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You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents. Choose Stock, Bonds, Mutual Funds as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis. If you have already entered your Form 1099-B and need to edit it, you'll see a screen that says Let's pull in your investment income and you'll see the investment sales that you entered. Use the down arrow on the right of the one you want to edit to see the edit option. You'll come to a screen where you can enter in your sales proceeds and cost basis. That is where you can enter in your cost basis.  

The original 6252 was filed by accountant in 2023.  It is not part of my history in TT software.  I tried to fill out another one stating the original sale date, but it does not ask about interest arrangements and seems to do nothing for the return. So, stuck.  Thinking I may have to report it on personal return.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Thank you but I followed the steps as I had before posting my problem and unfortunately I again got the message that the transfer failed. I am trying to transfer data from a PDF created by H&R Block for tax year 2024.

VA disability compensation for a 100% disabled veteran is completely tax-free and should not be reported on your tax return. If you receive military retirement, it is reported on a 1099-R, but the portion offset by VA disability is tax-exempt. Generally, VA disability is not reported, while taxable portions appear on your 1099-R.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.    

Thanks Thomas. This is for a prior year; post tax contribution was made in Dec 2024 and withdrawn in Jan 2025. I have now received the 1099R with Code P - Do I amend the 2024 tax filing or do what you have suggested for the latest tax filing?

Are you using the Online version?  Did you set up a new separate account for your Mom?  You can't use your account.  Online is only good for 1 return and 1 account.  And if you do Mom's return in your account then her return will overwrite your return and yours is gone.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return    

I don't know about all the details you shared. I was tracking but don't have any practical experience.   We found our family Trust's federal tax rate to be 37%. If your personal tax rate is significantly less, you may want to take the funds personally and pay the CA state rate of around 9 or 10% with a threshold that may lower the actual rate below that.   You've probably already done this, but if not, try running some tax scenarios to see what benefits you most even if CA may get funds that they will waste on a host of stupid programs.