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Hi SteamTrain - Thanks for your quick and very helpful reply!  Your advice was just what I needed.    Although I have been using TurboTax for decades, for some reason I didn't recall that double-click feature, so I am especially grateful that you pointed it out.   Regards   Carl235

Sorry--- in order to clear it and start over in a lower version---you really start over.     TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US?uid=ma8s9fn5   HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady  

Currently the state program when using the Deluxe online edition is $39   Go to this TurboTax website for the Deluxe edition and click on the blue link State additional - https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp

Gracias for the speedy response.  I understand what you are writing.  But, if I follow the procedures used in recent years, the system should ask if my broker is a member of the contributing party, and then I select same.  It should take me to the broker's site, where if there are 1099s to be uploaded, I would select same and execute.   If I go to Topic List and select capital gains. I get taken to a page that wants me to review last year's 1099-DIVs.  It appears that the updating system is not in place at all.  As it turns out, I do have a few 2025 Form 1099s on file with a broker.  Others will probably arrive later, but the TT system doesn't have to know whether there are forms in place or not.  It simply needs to be in place to get me to the broker.   Of course, the system may be in place, but perhaps how it is accessed may have changed from last year and before?

Same issue.  I've requested to be informed when the form is available.  TT acknowledges my request.  Within a few hours I receive an email saying Form 5695 is available.  When I reopen TT it tells me I'm up to date, no new forms.  I go to the federal credit section and it says "coming soon".   Frustrating

@kbwalk    Saturday, 24 Jan: Apparently it is available in the "Online" software now, on the Deductions & Credits page, down where you enter the Home section... Home Energy Credits.   BUT Isn't in the Desktop software yet...perhaps mid-late in next week

1099 imports are not ready yet.  You may have a 1099R in hand but that doesn't mean import is ready, the data sets for the import are different to PDFs and the major brokerages will release everything together.     Not sure what you are seeing and why "waited more than two days" but I just tried import for Schwab on desktop and got the following message:   According to Charles Schwab & Co., Inc. documents will be ready for import on following dates   Form 1099-B available from Friday, 13 February 2026 at 00:00:00 PT onwards   Form 1099-DIV available from Friday, 13 February 2026 at 00:00:00 PT onwards   Form 1099-INT available from Friday, 13 February 2026 at 00:00:00 PT onwards   Form 1099-MISC available from Friday, 13 February 2026 at 00:00:00 PT onwards   Form 1099-OID available from Friday, 13 February 2026 at 00:00:00 PT onwards   Form 1099-R available from Friday, 13 February 2026 at 00:00:00 PT onwards

@user17692785954    The broker has to prepare specially-formatted files for direct download into tax software.  Those files are not the same as the PDF you get, and take longer for their computer people to prepare.   Just try once a week every Saturday.    You could call Chas and ask, but many times, the reps on the phone don't know the difference between the paper/PDF files you get , and the special files needed for import into TTX, or other tax software.

if you have not filed your 2025 tax return when using TurboTax, you may be eligible for a refund advance.   See this TurboTax support FAQ for the refund advance -https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/offer-details-disclosures-refund-advance-program/L4ljXp6TI_US_en_US