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@bnascenzi wrote: If I had know beforehand, I would have looked into different tax software options... There aren't any other options. No other company offers anything like ItsDeductible with both a valuation feature and import function.

not sure what change on Friday you're referring to, but Canada has always allowed Win 10, however with caveats about security and a recommendation to use Win 11.   https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/download-products/end-support-windows-10-affect-turbotax-desktop/L4v9atO3O_CA_en_CA?uid=mesv72gu   it's different market, software, tax regime, regulators, legal etc - they still have a range of versions down to basic and no Mac.  I don't think you can compare the two things any more than you can Turbotax and TaxAct, one supports Win 10 and one doesn't.

The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - 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) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

To enter, edit or delete a form 1099-R - 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) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Thanks, Great!   Wonder why they ask it twice different ways and in different places?   Actually I don’t think I got that screen when adding a child.  We must have answered something differently on  screens before  

I assume that you entered the checkmark on military service in the My Info/Personal Info section. This is what will trigger TurboTax to start asking the right questions.   Note that in the W-2 interview, you should be asked if this income is from military service.   Then, in the Pennsylvania interview, you should see a screen titled "Compensation Summary".   On this screen, note the following: "Income earned by residents who are called to active military duty is exempt from Pennsylvania taxation. You will need to edit the entry and mark it as non-taxable to Pennsylvania." Did you click on the pencil icon on the following line for your W-2 to adjust your Pennsylvania income to remove any non-taxable military income?

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected.   Since the IRS will not begin to accept/reject returns until January 26, you are going to be waiting in “pending” for awhile.  Your return is sitting on a server, where you cannot fix  it or get it back.   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.

We cannot see your return nor do we know what else you have entered.   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/    

OneDrive or External Drives: If your TurboTax files are stored in OneDrive's Personal Vault or on an external drive, it might trigger the activation prompt. Try moving the files to your local drive or ensuring the Personal Vault is unlocked when launching TurboTax.    Can someone at TurboTax explain the technical reason why having the tax file on a personal vault or external drive causes the activation prompt?  

I checked the "Online" software, and the taxpayer does have to pay attention more than in prior years.  Flow seems different, but I'm not a great "Online" user.:   MFJ Premium.....Mark is the dependent   _______________________________________

How to create W2s and 1099 https://ttlc.intuit.com/community/forms/help/how-do-i-create-w-2-and-1099-forms-in-turbotax/00/25869   Quick Employer Forms FAQs https://quickemployerforms.intuit.com/faq.htm