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Your Wisconsin return wasn't submitted yet. We're updating TurboTax for a recent change to Wisconsin's retirement income section. The update will be available on February 26, 2026. On or after that date, please log in and ensure your product has been updated (online versions update automatically). Make any changes based on the following guidelines, complete a final review and resubmit your return.    1. If all of your retirement income is from qualified plans -- like a 401(k), 403(b), or government pension -- you can simply review and resubmit. Most workplace retirement plans are qualified. 2. If you have retirement income from a non-qualified plan (uncommon), go to Retirement Benefits Adjustments and follow the steps to update your amounts before resubmitting. 

In TurboTax Desktop Premier, an IRS form 1099-B entry may be entered by following these steps:   Across the top of the screen, click Federal Taxes. Across the top of the screen, click Wages & Income. Click I'll choose what I work on. Scroll down to Investments and Savings and click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. At the screen Let's finish pulling in your investment income, click Add investments. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip import. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue.CC At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue. Do these sales include any employee stock, click No. Do you have more than three sales on your 1099-B, click No. Do these sales include any other types of investments, click No. Did you buy every investment listed on your 1099-B, click Yes.  Click Continue. At the screen Now, choose how to enter your sales, select One by one.  Click Continue. At the screen Now enter one sale on your XXX 1099-B, click Continue. Select Short-term did not receive 1099-B form or Long-term did not receive 1099-B form.  Enter information.  Click Continue. At the screen Let us know if any of these situations apply to this sale, report as necessary. At the screen Review your XXXX sale, repeat as necessary by clicking Add another sale.  Click Continue. @kck24     

@ JoyLewis wrote: I got four login codes via text message from you guys and I was not logging it at the time. I just logged into send this message to find out what's going on or what I need to do to protect myself. This is a user community forum--not a direct route to TurboTax Support--so any unexpected text codes didn't come from "us guys" here but would have come from their automated computer system.  But we can tell you how to check and update the log-in security in your Intuit Account, such as changing your password, etc. and also how to phone Customer Support.   Log into your Online TurboTax account.  In the left menu column scroll way down to Intuit Account. In the Intuit Account settings click the tab Sign in & Security. You can verify your settings there, and can change password, update email address, if needed, etc.   Also while in that same Sign In & Security section scroll down a little and you'll see a section "Account activity."   See if anything looks unusual there.   NOTE:  Be aware that if you have multiple Intuit accounts, i.e., different User IDs (as happens to a lot of people), any changes made in one account won't reflect in the other accounts.   For additional help with this matter:   Contact TurboTax Support 5AM-9PM Pacific, 7 days per week  https://ttlc.intuit.com/turbotax-support/en-us/contact/

If you can not e-file your state tax return because your state ID is incorrect, you can try the following to fix it.   Try removing any extra letters or characters (like "WTH" or state abbreviations). Enter only numbers or leave it blank if allows you to. If you  continue to get this error, try using your federal EIN (Box b) in the state ID field or try entering a dummy value, such as 9 digits like123456789 or 999999999.   You can also delete that specific W-2 and re-enter the information manually. Make sure that the correct state is selected from the dropdown menu.   You can easily get to the screen(s) in TurboTax where your W-2 is deleted/entered as follows: Click on "Search" in the top right of your TurboTax screen. Type "W-2" in the search bar. Click on the link "Jump to W-2" Your screen will say "W-2 Summary"  Click on the trash can to delete a form W-2 or "Add a new W-2" to reenter your Form W-2   Click here for How do I manually enter my W-2?  If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Nope, those steps do not exist for the Colorado tax entry.  However, I just found a solution by selecting OTHER SITUATIONS and then UNDERPAYMENT INTEREST.  After answering several questions, it still computed the same penalty.  However, one question asked if I wanted Colorado to calculate any underpayment interest.  So I redid that and answered Yes.  That zeroed the penalty in TurboTax and the screen stated that TT will not send DR 0204 to Colorado.

Here is how to navigate to make the entry:   Click on Federal Taxes,  Deduction & Credits Choose HSA, MSA Contributions Continue until you see a page titled "Let's enter (your name's) HSA contributions" which will show any deductions already computed from your W-2 in a box that is greyed out, and another box for contributions you personally made.   Enter the amount you personally made. For some more information, see Basics of Health Savings Accounts

This reject is due to the primary taxpayer birthdate does not match what the IRS has in its records.  The taxpayer's date of birth must match the IRS e-File database.   If the taxpayer's date of birth has been entered correctly, call the Social Security Administration at 1-800-772-1213 to verify that their records are correct. If SSA records are updated, it can take up to four weeks to transfer the updated information to the IRS. Wait four weeks, and then re-file the return.    If the reject continues, or if you do not want to wait four weeks to re-file electronically, you may print and file this return by mail. Note: If SSA information is inaccurate and you do not call to correct the information, you will get the same reject next year.

Thanks for replying. I never got as far as you did. As soon as I started the import this message appeared: Your Wells Fargo account stopped syncing to TTWin I last tried a couple of days ago. Did you ever see this message? In case the import never works I've started entering the 1099 forms by hand. Tedious but one does what one must. I'll try the import every few days until I give up.  

