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@IHateTurboTax wrote: For those of you still struggling with this problem - I managed to get the online survey form to prompt me to fix 25A manually by selecting "Yes" for installing improvement/replacements of panel boards etc, entering A1B2 for both codes on the next page and a spoof value, pressing next, then going back *two pages* and selecting "No" for installing improvements/replacements. I think it likely flagged the existence of data + "No" as incompatible and allowed me to adjust 25A from the browser manually as a result.   Hopefully my two hours of troubleshooting works for you too. You are a legend @IHateTurboTax.  Your suggestion worked for me in getting box 25a with a proper selected value.  I've created a more formal step by step process for folks to follow below from your work: Select Yes at "Did you install improvements or replacements for enabling property? Enabling property: Certain electrical improvements - like upgrading or replacing panelboards, subpanelboards..." At next page "Improvements or replacements installed for enabling property", select at least one checkbox, enter A1B2 for both codes, and a fake value for the "total cost you paid" field. Note all these are fake values and will be undone in the next steps. Click Continue once. You should be at the page titled "Qualified energy property costs" Click Back twice which should take you back to the page from step #1 above. Select No and then click Continue. You should be back to the page titled "Qualified energy property costs" Complete the next pages as you should until you get back to the deductions and credits page. Navigate to the Federal review page and run the checks. This should find the fix to correct for form 5695 box 25a where it allows you fix the form manually to add a valid yes or no to box 25a. Follow the steps provided to add a Yes or No answer to box 25a then click Continue. Run through all remaining checks. Go to File return. Click "View Form" before e-file and verify form 5695 box 25a has either a Yes or No value selected. If you selected No for box 25a, also ensure the fake values entered earlier in boxes 25c, 25i, and 25ii are now empty in the generated form. TT support, management, and the developers should be ashamed of themselves for not addressing this issue in a timely manner and for making users jump though these hoops.    

@ 9083772642 wrote:   Instructions did not pertain to my desktop version.  Looked further into on my own and 3rd party bank also charges a fee, which was never disclosed. I can provide you more information on that.  If you had a state return that you efiled in the desktop version, then the $27 should be the $25 state efile fee plus sales tax. In the desktop editions there is a $25 fee to efile each state return, except no efile fee for New York state.    There is no additional $40 service fee if that state efile fee is paid upfront with credit/debit card.   However, when one chooses to pay that $25 fee (plus tax) out of the refund (a process which uses a third-party bank), then there is a $40 service fee for that option ($45 for California filers.)      One can avoid the $25 state efile fee altogether, if desired, by printing and mailing the state return.   "which was never disclosed"        You should have seen a screen with the $40 fee for the "pay out of refund" option.   I'll ask someone who might have a screen image to post it here today.   @ VolvoGirl  are you please able to post your screen image of the $40 "pay out of refund" fee in the desktop version?  Thanks.

Using TurboTax Online, you can preview your Form 1040 and Schedules 1, 2, and 3 of Form 1040 if they apply to your return.  You can also see a summary version of your state tax return.  Any other forms included as part of your return will be available to view or print after you have paid the TurboTax fee.     Use these steps to preview your Form 1040:   On the left menu, scroll down to Tax Tools. If necessary, click the side arrow and select Tools.  A box will appear in the middle of the screen. Select View Tax Summary. A tax summary will appear. On the left side menu bar select Preview My 1040. This will bring up a copy of your 1040 Tax Return. If you continue to scroll down, Schedules 1, 2, and 3 are available if they are required. @pkuhn-bills 

@AlexInGA @bbjaspan   Now let's make things more confusing!   I found some new info RE SALT deduction in Georgia.  BUSINESS DAILY magazine published an article on 3/6/26 titled "Georgia legislature advances annual IRC conformity bill; no major SALT or wage exclusions".  Long story short, the annual IRC conformity effort in GA has not been completed yet. The proposed bill is HB 1199.  But, according to the article, the "bill does not propose adopting a $40,000 State and Local Tax (SALT) deduction cap similar to what was included in last year's federal HR 1 bill.  Instead, Georgia will continue its existing limits - $10,000 for most filers..."  The GA Senate is expected to vote on this bill the week of March 9th, then reconciliation will continue before going to Gov for signature.   Full disclosure...I've not read HB 1199 yet but am assuming this article is correct regarding SALT details since it quotes one of the bill's authors.  And, perhaps changes will be made this week to align with the HR 1 SALT details. But according to this article, the $40k deduction cap may not come to be in GA after all...bummer.

