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Yes, I do understand the way it works. Many tax documents arrive by January 31, but some brokerages delay consolidated 1099 statements (like 1099-B) until mid-February due to account complexity. If your financial institution is not listed or your data isn't ready to import yet, check back in a week or two.   If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.   See the following TurboTax Help articles for potential fixes: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Yes.  If you chose to treat the 529 withdrawal as a non-qualified distribution, and took the penalty, you could then claim the Lifetime Learning Credit.  The non-qualified distributions would get a 10% penalty on the earnings.  The Lifetime Learning Credit is a maximum credit of $2,000 and it is not refundable.  It will only lower your tax liability.  Below are some details on the education credits to help you determine if you may qualify for the LLC.     Lifetime Learning Credit You can take this for an unlimited number of years Twenty percent of expenses up to $2,000 Non-Refundable meaning this can reduce the amount of taxes you owe, but if your tax liability is less than the LLC, your tax will be reduced to $0 and the rest of the credit is lost.  Cannot be claimed as a dependent on any one else's return (if you are claimed as a dependent the person claiming you may be able to claim the credit) Be enrolled for at least one academic period beginning in the tax year. Academic Period can be semesters, trimesters, quarters, or any other period of study such as a summer school session. The school determines academic periods. For schools that use clock or credit hours and do not have academic terms, the payment period may be treated as an academic period. Be enrolled or taking courses at an eligible educational institution. Be taking higher education course or courses to get a degree or other recognized education credential or to get or improve job skills. To claim the full credit, your modified adjusted gross income (MAGI) must be $80,000 or less ($160,000 or less for married filing jointly). You receive a reduced amount of the credit if your MAGI is over $80,000 but less than $90,000 (over $160,000 but less than $180,000 for married filing jointly). You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers). You cannot be Married Filing Separately American Opportunity Tax Credit. Available for the first 4 years of college Max amount is $2,500 per student Partially refundable credit meaning if your tax liability is $0, 40% (up to $1,000) is refundable Be enrolled in a degree or credential seeking program Not have a felony drug conviction Be enrolled at least half time Cannot be claimed as a dependent on anyone else's return. (if you are claimed as a dependent the person claiming you may be able to claim the credit) To claim the full credit, your modified adjusted gross income (MAGI) must be $80,000 or less ($160,000 or less for married filing jointly). You receive a reduced amount of the credit if your MAGI is over $80,000 but less than $90,000 (over $160,000 but less than $180,000 for married filing jointly). You cannot claim the credit if your MAGI is over $90,000 ($180,000 for joint filers).

We anticipate the depreciation calculations within the software should be updated by February 13, 2026. Our tech team is working hard to release the updates before that date.   Sign up for email notification here.   Please be aware that this update will affect depreciation for Schedule E (Rental Properties) only. Schedule C (Self-Employment) was updated previously and should be working in all versions of TurboTax.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

This article will help you download any data you had in ItsDeductible (if used previously or during the year before it was shut down in October).   There will be a new tool that will help calculate the Fair Market Value (FMV) of the donated items. However, no information on when it is going to be available yet.

We anticipate the depreciation calculations within the software should be updated by February 13, 2026. Our tech team is working hard to release the updates before that date.    Sign up for email notification here.   Please be aware that this update will affect depreciation for Schedule E (Rental Properties) only. Schedule C (Self-Employment) was updated previously and should be working in all versions of TurboTax.

Please clarify the situation. Are you in TurboTax Online, or the Desktop Software What version are you in (Deluxe?) What were you trying to enter, What form What location in the program What did the screen look like?

Hey @JTR84 , this is just a temporary solve for this issue, but I went ahead and asked Quickbooks customer service to give me a call (when you go into your Quickbook's site, click on the help icon on the upper right toolbar, then click the button on the bottom "contact us," after typing a quick search of your question, you can go to the bottom and click the "Call back" option for customer service.  After talking to them, it seems like multiple customers are having the same issue, so while they are addressing the issue on their end, they gave 2 options: (1) they will provide a service code which will cover the cost of the 1 federal and 1 state filing, but will take about 2-4 weeks to process, or (2) you can go ahead and pay it now and Turbo Tax will reimburse you, the reimbursement may take 2-4 weeks to process. [Edit: Made revisions above - the service code should be sent to you fairly quickly, it is the reimbursement that may take 2-4 weeks. Pardon the mix-up.] Hope this helps you and anyone here encountering the same issue. 

To enter the replacement of  your electrical panel: Open your return to the deductions and credits section Go through the home energy credits until you reach Did you have any of these residential energy property costs in 2025, select yes In the US, select yes home energy audit, yes or no placed in service by you, select yes continue continue Did you install improvements or replacements for enabling property, select yes - it was for your heat pump continue select your heat pump and enter the QMID for it total cost  Take a look at your form 5695. Line 25 to see enabling property is checked, your heat pump is checked, and  the cost you entered for the subpanel work.

