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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.  

In the CA LLC return (Form 568), the exact LLC registration date must be entered due to the CA LLC annual tax. In other words, the business start date should not be input prior than the LLC registration date/current year for the rental properties transferred.         

The charitable deduction for standard deduction takers starts this year (2026), so it will be applied to next year's tax return, @wbradbur   The return you are preparing now is for tax year 2025, so there is no deduction for standard deduction takers.    Beginning with tax year 2026, if you do not itemize, you may deduct up to $1,000 ($2,000 if filing jointly) of your cash contributions to certain qualified organizations.   See Topic 506

I appreciate the prompt response. However, I have checked the input on the 1095A form in TT. There are no zeros. Only blanks where they should be and my data in Columns A and B from the exchange Form 1095A for January to September. The Column C is also all blanks as I did not receive any APTC in 2025. These reported TT errors saying my Column A should be all blanks are preventing me from filing electronically. I need a fix fast.

Did you enable the local network access?    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. 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?

Turbo Tax Desktop stopped opening for me. I have spent several hours with Turbo Tax Support and together we have run through all of the troubleshooting steps. TT Support finally sent my case to their investigations department 4 days ago, but I have had no further communication with them. Unfortunately, my tax return was almost done and the problem cropped up when I tried to open TT to finalize and file it. Have any of you been able to solve the problem? I am running Windows 11 and all of my other software is running fine.

Normally, the company will issue a Form 1099-R, if this is the case you will enter it under Retirement Plans.  If no 1099-R is issued, then follow the steps below to enter the information:   Go Wages & Income Select Investment Income  Go to Other (1099-B, 1099-S) or Other Reportable Income if no 1099-B is received Where do I enter my 1099-R?

For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - 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 Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

The proper path for you to take with regard to your Form 1099-B and the supplemental data is to use both. Do not rely solely on one or the other because both are needed to find your true cost basis so that you don't overpay taxes.   To simplify, you do not need to match line items exactly. You need the total proceeds to match your Form 1099-B and you need your total adjusted basis to match your supplemental data.   First, enter all of the information provided on Form 1099-B as it appears on the form. Even if some of the cost basis is showing as zero (0) and you know this to be incorrect. The important thing is to make all of the entries so that what appears on your Form 8949 and Schedule D reflects exactly what was reported on the 1099-B.   Next, you will need to make the necessary adjustments by selecting the, "I need to adjust my total cost basis" box found just below the box where you enter the Total cost or other basis.   You can select from the boxes with different codes that appear, including for the wash sales you mentioned (Box W).   When making the adjustments, you will enter the differences between what was reported on the 1099-B and what is reported in the supplemental data.   As for your third option, it is a good idea to call the brokerage to ask about the big differences in the line items. The information they provide may help with your adjustments.