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If the import feature in TurboTax is not working properly for you. The easiest way to input this information is to sort it by summarizing the sales section totals instead of entering each trade.   To do this, separate the section totals into their respective categories based on your 1099, for example:   Short-Term Covered: (Box A) Basis was reported to the IRS Short-Term Non-Covered: (Box B) Basis was NOT reported to the IRS Long-Term Covered: (Box D) Basis was reported to the IRS Long-Term Non-Covered: (Box E) Basis was NOT reported to the IRS   You only need to make one entry for each category that has totals. For example, if you only have have Box A and Box D transactions, you only make 2 entries.    Click on Wages & Income Select Add more income Scroll down to Investments and Savings and click down arrow Select Stock, Crypto...(1099-B...) Select Add investments, Add a different way Select Stock, Bonds, Mutual Funds (1099-B) Enter brokerage information, then Continue In the "Tell us about the sales..." section, answer those questions, then Continue In the "Now choose how to enter your sales", select Sales section totals, Continue Enter the Total Proceeds and Total Cost Basis for your first category Note: If you need to adjust the basis, click on the box below the sales section, I need to adjust my total cost basis Repeat for any other categories (Boxes B, D or E) that appear on your statement   Because you are summarizing, the IRS requires the specific transaction details. After you e-file, TurboTax will generate Form 8453. You must mail this form to the IRS along with a copy of your 1099-B within 3 business days after your return is accepted. 

TurboTax does not support Form 8621 (Information Return by a Shareholder of a Passive Foreign Investment Company). Because of its complexity, the software does not include the form, nor does it perform the necessary PFIC (Passive Foreign Investment Company) calculations.

For this first tax year, lenders are not required to prepare a form 1098-VLI for vehicle loan interest; you will enter your own records of new vehicle purchase loan interest you paid in the TurboTax Deductions and Credits menu, see below: 1. Federal  2. Deductions & credits 3. Deductions and credits summary 4. Add more tax breaks 5. Cars and Other Things You Own 6. Car Loan Interest - Start   Learn more about how to qualify for the 2025 tax deduction on new car interest.

You should have a 1099R form for that.  If they didn't mail it to you maybe you can log into your account and print another copy. 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

Here is how you can enter your Virginia 529 contributions.   Navigate to the Virginia section of TurboTax (State Taxes > Virginia) Continue through the interview questions until you arrive at the page with the heading Here's the income that Virginia handles differently Page down to Education Select "Start" Commonwealth Savers (Section 529) Plan On the next page, answer "yes" to the question "Have You Ever Had a Virginia 529 Account or Prepaid Tuition Plan?" Answer the question about the year(s) of contribution (here is where you can select both carryforward or current year contributions). Lastly, enter your 529 account info and activity Here is some more information on deducting 529 contributions: 529 Plans and Taxes: Deductions, Tax-Free Withdrawals & More

If you did not receive health insurance through one of the state Marketplace Exchanges then just answer NO when asked if you received a Form 1095-A.   If you did have health insurance through one of the state Marketplace Exchanges and did not receive the Form 1095-A the go to this website for the form - https://www.healthcare.gov/tax-form-1095/

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 Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

The TurboTax online editions do not have direct access to any forms, schedules or worksheets.  That option is only available using the desktop editions in Forms mode.   The Form 8949 is completed by the TurboTax software after you enter an investment sale.   To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button

Follow these steps to enter your details for next year's estimated tax vouchers (Form 1040-ES:( Open or continue your return. Navigate to the 1040-ES section: TurboTax Online/Mobile: Go to the 1040-ES screen under Other Tax Situations. TurboTax Desktop: Search for 1040-es and select the Jump to link or, Go to Federal Taxes. Go to Other Tax Situations. Under Other Tax Forms, select Start or Update next to Form W-4 and estimated taxes. Special tax calculators are always found in the Other Tax Situations menu.