All Posts

I tried this and it tried to delete my first name off of the oregon return, so don't submit yet. After resetting back to my info and going over my oregon return (not changing anything) I got back to the file page and it worked this time with all the right info. Not sure why or if they fixed something but this worked for me.

If the only change you are making only affects California then you do not need to amend the Federal return. If you change the amount of tax you paid to California in 2025 (such as withholding), then you should amend both returns if it will affect a deduction on the Federal return for taxes paid to CA.   If you need to amend only your state return, please see this help article for instructions for both TurboTax Online and TurboTax Desktop. You won't need Form 1040-X if you are only amending California. @TaxNoob18 

He is neither a union officer or employee. He is a union member who was paid replacement wages for a training that took place during work hours (topic adjacent too, but not the core function of his work as a union member). That's what's been stumping me -- I don't know how to categorize it.

Mac OS 13 support from Apple ended last Nov.  If your computer is stuck on OS 13 that means your HW is considered out of date by Apple also.  Intuit does not support Turbotax on unsupported OS versions due to security concerns.   https://support.apple.com/en-us/109033   If you don't already plan on upgrading (I wouldn't rush to do this just for Turbotax), and if TT Online or other online services are not a good solution for you, then the other desktop s/w option is HR Block which is still supporting older Mac OS versions.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-mojave-10-14-affect-turbotax/L1XeIVbOY_US_en_US

For anyone else having problems. It turns out there was some sort of TT bug OR blip when I originally entered the form. I worked with their phone supports for over an hour and we finally resolved by deleting the K-1 completely and re-entering the information (completely the same information) and it worked no problem.  Wish I had thought of that 2 weeks ago!

Thanks @IHateTurboTax  I am able to do the same using the solution proposed by @IHateTurboTax . I can see that the form now has "no" checked in the 25A field and all the fake information entered for the codes and the expenses (I entered $1) has been automatically cleared. I wonder if anyone has tried to refile after this circus? I am little concerned attempting to re-file because I was told that there is a limit of 5 e-file attempts. Not sure if it applies for rejected returns though.

Go back to My Info and check that you said you are married and want to file together.   Did you enter a SSA-1099 for each of you?   If you are filing Joint there are 2 columns, one for each of you. Enter a SSA-1099, SSA-1099-SM or RRB-1099  under Federal Taxes Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button   After you enter it keep going.  There are follow up questions you need to answer.  Especially look for if you lived in a Foreign country.  Should be No.   Not sure what worksheet you are looking at.  Can you post a screenshot?  Maybe there’s a separate worksheet for each of you.   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0      

It depends. If you remove any entry that you entered yourself in Forms and follow the steps below, it should flow appropriately to the state return. Also, if there were capital improvements made in late 2024 and/or 2025 that would not be part of your assets already in place on your rental, this cost would be part of your selling expenses. The reason is that assets placed in service and removed in the same tax year are not allowed to be depreciated. Example: In 2024 you began capital improvements that were not complete until 2025, therefore not ever entered as an asset. Add this to your selling expenses because due to the depreciation you cannot add this to the cost basis of the building. Use the instructions below to enter your rental sale. When you get to the Sales Information page, follow the instructions above for selling expense if applicable.   For your rental property sale in TurboTax Desktop see below: Search >  Type rentals > Click on the Jump to... link > Continue to the Rental and Royalty Summary screen Select Edit next to your sold rental property > Scroll to Assets/Depreciation > Update Once you reach the asset section of your rental property you will select each asset and then indicate the following as the screens come On the screen 'Tell Us More About This Asset'  Select I purchased this asset and The item was sold, retired, etc... Enter the date of sale Continue to Select 'No' for Special Handling. No - it was not the sale of your main home Enter your Sales Price, Sales Expenses, Land Sales Price, Land sales expenses. See below the best way to arrive at your selling prices for any and all assets.    Here is an example of how you prorate the selling price to each of the assets including the land.   For any asset, such as appliances, that really have no value because they are past the recovery period of five years you can use a zero.   Use the original cost of each asset listed on depreciation, add those together then divide each one by the combined total to find the percentage of the cost for each asset.  Use that percentage times the sales price and sales expenses to find the selling price/sales expenses for each asset. If you want you can check the allocation of building and land in your county real estate tax office, on file now.   Example:  Original Cost (of each asset on your depreciation schedule) $10,000 Land                = 13.33%  $50,000 House              = 66.67% $15,000 Improvements  = 20% $75,000 Total                 = 100%   Multiply each percentage times the sales price/sales expenses to arrive at each individual sales price/sales expense.   Passive Activity Loss Entry if applicable: Assuming your passive losses were carried over each year, this will be a separate and identifiable entry which will carry to the Schedule E.  The full remainder of passive loss carryover is used in the year of sale as an expense. This is combined with your overall rental gain or loss to your Form 1040.  When you are on the screen 'Do any of these situations apply to this property?' (Property Profile section), be sure to check the box under Carryovers.  You might also review information here for more details