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What problem are you having @wm5ramey? Have you tried the steps below? This is not a TurboTax issue but due to browser security updates.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

A checkmark on a rejected return means the system still thinks the return as "filed" or "pending" rather than "rejected."    Here are the steps to fix this;   Force Access to the Return (The "Add a State" Trick)  If "Fix my return" isn't working, you need to trick the system into unlocking your return. Sign in to your TurboTax On the Tax Home screen,  scroll down and look for "Add a state". This will re-open your return and allow you to edit it. Note: You don't‌ have to add a new state; this just unlocks the return. Clear Browser  Cache & Cookies If you are still seeing the checkmark, your browser may be showing cached information.  Log out of TurboTax. Clear your browser's cache and cookies. Log in using an Incognito/Private window. This is in the vertical 3 dots at the right-hand top of the page.  If You Still Cannot Edit If the above methods fail, you may need to: Use the "Delete" option to remove the state return, which can sometimes allow you to re-enter your information. If the rejection continues, you might need to print and mail your return instead of e-filing.    

One of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Her tuition and fees were only about $3000 out of reported $7100 and that's the only qualified educational expenses and they are covered by the scholarship that is designated specifically for tuition.  The rest covers room and board and so I don't see how we can qualify for AOP at all. even though $1800 out of the reported $7100 were out of pocket.   Or are you saying the numbers can be reworked that $1800 are covering tuition and the rest of the scholarships are taxable?  even though they are designated for tuition and fees?    

Some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

Hh4 & Others on this thread - note that the TT user interface will vary depending on if you are working on inputting information for a student who is being claimed as a dependent vs. as in my case, my daughter who is a grad student who is filing as single, not our dependent due to age.  There will be no place to enter any information related to R&B at the People’s worksheet if it’s a single filer, it must be done at the Student Information Worksheet if it’s a single filer, not filing as your dependent. 

Since you made the Traditional IRA non-deductible contribution for the 2024 tax year, then your basis in the Traditional IRA should be $7000.     You may see a follow-up question about tracking non-deductible contributions in your IRA after you have entered the Form 1099-R reporting the distribution from the Traditional IRA (which was converted to the Roth IRA).     If you do not see that question, then you will enter the basis (total of your non-deductible contributions) of the Traditional IRA in the Deductions and Credits > Retirement and Investments > Traditional and Roth IRA Contributions section of your return.     As you get started in that section, check the box that you have a Traditional IRA and go through the screens until you see a question about 'any non-deductible contributions' to your IRA.  Check 'yes' and then enter the total basis of the account as of the end of the year.  Remember, this is only asking for the contributions that were made, not the total value of the IRA.  And, even though your non-deductible contribution of $7000 was made in 2025, it counted for 2024 so it should be included. @user17708937965 

I've been waiting for February 25th to arrive so that I can file my amended return. The website still says the functionality is not yet available. What is the updated estimate of when I can file my amended 2025 return? 

You do not report his/her income on your return. If it has to be reported, at all, it goes on his own return. Someone who can be claimed as a dependent must file a tax return for 2025 if he had any of the following: Total income (wages, salaries, taxable scholarship* etc.) of more than 15,750 (2025).  Unearned income (interest, dividends, capital gains, unemployment, taxable portion of 529 distribution) of more than $1350. Unearned income over $450 and gross income of more than $1350.  Household employee income (e.g. baby sitting, lawn mowing) over $2600 ($17,750 if under age 18)  Other self employment income over $432, including money on a form 1099-NEC   Even if he had less, he is allowed to file if he needs to get back income tax withholding. He cannot get back social security or Medicare tax withholding. In TurboTax, he indicates that somebody else can claim him as a dependent, at the personal information section.   *Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the $15,750 filing requirement (2025) and the dependent standard deduction calculation (earned income + $450).  It is not earned income for the kiddie tax and other purposes (e.g. EIC).   Taxable scholarship goes on line 8r of Schedule 1, from which TT treats it as hybrid income. For grad students and post grad fellows, scholarship, stipend and fellowship income is earned income ("compensation") for IRA contributions.

Thank you for your response. I do know that $4000 out of $7110 on 1098-T covered room and board because I also have a bill/statement of expenses from the school which shows only about $3000 for tuition and qualified fees. I also see that $5300 were the scholarships and that means only $3000 were for qualified tuition (again based on the statement from school), so that means the rest of the scholarships are taxable - about $2300. But the out of pocket expenses and if there are any additional expenses can go towards AOP credit, if I understand you right.   Who reports 1098-T, parents or student? Or both? since there are taxable scholarships, does my student need to report it (she also worked an internship and has to file taxes anyway).  My student paid the room and board and not us/parents. She is still considered our dependent but she paid any of the out of pocket expenses.   Thank you.