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This issue was confirmed some time ago and is actively being worked on, though it doesn't seem to affect all users. In the meantime, you can use the workarounds already shared in this thread. Also, you can try tabbing through that section in lieu of scrolling or clicking.   @BirdMan59 

MonikaK1 - Thank you again for your response.  I am filing Schedule-E, which I believe would have similar requirements to Schedules C or F.  Your two bullets make perfect sense, but I am still not sure about the last sentence.   Note that I paid the insurance myself & the business did not make explicit Guaranteed Payments, although the net income is sufficient to pay the health insurance.  As such the payments are not reported on K-1, except to the extent that the net income is not reduced by the payment amount.  As such, it seems that perhaps I do not meet the "established under your business" requirement.  If you can confirm that I do - than all is good.  If not - I will have a much larger tax-bill ($27k of additional taxable income).    

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)   TurboTax Online: Open your return -Go to the menu panel on the left side of your return and select Tax Tools.  Then select Tools below Tax Tools. A window will pop up which says Tools Center.   On this screen, select Share my file with Agent. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information. TurboTax Desktop: If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps: Click on Online in the top left menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number. Enter your email used for TurboTax > Enter your code > Send Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution. Please also tell us any states included in the return. This is necessary for us to view the return. *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')   We will be able to see exactly what you are seeing and we can determine what exactly is going on in your return to provide you with a resolution.

@ carol_nielsen1951 wrote: I purchased Business for my business. I want to keep taxes separate from my personal.  I purchased Premier for my personal taxes.  How can I install both programs on the same computer?   I'll assume you mean the Business Edition and not the "Home and Business" product.  The dedicated Business Edition (for S-corp, C-corp, partnerships, trusts, estates) can exist on the same computer as a personal tax product such as your Premier Edition.   They are installed separately and you should not encounter a conflict.    If you haven't yet downloaded the installation file for each, the FAQ below will tell you how to do it.   FAQ:  Getting started with desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

I'm having the same issue as the others on this thread.  One recommended solution was to enter manually, but this is not an option for me due to the magnitude of transactions.   If this cannot be resolved, I'd like a refund. 

Are you using TurboTax Desktop or TurboTax Do It Yourself (Online)? Have you checked this FAQ to see if your returns are using any locked forms? https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/tax-return/turbotax-say-forms-locked-finalized/L9h4thZZJ_CA_en_CA    

The California instructions for Schedule D state that you need to use the form only if there is a difference between your California and federal capital gains and losses. Because California treats capital gains as ordinary income, TurboTax will generally transfer this information to the state return, where you can adjust specific items if needed.   The California Form 540 starts with your Federal Adjusted Gross Income and summarizes any differences between Federal and California on Schedule CA where the additions and subtractions are listed.   The California tax return Form 540 package will include a California Schedule D if you have any California capital gains and losses from the entries you make while completing the Federal return.    TurboTax will ask questions in the California interview in order to capture any information needed to adjust the entries on the California Schedule D. In order to help ensure accurate calculations, answer the questions in the interview about any capital gains subject to California tax.   See these California FTB instructions for capital gains and losses for more information.    

So that would mean the  So that would mean the dividends shown on my Dad's tax return would not tie with the 1099, is that okay? Turbo Tax not does say anything about breaking those out which is why I was confused.                 

Unfortunately, this is a case where the D-2210 thinks she was a resident in 2024, and there is no way to go back and just correct it.  The only way to resolve this now is to Delete the District of Columbia return, add it again, and be sure that you indicate your daughter was not a resident in 2024.  I will forward for review, but the DC re-do is quick and easy.      

If you have gone through the employer matching contributions section of the program, you will note that many plans are there, but not the SOLO ROTH 401k. The IRS actually requires you to enter your solo ROTH 401k contributions for two reasons:  It must be recorded as a contribution to your plan and  it must be taxed as income to you.  The IRS approved method to report this is - a 1099-R for the year the funds are allocated. The code G in box 7 is the key. It tells the IRS the money when into a ROTH account. You can follow the steps outlined by @DavidF1006 above.   The 1099-R directions states that Roth  contributions  must be reported on Form 1099-R for the year in which the contributions are allocated. See Q&A L-9 of Notice 2024-2.   Reference: IRB 2024-2

I assume the tax is an excise tax penalty caused by a missed Required Minimum Distribution. To fix it, take the missed RMD as soon as possible and file Form 5329 requesting a waiver of the penalty. The 25% penalty may be reduced to 10% if corrected timely and is often waived when properly addressed.   If 2025 is your first RMD year, you may delay taking that RMD until April 1, 2026, and it'll still count for 2025. However, if it isn't your first RMD year, the distribution had to be taken by December 31, 2025. Taking it in 2026 won't satisfy the 2025 requirement. In that case, you should still take the missed amount promptly, report it correctly on your return, and follow the steps above.    For more information, see  Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs)  

No, there's not a way to avoid mailing the forms. It's not that they are not transmitted, however the IRS wants you send Form 8453 with a copy of Form 8949.  In your case the they may not actually be looking at the 1099-DA since it was not required to be filed until 2026. How do I mail Form 8453? (review if alerted)   @YP55 

They're still not done resolving the FTC cases from 5+ years ago. If I didn't have so much of my information all prepped and literally ready to file prior to this, I would have jettisoned them to the darkest realms of the underworld. (Fun fact, they won't let you use its name!) Bad customer service AND censorship. 

It really depends on what your tax liability is, not what your tax due before entering the credit was. If your "tax due" was $8,000 before entering the battery credit, that figure actually represents your remaining tax balance after your employer-paid withholdings or personally made estimated payments were already applied. In this scenario, your total tax liability (the actual cost of your taxes for the year) is likely higher than $8,000.  When you apply the $10,000 RCEC credit, it first eliminates the $8,000 payment that would have been due, then it continues to reduce the tax you already paid throughout the year.    If the tax liability before the payments is less than the credit, it can be carried forward.