Yes, we can help you to prepare an amended return.  TurboTax amended returns 1040X are now available. Be sure the Desktop software is updated. Online imports update automatically. An amended return can make a change to a tax filing that has already been accepted.  You should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start ‌at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download     

If you are self-employed filing a Schedule C for your business and you did not receive a Form 1099-K reporting income paid to you, you will use your own records of income to determine the amount you received.  It is then reported as General Income not reported on other forms under your Schedule C.     Use the steps in the TurboTax help article below to navigate to your Schedule C to input your income:   Where do I enter Schedule C?  

Thank you for your detailed response. I have a couple of follow up questions. 1) In figuring the percentage of sales expenses to allocate to each asset (house, land, improvements) - do I use the original cost of those assets, or the sales price? For example, if I purchased the property for $120000, and at the time the land value was $20,000, then the percentage would be 83% house/ 17% land. But if I sell the property for $220000, and the land value is stable at $20,000, then the percentage would be 91% house/ 9% land. Which value am I supposed to use here?    2) With regard to adding the recent improvements to the selling expenses - does that total sum get apportioned among ALL of the assets listed under the property? For example, if we had $20k direct selling expenses (on the settlement charge sheet for the sale) plus another $50k of improvements in the final months of ownership, totalling $70k, and we also had assets/improvements from 2023 totalling $10k, would we apply a percentage of the total sales expenses to that $10k asset?   3)Follow up question: how does one determine if an asset is "past its recovery period" enough to assume it's zero percent of the sales price/ sales expense?   4) regarding passive activity losses: we had passive losses in previous years but they did not carryover in the program, even though when I go through past returns I can see "unallowed" losses listed on previous year passive loss form 8582. Should I just add them up and put them in the form field when it comes up blank?    Assuming you are a human and not AI, I thank you again for your time, expertise, and help with this.    

If part of your income comes from long-term capital gains, then the total is added to your income on Form 1040 line 7.    But, it is taxed at a lower rate than simply looking at the tax tables.   There is a separate worksheet called the Qualified Dividends and Capital Gains Tax Worksheet that applies that lower tax rate to the capital gains.  Without going into great detail, this worksheet separates your capital gains from the rest of your income and applies the capital gains rate to the capital gains income (which is lower than the ordinary income tax rate).  Then your total tax amount is reported on Form 1040 line 16.   You can see this worksheet by using Forms in the upper right corner of the TurboTax desktop version, or by looking for it when printing your return if using TurboTax Online.   When you look at this worksheet, pay attention to lines 23 and 24.  The tax calculated on line 23 takes into account the capital gains tax.  The tax calculated on line 24 comes directly from the tax tables.  Then, the lesser of those two lines is reported on line 25 and Form 1040 line 16.  Therefore, if the capital gains tax rate gives you a lower overall tax, then that is the tax on your Form 1040.    

You are not required to report a 1095-C; however, you should keep it with your tax records.   If your return is rejected because of the 1095-A: The IRS database thinks that you have or had a Marketplace policy.   You should Confirm that you aren't listed on the roles. You can use the phone number listed by state at  The Health Insurance Marketplace. If you're sure you don't have a 1095-A you can use these steps to clear it. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

If your only source of income for 2025 was Social Security retirement, then you may not need to file a tax return.  Generally Social Security is not taxable unless you have other sources of income, and then it may become partially taxable.     Take a look at the following TurboTax help article about filing requirements.  If you do need to file a return, then TurboTax can be used to file your return.   Do I need to file a federal return this year?  

You should first verify your phone number, and select the text option when trying to get the verification code. You can verify the phone number in  On the left sidebar Select Intuit account There will be six boxes Choose Sign in & Security Confirm your information. Once requested, you may have to wait a few minutes Be sure you use the most recent code because previous ones are canceled.  If you still cannot receive a code, you may need to  Verify your identity another way through account recovery.   

Of course the reply was not helpful at all. Instructions did not pertain to my desktop version. Looked further into on my own and 3rd party bank also charges a fee, which was never disclosed. I always enjoyed use of Turbotax, but due to sneaky fees now being added, I will look further into other options.