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you do know you can visit each company's website to get this info. It may take a little searching, but that's what I had to do.  Each website offers a phone number for shareholders to call if you don't want to searcht yourself.   ttps://investors.abbvie.com/static-files/5d0840fc-2e1b-4031-a62f-303f8e9ba785  https://s25.q4cdn.com/358376879/files/doc_downloads/2026/2026-Free-trade-zone-high-impact-business-letter-Tax-Year-2025.pdf     

Thank you for the message. The guidance says: once your return is accepted, you can amend (make changes) right away. It does not say that you must wait until the tax refund is received or (or your balance due payment has been processed).  I submitted my Amend and e-file after both my Federal and State returns showed as accepted. Would there be any consequences for doing this? Thank you

I'm having the same issue where my rental information isn't transferring over. I see that the discussion above says that this was fixed for TurboTax Desktop on 2/11/2026, but was this also fixed for TurboTax Online? I already tried restarting my return and choosing to import from the previous year, but my rental info still isn't showing up

You should answer all of the questions. If TurboTax accepts the answers and allows you the full amount of the interest on your 1098 (assuming that your portion of the property's loan is less than $750,000 if not filing a Separate return), then your answers should be fine.   For the 2025 tax year, you can deduct mortgage interest on up to $750,000 of mortgage debt ($375,000 for married filing separately) if your loan was taken out after Dec. 15, 2017. If your loan was taken out on or before this date, you can deduct interest on up to $1 million in debt ($500,000 if married filing separately)   See this TurboTax tips article for more information.   @Happyduck25 

Mine will import all standard stock transactions but leaves behind all options trades. I have enough trades that it will be painful to enter all by hand but not even close to the published limits for importing. If anyone has any tips I am all ears.

You need to clear the RMD information you have already entered in TurboTax.  To do so, you will have to delete your Forms 1099-R.  After you delete the forms re-enter them.  When you are asked "How much of the [distribution amount] was an RMD?"  Mark the button to indicate that "The entire distribution was an RMD".   On the screen with "Let's get more information about your Required Minimum Distribution (RMD)."  the program asks "Could you tell us what the required minimum distribution for your account was in 2025?" Enter the same amount that was in box 1 of your 1099-R.  Do this for each of your Form 1099-R.      After you have entered all your Forms 1099-R, on the screen with ""Let's check if you met the minimum distribution requirement" the program will ask "Did you take the required minimum distribution (RMD) for 2025 for ALL of your retirement accounts that have this requirement?".  Answer Yes, assuming that you have met your combined RMD requirements.      The RMD information that shows may be more than your actual combined RMD amount for the year.  That's OK.  The information is not included with your tax return and is not reported to the IRS.    

Bonjour, J'ai absolument le même problème lors de la trasnmission au Provincial. Même problème ici.  Impossible de transmettre la déclaration provinciale Québec. Importation des données de l'an passé donc tout ok . Transmission au fédéral sans problème. Aucun changement depuis l'an passé dans les renseignements personnels depuis l'an passé, pas de lettres avec accents, pas de signes étranges (tirets, accents, etc). Et aucune personne à charge. Je n'ai pas d'Annexe 3, alors rien dedans. J'ai l'Annexe L et je pense que je ne dois pas l'effacer et fermer, car j'ai TP-80 P2 (seulement le P2), est-ce correct ? Je n'ai pas de gain en capital imposable pour la 2025, dans le formulaire TP-726.7 pour l'année 2024 il y a un certain chiffre pour perte nette pour la 2024 dans la colonne C et dans la colonne E - Exedent du montant, mais je ne demande rien pour l'année 2025 !   Dans les révisions avant d'essayer de faire le transfert au Provincial, j'ai un Avertissement : "Veuillez vérifier vos dépenses d'entreprise car nous avons détecté le même montant pour plus d'un élément de dépense ou vous avez des dépenses mais aucun revenu." J'ai vérifié - aucun dédoublement de dépenses. En réalité - jÉai des dépenses, mais pas de revenu pour l'exercice, mais ceci ne devrait pas causer le problème, il me semble.     Aucune chance de transmettre Au Provincial ! C'est une "premiere" avec ce logicial depui plus de 25 ans ! Orline POPOV    

Please clarify which numbers don't match.    Form 2439 reports undistributed capital gains and tax paid by a regulated investment company (RIC) or real estate investment trust (REIT) on your behalf, which are entered into Schedule D and as a tax credit.    The RIC or REIT can truncate a shareholder’s identifying number on the Form 2439 the RIC or REIT sends to the shareholder. Truncation is not allowed on the Form 2439 the RIC or REIT files with the IRS. Also, the RIC or REIT cannot truncate its own identification number on any form.   If you are missing some numbers because the RIC or REIT truncated a number on the information sent to you, contact them if necessary to get the complete number.    

Thank you for the reply. Is there a way to calculate the amount of income that got double taxed by both states based on W2 information ? I understand TT will calculate the credit I can get, but my question is related to figuring out how much of the income got double taxed. 

Does your retirement distribution report a value in box 1 and in box 2a Taxable amount?    If you are reporting a retirement distribution with a value in box box 1 and box 2a, at the screen Annuity Information, at the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, you may select Yes.    The box 2a taxable amount will be reported as the taxable income.