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The Tax Tools option is still on the left sidebar, but it may be hidden. Try to click the arrow next to Federal to the down position This should reveal the Tax Tool option.  For TurboTax Online, use the "Save your [year] return to your computer" option within the Tax Tools > Tools Center 

TurboTax (TT) does not automatically prepare a School District return (form SD 100), even if there is SD withholding on your W-2 (boxes 18-20).     You must initiate a School District tax return.    In the Ohio state income tax return, at the screen A few things before we wrap up your state taxes, click to the right of Ohio city taxes.

Is the absence of a value in Box 14 of my W-2 a certain indication that my company did NOT report the ordinary income (Box 1) for the discount on ESPP share purchase?  The shares were transferred from the ESPP holding company to my brokerage so it seems reasonable that there was a disconnect and my company did not report the earnings but I want to be absolutely certain to avoid paying double taxes.

@shmttaxes    IF the questions didn't ask about an amount distributed to charity.... Go thru the 1099-R form again. 1)  The 1099-R has to be for an IRA (or SEP or SIMPLE plans, with a certain restriction).  Other pension types are not eligible for making a QCD. 2)   so the box IRA/SEP/SIMPLE must be checked on the 1099-R form itself....and on the software form in TTX. 3) then, once you are sure that box is checked in the software continue thru all the follow-up questions again.  On my desktop software, the transfer to charity question shows up in the middle of a long list of checkboxes on a page right after asking if the plan was a Qualified or Non-qualified plan.  (online software may have a slightly different Q&A sequence)

Another option is to save the whole tax return as a PDF and select only  the vouchers you want to print by following these steps:   Open the PDF and select File > Print. Select Adobe PDF or Microsoft Print to PDF as the printer. Under Pages to Print or Print Range, select Pages and enter the specific pages or ranges you want to save (e.g., 2-5, 8, 10). Click Print and choose a location to save the new PDF file. @dshugard 

If your self-employment income and expenses are entered but not appearing on the Summary page in TurboTax Online, it may be due to not completing all required steps in the self-employment section. To address this: 1. Return to the Schedule C section under Wages & Income. 2. Confirm you have answered all questions about your business income and expenses fully. 3. Make sure you have completed the self-employment work summary and saved your entries. 4. If you used the option to import transactions, check that all relevant income and expenses were actually added. Also, try refreshing your TurboTax session or logging out and back in to see if the Summary page updates.

If you are referring to the four 1040ES vouchers, those are optional for you to use.   You are not required to use them or to pay quarterly estimated tax.   If you expect to owe at least $1000 for 2026, you can use them to make estimated quarterly payments to avoid a big tax bill next year or to avoid an underpayment penalty.  If you choose not to use them, that is okay; you can just shred them.

I imported over 1000 Charles Schwab transactions. Federal Form 8949 lists 8 WASH SALES. I know PA doesn't care about Wash Sales- but my PA income looked too Low on Capital Gains (it showed as a negative !) Also Fed Form 8949 shows 4 $1 gains- Do I NEED to Adjust them? (rounding errors?) 2 Totals d= 106,828 e= 120,947 g= 14,123 h= 4.  (other 4 wash sales showed $0 gain)

The fact that you are getting a refund for tax year 2025 does not affect your obligation to pay estimated taxes for 2026, especially if your have income for which no taxes are withheld such as self-employment income or capital gains.   The tax laws say that you avoid a penalty for underpayment if you paid withholding and estimated tax of at least 90% of the tax for the current year or 100% (or 110% if your AGI is over $150,000 or over $75,000 if MFS) of the tax shown on the return for the prior year, whichever is smaller.     Please read this IRS document.

Starting in September 2025, due to Executive Order 14247 issued on March 25, 2025, the IRS will stop issuing most paper checks for federal tax refunds. The order requires all federal government payments, including IRS tax refunds, to be processed electronically to improve efficiency and security. This means that if you have access to US banking services or electronic payment systems, your federal tax refund will be sent via direct deposit or another electronic method. Paper checks will be issued only in very limited situations where no electronic alternative exists. For checking your federal refund status, you generally need to use the IRS's online tools where you provide your Social Security number, filing status, and exact refund amount from your tax return.   If you provided a bank account and the IRS wasn't able to deposit your refund, you will receive IRS Notice CP53E. The CP53E is an official IRS request to correct your banking info to ensure your refund is deposited properly.

Once you file your tax return, TurboTax gets no further information.   The IRS or your state are taxing authorities that have the right to request information from you.   Sometimes those requests are random and sometimes they are triggered by something that they see on your tax return.   If you have been instructed to verify your identity or to provide copies of tax documents, you need to follow the instructions in the letter you received so that you can receive your refund.  TurboTax cannot help you with that.  This is now between you and the IRS (or state).

Yes, the income must be reported on your return.  If the property is rented below market value, then use the following steps to report the income:   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 (such as below market rental income) and amount for the income you received   If the property qualifies as a second home for you, then you can claim the mortgage interest on Schedule A.  You can also claim the property taxes as an itemized deduction on Schedule A.     To learn more, take a look at IRS Publication 527.   @S51 

Here are some possible solutions to resolve your SSN issue:   Delete the SSN from the CA Info Worksheet from the box and from inside the form and enter it again in the Federal "My Info" section, you will be able to continue. Delete your state return and then go back and enter again your state information. How do I delete my state return in TurboTax Online?   Clear your browser’s cache and cookies from your computer which often fixes ‌verification issues. How do I delete cookies  How to clear your cache    Navigate to the Federal “Personal Info” section and double check your dependent details. If the CA form is still giving you trouble, you might want to delete the dependent completely and enter again the information.

TurboTax is ‌software.  It doesn't do your taxes unless you pay for a premium service. Did you enter your information into the program? Are you sure you entered all of it? What did the letter request?