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if you are using online, you must be in the same account you used for 2024. if you are using desktop, after opening Turbotax 2025, click on the blue link that says "Start a New Return" Turbotax should open a new window and then search your computer for the 2024 return. If it doesn't find it, you'll have to browse to where it is stored. Once found click on the blue link to "Transfer Return"   as stated this must be done before anything else. Once you start 2025, you can no longer transfer or import in the 2024 data.    

If you are asking about filing the Form 1096/1099-K with the IRS, you don't. It's filed, if required, by the third-party that made the payments to you. You do have to report the income on Schedule C, but you do not have to complete the 1099-K form. Just check no, and on the next screen, you should be able to enter your income (sales). Info on forms like 1099-NEC and 1099-K is for the taxpayer. It does not get transmitted to the IRS. The IRS just compares the total you reported with the total it received on tax forms. 

You need to complete the 1040, including income items and maybe deductions, because, in part, the allowable PTC is based on your household income.    https://zerotax.ai/i-received-a-irs-tax-form-1095a-do-i-need-to-fill-out-a-1040-form-as-well/ 

I have already started with HRB. Interface is different for sure, but TT's was not all that great either. Its a program, not rocket science, most important to me was the ingest of my previous files, which it did just fine. My manual checks of the calcs show no issues. Only unkown for me now is the efile. We'll see.

@user17634017183 wrote: Thanks for the info, but I have moved on to H&R Block's product. CNET actually rates it higher than TT... Who cares what rating CNET gives TT? The interface is different and definitely more clunky than TT so you might want to look at TaxAct if you're going to switch. It really does have a better interface than H&R Block.

That is not what I'm reading I'm reading depends on the income threshold because I was under the same assumption as you but in reviewing these so far I'm forked all the way back to 2023 and I  don't want to look any further lol

Hello, I also got the same IRS Notice CP28, saying there was an error on my 2024 Home Mortgage Interest Deduction calculation in Schedule A. I have initiated an amendment in TT Desktop but unable to arrive at the correct calculation.   The $750K limit applies to me as well as 59% personal use and 41% room rental I tried both calculation methods from Pub 936 and think the ´Interest paid / Interest rate method’ is the better option to use. Method 1 = 51,872.05 Method 2 = 54,388.45 Unfortunately, I am unable to get the TT calculation to match. I am not sure what to put in Schedule A - Home Mortgage Interest Worksheet Box 1 and the box that asks for the 1098 interest adjustment amount.  Also should I enter the actual mortgage interest  reported on Form 1098 or the manually calculated amount?   Any suggestions would be greatly appreciated!!   My token number is [phone number removed][phone number removed]6  1 3 5 6 3 5 7 8 3 1 5 9 3 4 3 0 9  -  3 0 1 1 9 1 1 6            

Thanks for the info, but I have moved on to H&R Block's product. CNET actually rates it higher than TT for 1st time ever, and they apparently are able to handle 'the security concerns' in WIN10 that TT engineers working on the US version are unable or not allowed to deal with, unlike their colleagues who work the Canadian and commercial TT versions. Either way, Intuit has shown themselves to be disengenuous in their explanations and negligent in the care for their customers, so there is no way I would trust them with my data online or in a Desktop version again. Regardless of what next year brings with respect to Windows, I won't be back.

Same here. I've been uning TurboTax for at least 20 years, but I'm not buying a new computer that supports Windows 11, and I'm not going to let them force me into using the the online version. I guess I'll be checking out H&R Block this year.

There was a Qualified Charitable Distribution reporting issue for the 2025 Form 1099-R. New QCD code Y was added for line 7. However, no box was provided to report the 2025 QCD amount. Very confusing to everyone. Solution appeared to be - report QCD amounts on a separate 1099-R.  Not practical. American Bankers Association contacted IRS. In late October, IRS released a statement that the requirement was optional for 2025 returns.  Unaware of of any other snags with respect to 2025 Form 1099-R reporting that might be a reason for TurboTax input delay. Here is the brief October 2025 IRS information release: "The entry of code Y in box 7 of a 2025 Form 1099-R is optional. If you are completing and filing a 2025 Form 1099-R, you may choose to, but are not required to, enter code Y in box 7."

I did a random check and I see answers from Oct and Nov 25 so they are likely still on the job. For the sale of my NUA and the appreciated shares, I considered not entering the number of shares. I.e. Just listing "NUA Distribution" but Google Gemini cautioned that the IRS will be matching the number of shares against the 1099-B. Therefore, I'm listing the number of shares with the following title. Using your example... 2,571.4 sh. of XYZ-NUA Dist.  Type remains Stock (non-employee) The appreciated (non NUA) shares sold at the same time are titled 428.6 Sh. XYZ  Type remains Stock (non-employee)  The sum of the two = 3,000 shares.