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Yes, I noticed that too.  Apparently it is required for TT Online, but not TT Desktop.  I clicked on Continue rather than Upgrade and it downloaded the 1099-B flawlessly.   Using the word Require causes more people to click the Upgrade button and thus drives increased revenue for Intuit.  It's very shareholder friendly wording. 😉

Try this: Use the trashcan icon in the Canadian Pension section next to where this appears, but you don't click Continue, because it creates a new Canada RRP Worksheet. So click the trashcan and go right back to Federal Review.   We are currently investigating the issue and will provide updates as soon as possible.    If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

If you are using  TurboTax Online, you should be able  to see Tax Tools in your left panel of your TurboTax screen. If you can't see it, try going out oof the program and going back in.   You can get back to the sales tax section of your TurboTax program to enter your sales tax as follows: Click on Search at the top right of your TurboTax screen Typing sales tax in the search bar Clicking on the link Jump to sales tax   Click here for Where do I enter my sales taxes paid? Click here for How do I clear and start over?   Please return to Community if you have any additional information or questions and we would be happy to help.  

@joho3 wrote: I have an amount on Line 2b and Line 7 which I think is correct. @joho3    The amount on line 2b of the Form 1099-R Summary probably has something to do with the problem. Line 2b is for a disaster distribution. You didn't say anything before about a disaster distribution. Did you take the distribution because of a federally declared disaster? Line 7 of the Form 1099-R Summary is related to an inherited IRA. You also didn't say anything before about an inherited IRA. A distribution from an inherited IRA should not have a distribution code of 7. You may have answered a question incorrectly. Go back through the entire 1099-R interview again and carefully check your answers. Be sure to continue through all the questions until you get back to "Your 2025 Income Summary."  

You will find the 529 Plan Contribution on the "Here's the income that Ohio handles differently" page. You can deduct up to $4,000 per beneficiary per year if you contribute to an Ohio 529 (CollegeAdvantage) plan.            

Yes, there is a way to import your return. There's an easy way to move from TurboTax Desktop to TurboTax Online the link below will guide you through the process. How do I switch from TurboTax Desktop to TurboTax Online? TurboTax Online is easy to use and you will get used to it. The Step-by-Step guides you through the areas of the tax return you need and we are here to help. @PS56k 

What exactly did you purchase from Costco?   Costco (and other retailers) can sell TurboTax Deluxe with only federal software or with federal + state included.   I see both on the Costco site.   If you bought the cheaper "federal" only, then in order to get state software you will need to pay $40 for a state download, and then you can use the $10 off on the $25 state e-file fee.    It is a better value to buy the federal + state  if you know you will be preparing a state return.

I was informed by management yesterday, February 23rd, that the additional programming still needed to enable filing for Form 8915-F will be completed this Thursday, February 26, 2026. In the meantime, the form is disabled from filing.    You should be able to revisit Form 8915-F by Friday, February 27, 2026. If you are using TurboTax Desktop, be sure to restart the program and run updates.    See the updated IRS instructions for Form 8915 for more information.    See this help article for information about how filing Form 8915 may affect your state return. @Jstash813  @hlhope 

If you're going to sell the property soon I would take depreciation and opt out of bonus depreciation.  This will reduce the amount of depreciation recapture you will have to pay vs. capital gain, as depreciation recapture is taxed as ordinary income as opposed to long-term capital gains.

In TurboTax Online, report a 1099-R 1035 exchange by following these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Scroll down to Retirement Plans Social Security.  Click the down arrow to the right. Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals. At the screen Did you get a 1099-R in 2025?, select Yes. At the screen Choose all the situations that apply to you, make selection and Continue. You will be given options:       to connect with your financial accounts,       to upload your form, or       type it in myself.  In box 7, the distribution code should be "6". See also this TurboTax Help. The distribution in box 1 of the 1099-R will be reported in box 5a of the IRS form 1040.  Box 5b will report $0 taxable income.   Form 1099-R Section 1035 Exchange Life Insurance Annuity or Endowment Contracts may be found here.   Section 1035 exchange These exchanges of contracts are generally reportable on Form 1099-R.   A tax-free section 1035 exchange is the exchange of:   (a) a life insurance contract for another life insurance contract, or for an endowment or annuity contract, or for a qualified long-term care insurance contract;  (b) a contract of endowment insurance for another contract of endowment insurance that provides for regular payments to begin no later than they would have begun under the old contract, or for an annuity contract, or for a qualified long-term care insurance contract;  (c) an annuity contract for an annuity contract or for a qualified long-term care insurance contract; or  (d) a qualified long-term care insurance contract for a qualified long-term care insurance contract. 

Through the state as in through the state Marketplace and you received an advanced premium tax credit or through the state as in Medicaid?   If you had Medicaid for the entire year, you would not need to include a 1095-A on your return.  In this case, you should call the Marketplace to be sure they do not have you incorrectly listed as someone who is receiving insurance through them.   If they have you listed as having it through them, you will need to get this straightened out with them in order to be able to file your tax return electronically without it being rejected.    If it was not Medicaid, and it was through the Marketplace or Healthcare.gov (even for just one month) and they redirected you to your state site, then yes, you would need to enter a 1095-A on your return.  You can go to Healthcare.gov to find your 1095-A or to your state Marketplace site.  When you enter your 1095-A and form 8962 will be populated, it calculates and compares the actual amount of the credit you should have received based on the amount you actually earned versus the amount you estimated you would earn when you filled out the application for insurance.  What is the Premium Tax Credit (PTC) and What is Tax Form 8962?

When you go through the PA nonresident return, it asks about every single type of income, who it belonged to and if it is taxable in PA.  When the program asked about gains and losses, you need to  mark either not taxable or a portion was taxable. Please return to the PA program and actually go through it and answer the questions.

Hi - I saw amortization and deprecation 'go live' on my online turbotax version (in CA) on Thursday, Feb. 19th...and I was able to complete those sections.  If you are still not live, I would 1. clear your cache in your browser  2. call turbotax customer service and do a screen share with them.  good luck

For Column A, you would enter the amount of the premium you paid each month. Enter zero if you were reimbursed for the full amount of the premium.   On the 1095-A, column B is the Monthly Premium Amount of Second Lowest Cost Silver Plan (SLCSP). If your 1095-A has a 0 or if it's blank, use this Healthcare.gov tool to calculate the value you will need to enter there. Column C reflects the Premium Tax Credit you received throughout the year.   See this TurboTax help article for more information.   @user17714393469