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Most rejections are for AGI; AGI is only needed for e-filing and e-filing is permanently closed for 2024 returns.  The only way to file a 2024 return now is by mail.  You need to print it, sign and date it in ink, and mail 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 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.  

Why do you need Home & Buisness?  All the Desktop  programs have the same forms so you can use a lower version like Deluxe for all returns.   You just get more  help in the higher versions.  And the Desktop program can do unlimited returns and efile 5 for free.   Here's how to activate a different version. There is a way to have 2 licenses. You don't need to install the second version just enter the License Code. Under Help - Switch Product - Activate new product. Don't know what that will do or what benefit you will get. It won't allow you to efile more than 5 or get a different free state program download. You should try to efile the most complicated ones first. Maybe a simple one can use the Online Free Edition.

Latest update did not correct this (3/5/2026).  The problem showed up after entering all the e-file questions, saving a PDF for the return and then saving this return file.  Closing Turbotax desktop and then reopening the file. I finally got it corrected by deleting the 1099-Rs and then adding them back in a different order.

@user17727371258 wrote: I have rented a condo to my son for the last 10 years at fair market value.  We have gifted the entire property to him in 2025.  In the case of an outright gift, you should indicate that you converted the property to personal use on the date of the gift. Your son will take your basis and assume your accumulated depreciation.   You will likely also need to file a Form 709 for the gift (a form which TurboTax does not support).

Just wanted to post my evaluation of this issue and make a suggestion I hope TurboTax will consider.   When completing entry information for the Federal return one completes forms such as Form 1099, W-2, etc. That form can be viewed in TurboTax and the related data transfers to the proper place in the Federal Return as nessary.  Some of the data on the form also transfers to the State Return but the actual completed form does not transfer.  Oklahoma Form 511 line 21 specificaly states the form 1099, W-2 etc. be enclosed with the Form 511 but it is not included and e-filed to the Oklahoma Tax Commission thus the e-file generated doesn't provide what is required by the Oklahoma Tax Commission.   Am I upset?    NO I'M NOT...  I have used Turbo Tax for over 30 Years and will continue.   I offer these thoughts in hope that TurboTax can visit with the Oklahoma Tax Commission and can just transfer from the Federal side of TurboTax the 1099, W-2, and etc forms to the Oklahoma State side of TurboTax to be included in the e-file process so the Oklahoma Tax Commission can receive what they require.   Thanks to all who have commented and for the input and suggestions.  I would hope to get a response from TurboTax here as that response I would mark as the best answer.   THX again all...........  

Here is the exact workflow to report the income and then receive a credit for the Foreign Tax Credit.   Part 1: Report Income on Schedule 1 (Other Income) Go to Wages & Income: Scroll to the very bottom to Less Common Income. Select Miscellaneous Income: Choose Other reportable income. Enter the Description: * Description: Polish ZUS Social Security Amount: Enter the total gross amount received for the year in USD. Part 2: Claim the Foreign Tax Credit (Form 1116)   Go to Deductions & Credits: Scroll down to Estimates and Other Taxes Paid. Select Foreign Taxes: Click Start/Revisit. Answer and navigate through the interview until you get to the type of income Select Passive Category Income (this is the standard category for pensions and social security). Add Country: Select Poland. Enter the Gross Income: When it asks for your foreign source income, enter the same USD amount you just entered in Part 1. Look for the box for Foreign Taxes Paid (or "Foreign Taxes Withheld"). Enter the USD equivalent of the tax Poland withheld from your checks. Date Paid: You can use Dec 31, 2025.

You are referring to an Oregon Business Identification number. It is a number companies need to do business in that state. If your investment company is reporting income to that state, it is likely they have such a number. They may have indicated you don't need the number, but if they have such a number then they should be willing to give it to you. I suggest you call them again and explain that, you may just be talking to the wrong person.

La manera mas facil y rapido de conseguir sus documentos de su declaracion, seria por medio de la pagina de web del IRS.  Anexo liga donde puede hacer su cuenta y luego de alli podra bajar sus documentos de qualquier año:   Cuenta en línea para personas físicas ¿Cómo obtengo una copia de mi declaración de impuestos o transcripción del IRS? Obtenga sus registros tributarios y transcripciones

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.

Thank you, Robert...    Yes.  I understand that I can print and file my return (which is what I did).   My concern is that TT indicates my return can't be filed online but still took my $25 and offers no option for a refund. Even more interesting, is that each time I now open my return, TT reminds me me to eFile even though it won't allow it to be eFiled.

You have to download the TurboTax software and install it on a personal computer.  The license code is entered during installation. Go to this website to download the 2025 desktop edition you purchased - https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/