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Was the Wells Fargo 1099-B imported from the provider?  Something could have been imported that interferes with the software.   Consider deleting the 1099-B and importing it again from the provider.  Or you may enter the 1099-B by hand.   In TurboTax Online Premium, you may enter the IRS form 1099-B by following these steps:         Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Scroll down to Investments and Savings and click the down arrow to the right. Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other. Click Add investments. At the screen Let’s find your account, click Enter a different way. At the screen How do you want to add your docs?, click Type it in myself. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds.  Continue. At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue. Do these sales include any employee stock, click No. Do you have more than three sales on your 1099-B, click No. Do these sales include any other types of investments, click No. Did you buy every investment listed on your 1099-B, click Yes.  Click Continue. At the screen Now, choose how to enter your sales, select One by one.  Click Continue. At the screen Look for your sales on your 1099-B, click Continue. At the screen Now enter one sale on this 1099-B, enter information. Click Continue. Repeat as necessary by clicking Add another sale.  Click Continue. At the screen Now, choose how to enter your sales, you may also select Sales section totals and import a .jpg of the IRS form 1099-B.  

Thank you for the feedback that you were able to correct the issue by using Forms.  As mentioned earlier, this particular situation has been reported and is hopefully in the process of being corrected.     If you need information about how to file an amended return for 2024 to get the full benefit of your home office deduction, take a look at the following TurboTax help article:   How do I amend my federal tax return for a prior year?   @bvz   

A class action lawsuit settlement normally should be reported on Form 1099-MISC, not Form 1099-NEC, if it is for damages or other miscellaneous income rather than nonemployee compensation. Form 1099-NEC reports nonemployee compensation for services or work you performed as an independent contractor or business owner. If you received a 1099-NEC for a class action settlement that is not for nonemployee compensation, it would generally be more appropriate for the payer to issue Form 1099-MISC instead. For tax reporting, enter the payment from the settlement under the 1099-MISC income section in TurboTax, unless you are sure it fits the nonemployee compensation criteria reported on 1099-NEC.   To enter Form 1099-NEC in TurboTax Online: Go to the Wages & Income section. Select Add income or Add a 1099 form. Choose Form 1099-NEC from the list. Enter the details exactly as shown on your 1099-NEC form. Answer the questions to confirm it’s self-employment income and enter any related expenses if applicable. To enter Form 1099-MISC in TurboTax Online: Return to the Wages & Income section. Select Add income or Add a 1099 form. Choose Form 1099-MISC from the list. Enter the amounts from the boxes on your 1099-MISC form. TurboTax will ask if the income is related to self-employment. Answer appropriately to link it to the correct place on your tax return. Make sure to review all entries for accuracy to match your forms exactly.

 You can establish a video call by subscribing to TurboTax Live or Full Service.  In these sessions, you can see  the TurboTax representative, but they cannot see you.  In addition, the representative can see your tax return. You will do the navigation, and You will make any changes to the return. There is an additional charge. How to Connect Sign in to TurboTax  Select ‌ Live Help or Help Choose  Contact Us or  Connect with live help. Follow the prompts to select your preferred method, which may include One-way video,  Phone call Or live chat. Or reach out at What's the TurboTax phone number?  

If you did not receive a refund for your overpayment, the IRS most likely applied that balance as a credit toward your 2025 estimated taxes. You can report this on your 2025 tax return as a 2024 overpayment applied to 2025 estimated tax. To confirm this, you should access your tax transcript through the IRS online portal.   As for the 1099-INT, they consider this interest to be taxable income in the year it is credited to your account. Even if you never received a separate check for the interest, the IRS likely added that amount to the total overpayment credit sitting in your account. But again, this should be confirmed by looking at your transcript on the IRS portal: Online account for individuals | Internal Revenue Service

You may correct the entry based upon the information in your personal investment records.     Does correcting the date change the transaction from short-term to long-term or long-term to short-term?  If so, the Sales section may have to be updated, as well.   Retain your personal investment records with your tax return information should a tax authority have a question about the transaction at a later time.

