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So after grouping the donations with some trips being over $500 and listing them as household items and following the same as in years past, Turbo tax is forcing me to enter the following on the worksheets for each of the grouped donations that totaled over $500.    I bypassed this during the smart check since the actual form filed with IRS matches last year.  However, turbotax will not process my efile and instead tells me if I don't add information I can mail in my taxes.  Any idea how to get this to efile?  1. Date Donated Property was acquired 2. How Donated Property was acquired 3. Cost/adjusted basis

To remove stock sales you mistakenly entered in TurboTax Online, here is a detailed step-by-step guide: 1. Go to the Federal Taxes section, then select Wages & Income. 2. Scroll to Investment Income and select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. 3. Click Start or Update next to this category. 4. On the list of sales you entered, find the stock sale you want to delete. 5. Click the Delete button beside that sale. 6. Confirm deletion when prompted. This removes the stock sale from your return. To enter your "Hilcorp royalties" correctly: 1. Stay in Wages & Income and scroll to the section for 1099-MISC or Other Common Income. 2. Select Start or Edit next to Royalties (Form 1099-MISC or 1099-NEC). 3. Enter the royalty income amount reported in Box 2. 4. Specify if the royalties are investment income (reported on Schedule E) or business income (Schedule C), based on your situation. This process correctly reports your royalties for accurate tax filing.

@madkiwis In case you're still looking at these threads.  I had the same issue as you did except I missed the 8606 for the 2024 tax year.  When you filed the 1040-X with the 8606 was your entire tax return included as well or just the missing form? Thanks.  

@RobertB4444  I am SO frustrated with Turbo Tax right now,  I've just discovered that it did not do my depreciation or business loss carry forwards at all for the last 2 YEARS!  I'm so tired of basically having to input everything manually anymore.  So much that TT should know from my previous tax files, yet it's always asking me to manually input my data from previous tax years!  Arrgghh!!  

GULP.....that's not what I was thinking the solve would be.  Itsdeductible must have been doing a lot more in the background that just tracking donations and fmv.  I wonder how itsdeductible was handling those questions.  Any idea around this to efile?

In TurboTax Online, there is no "Save" button because the software saves your progress automatically every time you move to a new screen or click "Continue." How to Sign Out Safely Ensure you have clicked the "Continue" or "Next" button on the screen you are currently working on. This triggers the final save for that page. Click on your name or the profile icon in the bottom-left or top-right corner and select Sign Out. When you log back in using your User ID and Password, TurboTax will ask if you want to "Keep going where you left off," which will take you directly back to the last screen you visited.

This has been a known issue in the Mac desktop software, but many people have been able to use a simple workaround.  Here are some things to try:   First make sure the 2024 data file is not password-protected/encrypted in the keychain. Then close TurboTax completely.   Then re-launch it, and try the transfer again.  For some Mac users, that simple maneuver has solved it. Or Close TurboTax completely and restart your computer.  Relaunch TurboTax and try the transfer again. Or Try to open the *.tax2024 data file with the 2025 program.  It may say something like "This is not a 2025 data file, do you want to transfer instead?"

Hi, I could not find the Tax Tools option (usually in the upper left nav bar).  And because of that, there is no "Download Gov and Turbotax worksheets" option that I could find for 2026. The download links only produce the shorter 24-page file.  So, what happened to being able to download all the schedules and worksheets?  Tax History Report used to be buried in there.  

Then get in touch with your expert.  We do not manage appointments with experts. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

Code W on your W-2 is the HSA contributions. Based on what you've asked, there weren't any HSA contributions reported.  Does your W-2 have a second page?  If not, and you made HSA contributions via payroll and or your employer contributed to your HSA, you'll need to request a corrected W-2 (W-2C).   Code C is the taxable cost of group-term life insurance over $50,000. Code D is contributions to your 401(k) plan (including a simple 401(k) plan) and DD is cost of employer-sponsored health coverage.     You do not need to guess at what the codes mean.  On the W-2 entry, enter each code separately.  You can enter more than one line of data.  After completing the first code, select (+) Add another box 12 item, and repeat until you have entered all the data from your W-2. 

When an excess contribution is carried forward from a previous year, the IRS allows you to apply that amount as a current-year contribution to reduce the balance and stop the recurring 6% excise tax penalty.  Even though the original $94 was from your employer, the tax law treats the carryover amount as a "personal" contribution in the year it is applied.  By placing it on Line 2, TurboTax is attempting to apply that $94 toward your 2025 contribution limit. This allows you to "absorb" the excess if your total 2025 contributions remain below the annual legal maximum.    Since you have already submitted the form to remove the $94 this week, that removal happened in 2026. This means the excess was still in your account as of December 31, 2025, and TurboTax is correctly reporting it as still present for your 2025 filing.