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@user17725415855 Are you using any of these forms? Why does TurboTax say my forms are locked or haven't been finalized? We're working hard to finalize all tax forms to meet Canada Revenue Agency (CRA) and Revenu Québec (RQ) requirements. Some of these forms aren’t ready yet in TurboTax. If your return has one of the below forms, you can't file your return in TurboTax yet. If you are a TurboTax Online customer, we will notify you via email when your forms are ready to file in early March 2026. We appreciate your patience while we work on finalizing these forms. Thanks

Since my last post on this thread, this experience has been identified as something that needs to be looked at further and forwarded to the development team for investigation.     The first step in this process is to provide a diagnostic tax file for the development team to use.  It is better to have an actual diagnostic file from a customer demonstrating the situation.  Please consider sharing a diagnostic copy of your tax file for this purpose.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.     If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.   Use these steps if you are using TurboTax Online:   Sign in to your account and be sure you are in your tax return. Select Tax Tools in the menu to the left. Select Tools. Select Share my file with agent. A pop-up message will appear, select OK to send the sanitized diagnostic copy to us. Post the token number here.    If you are using a CD/downloaded version of TurboTax, use these steps:   Select Online at the top of the screen. Select Send Tax File to Agent. Click OK. Post the token number here.   If you are using a Mac version of TurboTax, use these steps:   Go to the Menu at the top of the screen and select Help. Then, Send Tax File to Agent. Post the token number here.   @dgsimm  @NotSoTurbo 

You can call a local IRS Taxpayer Assistance Center. Locations and phone numbers are listed here:  Local IRS Office  You can schedule an appointment to meet with an agent. You will need: The 4883C letter A prior-year tax return The tax return for the year the notice is for Any supporting documents for each year’s return, such as Forms W-2 or 1099, Schedules C or F, etc.      

You are using the TurboTax online editions where you can only complete and file one tax return per account and User ID. You will need to create a new account with a new User ID and new email address for another tax return using the online editions.  Go to this website and click on Sign up to create a new account - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/   The TurboTax desktop editions where the software was installed on a personal computer allow you to complete and file as many tax returns as needed.    

"There's no income or tax effect on loans." I see how that's true if I loan cash that's paid back, but when it comes to the loan being by using a personal credit card that makes it on a 1099K that seems like there is a tax effect as it's now being reported as income/profit.   Isn't this what's happening:    Business makes $100 profit selling on eBay. Business uses that money to pay shipping expenses. Tax wise it's $0 profit.   Business "makes" $100 from loan through credit card that shows up on 1099k. Business uses that money to pay shipping expenses. Tax wise it's $0 profit. HOWEVER, now business has to make another $100 to pay me back, so at the end tax wise it's $100 profit all because of that 1099K.   

If you use Summary mode I'm not sure how you get it to Schedule B with TT Online.  I would use Code D tho if it's AMD.  Maybe you can use a 1099 to add the income to Schedule B as @ThomasM125 suggests, but not sure all ramifications of this.   Personally I manually input my 1099Bs rather than importing, splitting them between One By One for all sales with adjustments (wash sales, AMD, non-covered lots etc) and the rest input as Sales Summaries with no adjustments, so there is nothing to mail IRS (tho with Online you can upload a PDF for this).   But there is one other consideration to be aware of before you decide which route to take - the AMD that gets moved to Schedule B is not automatically subtracted from state taxes like 1099-INT Box 3 or 1099-DIV US Gov Obligations.  There are various interpretations of state tax codes whether it's taxable or exempt, so it depends your state.  If you know/think it should be exempt it's can be solved with a manual subtraction in state taxes tho I've heard here that this precludes e-file in NY at least, and some states have other reporting requirements.  Putting a 1099 in to solve for Summary sales on Schedule B, could potentially be used to trigger the state subtraction but I can't advise on that.   Re "I just need to figure out if my broker already included that interest in my 1099-div or not" hopefully this should not be an issue, there shouldn't be anything on 1099-DIV for individual Treasuries but you should see separate coupon interest payments for Treasury Notes in Box 3 on 1099-INT.

If you sold a capital asset, your cost basis is typically what you paid for it, less any depreciation or Section 179 expense you have taken.  If you have made any improvements to the asset you would add that cost.  As for long-term or short-term, that is based on how long you held the asset:  One year or less is short term, and more than 1 year is long-term.  

Our TurboTax team has identified that issue and is working on a resolution.   Sign up for notifications on when this issue will be fixed using the link below: Why am I getting address errors for my Home Energy credit when the address has already been added and is correct?  

@moderatetaxfiler    The current price for users who do not have a cookie...is $129 right now. That price went up on March 1st.   I see the same thing as you...but I have a background Fidelity cookie  (set somewhere).  Another expert user without any discount cookies, said the price today does show as $129 on the main TurboTax Online pricing page for them.

After entering the amount on line 11a of your K-1 you should check the box for "I Have Another Description Item".  Enter "Misc. Income" as the description.  Note that below that the program says "Amounts entered here may also need to be entered elsewhere in TurboTax.".  Now you need to enter the $4 miscellaneous income in TurboTax as follows:   Go to Wages & Income Locate "Less Common Income, Home sale, cancelled debt (1099-A, 1099-C") ... etc." Scroll down to "Other misc. income" Select Other "reportable income" and click on Start Answer Yes to "Any other taxable income?" Click on the blue Add button Enter a description and amount