Called help line 12-29-2025 re desk top TurboTax with the following issues.
- Transfer from last year doesn’t work.
- Dividend, Capital Gains, Retirement forms not available
-Crashes on Save
- Technical Representative was no help on transfer, un-apologetic on forms not being available, and blamed the user computer for save not working. His suggestions to fix it were standard un-informed technical support ideas when they have no idea what the problem is. (BTW, I spent 40 years in high-tech and have used TurboTax since the 90s)
While the tech rep did not try to address the inability to transfer from a previous return, I suspect it is because the version we are using this year is different from last year (no longer need rental property, real property sale). However - he did not say that. There should at least be a message rather than just not transferring.
He was of no help as to when unavailable forms might be available and implied there would be no notification once they would be available, therefore necessitating repeatedly logging in and trying it to see if it works.
He was no help on the save issue. I suspect it is related to the unavailable forms as changes without trying to access those forms were saved when trying again. So: Suggestion is save before trying each form as TurboTax seems to get confused.
I give TurboTax a 'FAIL' on product quality, customer service, and generally a 'we don't care' attitude.
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can't help with the transfer since with desktop the version should not matter because they all handle the same forms.
as to forms availability you can check this Turbotax website (many won't be available until mid or late January 2026)
can't help with the transfer since with desktop the version should not matter because they all handle the same forms.
as to forms availability you can check this Turbotax website (many won't be available until mid or late January 2026)
Thank you!
an update
[MODS] i have tried on two separate computers to transfer 2024 data to 2025. for some reason - a nonfinal 1099R didn't transfer. i check it and I see no reason why it shouldn't transfer. going back through final review - no errors detected. I also noticed a thread by another user complaining passive loss carryover for a partnership did not show up after transferring.
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