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Since the IRS already has copies of all your 1099's, using the Summary Method to report category totals on your tax return is perfectly acceptable.   Here's detailed info on How to Enter a Summary in Lieu of Individual Transactions.   @user17719647408 

This experience can be resolved following these steps: Open your return and go to Business Info >> About Your Business. Change the answer to "Makes special allocations" to No and continue. Go to the Partner/Member Information tab. Click Done on the Partner Summary Page. Confirm that income is allocated according to Ownership Percentages and click Continue. Confirm there was only one change of ownership and click Continue. Enter the date of the ownership change and click Continue. Reallocate the Ownership Percentages for the remaining partners in the "After" column and confirm they total to 100%, then continue (50% each). Choose the reason for the ownership change (sale or exchange), then continue. Indicate if a Section 754 election was made and continue. Answer the remaining questions in this section until you reach the Federal Taxes landing page. Note that the ending percentages shown on Schedule K-1 Part II Line J reflect the ownership the moment before the ownership change was made, per IRS Instructions for Form 1065 Schedule K-1 Item J Partner's Profit, Loss, and Capital.   @Tax-turtle 

If you are unable to fix the errors on your state tax return that come up during your state review, you can try the steps below.   Go out of your program, close your web browser and go back in TurboTax and try to update your form. Clear your cache and cookies. Click here for How to clear your cache. Click here for How do I delete cookies? Try using a different Web Browser. Try using incognito mode if you are using TurboTax Online. Make sure you have a strong and stable internet connection.    Please return to Community if you have any additional information or questions and we would be happy to help.  

I opened a test return to see if I could pay ahead of efiling.  At the bottom it does say efile fee might go up in March.  Actually this is from my real filed return.   Wonder how much it will go up?    

If the software won't let you enter a number, it’s often because a "0" is already sitting in a hidden field. Try deleting the IRA entry entirely and then re-enter. This may clear the issue especially if this form was imported and not entered manually.    Go to Federal > Wages & Income. Scroll down to Retirement Plans and Social Security and select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). On the 1099-R Summary screen (titled "Here's your 1099-R info"), you will see a list of your entries. Click the Trash Can icon (or Delete button) next to the specific 1099-R you want to remove. log out and back in again to save the change Re-enter your 1099 R. @Mike6174 

We can't view your information to determine if you were sent your refund by check.    Once your tax return is accepted, the IRS takes over processing, and for status updates, you can check your TurboTax site tracking tool or use the IRS tool Where's my Refund?.  

Form 4139  Credit for Federal Tax Paid on Fuels is due to be available in late February or early March 2026.   TurboTax provides a list of Tax form availability ‌for individual Federal and State returns forms that are‌ being revised.   On the website Select Select return type [1040 Individual] Select agency [US - Federal] Third Box [4136]

Are you going to receive any other tax documentation?  Trust's usually issue a form called a K-1 to the beneficiaries.  That K-1 should report your wife's share of the income from the sale of the land minus expenses.     If you are not sure you should contact the Trustee and ask about that form K-1.  They should be able to tell you when it is arriving.  Once it does you can enter it directly into the investment income section of TurboTax in place of that 1099-S.    

Yes, although your Legal Plan is under your name, when you prepare your tax return, you can keep your spouse as the primary taxpayer.   If you run into forms or issues you feel you need help with as you're preparing your return, you have several options; a 'Help' link, a 'Chat' link and and 'Expert Help' link you can access.       @Ejkchance    

No one can see your information. REVIEW REFUND METHOD https://ttlc.intuit.com/community/refunds/help/how-do-i-review-the-federal-refund-method-i-chose-after-filing-with-turbotax-online/00/27417  

When you use the "Pay With Refund" service, your personal bank account details often do not appear on the final tax return filing instructions because the refund goes to a third-party bank first to deduct fees.     Click here for Where can I find my direct deposit account information after I've e-filed?  

To enter a 0% allocation for Form 8962 in TurboTax without zeroing out the entire form, you must use the Shared Policy Allocation section to assign 100% of the policy to the other taxpayer and 0% to yourself.    Before taking any other steps, you might try exiting the return. Clear cache and cookies, and restart your computer.    When you enter your 1095-A into TurboTax, there will be an option (a box to check) that says I shared this policy with someone not on my tax return.   After checking that box, you will get the option to name someone else as recipient of the amounts in Boxes A and C   In the 1095-A entry screen, select "Yes" to shared policy, enter the other person's SSN, and enter "0" for your percentage in Part IV.   Steps to Enter 0% Allocation (Shared Policy):   Enter 1095-A Data: Enter your Form 1095-A details as shown. Shared Policy Question: When asked if you shared this policy, answer Yes. Allocate Percentage: When asked for your allocation percentage, enter 0 for all months. Other Taxpayer Info: Enter the SSN of the person who is taking 100% of the policy allocation. Verify Part IV: This tells TurboTax that while you have a 1095-A, your share of the premium tax credit is 0%, thus not zeroing out the entire form, but rather correctly reporting a 0% allocation in Part IV of Form 8962    

It depends. TurboTax is asking this question because of a specific IRS requirement on Form 8606 that is generated by how you answered a previous question.   The IRS requires your total IRA value as of December 31 if you meet either of these two criteria:   You have "basis" (nondeductible/after-tax money) in any traditional IRA and you took a distribution or did a Roth conversion in 2025. The IRS does not let you withdraw just the tax-free money; they force you to take a proportional mix of pre-tax and after-tax money. To calculate that exact percentage, the IRS (on Form 8606, Line 6) requires the year-end value of all your traditional, SEP, and SIMPLE IRAs.  If you told the software you made a nondeductible contribution this year or had a "basis" from a previous year, the software must generate Form 8606. If there was a distribution, Line 6 of that form is required. If you’ve filed for 10 years without this, one of three things happened this year:    You (or the software, based on your income limits) marked your 2025 contribution as nondeductible.   You took a withdrawal (1099-R) from an IRA that has after-tax "basis" attached to it.  You performed a Roth IRA conversion. You’re right. The total value isn’t shown on the front of the 1040. It’s still needed for Form 8606, which you’ll attach to your 1040.   If you’re sure all your past IRA contributions were tax-deductible and you don’t have any after-tax “basis,” double-check the IRA Contribution section. Make sure you haven’t marked any “nondeductible contributions” or a “prior year basis” by mistake.   @Anonymous