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To access Cointracker import in TurboTax Online Premium, follow these steps:          Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click the down arrow to the right of Investments and Savings. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). Click Add investments. On the Let's find your account screen, enter 'cointracker'.  Select CoinTracker and follow the sign in instructions. Or you may enter the summary information instead of each individual transaction.  Create a .PDF of the IRS form 8949 to upload into TurboTax Online.  Follow these steps.   On the Let's find your account screen, select Enter a different way.  On the How do you want to add your docs? screen, select Type it in myself, then Continue. At the screen OK, let's start with one investment type, select Digital Assets.  Click Continue. At the screen Let's get started typing in your digital asset info, enter the information. Click Continue. At the screen Did you get a 1099-DA, select Yes. Answer the questions at the screen Tell us about the sales on your 1099-DA. Do you have more than three sales, enter Yes. Did you buy every investment listed, enter Yes.  Continue. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue. At the screen Look for your sales on your 1099-DA, select Continue. At the screen Now, enter one sales total, enter the sales information.  Select Continue. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen. When completed, close the record and click Continue. At the screen Now, we'll help you upload your 1099-DA, browse and select your document.  Select Continue. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated.  

The worksheets are not officially part of your return, and many of the worksheets are not even the same as the CRA supplies with their tax packages.   But I will pass on your suggestion to our product development team. Thank you for your input.         

Yes, as I understand it, I would use the annualized method to determine what I should pay each quarter and they pay it before the due date of each quarter? And that way, I would avoid the penalty? At least that's what I understood from the turbotax and IRS articles.   @MonikaK1 

there are 2 different PINs   the 6 digit IP PIN set by IRS (changes every calendar year for all filing that year regardless of tax year), you enter other Other Tax Situations / Other Return Info.     the 5 digit e-file PIN you enter when you file is whatever you want, it is used by the e-file process and has nothing to do with the IP PIN.

The Alaska Permanent Fund Dividend for 2025 is $1,000 per eligible Alaskan and is taxable income on the Federal return.   Go to the 1099-MISC line in the Income section of TurboTax to enter your PFD. Follow the prompts. When you get to the screen, "Do one of these uncommon situations apply?", click the radio button next to "This was an Alaska Permanent Fund distribution".      

Thank you.  I made sure MI is in box 15 on the Federal 1099-R entry form but still unable to make the change on the State of MI return.  The only thing I can think of is that the distribution was an RMD from an inherited IRA my wife received which Michigan considers as taxable income.  

Yes, this is the way it should be. If you only claim the Residential Clean Energy Credit (such as solar panels, solar water heaters, geothermal heat pumps, or battery storage), you only need to fill out Part I of Form 5695, which is located on page 1.