I just wanted to chime in as someone who went through this exact same frustrating experience! The wording in TurboTax is absolutely terrible - I spent hours looking for a Form 2210 that I never filed and was convinced I had made some huge mistake on my taxes last year. What finally helped me was realizing that TurboTax isn't asking if you FILED Form 2210 last year - they're asking for your previous year's tax liability because they need it to determine if you should file Form 2210 THIS year. It's all about checking if you qualify for safe harbor protection from underpayment penalties. Just grab your 2024 Form 1040 and look at line 24 - that's your total tax for the year, which is what they mean by "tax liability." Even if you still owe money from last year or never dealt with Form 2210 before, that line 24 number is all TurboTax needs to move forward with the underpayment penalty calculations. Once I entered that number, everything clicked into place and I was able to continue filing. Don't let TurboTax's confusing question hold up your entire return - it's much simpler than they make it sound!

I'm going through the exact same thing right now and this thread has been a lifesaver! I've been stuck on this TurboTax screen for two days thinking I must have lost some important tax form. The way they phrase "previous year tax liability from Form 2210" is so misleading - it really does make it sound like you should have filed Form 2210 last year. After reading all these explanations, I finally understand that they just need the total tax amount from line 24 of my 2024 Form 1040. I found my old return and that line definitely has a number on it, even though I never filed any Form 2210. It's such a relief to know this is normal and I didn't miss filing something important! The safe harbor explanation really helps too - knowing that paying enough based on last year's taxes can protect you from penalties makes the whole Form 2210 process make more sense. Thanks everyone for breaking this down so clearly. About to enter that line 24 number and hopefully get past this frustrating roadblock!

I'm dealing with this exact same issue right now! My 1099-B from Schwab is about 800 pages and TurboTax keeps giving me that error message about the file being too large. It's so frustrating because I thought e-filing was supposed to make everything simpler. I'm really interested in the CSV/flash drive option that Sophia mentioned - that sounds way more reasonable than printing and mailing a phone book worth of trading data. Does anyone know if Schwab provides data in the IRS Publication 1220 format, or would I need to convert it myself? Also curious about the alternative tax software suggestions. I've been loyal to TurboTax for years but if FreeTaxUSA can handle large trading volumes without all this hassle, it might be worth switching. The cost savings alone would probably pay for the switch multiple times over.

I've been dealing with this same frustration for the past three tax seasons as an active options trader. The key thing to understand is that the IRS e-file system has hard limits on attachment sizes, and your 1200+ page 1099-B definitely exceeds those limits. Here's what I've learned through trial and error: 1. **You absolutely must send the physical documents** - Form 8453 is specifically designed for this situation where you e-file your main return but have supporting docs that couldn't be transmitted electronically. 2. **Timing matters** - Mail these as soon as possible after your e-filed return is accepted. The IRS considers your filing incomplete until they receive these supporting documents. 3. **Use certified mail** - For something this important, spend the extra money for certified mail with return receipt. You'll want proof of delivery if any questions arise later. 4. **Alternative for next year** - Consider switching to a different tax software that handles large trading volumes better. I've heard good things about FreeTaxUSA and TaxAct for high-volume traders, though I haven't personally tested them. The whole situation is definitely archaic, but unfortunately it's the current reality for active traders with massive 1099-Bs. The medium flat-rate priority box from USPS is probably your best shipping option cost-wise.

Has anyone tried Credit Karma Tax (now Cash App Taxes)? It's completely free and claims to support Form 1116, but I'm worried it might miss something with foreign income.

I've been in a similar boat with cross-border tax situations! Based on my experience, TurboTax Deluxe should handle your situation well since you have straightforward wage income. The Foreign Tax Credit section walks you through Form 1116 step by step, and yes, it will prompt you for any carryover amounts from previous years. One tip: make sure you have your foreign tax documents translated if they're not in English, and keep records of the exchange rates used. TurboTax will use IRS published rates, but having your own documentation helps if there are any questions later. For penalty calculations, the software is pretty good at figuring out underpayment penalties based on when you made estimated payments throughout the year. Since you mentioned the cost was a major factor in wanting to DIY this year - TurboTax Deluxe runs around $60-80 depending on promotions, which is obviously much better than $650! Just take your time with the foreign income sections and double-check everything before filing.

