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When you click Add Investments in Mac, you should next see a screen listing the different import partners and a choice either to Skip this Import or Continue.   Select Skip this import and you should see a screen with investments types from which you can select.   I just did this on my Mac with no problem.   If you are seeing a blank screen, try some troubleshooting steps:   Try running a manual update. To update the Mac version of TurboTax:  Hover your cursor over "TurboTax 2025" on the very top bar menu next to the Apple logo. Select Check for Updates from the drop-down menu. You will then see either a message "TurboTax is up to date" or instructions to run the update. Try closing TurboTax, restarting your computer, and logging in again.   See also this help article for troubleshooting issues for TurboTax with Mac. @raoandy 

I am having this same problem. Box 2, 4 and 7 are correct but line 8 is only showing what’s on 7 and what’s in 2 and 4 is printed outside in the same manner as above. I have not filed yet but it is greatly understating my tax liability. I am trying to work with support on the issue but haven’t found a solution yet. 

The annuity start date is generally the first day of the first period for which you received a payment from your pension. For most retirees, this is the first day of the month following your retirement date.

No, you shouldn't change the W-2 yourself. If the state is wrong, you need to ask your employer for a corrected W-2.   Florida has no state income tax, so if CA wages/taxes are listed incorrectly, you may need to file a CA nonresident return to get a refund of any taxes paid if it’s not fixed.

Since New York and Florida are not community property states, you are generally free to allocate the interest income from your joint account in any way you both agree, provided that 100% of it is reported across the two returns.   TurboTax often flags 1099 entries that are marked "Joint" when you are using a Married Filing Separately (MFS) status. To resolve this, do not check Joint. Even though the bank account is physically joint, you should enter the 1099-INT in TurboTax as if it were yours alone (or yours only for your half). 

The Teacher Retirement System of Texas is not an IRA.  A Form 1099-R for a distribution from that system would not have that IRA/SEP/SIMPLE box marked, so it should not be marked on TurboTax's form.   If the Form 1099-R that you received has the IRA/SEP/SIMPLE box marked, it is a distribution from a traditional IRA, not from the Teacher Retirement System of Texas.  If this form is from an IRA as indicated by the IRA/SEP/SIMPLE box being marked on the Form 1099-R provided by the payer, delete and reenter this Form 1099-R in TurboTax.

Yes.   When you file a joint return, ALL of your combined income has to be included on that one tax return.  All of your W-2's, all of your 1099's  (no matter what kind of 1099's)   ---everything goes on that joint return.   When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.  

Yes, you should include your wife's 1099-NEC when filing a joint return.    When you choose the Married Filing Jointly status, the IRS treats both spouses as a single tax entity, meaning you must report all combined income earned by both partners.