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Please explain further.... Did your spouse already file a tax return?   If so, what filing status did your spouse use?  If your spouse filed a joint return it was supposed to have all the income for both of you on the same return, and you do not file a return of your own.    Or did they file married filing separately?     If you were legally married at the end of 2025 married filing jointly or married filing separately are your only choices.  

The issue is not cache and cookies.  I am using the Windows Deluxe desktop version, not online. The issue is the new mandatory feature forcing the deletion of previously imported forms.  The old way was working just fine and this "solution in search of a problem" is adding much more work to the process.   Please get rid of it, or at least only delete  existing forms that matches the ones selected.  Here are the reproduceable steps I encountered: Under my Merrill login account, I have 7 IRA and brokerage accounts with a total of 11 1099-R, DIV, B, and INT forms available to download.  3 of those just became available today.  When I did an import, all 11 were checked so I unchecked all but the 3 new ones.  When I did the import  of those 3 forms,  it deleted all 8 of the previously imported forms and left me with only the 3 new ones.  I had to redo the import process of keeping all 11 forms checked and reimport them, then go through the review process of editting all 11 of them again.   The worst part is there is still one ML account that does not have tax statements available yet, and it will have 3 new 1099s to import, so when that happens I will have to reimport and review all 14  forms! This is ridiculous! Unless your programmers can fix this to match and delete only the checked forms being imported, please remove this ill-conceived and poorly implemented feature entirely to return to the way that has worked for years. Turbotax is supposed to make importing forms a time saver, not adding more hours for no good reason.

at the bottom of the entry screen if entering "one-by-one" there is a checkbox "I have other boxes on my 1099‑B to enter" and you can enter 1g there   if entering in summary mode there is a check box "I need to adjust my total cost basis" and you can enter code W   Personally I always use one-by-one for these which will put these items on Form 8949.  if you enter adjustments at a summary level it will trigger the need to provide more details to the IRS via Form 8453.   if you have multiple sales (likely) but only some are wash sales you can split up the 1099B, enter the wash sales as one-by-one and the balance of your 1099B you can enter as summary level and it will be consolidated on Schedule D (check the totals add up the original totals for the 1099B).

I just received a message from Schwab alluding to issues with the interface with third party software.  In addition, they said that they would be sending corrected 1099’s in 2 weeks.  Now, what I don’t know if the two issues are related or because of the need to correct the 1099’s the issue with the interface will be fixed by then.   I will try to talk with my contact  with Schwab but it won’t happen until Tuesday due to the holiday.

Thank you for the information.  I had already entered all of the information for my son except for the SC W-2, including the MD state return, so not sure if this is why I am seeing the issue I am about to ask about.     I went back and edited the return to say he worked in another state, and purchased that state.  I entered the W-2 information and then proceeded to complete the SC state return.  After I finished and performed the check, I had the following error: Schedule NR: Line 2b taxable to South Carolina should be entered since there is a taxable interest income amount in column A.  If none of the taxable interest income in column A is taxable to South Carolina, enter a zero in column B.   Am I to enter the state income tax amount from the SC W-2 (box 17) here?  

When you click into the 1099-R section, you'll see the 1099-R Summary.  Use the pencil icon to edit, trash can icon to delete.  If you don't see this, you may need to adjust your screen resolution.   @user17706802395