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You will file your tax return without your son as a dependent.  Your son will file married filing jointly with his spouse.  You will both enter the 1095-A information as the health plan being shared.   In TurboTax Online, follow these steps:   Down the left side of the screen, click Federal. Down the left side of the screen, click Deductions & Credits. Scroll down to Medical.  Click the down arrow to the right. Click Start / Revisit to the right of Health Insurance Marketplace (Form 1095-A). At the screen Policy shared with another taxpayer, click Yes to the question Did you share this policy with another taxpayer who is not included in this tax return. At the screen Tell us more about your shared policy, include the taxpayer information. The IRS requires that your percentages are agreed upon by all and that the percentages add up to 100%.   Your Premium Percentage Your SLCSP Percentage, and Your Advanced Payment of PTC Percentage. Taxpayer 1's tax return should reference taxpayer 2.  Taxpayer 2's tax return should reference taxpayer 1.   You will agree on what percentage of those amounts you will claim on your return, and what percentage they will claim on theirs. You can use anything from 0% to 100%, as long it all adds up to 100%.   See also this TurboTax Help.    

This thread was started on 1/30/26 and the answer is YES, there's still a problem with the software as of 2/8/26.  The last release date for a TT update was 2/6/26 which I downloaded / installed this AM.  After that, I started my daughter's return as a new return from scratch leveraging last year's return (a pain in the rear to attempt to prove out if any fix has been included in the latest updated) and there is no fix in the Step-by-Step interview.  She's 24 and a grad student so we don't claim her as a dependent.  The Step-by-Step interview is where the problem lies.  It's still absolute trash.  There's no way around calling it anything else right now with regards to execution and how they are handling 529 Plan withdrawals for qualifying education expenses that are NOT included on your 1098-T.  You have to jump to the Form view to address TTs awful execution on the Step-by-Step this year.  For my situation (basically preparing my 24-year-old daughter's return for her), the screen you would need to access in forms is the "Student Information Worksheet".  Once you are in that worksheet, scroll down to Part VI - Education Expenses.  There you can manually input expenses that were paid outside those captured in your 1098-T.  I've done this and it addressed my issues.  There are various education tax credits that you need to keep an eye on as TT is doing some things automatically that you can play with in Part VII.  I'm not experiencing any changes after saving and reopening the file (done several times) as others have mentioned.     Worst TT tax year experience I've ever had and I've been using it a long time. 

Thank you, Mindy, for your help.  I do have income from the sale of my NJ home (above the exclusion).  So then I should answer "Yes" to the question if I earned income in another state?  Then how do I fill out the PA Schedule G/L form?  That is not clear to me.   On the PA state section it is asking me if  I have double taxed income.  I said "No" and then it is asking for gross compensation, dividend income, etc.  It would seem that I have to fill this out because the NJ Resident return and the NJ Non-resident return are both asking me to pay taxes.  Do you agree?  I appreciate your time.

@besquare01    Just the stock transactions? Or are the 1099-INT and 1099-DIV missing too? __________________________________ If NOTHING imported...even though the import was "Supposedly" successful:   Doug34 posted the following that worked  (but doesn't work with the Brave browser):   "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

TurboTax recommends that their customers add all the Foreign Tax Credit Carryovers  manually. This solves the issue but problem persists as Turbotax 2025 should load the Foreign Tax Credit Carryovers   from Turbotax 2024 files

Some customers are experiencing issues when trying to file but are looped back instead of being able to proceed and file.     We are currently investigating this issue.    We will notify you once the program is updated.

You can try deleting that Form 1099-G and then re-entering it. This may clear that message.   To delete your Form 1099-G you can use the steps listed below.   If you are using TurboTax Online: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 1099-G" If you are using TurboTax Desktop, you can: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 1099-G" In your right panel at the bottom of Form 1099-G, click on "Delete Form" Click on "Yes" to confirm the deletion.   You can easily get back to the TurboTax screen where you will re-enter your Form 1099-G as follows: Click on "Search" at the top right of your TurboTax screen. Type "Form 1099-G" in the search box. Click on the link "Jump to Form 1099-G" Your screen will say, "Did you receive unemployment or paid family leave benefits?" Answer "Yes" and continue through the TurboTax screens and answer all follow-up questions   Click here for How Do I View and Delete Forms in TurboTax Online   Click here for "How to Delete Forms in TurboTax Desktop.   Please return to Community if you have any additional information or questions and we would be happy to help.    

If you would like to manually complete your return, you can obtain pdf forms at IRS.gov, including the Form 4562.   Our tech team is working very hard to have those forms updated, and it is projected to be available February 13, 2026.   Here, you can sign up for an e-mail to stay current on the updates: Sign up for email notification

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:   TurboTax Online: Sign into your online account. Locate the Tax Tools on the left-hand side of the screen.  A drop-down will appear. Select Tools   On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token number in a reply to this post. TurboTax Desktop/Download Versions: Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”* This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then Send Tax File to Agent”)        

You can delete the information in your return, but the ID and Password will still be on file. If you haven't filed your tax return, and want to start over: Log back into TurboTax Select an Item like Personal Info from the center listing Then click on Preview/Edit or Continue This will turn on the left side menu In the bottom left choose Switch Products Then select Clear and Start Over

If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the key words highlighted, click on GO.

Please use the link below to request the refund.  When going through the refund tool, be sure to include as many details as possible about the situation, the issues you faced, and the attempts to resolve.     TurboTax Desktop Refund   @makai 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.  

Hi Mary:   I am currently not taking my son as a dependent, because he earned about $6K is AGI and is getting a small refund for the Fed and State.  Do I have to take him as dependent in order to deduct the medical expenses, the rehab and doctors need for his conditions were all out of pocket and not reimbursed by insurance.   Thank you so much for your assistance, Ray Gorman