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You should have contact info on the letter you received where you can explain that you apportioned pension income between two states lived in during 2025.  There are screens in the interview where you most likely did this.  If you used TurboTax Online, under 'Tax Returns and Docs' you can choose 'Add a State' to re-open a filed return.      Here's more info on How to File a Part-Year Resident Return.    Trixie@home 

Are you trying to download your *.tax2024 data file from your Onliine TurboTax account so you can transfer it into 2025 desktop product?    If so, to get to the right place you do have to start a few screens of the 2025 online program, but you DO not have to pay for and do not have to complete a 2025 online return.   Here's a detailed response on how to get to the *.tax2024 data file in an online account.  The method depends on whether or not you have started a 2025 online return, so choose from the 2 options below:   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one. We can tell you how to look for multiple accounts if it becomes necessary.   If you have already started a 2025 online return: Log in, and if you have already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, we can tell you how to look for multiple accounts.

I found a way that worked for me on both 2024 and 2025 taxes. First of all, to be clear about MY situation, since what works for me may not work for others in different situations, I am a Washington resident, and we do have some income from Oregon.  I am using Turbo Tax Deluxe desktop version that came with Federal and one state.  I used the one state for Oregon.  After doing Oregon, I went back to the State screen and clicked on "Start" for Washington.  Obviously, I wasn't going to pay for adding Washington as another state, but I wanted to see what would happen.  What happens (for me) is that it allows me to pick Washington from the list of states and the cost is $0.00.  So, I can fill out the worksheet, have it figure out that I don't qualify for the Working Families Tax Credit, show my Washington refund as $0, and everybody is happy.   I don't have to "work around" it.  Note that you will get a message saying you can't e-file because your Working Families Tax Credit is 0, but that is referring to your Washington return, which you're not going to file anyway.

The 1065 is a partnership form where you must have invested some money. The most common: Energy & Commodities: If you bought shares in oil, gas, or pipeline companies (like Enterprise Products Partners or Magellan), you aren't just a shareholder; you're a limited partner. Commodity ETFs: Many ETFs that track gold, silver, or oil (like USO or GLD) issue K-1s instead of the standard 1099-DIV. If you used a site like Fundrise, RealtyMogul, or AngelList to invest in real estate or startups, those platforms often pool investor money into an LLC. Because an LLC is a "pass-through" entity, they send you a K-1 to report your share of the rental income or losses There are more reasons but I find most people think they invested in a fund, then get a k-1. 

It depends. Fidelity reporting both your excess Solo 401(k) contribution and the earnings as taxable in Box 2a can be incorrect; it depends entirely on what type of correction was done and what code Fidelity used in Box 7.   1. If you removed the excess as a timely excess deferral correction (meaning removed by April 15 of the following year) Box 1: Total amount distributed (excess + earnings) Box 2a: Only the earnings (taxable in the year of the excess) Box 7: Code 8 (excess deferral + earnings, taxable in year of deferral) If Fidelity put the entire amount (excess + earnings) in Box 2a, that contradicts IRS instructions for Code 8 distributions.   2. What Fidelity sometimes does incorrectly. Some custodians mistakenly: Use Code 1 or Code 7 instead of Code 8 Treat the correction as a regular distribution Report the entire amount as taxable in Box 2a This is the most common error with Solo 401(k) excess corrections.   3. How to confirm whether Fidelity made an error. Look at Box 7 on your 1099‑R:   If Box 7 shows Code 8 Then Box 2a should show only the earnings. If it shows more, the form is wrong.  If Box 7 shows Code 1 or Code 7. Fidelity treated it as a regular distribution, which is incorrect for an excess deferral correction. If Box 2a equals Box 1. That is almost always a sign the form was coded incorrectly. 4. What you should do next.   1. Call Fidelity and request a corrected 1099‑R Tell them:“This was a timely excess deferral correction for a Solo 401(k). It should be reported with Code 8, and only the earnings should be taxable in Box 2a.”   2. Do not try to “fix” the 1099‑R in TurboTax The IRS matches 1099‑R forms electronically. If the form is wrong, the only fix is a corrected 1099‑R.            

You might have a consolidated statement. That will have sections for 1099-Int and 1099-Div and 1099B and maybe some other 1099s.  You need to enter each section in the right place.  So read it carefully and look for headings.... 1099-INT for interest or 1099-DIV for Dividends or 1099B for sales.  I highlight each heading with a yellow highlighter to find them.

It depends: If the house was for rent or sale - you held the property out as a rental, the expenses are deductible on the Sch E as always. If you did not hold it out: Sch A - mortgage interest, property tax Management fees, Repairs, Utilities, etc- roll into the selling price of the house

If you are using TurboTax Do It Yourself (Online), each return is priced based on what you enter on your return. So if you start with Deluxe, but add investment income, you'll need to upgrade to Premier. If you purchased a multi-return package, you will be charged the difference if you enter something that is not included in the version that you bought.