Most of the issues with credit card payment issues are often from billing address mismatches, browser security settings, or bank authorization issues.  To resolve this in TurboTax Desktop:   Ensure your desktop software is fully updated to the latest version. Run as Administrator: Right-click the TurboTax icon and select "Run as Administrator" to ensure it has proper permissions. Clear Browser Cache: Clear the cache/cookies of your default system browser, as the application uses it for secure transmission. Disable Pop-up Blockers: Temporarily disable browser extensions or antivirus programs that might block the payment popup. Match Billing Address: Ensure the billing address on your credit card matches the mailing address in your Tax Return exactly. If not, temporarily update your "My Info" address to match the card, pay, and then update it back. Use Another Payment Method: If the issue persists, consider using a direct debit (ACH) or paying via check.

Hay varias razones por la que no estás recibiendo el crédito, la más común es que tu dependiente haya tenido más becas que lo que pago de gastos de educación, si este es el caso, en la Forma 1098-T tu estudiante va a tener una cantidad más grande en la caja 5 que en la caja 1.  También puede ser que hayas ganado más dinero de lo que se permite en los límites del crédito de educación.  Otra razón es que no hayas ingresado la información correctamente en TurboTax, para revisar la información que ingresaste:   Entra a tu cuenta Ve a Pagina de inicio  Selecciona Deducciones y créditos Selecciona Editar/agregar junto a Gastos y becas (Formulario 1098-T) Para más información acerca de los beneficios de educación que están disponibles y los requisitos para calificar, visita los siguientes enlaces:   ¿Qué créditos tributarios para la educación están disponibles? ¿Qué beneficios tributarios pueden ayudar con los costos de educación?  

Yes, you can expense under non-incidentals, but no, it is not the purchased inventory in 2025, it is the sold inventory in 2025.    Because your boutique generates less than $1 million annually, you qualify as a small business taxpayer, which allows you to bypass the inventory accounting rules required for larger corporations. Under the current IRS guidelines (Section 471(c)) you are permitted to treat your clothing inventory as "non-incidental materials and supplies." While this simplifies your record-keeping, it does not typically allow for a cash basis deduction where you expense everything the moment you buy it. Instead, the IRS requires that non-incidental supplies be deducted in the tax year they are consumed or used in operations.    In a retail context, "consumed" means the moment the item is sold to a customer. This means you generally cannot expense the wholesale cost of every item purchased in 2025 unless those items were also sold in 2025. 

Delete the entry and re-enter the transaction.  Click the delete trashcan to remove the entry.   At the screen Let's finish pulling in your investment income, click Add investments. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, click Skip import. At the screen OK, let’s start with one investment type, select Digital Assets.  Continue. At the screen Let's get started typing in your digital asset info, enter the information. Click Continue. Do you have more than three sales on your 1099-DA, click No. Did you buy every investment listed on your 1099-DA, click Yes.  Click Continue. At the screen Now, choose how to enter your sales, select One by one.  Click Continue. At the screen Next, we'll start entering sales from your 1099-DA, click Continue. At the screen Let's start with your first sale, enter sales information.  Click Continue. At the screen Let us know if any of these situations apply to this sale, report as necessary. At the screen Review your XXXX sale, repeat as necessary by clicking Add another sale.  Click Continue.

The TurboTax desktop software itself does not have an option to clear cookies or cache because it runs locally on your computer and does not use a web browser cache like the online version. If you experience issues, the best troubleshooting step is to restart the TurboTax desktop application and your computer. You may also try reinstalling the software if problems persist. Clearing browser cookies and cache applies only to the online TurboTax product accessed through a web browser, not the desktop version.   For entering and reviewing your 1099-NEC in TurboTax Desktop, the "Needs Review" message often indicates missing or inconsistent information. To address this: 1. Go to the Wages & Income section. 2. Find the area for Self-Employment Income or specifically 1099-NEC. 3. Select Start or Update next to Business Income and Expense (Schedule C). 4. Carefully review your entries for any missing amounts, incorrect payer information, or mismatched totals. 5. Confirm you have correctly entered all forms received. Make sure all fields match your 1099-NEC exactly, including payer details and amounts. Inconsistent data causes "Needs Review" status.   @ppu21998 

To remove or delete a form, it's best to do it from within your return.   Open or continue your return. Search for the form name in the search bar Select the Jump to link in the search results to get to the summary screen. From here, you can select the trash can icon to delete. How do I view and delete forms in TurboTax Online?