Based on the code you provided, the calculation for your Adjusted Gross Income was not correct. This was likely due to the inflation refund check you may have received in 2025. Please resubmit your return to New York. If you are using TurboTax Desktop, please complete an update to the software before refiling your return.    If you have any further issues, please let us know and we will assist you further. 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

TurboTax Online automatically chooses a business codes that matches your entry under Work Description.    If you don't see a change, it's possible this is browser-related. Please log out of TurboTax, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again. Or try a different browser.   For more help, please see: How do I delete cookies? How to clear your cache 

Also following up with the buggy mechanics of TurboTax in handling non resident NYS RSU allocation and NYS NYC resident wage entries.   Entering IT-203F-B(s)   I've read online problems in the past with TurboTax Deluxe and Web version not handling this and Premier is required. As of 2025, Deluxe on Mac seems to work fine as is Premier. Don't know about the Web version.   First the Easy Step process is quite confusing and can't handle making workaround to solve TurboTax bug. So I just used forms manually for this area.   Then there are 2 bugs entering and adding up all the IT-203-F Sched Bs. 1 Sched B is required for each  RSU vest event to calculate the NY workday and allocation percentages.   Bug 1   The only way to get > 1 Sched B is click on the empty fields in the Sched B. For example,  in "Description of Stock" field. Then Sched B turns into a scrollable window. Scrolling down access additional Sched Bs for more RSU vest event entries. All the directions I found online were wrong and accidentally stumbled on this. Perhaps this UI kept on changing and this is how its done in 2025.   After viewing another form and return to IT-203-F, Sched B boxes are all empty and require clicking in the empty field again to see the entered Sched B(s).   Bug 2   After all the Sched Bs are entered. They are summed up automatically and put into Alloc Wks worksheet form in the Capital Gains or Loss Smart Work Sheet line A. This is incorrect because the RSU NYS tax allocation is not a CG and require 2 manual corrections.   1. Manually copy to Income line 1 column D. If you have other NYS income not part of line 2-15 while a non NYS resident, probably have to add it manually before entering into line 1.   2. Manally add negative of this line 1 to line 2 to erase the CG since its incorrect.   When printing PDFs, this CG hack from the Alloc Wks doesn't seem to show up anywhere. All the IT-203-F Sched B(s) are printed in the PDF. Since NYS require electronic filing. I don't know if it properly transmits. A few user in the prior threads never confirms (but maybe implied) and some just went with CPA for prep and file. Here are those threads   @nivin developed this hack workaround   https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869/page/2   @demens13 seems to imply he efiled with this hack workaround. You be the judge 🙂   https://ttlc.intuit.com/community/state-taxes/discussion/incorrect-classification-of-income-on-it-203-f-schedule-b/00/2568028   Entering NY State Resident Wage Income    For awhile, I kept on getting pointed by form directions to use IT-203-B to enter the NYS resident wage income. This is wrong as it will calculate the fraction of the year as NYS resident and multiple against your W2's State Waves (box 16) In my case, box 16 also include the entire RSU income and the employer didn't calculate the NYS fractions. So IT-203-B + IT-203-F Sched B(s) sum forward through Alloc Wks will ~2x your RSU income.   The proper way is just to enter it into Alloc Wks line 1 column B. I just used the gross wage income on the last NYS resident paystub for the NYS amount + business trip to NY calculations as a non resident (NY State considers work performed while there as NY sourced income for non residents (I used # days / 365 * annual salary) )   This Alloc Wks line 1 column B will be automatically added with column D and automatically entered into IT-203 line 1 New York State amount   Entering NY City Resident  Wage Income   This is entered through Cty Wg/SE Alloc form Part 1. I put NYC as city code, alloc method blank, percentage 100%, company name in the empty description box, and W2 box 18 (local wages) into City Wages. This number is automatically inserted into IT-360.1 form to calculate the remainder of NY City Taxes.   Regarding if vested RSU earning are taxable as Non Resident of NY City, depends on your scenario of course. Further, the # in W2 box 18 is based on your employer's payroll's interpretation.   =====   Anyway, took me awhile to figure out how all the figures flowed and work around TurboTax deficiencies and bugs.   I may (you might also) choose to go with a CPA for the following reasons. But doing Turbotax with these bugs and UI nuances is still quite valuable to understand all the figures, decision points, and mechanics.   Avoid any problems with TurboTax bug workaround making its way into the electronic filing. Determine best NYS workday allocation interpretation (probably based on the latest legal case results) to avoid NYS audit.

Here's how you can fix it:  Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.    Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.    Additional reject instruction here. 

You can change the email address associated with your account through your account settings.   Intuit uses a single sign in system for all Intuit products, so changing it here will also update it for any other Intuit products you use, such as QuickBooks or Credit Karma.   To Change Your Email Address: Select Intuit Account located in the lower-left corner of your screen (near the Sign Out button). On the Account Manager page, select the Sign in & security menu. Select the Email address section. Enter your new email address and then enter it again to confirm. Enter your current password when prompted to verify the change. Select Save. Check your new email inbox for a verification link from Intuit and click it to finalize the update. If you can't sign in at all, you can go to the Intuit Account Recovery page. This requires you to upload a photo of a government-issued ID to verify your identity.   Here are two FAQs to help: What if I'm having trouble with my filing verification code? and How do I get a verification code if the email address is wrong?