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I had the same issue.    I believe mine was caused by a 529 transfer for a minor (1099 Q).    I don't know what Intuit recommends, but I: 1. Went into the forms mode by pressing the button in the upper right. 2. Found the "unfinished" document at the bottom of the list. 3.  Deleted it.  A new version appeared to be auto generated.  4.  Although probably not necessary, I went back to step by step mode, then to the dependent section, edited the minor in question just to make everything looked ok.   This cleared the error, nothing changed.  It allowed me to file.

That is likely just a cosmetic display quirk on a summary screen. The sales tax won't be deducted by itself unless you are not reporting property taxes, it is part of the total state and local tax deduction.     More importantly, unless all your itemized expenses combined are greater than the Standard Deduction ($15,750 for Single or $31,500 for Married filers in 2025), the software will "recommend" the Standard Deduction because it's a much bigger tax break for you than either of those smaller numbers.   If you are itemizing, you can check your total state and local tax deduction on Schedule A.  Go to Tax Tools > Print Center  to preview your 1040 and view lines 5-7 of your Schedule 3 to see the detail of your state and local tax deduction.

Re: getting help on this forum: I use TurboTax Online and got lots of help on there from at least 4-5 “TurboTax Tax Experts” associated with TurboTax support and none of them could figure out what was wrong until I tried getting an IP PIN from the IRS to validate the identity of my wife and I. By the way, the AGI matching reason for rejection was a “red herring”.  Matching the AGI, in itself, was not the real issue; although the IRS said that was the reason the return was being rejected.  In every instance of the return I submitted, the AGI that I provided was an exact match to the 2024 AGI.  For whatever reason, that wasn't sufficient for the IRS and the IRS wanted additional information to corroborate with the AGI to verify our identity.  And nothing else worked until I tried using IRS IP PIN numbers to validate our identity.   i think that a root cause of this problem is that I’ve been using TurboTax Desktop for many years and this is the first year I’ve used TurboTax Online.  I think because my 2024 and 2025 returns were submitted from different software, the IRS may had had difficulty recognizing that the two returns were associated with the same individuals who submitted returns in 2024.  I’ve been using e-file with TurboTax desktop for at least 10-15 years and never had this kind of problem.   

Hi,   Well, are you saying that lines 1b and 8b from federal schedule D are the only lines that Wisconsin schedule WD allows and is correct per state law? If so, then why would I need to manually add lines 2, 3, 9, and 10 from the Federal? However, according to  Pub 103 Reporting Capital Gains and Losses for Wisconsin by Individuals, Estates, and Trusts all lines from federal should have been transferred over from federal schedule D not only lines 1b and 8b. There is not an option to add in lines 2,3, 9, and 10 on TT anyway.   Where did you receive this information that, "This selective use is due to differences in Wisconsin tax law and how the state calculates capital gains, which can affect state-specific deductions, exemptions, or carryovers" because I do not see it written in their Pub 103. Thank You   So, then should I proceed with my TT filing although my schedule WD does not match the federal schedule D? That is a lot of capital losses that are primarily short-term, yes un-covered, that I cannot use nor will they carryover for future use. In the PUB103 it states that if I have losses that exceed the $3,000 deduction limit- and I do- that I can carry them over. What happens to all of my capital losses from lines 2,3, 9, 10 for schedule WD....do they just vanish and are disallowed? Thank You.

A Claim of Right Repayment is a deduction you can take in the current tax year if you are required to pay back income in excess of $3,000 from a previous tax year that you thought you could keep. You reported and paid taxes on the money, not knowing you would have to pay it back.     Examples of this type of income include: the repayment of signing bonuses, moving expenses, unemployment compensation, and other funds.  See this TurboTax Help.    In Turbotax Online, the claim of right repayment over $3,000 may be reported as a deduction by following these steps.   Down the left side of the screen, click on Federal. Down the left side of the screen, click on Deductions & Credits. Click the down arrow to the right of Other Deductions and Credits. Click to the right of Other Deductible Expenses. At the screen Did you have any of these other expenses?, click Yes. The deduction is reported on line 16 of Schedule A Itemized Deductions.   IRS Publication 525 Taxable and Nontaxable Income, page 36, states:   Repayment over $3,000   If the amount you repaid was more than $3,000, you can deduct the repayment as an other itemized deduction on Schedule A (Form 1040), line 16, if you included the income under a claim of right. This means that at the time you included the income, it appeared that you had an unrestricted right to it. However, you can choose to take a credit for the year of repayment. Figure your tax under both methods and compare the results. Use the method (deduction or credit) that results in less tax.    Taking the credit option involves using TurboTax Desktop.  

To view your tax forms before filing:   Open your return Select Tax Tools from the menu With the Tax Tools menu open, you can then: Preview your entire return:  Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first). View only your 1040 form:  Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu. @hendrick-kd

You can get a transcript of your return from the IRS to get your AGI. You can view your online transcript or you can request a transcript to be mailed it takes 5–10 days to receive.  Select a tax return transcript when asked what type of transcript you want.   Where can I find last year's AGI if I didn't file with TurboTax?

Try clearing your cache and cookies, then close and reopen your browser.  Log back in to your return and see if it is cleared.  If it's not, I wouldn't worry about it.  It won't affect your tax return.  As you said, TurboTax correctly captured your entries.  

Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.