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The bug seems to be related to the system not allowing the checkbox in Part IX - FYTC on Form 3514 to select checkbox 31a. It just keeps disappearing when clicking. Even when I override the amounts for line 34 and 35, it throws and error on the data check step at the end and then removes the FYTC from the refund amount.  Therefore, I can't override it, the refund is understated by the full $1,189 credit and all the criteria for the credit are met - yes on the CA EITC, yes on foster care after the age of 13 and yes the California Earned Income is below the threshold.  Already deleted the CA return and started over - same issue. 

Thank you; initially I didn't check that box I just entered zero but the next screen gave me the three options mentioned, none of which applied.  But I figured it out; I had to choose the one that said "I found my cost basis" and entered zero again on the next screen and it accepted it.  A rather clumsy approach.  The software should accept the first zero entry without challenging.   Thanks again.

Are you referring to the question that asks whether you disposed of any investment(s) in a qualified opportunity fund (QOF)? If the answer is No you do not have to answer the question. If you leave it blank the answer is assumed to be No. In TurboTax Online there is no way to check the No box. Just leave the question unanswered, and don't worry about it. (If your answer would be Yes you could not use TurboTax to file your tax return. TurboTax does not support reporting of QOF investments.)  

I got this email too. Have you tried again with any luck? I got following message when I tried today: Something unexpected happened and we can’t connect to Charles Schwab & Co., Inc.. Try again in a few hours. 590

Have you tried and was able to import your form successfully? I got the following error when I tried: -- Something unexpected happened and we can’t connect to Charles Schwab & Co., Inc.. Try again in a few hours. (590) --

You may be able to take a § 1341 credit for the amount of the repayment in excess of $3,000 that you previously included in your taxable income (and paid tax on). See TurboTax article, "What is a claim of right repayment?" for detailed guidance on figuring and entering this credit.    In your fact pattern, you state that you only received about 1/3rd of the repayment amount as interest income; so it seems 1/3 of the repayment would represent a repayment of previously reported interest income for purposes of the 1341 credit. You also state you liquidated all of your crypto positions in a prior year; presumably, some amount of the repayment total would be figured as previously reported and taxed capital gain income.    Importantly, to the extent that your settlement repayment is offset by any distributions you received from the bankruptcy estate, that portion of the repayment is nondeductible / nonrecoverable (since you already recovered it out of the bankruptcy estate). And if your bankruptcy estate distributions at all exceed the amount lost in preference repayment, those amounts would be includable in the year received and taxable as income.   Because you state that you closed your account with Celsius before their bankruptcy proceedings, and you state that you then reinvested those redemptions of basis and earnings into other, later crypto investments, then I do not see why you would take a capital loss for the amount of the 2025 lawsuit settlement. Did you ever fully forfeit your total original cost value in the crypto or stablecoin investments due to bankruptcy or lawsuit proceedings? If not, I would not characterize this as a total loss of investment value or worthless security. Instead, any repayment can offset net gains / income (such as bankruptcy distributions) in the year received, or be calculated as repayment of previously included and taxed income. You should seek the guidance of a crypto-focused investment tax specialist (CPA or lawyer).    See also: IRS - FAQs Related to Ponzi Scenarios for Clawback Treatment

If Turbo Tax is saying Ready to Mail that means your return was NOT filed but it's ready for you  to print and mail it to the IRS.   And it will always say Ready to Mail. Turbo Tax doesn’t know if or when you mailed it and the IRS doesn’t update Turbo Tax when they get your mailed return. How to mail a return from the Online version https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258 You can try to switch to Efile https://ttlc.intuit.com/community/e-file/help/how-do-i-change-from-mail-to-e-file-in-turbotax-online/00/26985    

If you are using TurboTax Deluxe Desktop, and your return shows the Standard Deduction even though Itemized Deductions are larger, you can follow these steps to resolve the issue:   Go to Forms view by choosing Forms at the top of the screen.  Click Open Form above the list of forms on the left. Enter Federal Information Worksheet. Find Part VI-Additional Information for Your Federal Return. If you find that the box is checked to select to take the Standard Deduction even if it is less than Itemized Deductions, uncheck the box and you should now have Itemized Deductions if they are greater. @fcjo 

When working on Investments and Savings, in the online Premium TurboTax, your software listed fund names used in the prior year. Instead of going into each one separately (and importing one at a time), I decided to import ALL the fund information from that financial firm at one time (I didn't want to review each already listed fund as some new ones were excluded). Now, I cannot get rid of those extra fund categories, despite the trash can next to them. I won't be able to finish or file online with them still there. Please help ASAP. I may have to start all over again and do the returns NOT online (which I was going to do anyway, except for your offer of free State e-filing).   I went to the Tax Tools but that would only let me delete whole forms, and I don't want to delete all that info I pulled from the financial firm.