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Use Form 5498 for the end-of-year value on your retirement account.  Your financial institution should have issued you Form 5498 which will show the end-of-year value of your retirement account.  That's the amount you will enter into TurboTax.  Form 5498 will also show how much was contributed to your account during the year.  See the following link for more information:   What do I do with Form 5498? Where do I enter my traditional or Roth IRA contributions?

You can find your taxable income on line 15 of your Form 1040.    To view your form 1040 and schedule 1 to 3:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary See the Preview my 1040 option in the left menu bar and click on it Choose the Back option in the left menu bar when you are done        

You should contact whomever issued the Form 1099-R and request a corrected form with the Box 7 code. The issuer should be able to provide you with the correct code so you can go ahead and file your tax return while you wait for the corrected Form.  I'm not sure how the IRS would treat it if you add a code to your tax return but do not get a corrected Form 1099.  They might do nothing, they might send you a letter requesting a copy of your Form 1099-R.   FYI, you can see a list of codes for Box 7 of Form 1099-R by going to:  What do all the codes in Box 7 of the 1099-R mean?

If your broker is in the import-ready list in the program, what happens when you try to import?  If you can give more details, we'll try to help.   Make sure your broker account settings allow 'third party access'.   @milleis 

Form K-210 is a form used in Kentucky to determine the amount of an underpayment of tax penalty for Kentucky. You may be being asked the amount of your income for different quarters during the year to determine how much tax you owe for each quarter. That would be used to determine your tax liability for each quarter which would then be matched with your tax paid for the quarter to see if you were deficient in tax payments.

Similar thing is happening in the downloaded (not web) version: I updated my charitable deductions, but the update flag that had gone away is now back! Seems like a bug as it only happened AFTER an update last week.

@redrobintaxfirm First----we need clarification.      Your question posted from online TurboTax and you mentioned emails for each return.....When you use online TurboTax each return needs its own email, account and user ID.    But....if you are preparing returns for an S-corps, etc.----you need TurboTax Business---which a "Live" version online.   One return per fee.   If you use desktop download TurboTax Business on  a Windows  PC you can prepare and e-file up to five returns.  We cannot tell what you mean by "my firm"----please explain.

Although TRP may be listed as a partner, if they are not listed in the import-ready list in the program they may not have import-ready documents.  Although they may be added later, consider using the Summary Method for your 1099-B's and combining interest from the same institution into one entry.  The IRS has copies of all your 1099's already anyway; they're looking at totals in your return to compare.    @user17707532738