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It's March 25 and I'm still not able to file because of this bug. I've deleted the forms again and now at the review stage, I'm getting an error for the question "Did you install improvements or replacements for enabling property?" -  "must be checked when any enabled property code (A-G) is selected."    Under "Improvements or replacements installed for enabling property", I've selected "Windows and skylights" because that's the only one I've upgraded (and it forces me to select one), but it's also complaining that I ned to enter a value for "Total cost you paid for all materials", even though it's under the section about panelboards, subpanelboards, branch circuits, or feeders, which I have not installed.    This lack of support is driving me crazy. I don't know what to do here aside from abandoning Turbotax and doing this all over again somewhere else.   

@DaveF1006  Why do you say this is "an unusual situation"? I had the exact same problem with a part year residence in MA which could not be "overridden" using the TT Online Program. I had to file my taxes using different non-Turbotax software. The worst part is that if you didn't know what to look for, Turbotax would not prepare the forms correctly but would still file them.   Clearly this allocation problem with US Treasury Obligations is more pervasive, extending now to MD. It appears TT has problems with part year returns and proper exclusion of US treasury obligations. Why is TT having problems handling this situation? They will Lose customers.   After being forced into alternate software, I determined I only had to spend $17 to file both State and Federal instead of $129 with Turbotax. 

To make a change, click the Forms icon in the top right corner of the TurboTax window.  In the list of forms on the left, look for the Information Worksheet (it might be titled "Fiduciary Info" or "Trust Information Worksheet").   Scroll to the Trustee/Fiduciary section. If the address fields are yellow, you should be able to type directly over "PO BOX 23."

Yes, it's a wash sale. You bought the new stock. It doesn't matter how the purchase was triggered. Signing up for the semi-annual purchases was your buy order.   In the future you might want to take the automatic purchase dates into account when you are considering selling at a loss.  

You can't get scholarship income on the correct line without entering it as a 1098-T in TurboTax Online.     But if you are using the desktop software, you can enter it directly on the Other Income worksheet on line 8r.   

I figured out my error.  I had missed line 8, 11, and 13 on the Form 8606 for the non pro rata taxpayer.  I'm showing a zero basis on line 14 now and not going to worry about the IRA Information Worksheet.  

I am filling out my dad's taxes.  He's 86, and retired.   Why is Turbo tax forcing me to fill out this WA State Family credit.   I tried to not fill it out, and it wouldn't let me e-file his return, so then I tried to fill out the WA form and it said he wasn't eligible, which of course he's not.   But it still won't let me e-file.     What can be done?

This is usually a PDF viewer issue, try the following to troubleshoot your issue:   Try using a different browser. Save the PDF Go > to file > Print > Microsoft Print to PDF > then print the new file Disable “Print in grayscale/black only” if the PDF is white text on dark background Update/repair Acrobat: Help > Check for Updates; then Help > Repair Installation (Windows). Clear print spooler (Windows): 1) Win+R > services.msc 2) Stop “Print Spooler” 3) Delete files in C:\Windows\System32\spool\PRINTERS 4) Start “Print Spooler” Let us know if these do not correct your issue. @dkissel 

Here are some more troubleshooting ideas for you to import your 1099 forms:   If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection Clear cache/cookies, then try the import again If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry Temporarily disable firewalls or antivirus software, which can block connection to broker servers Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances Ensure your document ID from the broker has the correct number of characters You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.   @paswines 

After you enter your wife's name, date of birth and occupation (she could be "housewife" or "unemployed" since she isn't working) and click Continue, you'll get a screen titled "Tell us more about [wife's name]".  On that screen, the 3rd selection from the bottom is "[Wife's name] is a nonresident alien spouse or dual-status alien spouse".  In your information, in the "About your household" section, you selected Plan to file separately or as Head of Household".   Because your wife doesn't have a Social Security Number or ITIN, you won't be able to file the return electronically.  You can mail the return, but you should also consider having your wife apply for an ITIN and mail that along with the tax return.  The IRS has Taxpayer Advocate Services that can help you with that.  Or you can find a Certifying Acceptance Agent who can help you with filling the W-7 form to mail with your return.   This article from TurboTax has helpful information about the process of filing a tax return with a non-resident spouse.