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You can follow thee steps to delete the Form 2555.  You may need to delete any forms or worksheets associated with it.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.     

You can manually change line 3 to zero ($0) to remove the rollover amounts, @doin_taxes.    The Missouri Department of Revenue (DOR) auditor will see the Code G on your 1099-R and will know it was a direct rollover that should not be counted toward your 'household income' limit for the property tax credit.    

Health care insurance premiums, including dental and vision insurance premiums, and other medical expenses that you paid with out of pocket funds and were not reimbursed are an eligible medical expense that you can deduct using Schedule A for itemized deductions. However, only your total medical expenses that are greater than 7.5% of your Adjusted Gross Income (AGI) can be deducted. Your total itemized deductions reported on Form 1040 Schedule A must be greater than the standard deduction for your filing status to have any tax benefit. 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 To enter your medical expenses - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Medical Expenses, click the start or update button

See this for changing from mail to e-file - https://ttlc.intuit.com/community/e-file/help/how-do-i-change-from-mail-to-e-file-in-turbotax-online/01/26985?search-action-id=613373665508&search-result-uid=26985

I just found the company's FAQ. (Very frustrated that googling didn't help me find this much earlier.) [link removed]   Will I get a K-1 if I only bought shares to cover a short position? Covering a short position generally doesn’t generate a Schedule K-1. Some brokers may not distinguish between long and short positions when reporting transactions to the Fund’s tax accountants. If you received a Schedule K-1 due to covering a short position, please contact Tax Package Support at [phone number removed] for correction, if needed. Please note that our Tax Package Support staff is not qualified to give tax advice or answer questions regarding your particular tax situation.   So I guess I'm safe and I'll skip all the Schedule K-1 stuff. But if anybody knows otherwise, I'd appreciate hearing it.    Thanks

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 if you don't want to do that. 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 reported on your Form 1099-B.  

The 16 digit license code is for use when installing the TurboTax desktop software you purchased.  You can either download and install the software and then download the tax data file from the online editions or you can request a refund for the software you purchased and use the TurboTax online edition you are currently using.   Request a refund - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US   Download and install the desktop software you purchased - https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax/   Download tax data file from the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US

Sadly, you just posted your license code to a public web site where any one can steal it.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.     We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.     You appear to be posting from online software instead of the desktop download software that the license code is for.  If you are using online, you are using the wrong program.  You need to switch to the desktop software to get what you paid for.  You have to download it, update it and open it up from your own hard drive to use it.     https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129    

It should be correct, however check the entries to be sure they are selected as 'collectibles' for the correct tax rate. If necessary change this to an investment sale instead of entering your Form 1099-DA, use 1099-B. The acquisition date depends on your holding period. Choose a date that will represent the correct holding period so that your tax is calculated appropriately if you stay with the 1099-DA.    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) Funds that invest in precious metals like gold and silver are treated like collectibles for U.S. tax purposes, which means long-term capital gains from those funds will be taxed at a top rate of 28%, compared with a maximum rate of 20% for stocks. Short term gains will be taxed at the ordinary or marginal tax rate for your situation. IRS Snapshot of Collectibles TurboTax can handle your collectible sale as you will see next.   To record your sale/redemption in TurboTax Desktop (non-online version) use the following steps: Open your TurboTax Return > Search ( upper right) > type collectibles > Click the Jump to... link Edit beside your Sale or Add More Sales > Continue (or Edit or Review on your gold and silver sale(s) entry) Enter the information about your sale on the screen 'Tell us about your 'Investment Firm'1099-B' Select or confirm Collectibles for the selection 'What type of investment did you sell?' Enter any other information for this screen then select Continue > Review the next screen and when finished select Continue

Is it listed as income or is it just showing up in the income summary?     It will be shown on the income summary, but that does not mean it is included in your income.    To double check if it is included, you can go to Income>>Other Common Income>>State and Local Tax Refunds on Form 1099-G.    As you walk through the questions you will be asked Did you take the standard deduction in 2024.  Here you will answer No.  This will keep the refund from being included in your taxable income. 

The form is not available for individual returns in TurboTax, in any version, and is not expected to be added this year.   Since TurboTax does not support Form 7217, you can fill out the paper form from the IRS website and mail it with your return. You will need to print your entire tax return and include the completed Form 7217 before mailing it to the IRS.   @roytoutant 

The Foreign Tax reported on your 1099-Div entries is automatically transferred to the Foreign Tax Credit section.  All you need to enter in the Foreign Tax Credit section is the amount of foreign income received (total for all countries on each 1099-DIV), and use Country 'RIC'.     Continue to the end of the section, where TurboTax asks if you have any other type of foreign income to report.   @john-a-mason1960 

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.