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It appears you're using TurboTax Desktop. Go to Federal Taxes >> Wages & Income >> Rental Properties and Royalties. If you have already entered a rental property, click Edit to review your entries. Otherwise, add a property by following the interview to set up a new rental property.   Depending on the version of TurboTax you are using, you should eventually arrive on the Rental Summary page. From this page you can enter Rental Income or Expenses (click Start/Update).   Note that your entries create a Schedule E Worksheet (a TurboTax worksheet, not an IRS form) that displays your entries. This worksheet can be manually edited for any field highlighted in yellow. When you set up a rental asset, that information is shown on the Asset Entry Worksheet.   The result of completing the Rental Property entries is reported on Schedule E page 1, Part I.  

You can file your extension at our Easy Extension website, or select your situation here for detailed steps. Keep in mind, an extension does not give you extra time to pay your taxes, which are due on April 15, 2025.   Per IRS: If you contacted your employer and still don't have your W-2, call us at 800-829-1040. Have your information ready so we can help you: Name, address and phone number Social Security or individual tax ID number Dates when you worked for the employer Employer's name, address and phone number We'll contact your employer and request the missing W-2. We'll also send you a copy of Form 4852, Substitute for Form W-2, Wage and Tax Statement. You can use this to file your tax return without your W-2.  

https://turbotax.intuit.com/irs-tax-extensions/   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-personal-state-taxes/L32Mt8ZNv_US_en_US?uid=m9a3q808 W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36   https://ttlc.intuit.com/community/income/help/what-if-it-s-february-but-i-still-don-t-have-my-w-2/00/25998   You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information. https://www.irs.gov/individuals/get-transcript      

@Jayyyyy wrote: Hi @Opus 17 , revisiting your answer while finalizing NY state tax return for 2024. The most confusing part to me is that, on IT-196 instruction for 2024: Lines 5 through 7 If, on your federal income tax return, you claimed an itemized deduction for state and local taxes you paid, enter the applicable amounts from federal Schedule A, lines 5a, 5b, and 5c. -> But this should NOT include NY state and local taxes included in 5a, 5b or 5c, is this correct?   I'd appreciate it if you could answer this question. You include everything from your federal schedule A.  Even state and local taxes.  Because the NY state and local taxes are subtracted back out on line 41.  Lines 1-20 are essentially a restatement of your federal schedule A as-is, and lines  21-48 are New York specific additions and subtractions, including a subtractions for NY state and local taxes which are not deductible in NY. 

Unfortunately, the IRS withdrew my tax payment today from my bank account. I learned that I do need to call the Electronic Federal Tax Payment System to cancel my scheduled payment at least two business days before the scheduled date.

It depends. You can use a 'Single' rental approach or the Multi-Unit approach. Review each below.   Single Rental: You can split the cost of the duplex either in half if both sides are pretty equal in size or you can use the square feet of the rented portion divided by the total square feet of the duplex. This does require you to allocate costs that affect the entire home. It also allows you to enter all of your direct rental expenses 100% on your rental income Schedule E. For the rented part of the duplex asset entry: Use the tax assessment from the city or county to arrive at the part of the cost for the land. In your rental duplex you can just enter the rental portion of the building without including any land cost.   For your rental duplex portion, enter the cost as determined above and indicate it is used 100% for rental purposes and leave your part of the duplex out. If you choose the method you should select 'Single' family home. Only the depreciation will be recaptured when and if you sell in the future.    There is no differentiating when you enter it this way, and all of your direct expenses are accounted for at 100%.    If you do choose to select Multi-unit property see the 'Key Points' below. Key Points: TurboTax will prorate the personal portions of expenses that cover the entire property (mortgage interest, property tax and insurance).  The other expenses will be used at 100% assuming they are for the rental unit only.  Be sure to check your return once you complete the rental activity. If you decide to use this, then enter the entire cost of the duplex and land in the asset entry. You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready. Can I print a copy of my return in TurboTax Online before filing? If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.   @powelstock  @hayesk1984