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Currently, TurboTax Online doesn't offer an option to delete or remove uploaded CSV files after import. If the CSV cannot be properly calculated or processed, it may become stuck, requiring you to start over or manually correct the entries. This is a known limitation in the system and can be frustrating. To resolve issues, you can try to manually delete the related investment or crypto entries by navigating to the specific investment or cryptocurrency section in your return and removing incorrect data.   To manually remove or correct CSV-imported data in TurboTax Online, follow these steps: 1. Go to the Wages & Income section. 2. Find the Investments and Savings area and select Start or Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA). 3. Review your current investment entries. 4. Select the specific investment or crypto holding you want to remove or edit. 5. Choose the option to Delete or Remove the entry if available. 6. For corrections, edit the details directly within the entry. If there's no delete option for the imported CSV as a whole, removing entries this way clears your data. You may then re-import or enter data again.  

"Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent." This is not our situation. I (the parent) and the recipient and the 1099-Q listed me. In another thread I was advised that the 1098-T should go on the STUDENT's return since he would still not have any tax liability at his income leve;. And that would allow me to get a larger AOTC credit on MY return. Is this true?

2020 software isn't available anymore, unless you already purchased it previously.  Here is a link to paper forms: 2020 Form 1040 (PDF)   It is important to file an unfiled return because there is no statute of limitations on an unfiled return.  You can file a past due return anytime, but you only had 3 years from the original due date of 4/15/2021 to claim a refund, if you were due one. Because 4/15/2024 has passed, unfortunately, it is too late to get a refund. See: Claim a refund However, if you owe taxes, filing will stop the accumulation of penalties and interest.

See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk See this TurboTax support FAQ for amending a prior year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

I didn't reinstall it. The installation was the one I installed in 2023 when I did the tax return. My code was good in that year.     Are you saying I cannot use the license code more than 5 times for myself, even on the same machine? If that is the case, why was I asked to input/use the code after an update (not a new install, not a reinstall)? It does not seem reasonable.   Any difference if I installed it on a VirtualBox client, and move it to a new machine later?

TurboTax does not support tax year 2020.  If you did access a 2020 edition it could not be installed since the license code is no longer valid.   Note - It is no late for file or amend a 2020 return for a tax refund since it is beyond the 3 year limit from the due date of the 2020 tax return.

Staking cryptocurrency income is usually reported on Form 1099-MISC instead of Form 1099-INT because it is considered miscellaneous income, not traditional interest income. The IRS treats interest income as earnings from lending money or deposits, which is reported on Form 1099-INT. However, staking rewards are more like rewards or payments for participating in a network or service, so they fall under miscellaneous income reported on Form 1099-MISC.   If your staking rewards are reported on a Form 1099-MISC under Box 3 (Other Income), you should enter them as "Other Income" in TurboTax. To enter staking rewards as other income in TurboTax Online: 1. Navigate to the Wages & Income section. 2. Scroll to or search for 1099-MISC and Other Common Income. 3. Select Start or Add a 1099-MISC. 4. Enter the payer's information from your Form 1099-MISC. 5. When asked about the type of income, select Other reportable income (Box 3). 6. Enter the staking rewards amount exactly as shown. This will properly report your staking rewards as other income and not self-employment income.

Go to this TurboTax website to purchase, download and install one of the 2025 desktop editions - https://turbotax.intuit.com/personal-taxes/cd-download/   If you have already purchased the 2025 desktop edition but have downloaded the software, go to this website to download the 2025 edition you purchased - https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/   Minimum system requirements for the 2025 TurboTax desktop editions - https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements/

Thank you. And just to clarify, my son would need to enter the 1098-T scholarship amount in the education section on the Deductions and Credits section of turbotax - there is no place to enter it on the income section, correct? That will probably require him to purchase TT Deluxe rather than using the free version?

These steps will report the income and report the same amount as a negative adjustment.  Ignore any messaging that says do not enter Form 1099-MISC or Form 1099-NEC in this manner.   Go to the Income section of your return Scroll to the Less Common Income category Click Start or Update beside Miscellaneous Income, 1099-A, 1099-C Scroll to the bottom of that section and click Start or Update beside Other reportable income Answer Yes Enter your description (include Form 1099-NEC as part of the description) and amount for the income you received Enter your description and a negative amount for the income you received   The end result is that no additional income is reported on your return, but there are two income entries shown on Form 1040 Schedule 1 line 8z.  

Is the amount sent/issued by the IRS the same as the refund amount shown on your federal tax return Form 1040 Line 35a? - https://www.irs.gov/refunds If not, then go to this IRS website for information on reduced refunds - https://www.irs.gov/taxtopics/tc203 Are you also receiving a state tax refund? If so, the state refund is sent directly to you based on how you chose to receive the state tax refund. Use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=m7ulm2n7   If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

Your federal refund can be less than the amount shown on your tax return for several reasons. Common causes include the IRS applying your refund to unpaid federal or state tax debts, child support, student loans, or other federal obligations. Another reason could be holds due to suspected fraud or issues with your bank account information for direct deposit. If your refund amount doesn't match what you expected, you can check the status by calling the IRS automated refund hotline at 800-829-1954. If you believe your refund has been reduced due to offsets or holds, the IRS can provide specific details.

Form 1095-A, also called the Health Insurance Marketplace Statement, is a tax form for people who bought health insurance through the Marketplace. It shows your coverage, premiums, and any advance premium tax credits you used. You need Form 1095-A to complete Form 8962, which calculates or reconciles the Premium Tax Credit on your tax return.   To enter Form 1095-A in TurboTax Online, follow these steps: 1. Go to the Federal section of your return. 2. Select Deductions & Credits. 3. Scroll down to the Medical section. 4. Find Health Insurance Marketplace (Form 1095-A) and select Start. 5. Answer the questions and enter your 1095-A details exactly as they appear on the form. If you have multiple 1095-A forms, you can enter more than one. Make sure the information matches your form to avoid filing errors.

@Judy55 When using the desktop editions, Continue the tax return that needs to be amended. Click on Federal Taxes (Personal using Home & Business) Click on Other Tax Siturations Under Other Tax Forms On Amend a return, click on the start button

IRS website for information - https://www.irs.gov/payments/pay-taxes-by-electronic-funds-withdrawal   Once your return is accepted, information pertaining to your payment, such as account information, payment date, or amount, cannot be changed. If changes are needed, the only option is to cancel the payment and choose another payment method. Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date. Go to this IRS website to make a tax payment after you cancel the current payment - https://www.irs.gov/payments

If you had employer-sponsored insurance, you probably received Form 1095-A or 1095-B.  Form 1095-B is sent by insurance providers or small employers (under 50 employees). It proves you had minimum essential coverage (MEC) for you and your dependents, as required by the Affordable Care Act. Form 1095-C is provided by large employers (50+ full-time employees). It details the health insurance the employer offered employees and is used to confirm employer compliance with the ACA. It shows which months you were eligible for coverage. You don’t need to enter Forms 1095-B or 1095-C in TurboTax, but keep them for your records.