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What a company shill you are. You’re the only person I see defending this lazy customer service while everyone else is commenting how poor these updates have been and that this is some pretty horrendous customer service. If you enjoy paying for a service where they lead you astray and keep pushing you along week after week then go for it. Myself and others are not going to pay money to a company that refuses to properly address this issue and provide better updates and clearer communication. I hope this hurts turbo tax because this has been some truly horrible customer service and will definitely lose them a lot of long time customers such as myself. Enjoy the TT kool aid

Dates for your transactions in Form 1099-DA should appear in boxes 1e and 1d. If this isn't the case you should look at your statement from your crypto exchange provider to determine when these digital assets were acquired and disposed.    @Max3721 

Having Merrill make your tax documents available as pdf files in your Tax Center has zero affect on being able to import that data into TurboTax UNTIL they perform further processing on the pdf files.  And it remains a mystery when they might do it since they provide no notice once it's done.  TT users have to periodically try to import and will know when the data is ready only when they are lucky enough to finally succeed with the import.  That said, it seems certain that the problem lies at the feet of Merrill Lynch, although TT might be programmed more smartly.  It now tells users cheerfully that their data is downloaded into TT and ready to be used when returning to TT reveals the opposite.  Shame on both companies.

TurboTax doesn't explicitly ask for Form 8606 by name because the software is designed to trigger specific forms only after you've entered the underlying financial data during the interview process. The prompt for this form occurs after you've reported a Traditional IRA contribution and then designated it as "nondeductible" within the Deductions & Credits section.    Additionally, traditional IRA to Roth IRA conversions (Part II) and unqualified Roth IRA distributions (Part III) will trigger Form 8606 too.    @Socket1021 [Edited 2/18/26 12:00 PM PST]

Are your entries saved when you return to the Rental Property detail? If so, ignore the "Not started" message. When you run Smart Check (under Review), TurboTax will alert you to any remaining entries you need to make.   Note that the depreciation calculations within the software have not been finalized, which may be causing the message you see.  This update is expected to be available with the end of the week updates, on February 20, 2026.

The questions may not come up if your Form 1099-R box 7 code shows that it was a direct rollover to another account.  If the code in box 7 shows that you received a distribution from a retirement account, then the rollover or conversion question will be part of your follow-up questions.   To learn more about the box 7 codes and their meaning, take a look at the following TurboTax help article:   What do all the codes in Box 7 of the 1099-R mean?   @user17710989220 

@armando-vazquez123    Apparently...Only the first three characters...not the whole number ____________________________________ FIRST...make sure you are using the right number   ...depending on the license type...check the following pictures provided by NY: Sample Photo Documents | NY DMV _________________ AND, it is not the DMV ID number ______________________________ BUT BEYIOND THAT !!!! Some folks are saying it works if you enter ONLY the first three Alphabetic or Numeric characters....no more than that.

Perhaps.  Do you mean a manual review by the TurboTax Online software?  Or something else?   If you mean a manual review by the TurboTax Online software, follow these steps to see whether an incorrect zip code has triggered the manual review.   Return to My Info down the left side of the screen.  Review the address and zip code that has been entered.  Make any corrections that are necessary. Return to the Michigan state income tax return to the screen Enter Home Address.  Make sure that the correct address and zip code are entered in the tax software. Select Review down the left side of the screen to see whether the manual review has been corrected.

TurboTax Experts have the experience you need to report your rental properties. You can request escalation if needed.   All TurboTax Experts products provide: Help from a tax expert when you have questions about your return. A review of your return by an expert before filing, at your request. A tax expert can even sign your return. Connect via SmartLook (one-way video where you can see the tax expert on your screen; they can’t see you) or by phone. You can ask about a specific topic or section or get a review of your entire return.   For more info, see: How do I connect with a Tax Expert in TurboTax Experts?

When you are entering your income for self employment, TurboTax will ask if any of that income will includes tips. The tips must be included in a Form 1099-k, 1099-MISC, or 1099-NEC.  You have to keep logs that show the date, the customer, and tip received.     Guidance for Individual Taxpayers who received Qualified Tips or Qualified Overtime Compensation in 2025