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Still...it would be great if TTX assigned some tech person to investigate each of these instances...to find out what exactly is causing it.   That might take personal visits to some of these folks to see how their computers are set up. Yeah, the users would have to agree, and it would take a fair amount of travelling, but this happens often enough that TTX really needs to deal with it.   I have Windows 11 (Home) on an HP All-in-one, with Desktop Premier. This problem has never happened to me in 20+ years of desktop TTX software use ....knock on wood...(updated yesterday as I was away for a week).

"....my  Canadian contact number..." This is the U.S. TurboTax public user forum. For help with Canadian taxes, please post your question in the Canada TurboTax user forum., at the following link. https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-cahttps://turbotax.intuit.ca/tax-software/index.jsp  

Hello JamesG1,   I believe I have it all squared away.  Everything seems to balance out correctly now and I eliminated that extraneous Schedule D line, so I think I'm good to go.   Thanks very much for your help!   Regards, Alcibiades77  

@SusanY1, I was able to e-file with your workaround.  This only supports my assertion that this is an issue with TurboTax validation, not an IRS rule.  Look at the text version of the error I was getting from TurboTax below.  The difference between "tax withheld" and the aggregate of those lines is thousands of dollars, so adding $1 of non-existent capital gains does not make tax withheld suddenly less than the aggregate of these lines. If it the validation below really was an IRS rule, then adding $1 in capital gains should have caused my e-file to be rejected by the IRS.  I'll just use the IRS fillable forms tool or another product next year if Intuit decides not to fix this. ``` Your Federal Return Is Not Eligible for Electronic Filing Why? Electronic filing identifies tax situations in your federal return that could preclude you from filing electronically. Your federal return is not eligible for electronic filing due to the following reason: The tax withheld of $[redacted] as shown on Form 1040 is greater than or equal to $[redacted but smaller than first amount], the sum of income from the following sources: - Form 1040, line 1z – Wages, Salaries and Tips Amount ($[redacted total wages]) - Form 1040, line 2b – Taxable Interest ($[redacted small amount but above zero]) - Form 1040, line 3b – Total Ordinary Dividends ($[redacted]) - Form 1040, line 4b – IRA taxable amount ($[redacted]) - Form 1040, line 5b – Pensions and annuities taxable amount ($[redacted]) - Form 1040, line 6a – Social Security Benefits ($[redacted]) - Schedule 1, line 7 – Unemployment Compensation ($[redacted]) - Schedule 1, line 9 – Total Other Income Amount (–$[redacted high negative amount for FEIE]) - Schedule C, line 1g – Gross Receipts ($[redacted]) These rules are set by the Internal Revenue Service Electronic Tax Administration. To file your federal taxes by mail, select “File a Traditional Paper Return.” ```

If you received two separate W-2s from the State of California because you worked for two different clients, TurboTax may mistakenly identify one as a duplicate if employer details, especially the Employer Identification Number (EIN), match exactly. To prevent TurboTax from removing one W-2, check the following: 1. Verify Employer Identification Numbers (EINs): Enter each W-2 separately with its unique EIN. If the EINs are different, TurboTax should treat them as distinct. 2. Check Details Beyond EIN: If EINs are the same, but other details like wages and state/local info differ, enter both W-2s. TurboTax allows this when box details vary. 3. Manual Entry: If import causes issues, try manually entering each W-2.

@ jr202468 wrote: Same here too, last worked on it week ago. Opened TT today and it forced an update, then when I tried to locate the files, they were gone! Doesn't show as being a recent file either, looks like it is a clean slate.  Went back to my nightly backups, and it shows that it was there yesterday and was backed up, but it was deleted today apparently. I think it was that update program that does it. At least I was able to restore mine from the backup. Not a happy camper!  Also look in the Recycle Bin.  Sometimes it ends up there.  After seeing these kinds of reports over the years, I save an extra copy of my data file to a flash drive after every work session--just in case.  It seems like it is more common this year.