I'm also dealing with the Maryland refund delays! Filed on February 7th and just hit the 7-week mark with still nothing but "being processed" status. I'm in Baltimore City and this is definitely the longest I've ever waited for a state refund - usually get it within 2-3 weeks. What's really frustrating is that I had to pay estimated taxes throughout the year due to some freelance work, so this refund represents overpayments I made. Called the comptroller's office yesterday and they basically said the same thing everyone else is hearing - massive backlog, enhanced fraud detection, no specific timeline available. The rep did mention that they're prioritizing based on filing date but that some systems upgrades earlier this year caused additional delays. Based on all the timelines shared here, I'm cautiously optimistic I might see something in the next week since other early February filers are finally getting theirs. Thanks to everyone sharing their experiences - it really helps with the anxiety of wondering if something went wrong with my return!

I'm also waiting on my Maryland refund and this thread has been incredibly helpful! Filed on March 1st and approaching the 4-week mark with the usual "being processed" status. I'm in Frederick County and this is my second year filing Maryland taxes after moving from Pennsylvania. Last year I got my refund in about 18 days, so this extended wait has been surprising. What's particularly frustrating is that I have a very simple return - just W-2 income, standard deduction, and married filing jointly status. Called the comptroller's office earlier this week and was told they're experiencing "unprecedented volume" this year due to enhanced security measures. The representative couldn't provide any timeline but mentioned they're working through returns in chronological order. Based on all the experiences shared here, it sounds like I should expect at least another 2-3 weeks given that early February filers are just now getting their deposits. I've switched to checking my bank account each morning around 6:30 AM instead of relying on their tracker since everyone says it's completely unreliable. Really appreciate everyone sharing their timelines - it makes the wait much more bearable knowing this is affecting so many people!

I've been having the exact same problem with OLT for the past week! The system freezes right at the e-filing step and kicks me back without any helpful error messages. Reading through all these responses has been incredibly helpful. I'm going to try a combination of the suggestions here: first, I'll attempt the complete browser data clearing that @Admin_Masters recommended, then try submitting during early morning hours like @Zoe Gonzalez suggested. If that doesn't work, I might look into the taxr.ai tool that @Mila Walker and @Chloe Green had success with to check for any hidden validation errors in my return. The connection stability advice from @Olivia Clark is really insightful too - I hadn't considered that my WiFi might be causing intermittent drops during the IRS validation process. I'll switch to a wired connection and temporarily disable my antivirus for the submission attempt. It's reassuring to know I'm not the only one dealing with this, and that there are multiple potential solutions to try. Thanks everyone for sharing your experiences and fixes! Hopefully one of these approaches will work and I can finally get my return submitted.

I've been following this thread closely since I'm having the exact same issue! After reading everyone's suggestions, I wanted to share what I'm planning to try and maybe we can update each other on what works. My approach is going to be: 1. First, try the early morning submission (around 5-6 AM) with a completely clean browser and wired internet connection 2. If that fails, use the taxr.ai tool to check for any hidden validation errors that might be causing the IRS system rejection 3. As a last resort, consider switching to TaxAct or using the Claimyr service to get through to OLT support What's really helpful about this thread is seeing that this isn't just a "wait it out" situation - there are actual technical issues and data validation problems that can be fixed. The fact that @Chloe Green and @Mila Walker had success with taxr.ai after struggling with the same submission freezing gives me hope. I'll report back on what works for me. In the meantime, has anyone tried contacting their bank or credit card company about getting a refund from OLT if we end up having to use a different platform? Seems unfair to pay twice for the same tax filing.