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Yeah I tried all that accept for uninstall and reinstalling. I will try that if you really think that will fix it, but was able to just E-File the Fed successfully and then went to do the California state and it failed, its 100% an issue with the California trust return. I just wonder if intuit intends to fix it / release an update or there's no way to know? Probably just the cal state trust forms are out of date but since its a weird return will they even fix it?

To prepare a tax return for someone else in TurboTax Online you have to create another account.  On the login page that asks for your "Phone number, email, or user ID, look to the bottom of the window where it says "New to Intuit?  Create an account"  Click on that link and create a new account.  You will have to use a different account ID.  You use the same email address, but not as the user ID.  

No. However, you do still get a future benefit. PA only taxes realized income - undistributed capital gains are not recognized usually. PA didn't receive tax money so you don't get a credit. PA does allow you to follow federal rules and increase your cost basis in the stock by the difference between the gain reported and tax paid. This means your PA gain will be lower when you sell.

Here should be two screen images of the this 1099-DA form entry trouble. Only other form entry trouble is on / about entering data from my printed financial institutions; 1099-DA box 12a and 12b.., Not seeing T.T. entry space for box 12. Thank you for your time. Jim.

When I run the final check of my completed Form 1040 I keep getting an error referring to Form 1099-R box 15. It says the state identifier MI cannot be the same. If I leave the information blank it tells me to fill it in, when I fill it in it tells me it cannot be the same MI. Very circular argument. This is TurboTax Deluxe 2025 and I ran the update  software procedure today before I ran into this concern.

Code B in box 7 with $0 in box 1 and an amount in box 5 reports a distribution of unrecoverable basis in designated Roth contributions.  However, such a form makes no sense unless there was another distribution for a direct rollover from a designated Roth account to a Roth IRA, reported on a Form 1099-R with code H in box 7, or a direct rollover from a designated Roth account to a designated Roth account in another employer's plan, reported with codes B and G in box 7.  The code-G Form 1099-R reports a distribution from the traditional account in your 401(k), not from a designated Roth account in the 401(k).  (The only reason I can think of where such a code-B Form 1099-R would be issued without any other distribution from the designated Roth account is if the entire investment in the designated Roth account became worthless, but that's implausible unless the entire investment consisted of company stock which somehow became worthless.)

I saw it just now. And yes I have built a test case that shows that an excess HSA contribution that was withdrawn from the HSA in a timely manner shows up on the Ohio MSA Worksheet as a contribution to a medical savings account, even if you hadn't opened one.    Yes, it looks like TurboTax is determined to give you a state tax deduction even if you can't use it on the federal level (i.e., the excess HSA contribution cannot be deducted on the federal return, so it is automatically contributed to an Ohio MSA).   I don't see anything in the state documentation that suggests one should do this.   Yes, in the short run, override line 1 on the lower part (Schedule of Adj Lines 6 and 45) of the Medical Wks and set it to zero. In my test, it zeroed out line 2b on Ohio IT-1040, which is what you want, right?

A rejected return can count toward the 5 e-files for TurboTax Desktop.  Can? How can I make sure what's the count?  If it's getting rejected that's because of error, how and why is it getting counted towards 5 efiles as long as it's for same person and same federal return?  If you filed jointly, both you and your spouse have the same AGI. Don't enter 0 for one of you. we did jointly and I putting exact number as shown in transcript and it's not 0

 You will be able to access the 2024 return you started by using the exact same account and user ID that you used when you started it.   But you can no longer use online software for any further changes.       Start a 2025  return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   Online tax preparation and e-filing for 2024  returns is now permanently closed.    Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2024 return, you now have to complete it using desktop software, which you must download to a full PC or Mac  (not to a mobile device).Then you need to print, sign and mail it.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-return-started-turbotax-online/L9Oe4M90A_US_en_US?uid=m68tffpe   If you already paid for your online software you can ask customer support for a download of the desktop software.   They are available from 5 a.m. to 9 p.m. Pacific time   https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number     If you are getting a refund, there is no penalty for filing late.  If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe.  Only the IRS will calculate this—TurboTax will not calculate it.     When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.  

In TurboTax, the sale will appear under the heading Stocks, Bonds, etc. (1099-B). That means it could be a stock, Bond, or similar investment sale such as those reported on Form 1099-B. It doesn't mean it has to have been reported on a Form 1099-B though. The gain on sale of the house is reported similar to the gain on sale of an investment reported on Form 1099-B. It will show on Schedule D and Form 8949 as an investment sale.

Looking through my tax returns, it looks like some things have been fixed (I am now able to mark average share price for the valuation method), but as the previous responder mentioned, I am unable to mark the acquisition method as anything other than "Purchased". I've sent a diagnostic copy as mentioned and my token number is 1341528.