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@LaughTrack , while I is no expert on  entity taxation,  and agreeing with my colleague @Mike9241 ,  you need to distinguish between  entity level and individual level incomes and taxations thereof.  What I read here sounds like, this Canadian income is  part of the gross income at entity level and therefore  recognized and taxed at that level.  If the income ( total  or partly ) flows to you on an individual level  ( K-1 or whatever ) then that  income  needs to be recognized and taxed at the individual level. I am also assuming that your investment entity is a domestic entity and therefore not under the  PFIC rules   Does this make sense ?

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”)  

Has this been resolved?  If not, you can try clearing your cache and cookies then attempt to submit your state.  If that doesn't work, you can try using a different browser.  Although you are using the desktop version, clearing cache and cookies can solve the problem as it still uses the web to be transmitted. 

To decline Expert Assist, look for a "Switch to Do-It-Yourself" or "See other TurboTax products" link,   If you are prompted during initial setup and cannot find a skip button, try clicking "See other TurboTax products" and manually select a self-service version.    If you are already locked in, you may need to clear your return to start over

It's unclear why the Wisconsin (WI) return receives a reject message. I would advise filing by mail and use the link below to request your e-file state fee refund. Please use the link below to contact us regarding your questions. How do I contact TurboTax?   @user17722259991 

Took me a while, but finally figured it out. Company sent me two 1099-R forms, one for my QCD and another for my regular withdrawls. I tried incorportaing them as TWO 1099-R forms, one for QCD and one for regular withdrawals. I needed to combine the two into one form (adding together all the appropriate amounts) and then inputting the COMBINED 1099-R into turbo tax.

@JohnB5677 wrote: Navigate to the investment portion of your return Select the Stock option Yes, but users get confused because of the "Expired" checkbox. If that box is checked there is no way to enter sales proceeds at the time the option was written (sold) in the program. Users can only enter the basis (which is generally $0).   The developers either need to remove "Expired" entirely OR add a proceeds line to the program. 

Follow the detailed steps here to be sure you entered the correct information in each section.    You can use the Social Security  lump-sum action to reduce the amount of your taxable social security, even possibly to zero. What is a Lump-Sum Social Security Payment? The lump-sum election has always worked correctly in TurboTax. Have all tax returns available for each year included in the lump sum payment (shown on your SSA-1099).   This can be handled on your tax return for 2025. The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year.   Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.  Enter the appropriate amounts for each year when you start that section of your return.   Continue to add each year for all years listed in box 3. There is no amendment required. Open your TurboTax Return > Search (upper right) > type ssa1099 > Click the Jump to.... Link or Click on See more > the click on social security benefits in the FAQ Select Yes you received benefits > Complete your SSA-1099 > Continue > Yes I received at least one lump sum payment for 2023 or earlier > Continue Type a year from your SSA-1099 > Enter the amount received for that year > Continue If you received a Form SSA-1099 for the earlier year enter the box 5 amount, if not enter zero or leave it blank > Continue Enter the filing status for the earlier year > Continue > Select whether you lived with a spouse in the earlier year > Continue > Enter the information from the earlier year return > Continue > Add another lump sum payment (another year from box 3) if applicable or Click Done Continue to follow the screens until you are back at the Income Summary page Also enter a zero if your Social Security benefits weren't taxable or there were none in the earlier year(s) (such as for a spouse). If you are using the TurboTax Desktop version review the Lump-Sum Social Security Worksheet in Forms.  You can also review 'Earlier Year Lump-Sum Worksheet' for each year.   You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? Be sure to select 'Include government and TurboTax worksheets' If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   @amarrakchi 

Sorry, I missed the Family plan in the second line.   However, I have to ask with whom were each of you sharing the Family plans prior to your marriage? That is, did you have a spouse to share the plan with, in which case, the 8,550 for each month would need to be limited by the amount you shared with the other spouse.   I suppose in your case, that each of you might have had dependents (but no spouse) so had Family plans in Jan - June. Is that correct? It would be unusual, but possible. Please let me know while I research your calculation again.

It could be that the interview screens are off in this section, but your tax return is reflecting the correct amounts.  In FORMS, look at Line 12e on Form 1040, to verify that that the itemized amount is actually being used, and check that the taxable income amount on Line 15 is correct.    @smooner 

You do not need a new 1099-R; you should enter the information exactly as it appears on the form to ensure the IRS computers can match it to the copy they received from the payer.   As long as her SSN on the 1099-R is correct, the name mismatch won't stop them from processing the income.   Be sure to Select your wife's name (her current legal name used on the return) when you enter the 1099-R (when the program asks "Who does this 1099-R belong to?").   However, when typing in the 1099-R details, enter the name exactly as it appears on the paper form (her old name).     Note: You can not edit her name in the "Retirement" section... the program pulls this information from the "My Info" (Personal Info) section, so you will need to make any changes there.   On your actual tax return (Form 1040), you must use the name currently on file with the Social Security Administration (SSA). If she already updated her name with the SSA, use her new name for the return.   Note: If you are expecting a refund and her name on the bank account doesn't match the name on the tax return, some banks can be picky and reject the deposit.    [Edited 3/20/26 | 5:24PM PST]   @mallardfamily

If you're working in the section about State and Local Tax Refunds on Form 1099-G, the city and state taxes are combined to give you a singular refund and payment amount.  In this section, you only need the totals for the city and the state amounts.  The Payments and withholdings on IT-201 are reported on line 76, while the amount you had refunded to you is reported on line 78.   If you want to know your New York City amounts, the payments on IT-201 would be the totals of lines 69, 69a, 70, 70a, 73 plus the amount on line 10 of Form IT-201-ATT.  Also, any amounts from line 75 that were estimated payments to only NYC will be added.  The taxes for NYC are on IT-201 line 54.  To get the refund for NYC, you would take the total of the payment amounts and subtract the NYC taxes on line 54 from that.    

don't fill those boxes in, just need payer name and Box 1 amount or other boxes which have amounts if you have those.  If the 1099 was imported just delete it and enter manually.  1099s are not included in your return all that matters is the total that goes onto Schedule B / Form 1040.