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Yeah this is absurdly bad. I originally purchased desktop Deluxe, realized it wouldn't let me import .csv files, found a TurboTax help page explaining how to format .csv for crypto, with a disclaimer saying that only Premier and Home and Business allows importing .csv files, upgraded my Deluxe to Premier, and I still can't import .csv files. I saw an earlier post about this functionality being available by March 18. If it's not, I'll be asking for refunds for both the original Deluxe download and Premier upgrade. Unsure if I will still give my business to Intuit after this. I've been using TT for about 20 years and I feel quite burned by this.

Guys, as Annette said, the IRS instructions state clearly that if there is an entry in box 9a, then this must be a total distribution, which would suggest checking off the Total Distribution box in 2b.   That is, TurboTax is working exactly as the IRS instructions say.   Please note this: These instructions for the 1099-R as instructions for the entity that is creating the 1099-R (IRA custodian, pension plan administrator, whatever). These are not instructions for you the taxpayer.    So the error here is that whoever created the 1099-R put a number in 9a and forgot to check off the box in 2b. Don't blame TurboTax, blame whoever created the 1099-R.

For a loss in the current tax year, go to the Farming topic and enter your income (if any) and expenses that resulted in the loss. TurboTax will also ask if you had any losses carried over from a prior year. Be sure to work through all the topics in the Farming section.   If you're using TurboTax Online, log into your account, open your return, and use this link: Schedule F. Otherwise, use the search box to find "Schedule F" and use the jump-to link.

Thank you. I found #2a on my 1040. Do I also add in #5a-#5b Pension/Annuity, and #6a-6b (Social Security Benefits)?  #5b and #6b show a taxable amount, which is less than the total amount in #5a and #5b, so I'm wondering if that means they're tax exempt. Thanks

Are you on the loan?  If not, then no, you cannot claim the interest.  If you are a cosigner on the loan and are paying the payments, then yes, you may be able to claim the interest deduction.  in order to claim the interest you must be legally obligated to pay it.    You can claim the deduction if all of the following apply: You paid interest on a qualified student loan in tax year 2025; You're legally obligated to pay interest on a qualified student loan; Your filing status isn't married filing separately; Your MAGI is less than a specified amount which is set annually; and Neither you nor your spouse, if filing jointly, were claimed as dependents on someone else's return. Another taxpayer is claiming you as a dependent if they list your name and other required information on page 1 of their Form 1040, 1040-SR, or 1040-NR. A qualified student loan is a loan you took out solely to pay qualified higher education expenses that were: For you, your spouse, or a person who was your dependent when you took out the loan; For education provided during an academic period for an eligible student; and Paid or incurred within a reasonable period of time before or after you took out the loan.

BillM223 - Thanks for the fabulous explanation of how this works! Age is the issue here, and I think there is a software bug.  The 1099-R belongs to my wife, DOB 07-01-1955.  The "Charity option" does NOT appear.  TurboTax doesn't think she is 70 1/2 at year end 2025. As a test, I changed her DOB to one day earlier, 06-30-1955, and the "Charity option" appears.  TurboTax thinks she is 70 1/2 at year end 2025. Here's where there is a software bug. /* There are 365 days in 2025. July 1 was the 182nd day of the year. 183 days remain after July 1st in 2025. 183 days > 365 days/2, thus  A person who has a DOB 07-01-1955 is greater than 70 1/2 years in year ending 2025 */   Bottom line, a 07-01-1955 DOB should trigger the charity question.   Your thoughts?  

We are aware of this issue and currently looking into it. The IRS has issued a correction to the 2025 Instructions on their end.  We have corrected the calculation for joint occupants of a home who are claiming the energy efficient home improvement credit in Part II of the 2025 Form 5669. Please refer to the instructions below with respect to the joint occupancy section on page 3 of the 2025 Instructions for Form 5695. If you downloaded or printed the 2025 Instructions for Form 5695 prior to Jan. 26, 2026, please note the correction. Although, the IRS is saying March 6, if this is the date that they will have the forms corrected, TurboTax software will take a little bit to then make the changes.  This should fix the issues with numbers not appearing correctly for the home energy credit.   

I hope that all goes well with the IRS.  I understand how frustrating this tax filing process has been.   This appears to be more of a lingering eFiling transmission issue between TT and the IRS but more information from these entities would be helpful. I do hope we all are able to get resolution to this soon. Hang in there.  There are many of us going through this unfortunately.