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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.  

i have used turbotax for 10 plus years and the last couple of years it has been getting worse and worse and this year with it's unending loops and incompetent phone help. it's the last.  i admit i'm lazy so didnt want to start over with a new service but in the end it would have been much faster.  horrible loop to endless errors that are not errors.    never doing this again!!!!!!!!!!!

Well, I decided to buy the Turbotax Live Tax Advice. The expert said that the way the tax code is written I will have no benefit from the years of Qualified Business Losses -- they cannot be used to reduce the amount of this year's profit -- and that furthermore until those accumulated losses disappear I will not enjoy the 20% qualified business income deduction. And he said that Net Operating Losses are not available because of the amount of income I have from other sources.    So the changes to the tax code done over the past 8 years, sold to the public as protecting small business owners, have the opposite effect. 

I've been advised that the specific issue with credit card expiration dates was fixed on March 6th.   If you are using the desktop version, be sure you have run all software updates. To update the TurboTax desktop software, select Check for Updates under the Online menu (Windows) or the TurboTax menu (Mac) at the top of the application. If automatic updates fail, see this help article to manually update Windows, or this help article for Mac.   For online users, to make sure your program has been updated, you may also need to exit TurboTax, restart your device, and Clear cache and cookies. If you received an error message that "Intuit Electronic Filing Center is unable to complete the transaction", this could mean that there was an issue with authorizing payment by credit card. See this help article. You may need to choose another payment method.   See also this help article for more options. If you are using TurboTax Desktop and get the "snag" message:   Make sure the software is updated. See this help article for instructions to run a manual update. Reboot your device. Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software. Please see this help article for more information. Clear cache and cookies   If you are still having trouble, you might also try these steps:   Run the Windows System File Checker tool to repair missing or corrupted system files. Delete the downloaded file and download TurboTax again from InstallTurboTax.com. Sometimes files get corrupted during the download process. Restart your computer in Selective Startup Mode, and then install TurboTax. Install TurboTax on a different computer. If you have tried ALL of the troubleshooting steps and the issue is still not resolved:   See this help article for instructions on how to contact TurboTax customer support depending on which product you are using.   @rfwwrf