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This is a continuation statement for the 1099-DIV worksheet it won't be a complete list, the rest is on the other worksheet.  This is in the PDF with "all forms and worksheets" but 1099s are not part of your filing only Schedule B, so if you look at the PDF for your return only, this won't be in there.   Also, when you enter the state %s you don't need to enter every state just the states exempt for you (home state, territories etc) and the rest as Multiple States.

@ kastklan wrote: Hi, I am trying to move my desktop TT 2024 filed tax file from my windows 10 computer to my new windows 11 computer and 2025 TT says the file is too big!!   I need it to pull in all the data from last year to perform my 2025 taxes correctly.  How can I get it to work?  Thanks!   I've never seen that.  You said "tax file."  Are you sure you're using the *.tax2024 data file and not a PDF?   Here's how it's normally done: Use a thumb drive and copy the *.tax2024 data file from the old computer, then go to the Windows 11 computer and put the file in the Documents\TurboTax folder, which is the default folder for TurboTax data files.   Then start a new 2025 return.  It should churn a bit as it looks for the *.tax2024 data file to transfer in.  It should find it in the Documents\TurboTax folder, which is normally where it looks first, but it will continue looking through your computer.   If it doesn't find a *.tax2024 data file, you can use the Browse button, which opens up a little Explorer window so you can point TurboTax to the location of the data file.

If you have an amount on Line 8b, then you should have an address and SSN/EIN in the information fields next to it; in your case, you can enter the name of the foreign bank, the bank's address, and the bank's EIN/TIN per the Line 8b instructions (see below). You can try entering it there in the error check, or you can go back to the Step-by-Step questions for mortgage interest (under Deductions & Credits) to see if there are prompts or fields you missed for the address and identifying number of an interest recipient who did not issue a 1098 (there should also be fields for this in the Home Int Wkst, but I recommend entering data in Step-by-Step).     Line 8b If you paid home mortgage interest to a recipient who didn’t provide you a Form 1098, report your deductible mortgage interest on line 8b. Your deductible mortgage interest may be less than what you paid if one or more of the limits on home mortgage interest apply to you. For more information about these limits, see Limits on home mortgage interest, earlier.   Seller financed mortgage. If you paid home mortgage interest to the person from whom you bought the home and that person didn’t provide you a Form 1098, write that person's name, identifying number, and address on the dotted lines next to line 8b. If the recipient of your home mortgage payment(s) is an individual, the identifying number is their social security number (SSN). Otherwise, it is the employer identification number (EIN). You must also let the recipient know your SSN. CAUTION! If you don't show the required information about the recipient or let the recipient know your SSN, you may have to pay a $50 penalty.

I was able to check the box in Form E, however nothing changed. Is it possible because I have already entered all the information? How did you get it to work after checking the box, any other steps you took?

It sounds like you are doing this correctly.  Because you took a distribution, entering in those past contributions let the IRS know you have already paid tax on that money, so that's why your refund went up.   Before you entered it, you were being taxed on the distribution in excess of current year's contributions.  But now, more (or possibly all) of that distribution is tax-free since you made contributions in prior years.  Since you reported that you already paid tax on that income, you are not charged again this year when you withdrew it.

Before filing,  You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160   The Standard Deduction is on line 12e. For 2025 the standard deduction amounts are: Single 15,750 + 2,000 for 65 and over or blind (17,750) HOH 23,625 + 2,000 for 65 and over or blind Joint 31,500 +  1,600 for each 65 and over or blind (both 34,700) Married filing Separate 15,750+ 1,600 for 65 and over or blind   Plus there is a new Senior Deduction of $6,000 for each spouse 65 or older if you qualify. The income limit is 75,000 (150,000 Joint).  That is listed separately on 1040 line 13b.

Here in the TurboTax Community, other users, superusers and Intuit Experts answer user questions posted in this forum. If you post a question, others will see it and eventually someone will answer.   If you are trying to reach TurboTax Support, see here for details.   @user17735274188   

You can go to How do I connect with a tax expert in TurboTax Experts?   This may help: To enter a 1099 composite in TurboTax, break down the document and enter each section (1099-INT, 1099-DIV, 1099-B) individually in the Wages & Income section, or import them directly from your broker.  If your composite 1099 provides summary totals (e.g., total short-term transactions), you can enter these totals rather than listing every single transaction- you will have to send a copy of the individual transactions to the IRS.  

It depends. At what step of Review is the program identifying a problem?   If you don't see an issue that needs fixing and are stuck in a loop, try these steps:   Clear your browser browser cache/cookies Log out of TurboTax Restart your device Log back in If the problem persists, try switching browsers. Some users have found that Edge or Chrome worked well.

It's likely you will have to review each investment sale to select the correct holding period with basis reported to the IRS. There isn't a bulk edit to my knowledge.   Start by spot checking a few to see if you actually need to edit all of them. You may find it's a smaller number than you think.

When I enter this amount, my refund increases.  Why.  A distribution was takenin in 2025 and I received 1099-R.  Don't understand how when I enter prior years contributions amount it increases refund amount.  Just want to make sure doing this right.