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How to reproduce: Sign in to turbotax online go to the wages and income Import a 1099 form Select either Tastytrade(it's a different name I can't recall) or Apex It will then request your account number with that provider and your Social security number Enter those items and click submit You will get the error that we are reporting here after clicking submit That is the issue and I can't find a way around it.

@Blancharddudette1    Yes, it IS a browser permissions thing....you had to hit "Allow" on a pop-up.   I had the same problem the first time I attempted to download Fidelity. ...even though it said Success...but nothing there   You need to allow intuit access to your devices... One of the following discussions should help you   Reset browser/device permission is described here Solved: Re: Importing Brokerage data does not work and here Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax  

Idaho: https://tax.idaho.gov/taxes/income-tax/business-income/guides-for-certain-businesses/income-tax-for-fiduciaries   Colorado: https://tax.colorado.gov/estates-trusts (only if there is Colorado source income for nonresident trusts)   California: https://www.ftb.ca.gov/file/personal/filing-situations/estates-and-trusts/index.html   Very sorry for your loss

thank you for the help, it works!   Just a note: "15 At the screen Look for your sales on your 1099-B, select Continue" give the impression that I have to have 1099-B, but it turns out at next step, I can choose "did not receive 1099-B" on the sales section.    

I called TurboTax directly today in frustration. They said there is no official date anymore and will be likely end of March.  Not good at all. I have everything else done or I’d switch services myself 

To access prior-year TurboTax returns, Sign in to ‌TurboTax  You'll have to use the same user ID,  Go to Tax Home Scroll down to Your tax returns & documents Choose the desired year Download or print the PDF. 

@user17715168611  If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

When you enter medical expenses in TurboTax, it asks you a whole lot of questions to help you include everything that can be entered.  Really what matters in the end is the total of all of it; that is what will go on your tax form, so don't get too frazzled trying to make sure everything is in the "right" category as long as you enter it all, and do not enter anything twice.      MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)    

No.  If you will both fill out the top half of you schedule A and actually read the numbers that are printed there when you are finished you will see that the top half of schedule A covers the gift that you and your spouse made together and reduces it on each form by half.     The bottom half of schedule A is to report gifts that your spouse has made that they are not splitting with you.  This does not apply to you.   If both of you will just complete the top half of schedule A then you will be done.   @mtr61378 

@MarilynG1 if you read previous postings you will see that was problematic as well.   I am using their basic service and have for decades. This is the first year with any issues.  I cannot see, and it is not telling, if TT electronically filed my State taxes already. That is my sole question and why I was trying to contact them.

You may have multiple TurboTax accounts.  See this for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

No one in the user forum can "connect" you.      Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0     To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh