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Make sure you're running as 'Administrator' (right-click TurboTax icon on desktop) and have disabled your anti-virus software.     You can 'Repair' the installation.  In Control Panel > Programs and Features, right-click TurboTax and choose 'Repair'.   If the issue continues, you could uninstall/reinstall the program.    Since the interview mode is resource-heavy, you can use FORMS mode in areas when the program lags.    Here's more info on Troubleshooting TurboTax Desktop Issues.   @V-tax20 

agree that it doesn't work as it should at least not for me. as for being institution specific, I tried several large reputable ones (Vanguard, Fidelity, TIAA...) to no avail (so far). If they're not going to provide it then those institutions should not be in their list of importable firms, and perhaps they should advertise as a great platform for loading data manually on a key form for many users! 

TurboTax is obviously not highlighting this new deduction enough!   When you select Standard Deduction, there should then be a list of deduction questions based on that selection that you are still eligible for!   Thanks,   Jay D

“‘Never let a good crisis go to waste’ is a maxim often attributed to Winston Churchill during World War II. It reflects the idea that periods of disruption break inertia and create opportunities for changes that would otherwise be difficult or impossible.” Intuit’s decision not to support Windows 10 is not a technical necessity — it is a business decision. Cloud-based products are simply more profitable for Intuit. Subscription models and add-on fees generate recurring revenue, and TurboTax’s cloud offerings are particularly lucrative in that regard. Consider the numbers. As of January 1, 2026, Microsoft reported that fewer than 30% of devices were still running Windows 7, even though official support ended back in January 2020. At the same time, Microsoft estimates there are approximately 1.4 billion Windows devices worldwide. Industry analysts estimate that roughly 500 million of those are personal devices, and that about 44% are still running Windows 10. Even capturing a small fraction of that user base — say 1% — represents a massive revenue opportunity. Seen in that light, Intuit’s decision is entirely rational from a business perspective, regardless of the inconvenience or cost imposed on long-time users.

@Asnman   Can you post a screenshot or picture of the Sam's Deluxe package?  If it says that Deluxe can't import investments it might just be recommending you get Premier.  It's not required.     OR Sam's might be also selling a license code for the Online version in addition to the Desktop program.   Double check that.  If you buy the Online version then yes you need Online Premium to enter investments.     You can import interest and dividends into both Deluxe Online and Desktop version.      

The form (Form 5695) is available and working in TurboTax Online.   However, if you are using the desktop version, TurboTax Desktop's update has been delayed.   Please check back Friday as the update should take place Thursday evening.   @user17696258140 

The form is available on the desktop version, BUT the step by step section is not updated! It is not the form that is the issue, it is TurboTax programming that is not up to date. When is this going to be updated?

@VolvoGirl I have the Desktop home and business version.  I installed it on laptop 1 which runs windows 11.  When I am trying to install it on laptop 2 which runs windows 10, it is not allowing me to.  I cannot upgrade laptop 2 to windows 11 because the hardware is too old.  It says the other option is to use the online version on this laptop 2.  I just want to have access on different devices.  So when I log into my TT account, following the prompts to use the online version, it’s giving me error message.  It’s saying the turbotax online offer is no longer valid.  I don’t know why.  I only installed one license on the laptop with windows 11.  So I should have 5-1=4 licenses left that I can use.  It seems like you have to use desktop only and can’t use license for desktop on one device and use license for online on second device?