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Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser? If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

If you are sure you don't need this form, you can delete it.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button. Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. 

For 2025 taxes I received $600 from Humana for enrolling in their Part C Advantage Plan. ie, $50 a month was deducted from my Medicare Premium Bill for Part B.  This shows up as a lowering of my Medicare premiums deducted from my SS on my SSA-1099 to only$1620.  2220-600=1620 I input this 1620 when I input the SSA-1099 in turbotax.  However I also have a FEHB traditional medical policy from BCBS from the FED GOV that gave me $800 to my checking account for a medicare premium reduction allowance.  $800 is not on my SSA-1099 or anywhere else.  Do I have to pay tax on the $600 and the $800??

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.

Every time you change the use of a property, you are considered to have sold the property at its fair market value (FMV) & then immediately reacquired the property for the same amount. Since you lived in the home before it became a rental, you would use the Form T2091(IND), Designation of a Property as a Principal Residence. That way, you only have to pay capital gains based on the time the home was a rental unit.   If you are using TurboTax Do It Yourself (Online), you can click on "2025 Tax Return" in the top left and use the search bar at the top of the page to search for "Principal Residence".          

@difranza03 , you misunderstand the bug.  That the Rollover box on line 4c was being marked instead of the Rollover box on line 5c.  That bug has been corrected.  A code-H distribution is reportable on line 5a/b/c not on line 4a/b/c.

Unfortunately, once the IRS has ahold of the tax return TurboTax can't monitor what they're doing with it.  @LindaS5247 has posted a list of the seven common reasons that your return is delayed at the IRS but all we can really do is speculate on it.  You will have to contact the IRS directly in order to find out what they are doing with your return.

Investment sales are reported on Schedule D and on Form 8949.  Using the TurboTax online editions you will have to use the Premium edition.   To enter an investment sale - 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) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button

Tried to fix this numerous times and the final solution that WORKED was to go back to the federal section with Form 1099-Q info. and completely delete the form and re-enter the data manually. Once I did that both the federal and final checks went smoothly. Good luck.

It depends. If you are entering the sale on your dad's tax return it depends on whether this was his main home or a second home.   To report a sale of your dad's main home follow these steps: TurboTax Desktop or TurboTax Online: Search > Type sale of home > Click the Jump to... link and follow the screens  To report the sale of a second home (includes a mobile home) that was not the main home, it would be reported using the steps below. To enter your sale in TurboTax, follow these steps.  Open or continue your return. Navigate to the investment sales section: TurboTax Online/Mobile: Go to investment sales. If using this application, make sure it is open TurboTax Desktop: Search for investment sales and then select the Jump to link. Or Personal Tab > Continue > I'll choose what I work on > Scroll to Investment Income > Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (select this option) Answer Yes to the question Did you sell any of these investments in 2025?  If you land on  the Investment sales summary or Your investments and savings screen, select Add More Sales or Add investments. Click this link for more information. Where do I enter Investment Sales? Any gain will be recognized, however a loss will not be allowed because it is the sale of personal use property.