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I have three dependent children, two of which are too old for the pilot program, and one who is young enough and qualified for the pilot program. I selected to open a Trump account for m all three, but the Turbotax app would not let me check the boxes to elect to include my youngest child in the pilot program for her trump account! I tried to select it multiple times and couldn’t. I had to proceed with e-filing, and confirmed after reviewing my tax return documents that that selection was not made. How can this be corrected?

Can this be done as I want to do a quick assessment of the new changes for 2025 and how they might affect last year's numbers

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I'm trying to import my data from Schwab and keep getting a generic error message saying "something unexpected happened". I have been trying for a few days and keep getting the same error. I don't have any issues importing from Chase and Wealthfront. I tried Safari and Chrome and get the same error. Any idea what's going on and how to fix this?  

I have a tax return done in TurboTax 2024. Under "Interest and Dividends," it shows a 1099-INT value of $548 and a 1099-DIV value of $5792 for tax year 2024.Importing that return into TurboTax 2025, in the 2024 comparison column, it shows 1099-INT of $2116 and a 1099-DIV value of $4224 for tax year 2024.Why don't those numbers match? TurboTax 2025 seems to have altered the imported values.

It wont let me proceed to file my refund because it tells me I have 2 items to review. Where???

I have a ROTH IRA (no taxes due) & am paying taxes on my first RMD as instructed by Voya (administrator).

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I am 85 and don{ t understand computers any longer! I need hrlp

I provided less than 50% of the support for my child.  My spouse is the custodial parent but an agreement exists allowing me to claim the child tax credit every other year.  A signed form 8332 shows this.  In turbotax, do I need to claim the child as a dependent or what are the steps to allow me to claim ONLY the child tax credit for last year?  Child only stayed with me the equivalent of 2 months.  Child is under 17.l

I purchased the desktop download version from Costco. It will not download because I am on windsows 10 and Windows says I cannot upgrade to 11. So turbo rtax said I have to do online, which  did. Now how do I do the rest of my family members returns ? 

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I am working on my State of Wisconsin Return.  There is a questions about what your school code and tax district information is.  I pulled the list of tax districts, instructed that it should be 2369.  I enter that into the question and I receive an error message to "enter valid school district number"

Where do I easily locate and edit form 1040 specifically within TurboTax? As states in my question I have reviewed several times and my income and questions are answered correctly. Can someone please advise?

I am using Expert Assist Premium online. I was going through the section on estimated taxes for 2026. (I'm a 1099, I underpaid last year, and want to make sure I don't underpay this year.)As part of the question to calculate my estsimate tax payments, TT asked "[HUSBAND] was 71 years old on January 1, 2026. No. He was not. His birthdate is November 1955, so he turned 70 in November, not 71.  It did the same thing to me. [WIFE] was 60 years old on January 1, 2026.NO. My birthdate is December 1966, so I turned 59 in December, not 60. Our birthdates are entered correctly in the personal information section - this is probably the 8th year in a row I've used TT, and the personal information is carried over from year to year and has always been correct. I confirmed by looking at it again after seeing the calcuation errors. Both ages were editable in the age box, so they are correct now...but what the HECK. How can I trust Turbo Tax with all the complicated calcu

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Total dependent care provider payments: $3,461. Total expenses claimed: $1160. Why not the $3000 max?

I've taken this credit the last few years and now it seems to have disappeared from the option on turbo tax.

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As a retirement benefit my previous employer, through a private company, reimburses the full amount for Medicare Part B that is deducted from my Social Security. My previous employer does not issue a W-2, nor a 1099 for this reimbursement. In addition, it does not show up on the 1099 I receive for my pension. I have contacted the private company who handles the reimbursement and have requesting a 1099 for the reimbursement. They informed me that there is no 1099 issued. "This is a benefit you receive after retirement from your employer." "It is not noted as income and is only for Medicare premiums." "This benefit is not reportable on taxes." "There are no tax documents provided with this benefit." Seems to me that I owe taxes on the amount of the reimbursement but have no way to record the amount received plus the amount of taxes owed (e.g., a 1099 with Tax ID, appropriate boxes checked, etc.). Any recommendation(s) how this should be handled? 

Turbo tax keeps asking me to seperate one of the three royalties I have for petroleum and different schedule

While I can find where to apply federal refunds to 2026 estimated tax, I can NOT find where to apply California state tax refunds. When I go and start to file California it lets me ONLY get refund through Turbotax, via direct deposit or by check.