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Thanks MaryK4.  I was afraid that was the case.  On the other hand, if I paper file the MA MFJ return, it's hard to understand how that makes MA processing easier or more efficient.  Are they going to reach out to the Feds and obtain the Fed filed MFS returns?  That's absurd.  But then again, not much in gov't makes sense to us mere mortals.  Thanks again.

Not necessarily.  It depends on what type of trust and the requirements and restrictions of the trust.  The trustee, or whomever prepared the tax return should be able to provide you with a reconciliation of the trust income and distributions.

Same issue, same advice from TTax Rep: relog, restart, cache, private browsing, other browser, and so on.  What really worked (thanks ChatGPT) is accessing the Tax Tools (in the left menu under the review tabs and file) / Tools, and I clicked Delete Form. It brought a separate window with the IRS form, throwing errors: an asset that needed a depreciation period (which showed as filled in the Asset tab of the main program), and the "at risk" rule was not checked at all. I filled in the missing info, clicked the correct option, and now my review is good to go.   Nothing to do with internet connection, cookies, or browser.

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax Online:   Sign into your online account. Locate the Tax Tools on the left-hand side of the screen. A drop-down will appear. Select Tools On the pop-up screen, click on “Share my file with agent.” This will generate a message that a diagnostic file gets sanitized and transmitted to us. Please provide the Token Number that was generated in the response.   TurboTax Desktop/Download Versions:   Open your return. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number  (including the dash) that was generated in the response.   *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)  

@Polkadot1 I hear you. On one hand, it is nice of TT support to get in touch and chat about their bug. However, the statement    "The tricky thing with these issues is that they are very hard for us to recreate ... Things sometimes just take time."  sounds hollow in this case. Clearly, to verify that data import works at all, the TT developers, or their SQA group must have access to at least one financial institution with synthetic / dummy logins and synthetic accounts. And clearly, they have access to more than one such account at that financial institution, to verify several 1099-R and 1099-DIV will download correctly.  With this is place, all they have to do is follow the simple steps we all describe - repeatedly - in this thread. It is NOT rocket science. It is NOT "very hard to recreate".   Well-meaning as the tech support personnel might be, my response would have been "let me write down for you the trivial use case, and the corresponding test case procedure, and if the SQA team cannot follow it, please find another SQA team who can".   We, the software professionals know better than to accept such boilerplate statements.   Peace  

Make sure that you have installed your state return because that can cause issues when transferring.    Then:    1. In Desktop, start a New 2025 return, then look for a prompt to transfer last year and choose Skip/Continue without transferring for now. Retry Continue From TurboTax Online from the Desktop Home screen. If not shown, close and relaunch Desktop and look for it again. 2. If the Online import option won’t appear or loops Log out of TurboTax Online, clear your browser cache, and try again in a fresh incognito/private window (Chrome/Edge/Firefox). This resolves stuck “Continue” loops seen during transfers. 3. Fallback: You can recreate the return in Desktop. Since you were able to import 2024, you won't have the 2025 data, but it prepopulates carryovers and identities so you can finish 2025 in Desktop.

This is EXACTLY the situation I'm in and it's driving me crazy. Been using TT since the 1990s and this is the first time I am having problems. It is exactly as you describe, but with Wells Fargo Advisors. NEVER had a problem importing in the past. I really do want a refund  from TT this year because I pay for this basic functionality, I should not have to go and manually move numbers from 2024 to 2025.  Hoping TT sees this and fixes the issue ASAP.  I've also tried the suggestion of the experts above to no avail.

You can enter business expenses in TurboTax by uploading a spreadsheet or connecting to your bank or credit card company.  To do so in TurboTax Online:    Go to Federal, >> Income >> Self-employment income After entering your income, you will see "Time to add expenses" That page has link to information about uploading a spreadsheet or connecting to a bank. On the next page you can select the method you want to use:  Enter manually, Upload a spreadsheet, or Connect to a bank. Make your selection and continue After working all the way through the self-employment step-by-step, sometimes you cannot access the upload page.  If this occurs, you made need to delete your business and re-enter it.