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The Y2025 turbotax has a bug and the experts are either not resolving the bug ir pretending they dont understand the question. I have several 1099R showing from Y24. I want to edit info in those 1099R. Deleting and adding creates extra work especially if you have multiple 1099Rs. Please look into the problem and tell me how to edit rather than delete and add. Otherwise, it is a shame on Turbotax part!

Form 1099-B reports the transactions of sale of stock or redemption of bonds or mutual funds. The instructions for adding this required income to your tax return are shown next.   Enter the information in TurboTax by using the steps below.  Open your TurboTax Online return: Select Tax Home on the left panel > Select any Income category or Pick up where you left off Select Tax Tools > Tools > Select Topic Search > Type 1099b  > Select GO (should be landed on 1099b) Select Add Investments if your 1099-B is not yet present in your list Continue to follow the prompts to enter the information yourself Open your return in TurboTax Desktop: Select Personal Income > Scroll to Investment Income > Select Stocks Cryptocurrency, Mutual Funds, Bonds, Other Start or Update > Continue to follow the prompts to enter your 1099-B details The sale of any investment is required to be included with your tax return, gain or loss.  Information from the link below may be helpful What is Form 1099-B: Proceeds from Broker Transactions?  @user17706799753 

Thank you Vanessa.   I am getting quite puzzled here since the two of the TurboTax experts (I've upgraded the product to get an expert help just because of this issue) said otherwise. They told me that I am eligible for AOTC since I've never claimed this credit before and 2025 was my first year in my university "in the US". They also said if I tick off "Had 4 years of college credit before 2025" in order for website to get me to Lifetime Learning Credit, that would be considered not answering the questions accurately.    All the researches I've done and utilizing different AI agents were aligned with that you said, i.e. not being eligible to AOTC, but TurboTax live experts said otherwise.   They also told me to put "nothing" in Employer assistance, since $5250 is already an incentive that IRS provides.   What should I do now?

For a sale of employee stock, the Cost Basis when entering your 1099-B in TurboTax will almost always need to be adjusted.  To help determine your correct cost basis, you need a Form 3922 that your employer issued when you exercised your option to purchase the shares.  It shows the Exercise Price of the shares (unless you know that amount).   Depending on what type of employee stock you had, you may have received a % discount that was added to your W-2 as ordinary income (15% is common).  This amount may be reported in Box 14. If that applies, divide that amount by the number of shares you exercised, and add it to the Exercise Price for a correct Cost Basis.  If you have that information, you can enter your 1099-B as reported and check the box 'my cost basis is missing or incorrect'.  On the next page, enter the correct basis.   If you don't have all the information, in the Stock Sales section, choose 'Employee Stock' and TurboTax helps you figure out your cost basis.   Here's more info on Employee Stock Purchase Plans.   @AlexSagrat     

If you are not able to remove the Canadian Pension section with the trash can icon, consider using Delete a form in TurboTax Online.   In TurboTax Online, follow these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right. @user17706729020 

The following links will be helpful to find the correct entry you may need. They are the most common and if you don't see yours, please update and we will help. Where do I enter Form 1099-MISC? Depending on the type, you may want to use Other Income (see below). What is a Form 1099-NEC?  (includes steps to entry) Where do I enter Form 1099-R? Where do I enter Form 1099-INT? @220Tahitian 

Is this resolved, I updated my app to latest version but still see this issue. I completed everything and waiting for this issue to be resolved. Would be great if you can provide an update or move this issue to higer priority.

Yes. The important action is to select the correct holding period if you choose to use 'Something Other Than a Date' and select 'Various'. Enter an Investment sale using the instructions below.   To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link.  Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (select this box) Answer Yes to the question Did you sell any of these investments in 2025? If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales? Select the appropriate Type If you aren't sure of the date of purchase you can can select 'Something other than a date' to select Various Be sure you know your holding period (long term is over one year, everything else is short term) @blesna1