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This error occurs because: The federal refund is too low to cover fees,  The bank information is incorrect, or  A specific form (like Form 8888) is used. It may also occur if your billing address doesn't match your return, or If there is a temporary technical issue with the third-party processor.   

Having customers pay just to VIEW the individual tax forms Schedule C, 1040, Schedule A., is unacceptable.  Intuit can figure out how to let us preview the forms without - printing.  Some people actually know what they are looking at when they view their 1040 and schedules and want to see how the information was computed.  This is an unacceptable in your online platform.  I have been using turbo tax for a decade and I am not happy with the lack of this option

Click on My Info on the left side of the online program screen.  Edit your personal information and change the dependency on the screen labeled Let's check for some other situations.  Check the box on  Another taxpayer can claim me as a dependent on their tax return.      

So having just completed my charitable donations, here is how it worked for me.  The step by step was populated with the 32 charities we donated to from 2024.  I went through the .csv I had downloaded from Its deductible with updates for donations I had entered for the remainder of 2025.  I sorted and totaled the donations and matched them to the charities from 2024, which left me with only 4 that I had to creat new.  Also for items donated, I had downloaded the Its deductible fmv database before intuit took everything down.  That was pretty time consuming for the donated items to go through and value, but got through it,  In all it took 3 days, working a couple hours each evening to do it.  FWIW, our charitable donations saved us over $8K in state and fed taxes so definitely worth my time. Sure miss being able to push the button and import the Its Deductible entries.. Thank you (NOT) Intuit for making it harder 

Do not be concerned about the entries not specifically matching the various 1099s. Please refer to details provided by @ReneV4  and posted below for you and in this link.  Go back to the Community Property section in both returns and remove the plus/minus adjustments you created so that your adjustment line on your 1040s are $0 Next, manually split the income sources For every 1099-DIV, 1099-INT, and 1099-B, divide by 2 Enter 50% of the dividends/gains on your return and 50% on your spouse's return Enter both W-2s on both returns, but only input 50% of the values for Box 1 (Wages), Box 2 (Federal Withholding), etc. Note: Keep Social Security and Medicare boxes (3–6) matching the original W-2 for the person whose name is on the form Use Form 8958 to reconcile, since your entries won't match what the IRS received from the banks/employers In TurboTax Desktop, go to Forms Mode and open Form 8958 List the full amount in the "Total" column and show the 50/50 split between Spouse A and Spouse B to tell the IRS, "The 1099-DIV says $1,000, but because of CA law, I am only reporting $500." Since rents must be reported equally between you, then the expenses should be split as well. However, see the note below if only one of you owns the property.   Income from separate property. In some states, income from separate property is separate income. These states include Arizona, California, Nevada, New Mexico, and Washington. Other states characterize income from separate property as community income. These states include Idaho, Louisiana, Texas, and Wisconsin. IRS Publication 555   @i66d 

You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb

Thanks for the reply! I deleted form 5695 and re-stepped through the interview - same problem.  I then deleted form 5695, closed Turbo Tax, installed the manual update, filled out the form again - same problem. Any other suggestions? @MarilynG1 

@Mike9241 wrote: 2026 because the items weren't sent until that year. If $250-$500, the Charity should have sent a written acknowledgment. more stringent rules if  over $500 and even different rules if $5000 or more.      I have to respectfully disagree on the basis of the constructive receipt rule (and the inverse). Publication 526 says  Time of making contribution. Usually, you make a contribution at the time of its unconditional delivery. Checks. A check you mail to a charity is considered delivered on the date you mail it. Conditional gift. If your contribution depends on a future act or event to become effective, you can’t take a deduction unless there is only a negligible chance the act or event won’t take place. If your contribution could be undone by a later act or event, you can’t take a deduction unless there is only a negligible chance the act or event will take place.   There is a tension between "unconditional delivery" and some of the other terms, for example a check is deducted when it is mailed (assuming there are funds in the account), not when the check is delivered to the charity.  If you put clothes in a Goodwill dropbox on 12/31, that is unconditional delivery, even if a snowstorm prevents the charity from picking up from the drop box until January.   Or think about a business where the client mails a check on 12/31.  The client can report it as a past year expense while the business records it as next-year income.    In the case of buying items for a charity from (let's say) their Amazon wish list, I would argue that the donation is made when the order is placed, assuming the contribution cannot "be undone by a later act or event", but if the contribution could be undone by a later act (i.e. canceling the order) then the contribution is not made until there "is only a negligible chance" of undoing the order.   I agree the taxpayer also needs (in addition to their proof of purchase) an acknowledgment from the charity of the gifts received, and in this case the acknowledgment will be dated 2026.  But that's the same kind of paperwork mis-match that occurs when a client pays a business on 12/31/2025 and issues a 2025 1099-NEC and the business does not report it as income until 2026.  This situation must happen all the time and I'm sure the IRS can deal with it (if audited, the taxpayer can show their purchase records to support why the acknowledgment is different.)  

Also, take a look at Schedule B, Line 4 of your 1065. If you satisfy those conditions, then you are not required to complete item L on your K-1s.   Point being is TurboTax Business defaults to those conditions based on the figures you input and if satisifed, item L will be blank, HOWEVER, that's where the box I referred to comes in; if you check it the program will print the figures you entered in Item L on the K-1s.   So, enter Forms Mode and look for it. The box should be somewhere on the 1065, the K-1s, or one of the worksheets associated with the 1065 or K-1. 

The screen right after the entry screen for your SSA1099 has a question about whether you lived in certain foreign countries in 2025.  If you skipped past that screen or answered incorrectly, your SS was not taxed correctly.   Return to the SSA1099 entry screen and then keep going to the next screen to see what you did.

Yes. I was informed by management today, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.   

After you completed entry of the SSA-1099. there was a screen asking if you lived in any of the foreign countries listed in 2025.  You should have answer NO.  Go back and check your answer.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

You may be able to enter the amount that YOU paid for mortgage interest, property tax, etc. in 2025 for the home you owned.    But----is there anything in your divorce decree about which one of you gets that tax deduction?   You may need to talk to your attorney.

It may be that you are not required to file the Form 8615. You only need to file it if all of the following are true:   -  Your unearned income is over $2,700 in 2025 -  You are required to file a tax return -  You were under 18 at the end of 2025 or -  You were 18 but didn't have earned income that was more that half of your support or -  You were a full-time student age 19 to 24 but didn't have unearned income that was more than half of your support -  At least one of your parents were alive at end of 2025 -  You don't file a joint tax return in 2025   If you are not required to file the Form 8615, you can delete it as follows:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 8615 in the list and delete it