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Follow the instructions on the screen carefully. You should see checkboxes that have to be marked for the import.
Paid VA state income tax on a IRA Withdrawal
Room and Board are only Qualified Education Expenses for 529 distributions.  If you had a 529 distribution and it was used entirely for qualified expenses, you don't need to include your 1099-Q in yo... See more...
Room and Board are only Qualified Education Expenses for 529 distributions.  If you had a 529 distribution and it was used entirely for qualified expenses, you don't need to include your 1099-Q in your return.  You also won't see any entries for Room and Board in the Education interview.     If you enter a 1098-T with an amount for Box 5, Grants/Scholarships, you will be asked if any of that amount was used for Room and Board. You need to keep your own records of what was paid from a 529 distribution, such room and board and related expenses.     Here's more info on Form 1099-Q and  529 Plans and Taxes.       @deslayton518                   
TurboTax does not support Form 709.   However, if you no longer own the property, you need to convert from rental use to personal use in the program.
Hi! Thank you for the tips. But unfortunately non of these things worked. Do you have anything else I could try?
I rolled over an after tax 401k (firm 1) to another brokerage IRA (firm 2). I then did a Roth conversion on the firm 2 IRA to a firm 2 Roth. The 1099-R from firm 1 shows rollover and the appropriate ... See more...
I rolled over an after tax 401k (firm 1) to another brokerage IRA (firm 2). I then did a Roth conversion on the firm 2 IRA to a firm 2 Roth. The 1099-R from firm 1 shows rollover and the appropriate taxable amount with distribution code G (no problems there). The firm 2 shows taxable amount not determined with distribution code 2 (also expected).   Nowhere in Turbo Tax am I seeing where it asked me about whether any part of the firm 2 rollover (where taxable amount couldn't be determined) was already after-tax. Instead Turbo Tax treated that rollover amount as taxable. I believe it should be asking this question and populating Part III question 14 of the IRA Information Worksheet (IRA Info Wks).   Help on that section even specifically covers this scenario saying, "if you had a rollover of a qualified employer retirement plan, such as a 401k, to a traditional IRA and part of the amount that was rolled over was after tax contributions to the retirement plan, these after tax contributions are not taxable and therefore become part of the traditional IRA basis.   Enter the non-taxable part of any rollover from a qualified employer retirement plan to a traditional IRA [on line 14]."   I was able to go into that section and enter the number which then properly updated.   But either I'm missing where you can enter this in the "EasyStep" sections or it's a bug that it did not ask about it when the taxable amount was not able to be determined.
Distributions of monies contributed to a Roth IRA are not taxable.   You have to indicate in TurboTax that your distribution is from contributions, and not from earnings, by entering your Prior y... See more...
Distributions of monies contributed to a Roth IRA are not taxable.   You have to indicate in TurboTax that your distribution is from contributions, and not from earnings, by entering your Prior year Roth IRA contributions.   After you have entered your form 1099-R, TurboTax will take you back to the summary page titled Your 1099-R Entries.   On that page, click Continue and follow the TurboTax interview until you arrive at the page titled Enter Prior Year Roth IRA Contributions where you can enter the amount of your past contributions.    
Cuando puedo enmendar?
Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 
If you transmitted your return for e-file it's too late to cancel it.
you need to set the browser permissions to allow it to import, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/... See more...
you need to set the browser permissions to allow it to import, see   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-vanguard-but-not-on-turbo-tax/01/3773709#M1402209
There is no Payer ID for a SSA1099.  You are trying to enter it in the wrong place.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your... See more...
There is no Payer ID for a SSA1099.  You are trying to enter it in the wrong place.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.
I'm saving every single time I switch to another return.   If I'm in step view, that MIGHT work. If I'm in firms view, it NEVER works.    Either way, I should only have to enter and save that in... See more...
I'm saving every single time I switch to another return.   If I'm in step view, that MIGHT work. If I'm in firms view, it NEVER works.    Either way, I should only have to enter and save that information once ever. I've probably entered it a dozen times by now, maybe more.   I need this to stop. I entered the 10k, it should stay. Or I need another place to put it.
2025 TURBOTAX   DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)   https://turbotax.intuit.com/personal-taxes/cd-download/   You can also purchase the desktop ... See more...
2025 TURBOTAX   DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)   https://turbotax.intuit.com/personal-taxes/cd-download/   You can also purchase the desktop download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.   This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.   When you use desktop software, there is an additional fee to e-file a state return.  You can avoid that fee if you print, sign and mail the state return.    https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-mac-software/00/25609       https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/minimum-system-requirements-turbotax-windows/L8ZSsGqF1_US_en_US?uid=lph06daf
how to import csv file
Online help says to go through the Underpayment questions and it will show up there. But I have not found it there.
Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a... See more...
Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.
@didaviscpathis has nothing to do with Head of Household.  You're not required to live in the US to file HoH.  The IRS also has no reason to need to verify your residency, really.  This is a really o... See more...
@didaviscpathis has nothing to do with Head of Household.  You're not required to live in the US to file HoH.  The IRS also has no reason to need to verify your residency, really.  This is a really odd question to add to the tax return.  I agree that Intuit should allow the box to be marked (they don't do it in their professional software, either) but they're not the only software company that doesn't allow this entry outside of the EIC section, which under current tax law is the ONLY tax benefit tied living in the US more than half the year.