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I assume I should not check the box to the question did "I transferred all or part of this money directly to charity" on the 1099-R that has a distribution code of 7 and check the box on the 1099-R that has the distribution code of Y,7.  Then enter the amount I donated to charity on that 1099-R.

BS.... Every effort was made to make it make it confusing and no ability to go back and properly comprehend what "version" we needed..... Seven years prior we didn't have a problem obviously.    This is purposely done to get more $$$ or I would not be posting about it.    Turbo Tax is a scam and I'm considering doing a charge back with my credit cars because this is not what we wanted. 

I did file yesterday and have my returns accepted.  I'm on the desktop version.  I went in and deleted form 5695 and went back through the section questions.  I did have credits that applied in Section A.  On Section B question 21a I had no Residential Energy Property Expenditures in that category so that question gets answered "No" on 21a, and 21b, which then skips you forward to finish up questions at starting at 26.  Delighted to be done, and also to have pretty well nailed my estimates for 2025...now onward to 2026.

No, if required you must mail the form to the IRS with Form 8453, with Form 8949 and 1099-DAs. TurboTax will alert you if necessary. Otherwise keep the documents in your tax file should you need them later. How do I mail Form 8453? (review if alerted) The summary totals is a great option. You can enter summary totals by holding period as indicated below. Holding Periods: Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax) Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

See this for a Windows download - https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US   For windows go to your Download folder.

You would only want to remove the IT-182 if you completely disposed of the properties.  You must report the passive activity losses each year so that when you do dispose of the interests, you will be able to claim the losses on the gains and pay less in income taxes.  

There is no such IRS CP010 notice.  There is an IRS CP10 notice, if this is what you are referring to.   If you did not use Full Service where a CPA actually completed and file your tax return for you, then your tax return was self-prepared and e-filed by yourself.   See this IRS website for a CP10 notice - https://www.irs.gov/individuals/understanding-your-cp10-notice   If this is not what you received for the rejection, then please reply back with the correct IRS notice and message for the rejected tax return.

You are not required to enter a drivers license in order to e-file your federal tax return so you can skip that screen.   Some states are really picky about a drivers license or state ID; if your state is not accepting the DL then you have the option of filing the state return by mail.

You can troubleshoot your 1099-B import issues using the below FAQ steps; if all else fails, you can follow the instructions to upload the PDF or manually enter your transactions.    Make sure you're selecting the correct partner in TurboTax. Some have similar-sounding names but are separate entities. Also, some entities may use a different name for investments.   Check your transactions Make sure your transactions don’t go over TurboTax limits: Both TurboTax Online and TurboTax Desktop can support up to 10,000 of any combination of transactions and imports. TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS). The import file size is limited to 4MB. If your transaction numbers approach these limits, it could cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.   Check your browser settings Starting in late 2025, web browsers require your explicit permission to let a website (like your employer) send data to a program on your computer (like TurboTax). Follow the steps in this help article to allow TurboTax to import your info.    Additionally, turn off any pop-up blockers. If you’re still having trouble, try switching your default browser entirely. This typically involves moving away from Microsoft Edge, Safari, or DuckDuckGo and using Google Chrome instead.   Troubleshooting   If the steps above don't resolve your import errors, consider the following solutions, which have worked for some customers: Sign in to your brokerage account and confirm you have enabled third-party access to your account information. Change your password for your online brokerage account, then sign back in to TurboTax, and start the import process again using your new password. Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number. Check with your brokerage to see if you need to be enrolled in online access to import. If you're using TurboTax Desktop, make sure your program is up to date. When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter. If your import issues are specifically related to your Schwab account, these instructions might help. Still having trouble? Bear in mind that even if you have the hard copy of your 1099-B in hand, your institution might not have it ready for import until late February or early March, sometimes even later. We'll display your institution's "ready for import" date in TurboTax.    Finally, if you're still not able to import your 1099, you can always enter it manually. Select Type it in myself and proceed. Note: see the general FAQ instructions for troubleshooting in TurboTax Desktop on Windows (Mac). You may need to temporarily disable your antivirus software.