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Try these options to fix the issue you are having: If you are using TurboTax Online Check ‌your browser settings. (clear your cache and cookies) How do I delete cookies  How to clear your cache  Check your internet connection. Try using a different web browser.   If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do.   Another option is to remove the Schedule H form by going to the Tax Tools section, select Tools, and Delete the form. Then clear and start over from the very beginning. How do I clear and start over?  

L'ajout du montant transféré admissible à titre de REER a réglé le probléme. Je crois que votre logiciel devrait nous indiquer que ce transfert doit être complété par une cotisation à titre de REER afin d'éviter que le montant soit imposable.   Je n'ai pas besoin de votre appel comme proposé.   Merci !

The info for the Information Worksheet comes from your entries in the 'My Info' section.  You can check your entries there to be sure they are correct.  Are you filling out the worksheet in FORMS mode and receiving an error when trying to Efile?  If you can give more info, we'll try to help.   If you're using TurboTax Online, it always helps to close the program, clear your Cache and Cookies and return to the area in TurboTax where you were working.   @lucayou73 

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

I just installed the latest TurboTax updates to my desktop version of TT Premiere (today 2/26/2026 at 9:50 am MST).  It indicated that an update to the New Mexico State was installed but provided no details.  Can you inform me how I can tell if this update included the correction to Form PIT-ADJ capital gains, so that I can confidently re-file my NM state return?  Thanks.

you have a choice. Since payment will be received in more than 1 tax year, you can report it as an installment sale. However, you can opt out of installment sale reporting. hopefully there's a provision that the installment payments will bear interest. 

@dmertz    ​Thanks for the help! One quick follow-up: Since I am under 59 1/2, will I need to manually apply Exception Code 21 on Form 5329 to avoid the 10% early withdrawal penalty on those earnings? Or does entering the 1099-R with code 'P' automatically handle that in TurboTax?

Thanks Patricia for the link to the e-File waiver.   I went ahead and removed the B and e-filed figuring that if FTB has an issue with it, they can still match up by the FEIN...and we're filing early so we have time to make corrections if FTB flags the issue.   I also placed a call to FTB and they were able to look up information new CA SOS file number format and said I should use that next time and that the software needs to catch up.   Please have development correct the validation to include 12 character IDs that start with a B.   Thank you.

Form 564 is for the aerospace credit. Form 569 is to report a transfer or allocation of a tax credit. Sometimes a person or a business will sell OK tax credit they can't use.   If you qualify for the 564 aerospace credit, you can claim it up to 5 times/years. To enter it: Complete your Federal return first (TurboTax needs this data to start your state return).  Begin or continue your Oklahoma return. Proceed through the initial Oklahoma screens (Income, Adjustments, etc.) until you reach the section titled "Take a look at Oklahoma credits" or "Tax Credits." Locate the Aerospace Credit Look for a category called "Other Oklahoma Credits" or "Business & Energy Credits." Find "Credit for Employees in the Aerospace Sector" (it might also be labeled as the "Aerospace Industry Engineer Workforce Credit"). Click Start or Update next to that line. Enter your information, employer, graduation, credit amount - usually $5,000 unless you are using a prior year carryover, enter that amount. Caution: the first year filed, a copy of your diploma or official transcripts must be mailed to the state. @dletsinger