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You'll need to file an amended return if you determine that you have made an error or have omitted something from your tax return.   Please read this TurboTax Help topic on how to amend a prior-year tax return.

To clear your entries for the energy efficient home improvement credit, follow these steps: 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 Form 5695 Energy Efficient Home Improvement Credit. Select the Form. Click on Delete.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.   

TurboTax desktop supports multiple tax files; you can have one for each of your IRAs with basis history. Then combine for the final 1040 Line 4 as described above.   In any case IRS expects all Forms 8606 to be retained in your files forever.

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.

In TurboTax Desktop Deluxe, while you are working on one tax return, if you click the 'File' button on the top left you can click on 'New Tax Return' if you would like to start a new return or 'Open Tax Return' if you would like to open another tax return that you have already started in this year's program.     That way you can switch back and forth between as many tax returns as you are working on.

Thanks. I understand that but I'm a new TX resident so I've never seen a W2 from TX employer. I was saying it confused me because when I manually filled out my W2 entries in Turbotax desktop software, I typed them in exactly as I saw them on paper W2. Turbotax flagged it (need employer's ID but there's none).   After further searching and reading, I removed all entries from 15 thru 17 to stop the error flagging. The employer should've just left box 15 thru 17 empty and stop confusing their employees especially those who just moved to a state where there is no state income tax. I'm used to seeing state income tax in CA. This is my first time preparing income tax as TX resident.

Hello.  When can I expect this issue to be fixed.  I have three separate business returns that I can't file until this is resolved.  I have LLC members that are waiting on K-1's.  Please advise the status of this software issue. Thank you.

How to delete your data: Sign in to TurboTax, if you haven’t already. Select Intuit Account on the left. Select Data privacy. Select Delete and then follow the screens to delete your data. If you want to delete data from any other Intuit Accounts, you'll be able to do that one account at a time. We'll walk you through it.

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.  TurboTax can only give estimates based on the IRS past performance on issuing tax refunds.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.    

If you are having issues importing your tax documents from your financial institution or brokerage account, you might want try these other options:   Upload: you have to enter into your financial institution account and download the documents in your computer, then upload it into the system. Snap a photo: You will need the physical documents in your hands and take a picture of them. Type it yourself: This may not be the best option if you have a lot of transactions and/or documents. But, it is still an option.