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Wells Fargo says Turbotax changed a setting this year and won't sync with them.  The workaround is to change the password with Wells Fargo so it has no special characters. Turbotax isn't letting in any passwords with any special characters. But they said, it isn't guaranteed to work even then.    it did not help.   no other 1099's will sync either, from other companies besides wells fargo. usually things just sync. but we can't even get started and people have been in the hospital and we are running out of time.    calling turbotax isn't easy

@Hal_Al  Thank you - This actually works! However: Doing so generated an INCOMPLETE "ESA/QTP Worksheet" because it requires a value in the pink field. Using the same test figures in my original post, this is what I get in the "ESA/QTP Worksheet"     Although I already did enter the credential expenses of $2,500 (blue oval in the image), the pink "incomplete" field remains blank. My followup question is: Do I enter zero or $2,500 in the pink field? I am guessing zero is the correct answer, since if I enter $2,500, I will be double counting the credential expense leading to no penalty. TIA.

You have posted in an older thread with no recent activity. Please clarify the exact error message you receive, what form is identified, and what version of TurboTax you are using (Online or Desktop). This information will help us identify the best solution for you.   @carrie1cook 

No. You can’t claim an uncollectible divorce judgment as a tax loss. To deduct a loss, you usually need to have “basis” in the money—meaning it was your own after taxes or money you paid out. In a divorce, the court divides up property you already own together. The IRS treats this as a split of assets, not as a loan or a taxable event.

Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 au 30 avril 2026 nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à 21 h pour le soutien en français   Merci de choisir TurboImpôt.

It is not unusual for your New York State (NYS) taxable income to be different from Box 1 of your Form W-2 or your Federal Adjusted Gross Income (AGI). New York state does not follow the federal tax laws for everything. To reconcile the differences in tax law, they adjust your Federal Adjusted Gross Income (AGI)  with specific additions and subtractions.   These are listed on your  Form IT-255 of your New York State Tax Return. The Instructions to Form 255 lists all of the  New York State Additions and Subtractions with the corresponding identifying code.   Your Federal Adjusted Gross Income (AGI), on your Federal Tax Return can be higher than your W-2 box 1 income due to other sources of income such as interest or pensions.   For Example: If you claimed federal unemployment compensation that was not subject to federal tax, New York State often adds this back to your Federal Adjusted Gross income to adhere to their tax laws.   You can: Review your W-2 entry into TurboTax to make sure that Box 16 (your State wages) is entered correctly. It should match Box 1 of your Form W-2.   Check your Form IT-255 in your State Tax Return to see if the $966 appears as a specific "addition" to your Federal AGI. You can compare this to the chart in the Instructions to Form IT-255 to see what is being modified.   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

To claim an energy credit for your windows, you need the following pieces of information to report in TurboTax.   1. The QMID (Qualified Manufacturer Identification Number) This is the most critical update for the 2025 tax year. To claim the credit on IRS Form 5695, you must enter a 4-character alphanumeric code (the QMID) for the windows.   What it is: A code assigned by the manufacturer to prove the product is IRS-approved. Where to find it: It is often on the product packaging, the manufacturer's website, or provided in the documentation from your installer. 2. Proof of "Most Efficient" Status For windows installed in 2025, being "Energy Star Certified" is no longer enough. To qualify for the credit, they must meet the ENERGY STAR Most Efficient criteria.   Ask the company for: The Manufacturer’s Certification Statement. This is a signed document from the manufacturer certifying that the specific model of window you bought meets the "Most Efficient" requirements.  Alternative: You can also look for the NFRC (National Fenestration Rating Council) label on the glass from when it was installed. It contains a CPD (Certified Product Directory) number, which you can use to verify eligibility on the NFRC website. 3. Detailed Cost Breakdown (Product vs. Labor) The IRS allows a credit of 30% of the product cost, but labor and installation costs are not eligible for windows. Ask the company for: An itemized invoice that clearly separates the cost of the window units from the labor/installation fees. If your receipt just shows one "total project price," you won't be able to calculate the 30% credit accurately

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Hi. Thank you for responding. The chat bot on the CRA website gave me this information. I contacted the CRA and the Quebec government today and they both confirmed that Turbo Tax is working correctly. I am sorry for taking up your time. Again, thanks for responding.