Sorry, if you can’t install the Desktop program they only give you 1 free federal and state Online returns.   Online is only good for 1 return per account.  Don’t use your account or you will overwrite your return and it will be gone.  And you have to pay for each account separately so it might get expensive.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return Create your account screen Set up a new login for the second return Start working on the new return If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953   If you used the Desktop program before you may notice several differences and not like the online version.  It has less features and no Forms Mode.  You can only do 1 return per account.   Although you can use the same email address for 5 separate accounts.  Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.   Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.  

Enter the information about your vehicle in the Business Vehicle Expense section of Schedule C. TurboTax will compute depreciation and other expenses based on your entries, or you may take the option of using the standard mileage rate.   See this TurboTax tips article for more information.  

It looks like  an Oauth error, WF won't authenticate Ttax when initiating the download transfer. Hey support, look at the things that could cause it. Some people have success, others don't. This tastes and smells like a setting somewhere in the browser, but where????

Thank you, @ReneV4 ! I'm very glad to hear that, and I'm relieved that we won't have to hunt for old W-2s and additional information to determine the actual cost basis as though it were my father filing. Would step-up basis also apply to all normal stocks my father solely owned, not just ESPPs and RSUs?

A 1099NEC is for self employment income.   You need to fill out schedule C for self employment business income and pay self employment tax in addition to regular income tax on it.  The SE tax is to pay Social Security and Medicare tax that wasn't taken out like on a W2.   You use your own name and ssn or business name and EIN if you have one.   You should say you use the Cash Accounting Method and all income is at risk.  After you put in your income and expenses  if your net profit is $400 or more you will pay 15.3% for Self Employment tax in addition to your regular income tax.  The Schedule SE will be automatically filled out for it.   You can enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to the Premium version.  Or use any of the Desktop installed programs.  All the Desktop programs have the same forms.  You just get more help and guidance in the higher versions.   How to enter income from Self Employment https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/...

You can indicate that the income reported on the 1099-MISC is from tips.  You just have to go through several screens of questions before you get there. I assume the tips reported on Form 1099-MISC are in Box 3 -Other Income.  After you enter your 1099-MISC and Continue...   Enter "Tip Income" or similar for "Describe the reason for this 1099-MISC"  Indicate "None of these apply" on the page with "Do one of these uncommon situations apply?" On the next screen "Did the Tips involve work that's like [your] main job? indicate "Yes". On the "Select or enter the line of work..." page, mark the button next to your Business, or if you haven't set it mark "Add a new line of work" The next page says "Let's check if you can deduct tips or overtime" Mark "Yes" after "Does this amount include tips?" On the next screen enter your "Total eligible tips".   Continue and answer the remaining questions.

Are you entering information for a business that carries inventory and reports cost of goods sold? That it typically the type of business that would use Accrual accounting.   The most common method is the Cash method- reporting income in the year actually received it and reporting expenses in the year actually paid.   If you received a Form 1099-NEC, that usually means you were self-employed and should report your income and related expenses on Schedule C.   Click here for more information about reporting self-employment income and deductions using TurboTax. @Critiry3 

Please use the instructions below, as some of the input areas have been updated:   Step 1:  Enter the Non-Deductible Contribution to a Traditional IRA Go to Deductions & Credits and scroll to the Traditional and Roth IRA Contributions section. Click Start.  On the screen, Tell us about your IRAs, check the Traditional IRA box and select Continue. After selecting that you contributed to a traditional IRA in 2025, you will be asked Is This a Repayment of a Retirement Distribution?, select No and select Continue. Enter the amount contributed and select Continue.. You will be asked Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution? Select No and Continue. Continue through the interview and answer the questions on the following screens. You will arrive at a screen labeled [Your name’s] Traditional IRAs, with a box labeled Deductible contributions elected non-deductible. Enter the amount you contributed. Select Continue. Note: If none of your contribution can be deducted, you'll see the message Based on what you've entered you don't qualify for an IRA deduction, and the full amount of your contribution will automatically be nondeductible. Step 2:  Enter the Conversion from a Traditional IRA to a Roth IRA Go to Wages & Income. Locate and select the Retirement Plans and Social Security section, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R). Answer Yes to Did you get a 1099-R in 2025? If you land on the screen Review your 1099-R info, select Add another 1099-R. Select how you want to enter your 1099-R and follow the instructions. Answer the questions on the following screens and continue through the return, until you reach Tell us if you moved the money through a rollover or conversion. Select I converted some or all of it to a Roth IRA and Continue. Next, select Yes, all of this money was converted to a Roth IRA. To check the results of your backdoor Roth IRA conversion, see your Form 1040: From the menu, select Tax Tools, then Tools (if you're currently using the TurboTax Mobile app, you'll need to sign in to the web browser version). Select View Tax Summary. From the menu on the left side of your screen, select Preview my 1040. Your backdoor Roth IRA amount should be listed on Form 1040, Line 4a as IRA distributions. Taxable amount on Form 1040, Line 4b should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, in which case the earnings would be taxable. If you have a Schedule 1, then Schedule 1, Line 20, IRA deduction should be blank. Select Back to return to where you left off in TurboTax.