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@Opus 17 wrote: I've asked for this to be investigated.  ML should at least be listed as an option, going by past behavior.   Agreed and if, for some reason, Intuit is parting ways here (or Merrill is), then Intuit should take the ML name and logo off the import screen where it appears prominently (or at least it used to). I assume it's still there and it's false advertising (or at least misleading) otherwise.

I successfully filed my tax returns using Turbotax Desktop with a Form 5695 on Feb 3 at 4 pm.  I had an issue with what QMID meant. So I googled it and got a link to the IRS's Qualified Manufacturer ID's (QMID's). I found the manufacturer of my heat pump and entered its QMID #. Some said Turbotax placed their entry on the wrong line of Form 5695.  That did not happen on mine. I was able to select a heat pump and it sent to the correct line on Form 5695 to get the $2,000 credit. I'm an accountant. So I check these things out.

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

I just spent over an hour with a TurboTax tech.  After consulting with two supervisors, they admitted that it is a bug.  To get past the "A value is required" Custodian name page, just click Back, then Back again to return to Step-by-Step.  We did a REVIEW and it found three spots on a form that needed to be checked No. Then everything passed so this does not prevent us from filing.  However, it does not give me much confidence in TurboTax right now.

@Opus 17 wrote: Would prefer to buy a bit of software out of the box and not have to disclose my life story just to use it.   If you feel that way, you might be better off using H&R Block's desktop software since Block doesn't require you to set up any type of account with them (unlike TurboTax where you need an Intuit account). The software is also much, much less expensive than the TurboTax equivalents. I think the interface is more clunky than TurboTax but it's about the same otherwise.   Re the online variants, I believe H&R Block requires one email per account and return (just like TurboTax) BUT TaxAct allows users to prepare up to 5 returns (online) with only one email address (each return still incurs a separate charge). This is just for comparative purposes.

You took your fees for filing with turbo tax from my state refund and my federal refund. Even though you fixed the display issues it’s not simply just a display issue. You double charged fees. This is unacceptable 

Yes, as long as you have not filed, go back to the My Info or Personal Information section.   Select edit next to each dependent and go back through the questions.   You can also delete the dependents and re-add them.   Sometimes it is easier just to re-add them and start the questions fresh.   Add Remove Dep

Guess I'm replying to myself but since I'm non resident of Iowa my "Iowa source" income and dividends are zero (in order for the non-resident credit to work properly) so it really doesn't ask me much about the income.  I do properly break the muni-bonds dividends up into multi-state and iowa back in the federal/main input section.  I do appreciate the help as I have been spent 4 hours on phone this week with tax experts and sent in two diagnostics files and TTax can recreate the problem, just can't seem to fix the bug.