid for the software.   View the entries down the left side of the screen at Tax Tools. Select Print Center. Select Print, save or preview this year's return.  In TurboTax Desktop, select FORMS in the upper right hand corner of the screen.