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ahhh i see why this is a problem. thanks for your response! Supposedly they are fixing this...last i heard someone else wrote they spoke to turbotax and the new date for a fix went from mid february to mid march...but that is just hear say...i haven't heard that from an official turbotax employee...is this the latest? 

There are no e-file fees when using the TurboTax online editions.  The TurboTax account fees are for the use of the software to assist you in completing a tax return.  The account fees have to be paid whether the tax return is e-filed or printed for mailing.

Your fee for using TurboTax is the same whether you e-file or mail the return in an envelope.  The fee is for using the software, not for e-filing.   If the e-file was rejected, you can try to fix it and re-file or you can print it, sign and date it in ink, and file by mail.   If it was rejected---what is your rejection message or rejection code?

See https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-like-kind-section-1031-exchange-form-8824/L4yci9pFQ_US_en_US   You need to be using TurboTax Premium if you have an online version.

@MarilynG1 That is incorrect.  That is not all that is required.  A statement of all transactions must be attached. TurboTax only offers to have that sent in by mail.  Yes the return can still be ostensibly e-filed, but the statement must be mailed within 3 days of filing.  All other current tax software allows those statements to be attached for e-filing.  Why does TurboTax keep glossing over this like it’s not true? 

Catina:   Hopefully I can explain this problem.  It's not that the import doesn't work, it's that the import from Franklin Templeton only brings in data from a single Franklin Templeton account.  And each separate mutual fund at Franklin is regarded as a single account.  So with my Franklin IRA, which holds five different mutual funds, the import only brings in data from the specific fund number, not all five accounts the way TurboTax did last year.  So to get all the 1099-R data from my IRA, I have to do 5 specific imports.  (Ok, 5's not a huge problem, but I know a guy that's got 50 Franklin "accounts".   So whatever the Intuit development team did in setting up the 2025 software "broke" the way Franklin data was imported last year (2024).  Last year, you entered your Franklin Templeton userid and password, and all of the 1099-R and combined 1099-B/D data got imported in a single step.  As I've hopefully explained above, that's not the case this year.   As far as I can tell, this "problem" is specific to Franklin Templeton.  With American Funds or Hartford, you enter your userid and password, tell TurboTax to import, and all of the 1099 data comes over in a single step.   Clear as mud?   Fred

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Not sure what you are trying to do.  There is no place on your tax return to say that you are retired, unless you want to use "retired" as your occupation in MY INFO.   Occupation has no effect on your tax due or refund.   If you are retired, you can enter retirement income:    Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.     To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.  

Form RRB-1099 and Form RRB-1099-R are two different forms. The form you are describing is Form RRB-1099, the blue form. But the page you are on in TurboTax is for entering Form RRB-1099-R, the green form. The box numbers on the two forms are different. To enter Form RRB-1099 in TurboTax go to "Social Security (SSA-1099, RRB-1099)."   You have to enter both forms.  

I just contacted them, spoke with "T", he was very professional and helfpful.  For my license number it now says I have one more efile.  I think the system fixed itself between my 4th file a few days ago and today's call.  Yesterday the predicted wait time was 20-25 minutes and I didn't choose to wait, today it was 5-10 so I held on.  I'm now more comfortable believing that when I go to efile my last return that it will work.  Thanks

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules

Good news and bad news. Good news, your carryover is still valid and allowed. There have been big changes to the credit allowed while you were gone. Bad news, it is currently only available in the desktop version and requires a back door method to get the K-47 you need. Good news, it is easy to switch and your information stays intact so you can pick up where you left off. See Switching from TTO to TTD. To finish up: Once you have your .tax file downloaded and the program downloaded, open your return. You will see Forms on the top right. Select Forms You will now see all your forms on the left side. Above them is Open Form Click on Open Form Pop-up box, click the + beside Kansas Locate Schedule K-47 and click it Then the blue Open Form box Your carryover goes in line 3. Fill in any pink boxes Go back to step by step - top right Finish return and file