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Thank you very much. I was able to go the the form that is calculating the estimate amount.   So, it looks like IRS wants us to pay the estimate tax evenly even though we don't know how much in advance, and penalize us for not seeing the future, it looks like. The transactions that resulted in a higher than anticipated income was in the thired quarter. and that's why I paid most of the estimate tax in Q4. (No need to respond. I'm just complaining about the tax system. I know TurboTax didn't make it 🙂 )

You can get back to your entry screens in TurboTax for Mortgage Interest to check that your entries are correct as follows:    Click on "Search" (magnifying glass) at the top right of your screen and  Type "1098" in the search bar. ‌ Click on "Jump to 1098."  This will allow you to review your entries for your mortgage interest from Form 1098   You must answer the question, "Is this loan secured by a property of yours?" as "Yes" in order for your mortgage interest to be included.   You could also try deleting and re-entering your Form 1098 for the home that is not being counted. To do this, use the instructions above for returning to the TurboTax screens for entering your mortgage interest.    To delete a Form 1098, you can do the following if you are using TurboTax Desktop: Click on "Forms" at the top right of your TurboTax screen to switch to "Forms Mode" In your left panel search for "Form 1098" Click on "Form 1098" and it will appear in your right panel At the bottom left of your "Form 1098" click on Delete Form A box will appear to confirm the deletion, Select "Yes" If you are using TurboTax Online you can delete a Form 1098  as follows: Continue your return Choose "Tax Tools" option on the left menu bar in the federal section of TurboTax Choose "Tools" Under "Other Helpful Links" choose "Delete a form" Find the Form 1098 and click on the option to delete it To manually enter a Form 1098 in TurboTax you can do the following: Click on the search icon at the top right of your TurboTax screen Type "1098" in the search bar Click on the link "Jump to 1098" Enter your Form 1098 and answer all of the follow-up questions accurately   Your screens will look something like this:           Click here for "Where do I enter my 1098 mortgage interest statement?"   Click here for additional information on the Mortgage Interest Deduction   Click here for additional information on mortgage interest.

Thank you for clarifying. Do you remember if you were able to do that with TurboTax or did you have to use other software/file on paper? I'm asking because I can't get TurboTax to let me file as a full-time resident of two states. 

It really wasn't an issue for my NC software...it works either way   But in the NC software, if I break out PR&NC amounts separately, then it just doesn't include either the NC or PR $$ amounts in the Other state's $$ added-back as state income (what would be your PIT-RES line 2).  SO for me, the PR $$ are already excluded.   Then My US Obligations, to be subtracted from NC income, (your PIT-RES line 5)......for NC, that only includes $$ from box 3 on 1099-INT forms + US obligation amounts extracted from box 1a on 1099-DIV forms.   ____________________ (The NC software does miss any 1099-INT box 1 $$ from the TVA,  and certain other US-Backed Organizations ((FDIC, FLB, FFB etc) that I have to enter directly on the NC worksheet in Forms Mode using Desktop software)

Did the Form 2210 calculation make sense or would you like for us to take a look?   If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.   If you're using TurboTax Online: Once you're logged in to your account and have your amended return open, - on the left hand panel, click on Tax Tools and then choose Tools - on the pop up window, select Share my file with Agent - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information. - click okay and you'll get another message with a token   If you're using TurboTax Desktop: Click on Online in the top menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent' Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution   Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.

Yes, you can still claim it as a rental while it was undergoing repairs, if your intent was for the property to remain a rental.  You would claim the repairs the same way you claim other expenses for a rental, as repairs and maintenance.  Since the repairs took more than a year, it raises the question of whether some, or all of the expenditures for "repairs" are improvements, or repair and maintenance expenses.  If improvements, they need to be capitalized and depreciated.  

To enter your business expenses:   Open or continue your return Go to Schedule C Enter your income information  On the question, Did you have any self-employment income or expenses? Answer yes Select any expense categories you have A list of the expenses you selected will come up on the next screen and you can edit each category Enter the expense you have See the following images for your reference.  If you continue having problems, please reach out to us again.            

  If you are a non-married couple who live together with your child, then only one of you can claim the child(ren) and the one not claiming the child does not enter anything at all on their tax return about the child.   The “sharing” of child-related credits you may have heard about is only possible between divorced or never married parents who live apart and share custody and who have a written agreement to share the credits.    The child’s SSN can only be entered on one tax return.   Any other return with the child’s SSN on it will be rejected.   If you are a family, then work out how to share the refund between yourselves.

Hey,   I ended up filing tax returns in both states. I only owed $7 to Virginia. Not sure why I had to file if I didn't make any income in the state, but seems like no harm, no foul.   Just realize I didn't really answer your question. Somehow I got it to work. I think I may have just added another entry for the second state when I got to the state tax section, but can't remember exactly.

Enter at Educational Expenses and Scholarships, under Deductions and credits (not the income section). After answering no to having a 1098-T*, answer yes to qualifying for an exception (that gets you to the entry screens). You will have to go thru the whole education interview to get to the scholarship screen. At the scholarship screen, enter the amount of the grant. When asked if any was used for room and board, answer yes. Then enter the amount you want to be taxable (usually all of it), in the pop up box. R&B are not "qualified educational  expenses".  So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.  This will put it on line 8r of Schedule 1 (this line was added in 2022).   *If you do have a 1098-T, one of the follow-up questions will be do you have any scholarships not shown on the 1098-T. Enter the additional scholarship/stipend there.