Hi @RogerD1 ,   I have more information below. So after merger of Walgreens and Sycamore, Walgreens common stocks from Retirement Savings Plan were liquidated on 08/28/2025 and Equiniti is responsible for distributing cash proceeds to shareowners. As my sister does not remember where her Walgreens certificate (134 shares) is, she will need to send "Letter of Transmittal" and a fee to release the check for amount of proceeds as shown on 1099-B (134 shares x $11.45/share = $1534.30). The DAP Rights are still with her Retirement Savings Plan and as indicated below, are not available for transactions nor distributions. I do not know what Payment Type 'C' is in Sales History, perhaps conversion from merger? As this is still employee stock, I do not know how to enter "Type of Investment Sold" and whether this is a gift or purchased by my sister. I would appreciate your guidance.           Transaction History: Sale History: (what is Payment Type 'C')   Thank you, Tulane  

I generated a Virginia married filing a combined separate return.  At the screen Your Virginia Dates of Residency During 2025, I reported the spouse living in Virginia from 1/1/2025 through 12/31/2025.  I entered a state moved to.   The dates entered in TurboTax, in the Virginia state income tax return, at the screen Your Virginia Dates of Residency During 2025, are reported on the Virginia 760PY Part-Year Resident Income Tax Return.  The state moved to is not reported.   @katie-kassis 

In TurboTax, your bank info for direct deposit is entered separately for federal and each state return. If your bank info appears on the federal return but not on your South Carolina state returns, and you cannot select direct deposit in the Forms view, this is because TurboTax requires you to enter or confirm direct deposit information specifically on the South Carolina state filing screen. To enter or update direct deposit for South Carolina in TurboTax Online: 1. Go to the File section. 2. Choose to Start or Revisit the portion for State Refund/Payment Info. 3. On the screen asking how you want your South Carolina refund, select Direct deposit. 4. Enter your bank routing and account numbers as requested. If direct deposit is not available or selectable for South Carolina in Forms view, it could be due to program navigation — Forms view typically shows form details and is not for entering payment info. Make sure to enter bank info on the dedicated State Refund screen in the File section for each return.

To access the form 4136 section in TurboTax Online, follow these steps:   Open your tax return Click on the Search button (magnifying glass icon) on the top right of your screen In the Search box, enter form 4136 and click on the magnifying glass icon In the search result box, click on My form 4136 TurboTax will take you directly to the page where you can start entering information on your form 4136. Please also read this TurboTax article for more information.

Private pension is converted to $US and entered as other income noted as pension. Government pension is converted to $US and entered as US Social Security benefit.  Any Dutch tax can be claimed as a foreign tax credit on your US tax return. You can verify all this by checking the US/Dutch tax treaty on the treatment of pensions.

If you see a box checked on Form 2210 in TurboTax indicating a penalty but you don’t actually have a penalty, you can usually uncheck or change it in the form’s entry section. To do this in TurboTax Online: 1. Go to the Federal Taxes tab, then to Other Tax Situations. 2. Find and select Interest and Penalties (Form 2210). 3. Review the penalty section and look for the box that is checked indicating a penalty. 4. Click on the box or link to edit or remove the penalty indication. If you don’t see an option to uncheck, it might be TurboTax automatically calculating no penalty based on your data. Ensure all your tax info is entered correctly.

Same here too, last worked on it week ago. Opened TT today and it forced an update, then when I tried to locate the files, they were gone! Doesn't show as being a recent file either, looks like it is a clean slate.  Went back to my nightly backups, and it shows that it was there yesterday and was backed up, but it was deleted today apparently. I think it was that update program that does it. At least I was able to restore mine from the backup. Not a happy camper! 

Take a look at your Form 1040 line 6b which shows the amount of your Social Security that is taxed on your Federal return.  Also look at Form 1040 line 11a which is your Federal Adjusted Gross Income (AGI).   Now take a look at your IL Form IL-1040 line 1.  This should be the same number as Form 1040 line 11a, your AGI.  Since this number comes from your Federal return, it include the amount of taxable Social Security shown on line 6b.     Next, look at IL Form IL-1040 line 5 which should be the same number as Form 1040 line 6b, taxable Social Security.  This line 5 is then combined with lines 6 and 7 and the total is on line 8.  Then, see the instruction for IL Form IL-1040 line 9 -- the amount on line 8 is subtracted from your Illinois income, therefore removing the taxable Social Security from the equation before your Illinois tax is calculated.     @Very Angry