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When you open the TurboTax download product, it will typically check for updates after it is opened and prompt you to allow it to update the software.   To manually update the software after it has been opened, you can click Online in the black banner at the top toward the left, then select Check for Updates from the dropdown.  You'll click Yes to save your return (if it's open) and TurboTax download will check for updates and let you know if it found any or if your software is up to date.

The business code that you should use on Schedule C depends on what your principal business activity is. What kind of business are you in? Residential building construction is 236100, not 115210. Code 115210 is Support activities for animal production (including farriers), nothing to do with real estate or residential buildings. And 1151210 is not a valid code. For Schedule C you have to choose a code from the list on pages 18 and 19 of the IRS Instructions for Schedule C. You cannot use codes from other sources.  

I appreciate the suggestion. I feel like I followed your suggestions exactly as you wrote them. I did go back and delete all IRA forms (1099-R, Form 8606, and any IRA Withdrawal Worksheets). That indeed did restore my $344 federal refund.   I then clicked on Deductions and Credits FIRST and started the section concerning IRAs. Did you contribute to a Roth IRA in 2025? (Yes) Was the contribution a repayment of money you previously took out of a retirement plan? (No) Enter your regular Roth IRA contributions. ($665 only - I just started funding a 403b this year) Did you re-characterize any of the Roth IRA contributions for 2025 over to a traditional IRA contribution? (No) Did you open any Roth IRAs in 2024 or any previous year? (Yes - years ago) Do you want to track your Roth IRA basis? (Yes) Did you withdraw from your Roth IRA before 2025? (No) What were your Roth IRA contributions prior to 2025? ($50,000) Did you convert a traditional IRA to a Roth IRA before 2025? (No) Did you contribute more to a Roth IRA than was allowed in 2024 or any previous year? (No)   THEN, I went back to Wages and Income Did you get a 1099-R in 2025? (Yes) I uploaded the pdf version of the 1099-R and immediately my federal refund reduced from a $344 refund to owing $56 (a $400 difference).   Box 1: $12,000 Box 2: Empty Taxable Amount not Determined - Checked Distribution Code - J    Every other line was either blank or 0. Do I need to talk with my investment advisor to have them change my 1099-R? At this point, I'm thinking there is a glitch in how Turbo Tax is addressing this. I feel I've clearly assigned a basis of contributions well over the $12k that I withdrew ($50,000). Not sure how to proceed at this point. Any other suggestions?      

Yes,  you must report capital gains received while living in California on your California part-year resident return (CA Form 540NR). CA taxes income based on when it was realized. If you liquidated assets while a CA resident, it is considered  'CA-source income.'   Here's more info on Allocating Capital Gain for California and Allocating Income for a Part-Year Resident.   @TaxNoob18     

You mention that you are separated from your husband but you do not mention how long you have been separated.   If you are still legally married, you cannot file as "Single"---your filing choices are married filing jointly or married filing separately.....OR if you have been separated for at least the last six months of 2025 and you are supporting the dependent child, you may be able to file as Head of Household.       Am I Head of Household?   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualify-head-household-2021/L0NxUtVc2_US_en_US?uid=m5x19jkx https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-filing-status/qualifying-person-head-household/L2TmgztNs_US_en_US   If you qualify as Head of Household, when you enter your marital status (single or married filing separately) into MyInfo, and then enter your qualifying dependent, TurboTax will offer HOH as your filing status.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m62dkc4a  

Thank you very much. I have narrowed down my problem to a file prd.ini.signatures in the folder, C:/ProgramFiles/64bit. (This is the default folder the TurboTax2025 is installed. When I launch TuboTax2025 it does not even go up to asking me to enter the license code to validate. If the program goes upto that point then there is no way the program can validate my license code, if I am disconnected from the internet. It is great that some community members are good Samaritans and post the information that can help other members.  

Never mind.  I am talking about the 2025 WORKSHEET LINE 1, which does relate to the amounts reported on the 2025 tax return.  I input an extreme example, so 1040 Line 15 was a negative number in excess of 3,000 taxable loss (ie, negative 4,000, caused by the senior deduction reported on line 13b).  Line 1 of worksheet reported a positive number which equalled line 11b - line 12e (standard deduction only), not line 11b- line 14 (which is the sum of standard deduction and amount reported on line 13b).  I am talking about the capital loss carryover worksheet that calculates capital loss carryover FROM 2025 TO 2026, not 2024 to 2025.

Are you also entering the tax exempt income into the 1099-DIV form?  When you entered it into the 1099-DIV form where did it put the tax exempt income on the worksheet?  Because just overwriting it in forms mode does not necessarily solve your problem. 

In general, the rule is that if you use the accrual basis for inventory, then the accrual basis must be used for sales.  This is to prevent a deduction in an earlier year when the revenue is recognized in a later year. Changing accounting methods requires filing Form 3115.  Some do it themselves. Others use a pro. 

I did delete the 1099-R and re-entered to no avail. On this 1099-R (from Empower), my box 2a is a lot less than the difference box 1 and box 5.   There is an amount on TT Form 1099R Summary, line 31 that I cannot find the source of. This amount is being added to line 26 of this form and the total is showing up on 1040 line 5b, far exceeding the amount on line 5a.

Hi @ThomasM125 ,   Thank you for the suggestion. Do you mean in Forms view or Step by Step?    In Step by Step, following your instructions: Cannot locate Partner Summary. Instead: Business Info-->Partner/Member Information-->Edit Member Check the box that says "This member is not a person. It is an LLC or other business entity." Select the type of entity, "Partnership" is not available (and the 1065 instructions call for "P" for Partnership in my facts). I need P to show up on I1. But LLC Partnership is the next closest thing, so I select that.   The challenge is, if you do not select Disregarded Entity, then Turbo Tax will not prompt you to complete the information about the beneficial owner.   So I am stuck getting to the outcome. If I select LLC - Partnership as entity type, I cannot complete the information about the beneficial owner.   If I select Disregarded Entity as entity type, I can complete BO info, but "Disregarded Entity" populates in item I1. Additionally, when you select DE as entity type, Turbo Tax seems to assume that the Beneficial Owner is an individual, but there has to be a way in Turbo Tax to account for the fact pattern where the legal partner in the partnership is an Disregarded Entity (Single Member LLC) but the single member is a partnership, not an individual.   Thank you for your consideration. Perhaps as a next step you could direct me to an editable portion of the forms. I want to avoid overriding the populated fields so I can still e-file. I would like to find the source where I can check the boxes I need to check and format the EIN as an EIN, not an SSN.   Thank you, M